FNF · Fidelity National Financial, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. FNF reported Q2 2026 adjusted EPS of $1.39 (up from $1.16) with Title adjusted pre-tax margin expanding 230 bps to an industry-leading 17.8%, driven by 33% growth in Title adjusted pre-tax earnings and 32% commercial revenue growth, though management expects modest Title margin compression in H2 2026 from front-loaded recruiting and tuck-in acquisition costs, while F&G adjusted net earnings declined to $65M from $89M on a lower ownership stake.
- + Title adjusted pre-tax earnings grew 33% to $448M with adjusted pre-tax title margin expanding 230 bps to an industry-leading 17.8%
- + Commercial revenue grew 32% to $440M with direct commercial revenue of $778M in H1 2026 up 24% Y/Y, positioning for a potentially record year
- + F&G AUM before reinsurance reached a record $74.7 billion, up 8% Y/Y, with core retail sales of $1.8 billion one of its strongest quarters on record
- + Consolidated adjusted net earnings grew to $370M ($1.39/share) from $318M ($1.16/share), with H1 capital returns of ~$417M to shareholders
- − F&G adjusted net earnings fell to $65M from $89M due in part to a reduced ~72% ownership stake (vs. ~82% prior year)
- − F&G net loss attributable to common shareholders of $55M reflected unfavorable mark-to-market movement vs. $33M net earnings prior year
- − Residential purchase market remains at historically low ~$4M annual pace with management cautious on residential activity for the remainder of 2026
- − F&G alternative investment income of $35M (Q2) and $66M (H1) trailed management's long-term expected return of ~12%
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Insurance - Specialty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FNF
this stock
Fidelity National Financial, Inc.
|
$11.11B | -29.2% | +5.6% | — | 3.9% |
|
AXS
Axis Capital Holdings Ltd
|
$7.02B | -12.0% | +10.2% | 7.1 | 2.7% |
|
FAF
First American Financial Corp
|
$6.77B | -1.1% | +21.6% | 9.2 | 5.9% |
|
ACT
Enact Holdings, Inc.
|
$6.45B | +9.1% | +2.8% | 9.9 | 2.0% |
|
MTG
Mgic Investment Corp
|
$5.84B | -11.6% | +0.5% | 8.9 | 4.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FNF | -7.7% | -16.1% | -19.2% | -16.8% | -29.2% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -7.0% | -16.2% | -31.3% | -16.2% | -41.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.