Fidelity National Financial (NYSE:FNF) Reaches New 12-Month Low - Here's Why
Fidelity National Financial (NYSE:FNF) stock recently dropped to a new 52-week low after reporting mixed Q4 2025 results. While revenue of $4.05 billion beat estimates, EPS of $1.41 missed consensus expectations of $1.51, leading to a 3.7% stock decline on high volume. The company declared a quarterly dividend of $0.52 per share and maintains a "Moderate Buy" consensus rating from analysts, though near-term upside may be limited without clearer forward guidance.
Fidelity National Financial, Inc. (NYSE:FNF) Announces Quarterly Dividend of $0.52
Fidelity National Financial, Inc. (NYSE:FNF) declared a quarterly dividend of $0.52 per share, payable on March 31st to shareholders of record on March 17th, equating to a 4.0% yield. The dividend is well-covered by earnings, with a payout ratio of 31.5% and expected future earnings per share of $6.67, supporting an annualized dividend of $2.08. Despite missing EPS estimates in the latest quarter, the company saw an 11.9% increase in revenue, and analysts maintain a "Moderate Buy" rating with an average target price of $68.25.
Fidelity National (FNF) Earnings Call Transcript
Fidelity National Financial (FNF) reported strong Q4 results for 2025, driven by margin expansion in its Title segment and strategic advancements in technology, despite a non-cash deferred tax charge. The company highlighted improving trends in commercial and refinance activity, with optimism for 2026 due to anticipated lower mortgage rates and increased transaction volumes. FNF emphasized its robust capital allocation strategy, including dividends, share repurchases, and potential M&A, alongside the increasing contribution of its F&G segment.
Fidelity National Financial stock hits 52-week low at 50.57 USD
Fidelity National Financial (FNF) stock has reached a new 52-week low of $50.57, reflecting a significant 14.01% decrease over the past year due to broader financial services sector challenges. Despite the downturn, InvestingPro analysis suggests the stock is undervalued, boasting a P/E ratio of 12.57 and a 3.84% dividend yield, having consistently raised its dividend for 14 consecutive years. The company recently announced a quarterly cash dividend of $0.52 per share, and there are discussions about a potential IPO for Moloco, an advertising technology firm backed by Fidelity Management & Research Co.
Fidelity National Financial (NYSE:FNF) Trading Down 6% After Earnings Miss
Fidelity National Financial (NYSE:FNF) saw its stock drop by 6% after reporting disappointing earnings, missing EPS estimates by $0.10, despite beating revenue expectations. The financial services provider had diluted trading volume and currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $68.25. Insider selling and significant institutional ownership were also noted.
Fidelity National Financial, Inc (FNF) Misses Q4 2025 Earnings Estimates — EPS $1.41 vs $1.50 Expected
Fidelity National Financial, Inc (FNF) reported Q4 2025 earnings per share of $1.41, missing analyst consensus estimates of $1.50 by 5.8%. The company's revenue for the quarter totaled $14.1 billion, and its shares experienced a 0.9% drop in after-hours trading to $54.24 following the announcement. A full detailed analysis is expected shortly on AlphaStreet.
Fidelity National Financial Signals 2026 Expansion as 'inHere' Tech and Title Margins Hit New Peaks
Fidelity National Financial (FNF) reported robust Q4 2025 results, demonstrating significant revenue growth and expanding title margins due to its "inHere" technology platform. The company is strategically shifting from defensive efficiency to aggressive market expansion in 2026, driven by a projected housing market recovery and a focus on "bolt-on" acquisitions. FNF's success highlights a broader industry trend towards digitization and positions it as a dominant player ready to consolidate the title insurance sector.
Nation's largest title insurer Fidelity National sets 52-cent payout
Fidelity National Financial (NYSE: FNF) has announced a quarterly cash dividend of $0.52 per share. This dividend is payable on March 31, 2026, to stockholders of record as of March 17, 2026. FNF is the nation's largest title insurance company, providing title insurance and transaction services to the real estate and mortgage industries.
Fidelity National (FNF) Earnings Call Transcript
Fidelity National (FNF) reported strong Q4 and full-year 2025 results, with adjusted net earnings up and significant growth in its Title and F&G segments. The company highlighted continued margin expansion in Title, technological advancements with its inHere platform, and a substantial increase in F&G's public float. Management expressed optimism for 2026, anticipating improved market conditions due to lower mortgage rates, which should drive higher purchase and refinancing volumes, and they plan more active M&A and share repurchases.
Fidelity National hands investors $500M in F&G stock, still keeps 70%
Fidelity National Financial (FNF) reported Q4 and full-year 2025 results, revealing a special stock distribution of approximately 12% of F&G (worth around $500 million) to its shareholders while retaining about 70% ownership. The company posted a Q4 net loss of $(117) million due to a $471 million noncash deferred tax charge related to this distribution. Despite the net loss, both the Title and F&G segments demonstrated strong operational performance with increased revenue, record assets under management, and significant capital returns to shareholders for the full year 2025.
Fidelity National Financial: Fourth Quarter Earnings Overview
Fidelity National Financial (FNF) reported a net loss of $117 million, or 43 cents per share, for the fourth quarter, though adjusted earnings were $1.41 per share excluding one-time expenses. The company, a provider of title insurance and mortgage services, generated $4.05 billion in revenue during the quarter. For the full year, FNF achieved a net income of $602 million, or $2.21 per share, with total revenue reaching $14.45 billion.
Fidelity National Financial Posts Q4 Loss
Fidelity National Financial, Inc. (FNF) reported a Q4 net loss attributable to common shareholders of $117 million, or $0.43 per share, a significant drop from $450 million in earnings the same quarter last year. Despite the net loss, adjusted net earnings rose to $382 million, or $1.41 per share, compared to $366 million, or $1.34 per share, in Q4 2024. The company's total revenues for the quarter increased to $4.051 billion from $3.621 billion in the prior year.
Fidelity National Financial: Q4 Earnings Snapshot
Fidelity National Financial Inc. (FNF) reported a Q4 loss of $117 million, or 43 cents per share, though adjusted earnings were $1.41 per share. The company, a provider of title insurance and mortgage services, achieved revenues of $4.05 billion for the quarter. For the full year, FNF posted a profit of $602 million ($2.21 per share) on revenues of $14.45 billion.
Fidelity National Financial, Inc (FNF) Tops Q4 2025 Earnings Estimates — EPS $1.63 vs $1.42 Expected
Fidelity National Financial, Inc (FNF) reported Q4 2025 earnings per share of $1.63, significantly surpassing the consensus estimate of $1.42 by 14.5%. Despite the strong earnings beat, the company's revenue for the quarter totaled $14.1 billion, and its shares experienced a 2.9% drop in after-hours trading to $54.37.
Alpha Buying: Five Stocks Activists Are Targeting for Change - Fidelity National Finl (NYSE:FNF)
This article highlights how JCP Investment Management, led by James Pappas, acts as an activist investor focusing on underperforming small and mid-cap companies. Unlike traditional deep value investing, JCP aggressively works to influence corporate change through board seats, strategic reviews, and asset sales. The firm's recent 13F filings reveal five key stock targets: Denny's Corp. (NASDAQ: DENN), Hawaiian Electric Industries, Inc. (NYSE: HE), NCR Atleos Corp. (NYSE: NATL), Fidelity National Financial (NYSE: FNF), and Kinder Morgan, Inc. (NYSE: KMI), each representing different types of asymmetric opportunities for activists.
Fidelity Financial earnings on deck: Can title leader repeat Q3 beat?
Fidelity National Financial Inc (FNF) is preparing to release its Q4 2025 earnings, with analysts anticipating EPS of $1.45 and revenue of $3.65 billion. Investors will be observing whether the company can maintain the strong performance from its Q3 beat, especially given industry challenges like new FinCEN reporting requirements and a mixed outlook for residential real estate, contrasted with expected growth in commercial transactions. Despite recent strong results, FNF shares are trading near their 52-week low, prompting interest in its ability to navigate market shifts and investor sentiment.
Fidelity National Financial (FNF) To Report Earnings Tomorrow: Here Is What To Expect
Fidelity National Financial (FNF) is set to report earnings tomorrow. Analysts expect a 1% year-on-year revenue decline to $3.58 billion and adjusted earnings of $1.50 per share, despite a strong previous quarter. The company's peers, First American Financial and Stewart Information Services, have reported positive Q4 results, leading to a generally positive sentiment in the property & casualty insurance segment.
Fidelity National Financial (FNF) Will Announce Earnings Tomorrow: What You Should Know
Fidelity National Financial (FNF) is set to announce its latest financial results tomorrow. The company previously exceeded revenue forecasts by 13% and reported $4.03 billion in revenue, an 11.9% increase year-over-year. Analysts anticipate a 1% year-over-year decrease in revenue to $3.58 billion for the upcoming quarter, with an average price target of $69.60 for FNF stock.
Evaluating Fidelity National Financial (FNF) Valuation As Mixed Recent Returns Cool Longer Term Momentum
Fidelity National Financial (FNF) has shown mixed recent share price returns, prompting an evaluation of its valuation. While it trades at a discount to intrinsic value according to one narrative, its P/E ratio is slightly above the industry average. Investors can explore different valuation methodologies and other investment ideas through Simply Wall St's screening tools.
LSV Asset Management Sells 22,400 Shares of Fidelity National Financial, Inc. $FNF
LSV Asset Management has reduced its stake in Fidelity National Financial (NYSE:FNF) by selling 22,400 shares, now owning 85,900 shares valued at approximately $5.20 million. Concurrently, Director Halim Dhanidina also sold 6,000 shares, decreasing his holdings by over 31%. Despite these sales, FNF maintains a "Moderate Buy" consensus rating from analysts, with a target price of $68.25.
Rep. August Pfluger Sells Fidelity National Financial, Inc. (NYSE:FNF) Shares
Representative August Pfluger recently sold shares of Fidelity National Financial, Inc. (NYSE:FNF) valued between $1,001 and $15,000 from his ROTH IRA on January 12th. Other corporate insiders, Daniel D. Lane and Halim Dhanidina, also sold shares, with institutional investors holding a significant portion of the company's stock. Analysts currently rate FNF as a "Moderate Buy" with an average price target of $68.25.
Operational Resilience And Efficiency Gains Might Change The Case For Investing In Fidelity National Financial (FNF)
Fidelity National Financial (FNF) is showing strong operational resilience and efficiency gains despite challenges in the real estate and insurance sectors. The company is projected to grow revenue by 8% over the next 12 months, supported by improved net profit margins and cost discipline. While a recovery in housing activity remains a key catalyst, FNF's operational improvements position it as a relatively defensive investment.
August Lee Pfluger II from Texas’s 11th district sells stocks in Fidelity National Financial and SiriusXM Holdings
Representative August Lee Pfluger II (Texas, 11th district) sold shares in Fidelity National Financial, Inc. (FNF) and SiriusXM Holdings Inc. (SIRI). Both transactions, valued between $1,001 and $15,000, occurred in his Roth IRAs in January 2026. These disclosures adhere to the STOCK Act for transparency, indicating general investment activities rather than wrongdoing.
Operational Resilience And Efficiency Gains Might Change The Case For Investing In Fidelity National Financial (FNF)
Recent commentary suggests that Fidelity National Financial (FNF) has maintained resilient margins and improved efficiency, with projected revenue growth of 8% over the next 12 months, despite challenges in the real estate sector. This operational progress and strong market position reinforce FNF's view as a defensive business, although its investment narrative remains tied to a recovery in U.S. real estate activity. The company's forecasts project significant revenue and earnings growth by 2028, implying a 23% upside to its current price.
Illinois Municipal Retirement Fund Reduces Stake in Fidelity National Financial, Inc. $FNF
The Illinois Municipal Retirement Fund decreased its stake in Fidelity National Financial, Inc. (NYSE:FNF) by 23.6% in the third quarter of 2025, selling 48,763 shares and holding 157,426 shares worth $9.52 million. Despite this reduction, institutional ownership of FNF remains high at 81.17%, with several other funds increasing or initiating positions. Analysts currently rate FNF as a "Moderate Buy" with a consensus price target of $68.25.
August Lee Pfluger II from Texas’s 11th district sells stocks in Fidelity National Financial and SiriusXM Holdings
Representative August Lee Pfluger II of Texas's 11th congressional district sold stocks in Fidelity National Financial, Inc. (FNF) and SiriusXM Holdings Inc. (SIRI) on January 12 and January 13, 2026, respectively. Both transactions, valued between $1,001 and $15,000, were disclosed in a recent congressional trade report to maintain transparency as per the STOCK Act. FNF is noted for its dividend yield and undervalued status, while SIRI is a major audio entertainment company.
Fund Update: New $15.6M $HRL stock position opened by Fidelity National Financial, Inc.
Fidelity National Financial, Inc. has initiated a new $15.6 million stock position in Hormel Foods Corporation ($HRL), as revealed in their recent SEC 13F filing for the 12-31-2025 report period. This report also details significant institutional investor activity in $HRL, including major additions by INVESCO LTD. and VICTORY CAPITAL MANAGEMENT INC, alongside insider and congressional trading data. Additionally, the article highlights recent government contracts awarded to $HRL and various analyst ratings and price targets for the stock.
Fund Update: New $15.3M $KDP stock position opened by Fidelity National Financial, Inc.
Fidelity National Financial, Inc. has established a new $15.3 million position in Keurig Dr Pepper (KDP) stock as of December 31, 2025, according to a recent SEC 13F filing. The article also details significant hedge fund activities, insider trading, congressional stock trades, and analyst ratings for KDP, including several buy ratings and recent price targets.
Fund Update: New $16.2M $BX stock position opened by Fidelity National Financial, Inc.
Fidelity National Financial, Inc. has initiated a new $16.2 million position in Blackstone Inc. ($BX), according to a recent SEC 13F filing for the reporting period ending December 31, 2025. The article details significant hedge fund activity, insider trading, and congressional stock trading related to $BX, alongside recent analyst ratings and price targets for the stock.
Fund Update: New $15.6M $HRL stock position opened by Fidelity National Financial, Inc.
Fidelity National Financial, Inc. has initiated a new $15.6 million position in Hormel Foods Corporation ($HRL) stock, as revealed in a recent SEC 13F filing for the reporting period ending December 31, 2025. This article details significant hedge fund activity, insider trading, government contracts awarded to $HRL, congressional stock trading, and recent analyst ratings and price targets for the company. It highlights both increased and decreased institutional holdings, a recent insider sale, substantial government contract awards, and a mix of analyst buy/overweight ratings with a median price target of $26.5.
Fund Update: New $16.2M $BX stock position opened by Fidelity National Financial, Inc.
Fidelity National Financial, Inc. has opened a new $16.2 million position in Blackstone Inc. ($BX) stock, as disclosed in a recent SEC 13F filing for the reporting period ending December 31, 2025. The article details hedge fund activity, insider trading, congressional stock trading, and analyst ratings and price targets for $BX. It notes significant institutional investor changes, mixed insider trading activity, and primarily "Buy" or "Market Outperform" ratings from analysts with a median price target of $177.5.
Envestnet Asset Management Inc. Sells 130,723 Shares of Fidelity National Financial, Inc. $FNF
Envestnet Asset Management Inc. recently reduced its stake in Fidelity National Financial (FNF) by selling 130,723 shares, bringing its total holdings to 696,301 shares valued at approximately $42.12 million. Despite this sale, FNF holds an average analyst rating of "Moderate Buy" with a target price of $68.25, though some analysts have revised targets downwards. Insider selling activities by two directors were also noted, totaling over 12,000 shares.
1 Insurance Stock with Competitive Advantages and 2 Facing Headwinds
This article identifies one insurance stock with competitive advantages, Fidelity National Financial (FNF), and two facing headwinds, Employers Holdings (EIG) and Assured Guaranty (AGO). FNF is highlighted for its projected revenue growth, increased pre-tax profits, and strong return on equity. Conversely, EIG is flagged for slow premium growth and rising costs, while AGO faces market challenges, declining premiums, and an anticipated revenue drop.
Fidelity National Financial: Steady Climb or Topping Out? What FNF’s Stock Is Really Signaling
Fidelity National Financial (FNF) has recently outperformed the market, driven by a recovering U.S. housing market and easing interest-rate expectations. Despite its steady climb, the article explores whether FNF remains a value play or is nearing a fully priced valuation, focusing on analyst sentiment, financial performance, and future prospects. While the market leans cautiously bullish, the company faces potential headwinds from interest rate fluctuations and competitive pressures.
JPMorgan Flags A New ETF Fee Risk As Robinhood's Zero-Commission Era Backfires
JPMorgan warns that U.S. brokerage firms and custodians may soon impose distribution fees on ETF managers to offset revenue losses from zero-commission trading and the shift from mutual funds. This could introduce $2 billion to $4 billion in annual distribution costs to the $13.5 trillion U.S. ETF industry. While large issuers like BlackRock and Vanguard are better positioned to absorb these costs, mid-sized firms like Invesco might face tighter margins, potentially impacting niche and active ETFs more significantly than core index funds.
Fidelity National Financial: A Classic Case Of Outdated Market Fears (NYSE:FNF)
Fidelity National Financial (FNF) is undervalued by 30% according to intrinsic value, trading at a forward P/E of 8.7–10.4x with a 4% dividend yield. The company's F&G Annuities & Life segment provides stable, counter-cyclical cash flow that offsets housing market fluctuations. FNF demonstrates shareholder-friendly capital allocation through buybacks, a safe payout ratio, and a recent special distribution of F&G shares.
Principal Financial Group Inc. Decreases Stake in Fidelity National Financial, Inc. $FNF
Principal Financial Group Inc. reduced its stake in Fidelity National Financial (FNF) by 4.4% in the third quarter, now holding 1.39% of the company's shares. Despite this, FNF reported strong Q3 earnings, beating analyst expectations with EPS of $1.63 and revenue of $4.03 billion, and also increased its quarterly dividend to $0.52. Insider selling by directors Daniel D. Lane and Halim Dhanidina was also noted, even as analysts maintain a "Moderate Buy" rating with an average price target of $68.25.
Strs Ohio Reduces Stock Holdings in Fidelity National Financial, Inc. $FNF
Strs Ohio significantly reduced its stake in Fidelity National Financial (FNF) by 85.1% in Q3, selling 35,390 shares but still retaining 6,216 shares valued at $376,000. This comes despite FNF beating Q3 earnings and revenue estimates and increasing its quarterly dividend. The company holds a "Moderate Buy" consensus rating from analysts with an average price target of $68.25, while insider selling has also been noted.
Assessing Fidelity National Financial (FNF) Valuation After Mixed Recent Share Performance
Fidelity National Financial (FNF) has experienced mixed share performance recently but is considered undervalued with a fair value of $70.25 compared to its last close of $54.39. This valuation is based on expected operational efficiencies and net margin expansion from ongoing digital investments, provided that real estate transaction volumes recover. Investors are encouraged to conduct their own analysis and explore other investment opportunities.
Assessing Fidelity National Financial (FNF) Valuation After Mixed Recent Share Performance
Fidelity National Financial (FNF) has experienced mixed share performance recently, despite strong long-term returns. The company is currently considered 22.6% undervalued, with a fair value estimated at $70.25 compared to its closing price of $54.39, driven by expectations of improved earnings and margin expansion from digital investments. This valuation hinges on a recovery in real estate transaction volumes and the effectiveness of technology and personnel investments in achieving cost efficiencies.
Bank of New York Mellon Corp Has $164.82 Million Stock Position in Fidelity National Financial, Inc. $FNF
Bank of New York Mellon Corp decreased its stake in Fidelity National Financial, Inc. by 3.1% in the third quarter, now holding 2,724,665 shares valued at $164.82 million. Despite this reduction, FNF reported strong quarterly earnings, beating revenue and EPS estimates, and announced an increased quarterly dividend. Insider selling by two directors also occurred recently, though institutional investors still own a significant portion of the company's stock.
Mirae Asset Global Investments Co. Ltd. Invests $14.58 Million in Fidelity National Financial, Inc. $FNF
Mirae Asset Global Investments Co. Ltd. has acquired a new position in Fidelity National Financial (NYSE:FNF), purchasing 240,965 shares valued at approximately $14.58 million. This investment follows strong quarterly earnings for FNF, which reported $1.63 EPS against an expected $1.43, and a revenue of $4.03 billion, prompting an increase in its quarterly dividend to $0.52. Institutional investors now own 81.17% of FNF stock, while insider selling has been noted from two directors recently.
Fidelity National Financial, Inc. $FNF Shares Sold by Teacher Retirement System of Texas
The Teacher Retirement System of Texas drastically cut its stake in Fidelity National Financial, Inc. (FNF), selling 93.7% of its shares in Q3, now holding only 34,170 shares valued at $2.07 million. Despite this significant divestment, Fidelity National Financial reported strong quarterly earnings, beating expectations with an EPS of $1.63 and revenue of $4.03 billion, and increased its quarterly dividend to $0.52. Institutional ownership remains high at 81.17%, with a "Moderate Buy" consensus target price of $68.25 from analysts.
AustralianSuper Pty Ltd Reduces Stake in Fidelity National Financial, Inc. $FNF
AustralianSuper Pty Ltd significantly reduced its stake in Fidelity National Financial (NYSE:FNF) by 65.3% in the third quarter of the previous year, selling over half a million shares. Despite this, institutional ownership remains high at over 81%, with other investors like Cooke & Bieler LP increasing their positions. Analysts currently rate FNF a "Moderate Buy" with a consensus target price of $68.25, and the company recently surpassed EPS and revenue forecasts while also raising its quarterly dividend.
Fidelity National Fin Is Suddenly Everywhere – But Is FNF Stock Actually Worth Your Money?
Fidelity National Financial (FNF) is gaining attention as a stable, dividend-paying stock tied to the real estate market, often discussed by long-term investors and real estate enthusiasts. While not a meme stock, its business model, centered on title insurance and related services, generates strong cash flow, making it attractive for passive income seekers. However, its performance is closely tied to the cyclical nature of the real estate market and interest rates.
Wealth Enhancement Advisory Services LLC Increases Position in Fidelity National Financial, Inc. $FNF
Wealth Enhancement Advisory Services LLC significantly increased its stake in Fidelity National Financial (FNF) by 79.4% in Q3, bringing its total to 70,708 shares valued at over $4 million. This move comes as FNF reported strong quarterly earnings, beating analyst expectations, and increased its quarterly dividend. Despite some insider selling, institutional ownership remains high, and analysts maintain a "Moderate Buy" rating for the company with an average target price of $68.25.
Fidelity National Financial (NYSE:FNF) Downgraded by Wall Street Zen to "Hold"
Fidelity National Financial (NYSE:FNF) was downgraded by Wall Street Zen from a "buy" to a "hold" rating, though the general market consensus remains a "Moderate Buy" with an average target of $68.25. Despite the downgrade, the company reported strong earnings, beating estimates with $1.63 EPS and an 11.9% revenue increase year-over-year. Insider selling has been noted, with directors selling shares in both November and January, while institutional investors hold a significant majority of the company's stock.
Fidelity National Financial: Quiet Outperformance In A Choppy Market
Fidelity National Financial (FNF) has shown quiet outperformance in a volatile market, rewarding patient shareholders with steady stock growth and a solid dividend yield. Despite links to cyclical housing and refinancing markets, the title insurer's resilience is notable, with analysts expressing cautious optimism for its future. The company is seen as a dependable cash cow with cyclical upside rather than a high-growth stock, focusing on disciplined expense control and capital allocation.
Lemonade, First American Financial, Selective Insurance Group, Fidelity National Financial, and Jackson Financial Shares Are Falling, What You Need To Know
Shares of several insurance companies, including Lemonade, First American Financial, Selective Insurance Group, Fidelity National Financial, and Jackson Financial, fell after the Dow Jones Industrial Average declined due to lingering uncertainty. This dip occurred despite a previous relief rally when President Trump reduced tensions over tariff threats. The article highlights Lemonade's stock volatility, noting a recent 13.1% gain following the launch of a new insurance product for Tesla vehicles with Full Self-Driving technology.
QRG Capital Management Inc. Decreases Holdings in Fidelity National Financial, Inc. $FNF
QRG Capital Management Inc. significantly reduced its stake in Fidelity National Financial (FNF) by 74.1% in Q3, selling 37,927 shares and retaining 13,235 shares valued at $801,000. Despite this, FNF reported strong Q3 earnings, beating analyst expectations with $1.63 EPS and $4.03 billion in revenue, and increased its quarterly dividend to $0.52 per share, indicating a 3.9% yield. Analysts predict a strong EPS of 6.28 for the current year.
