FIDELITY NATIONAL FINANCIAL PS Ratio: 0.91 — 18% Below Med
Fidelity National Financial (NYSE:FNF) currently has a PS Ratio of 0.92 as of May 20, 2026, which is 17% below its 10-year median and 19.3% below the Insurance industry median. Despite this, GuruFocus rates FNF with a "Fairly Valued" status and a GF Score of 73/100, though it notes 4 warning signs. The article further explains how the PS Ratio is calculated and its significance in valuation, particularly for comparing companies within the same industry or against their historical performance.
How FNF’s Q1 Earnings Miss, AI Push and M&A Focus Could Reframe Fidelity National’s Story
Fidelity National Financial (FNF) reported a Q1 2026 earnings miss but showed improved title segment profitability and is focusing on AI-driven efficiencies and acquisition opportunities among title agents. Despite the earnings shortfall, management highlighted stronger year-on-year improvements in the title segment and is keeping funding options open with a shelf registration while continuing regular dividend payments. The company's investment narrative is shifting towards leveraging technology and M&A to boost margins, aiming for significant revenue and earnings growth by 2029.
Assessing Fidelity National Financial (NYSE:FNF) Valuation After Strong First Quarter Earnings Update
Fidelity National Financial (FNF) recently reported strong first-quarter earnings, with revenue of US$3.226 billion and net income of US$243 million. Despite this, the stock has experienced short-term declines, although long-term shareholder returns remain positive. The article explores whether FNF is undervalued, noting a split in sentiment between a 24.6% undervalued fair value narrative ($63.60) and a P/E ratio (16.9x) that is higher than the industry average.
Assessing Fidelity National Financial (NYSE:FNF) Valuation After Strong First Quarter Earnings Update
Fidelity National Financial (FNF) reported strong first-quarter earnings with revenue of US$3,226 million and net income of US$243 million, alongside a new debt shelf registration and affirmed dividend. Despite a recent share price decline, its long-term shareholder returns remain positive. While a valuation narrative suggests FNF is 24.6% undervalued with a fair value of $63.60, its P/E ratio of 16.9x is higher than industry averages, presenting a mixed signal for investors.
Fidelity National Financial Q1 2026 Earnings Miss Analysts' Estimates, Shares React - News and Statistics
Fidelity National Financial's Q1 2026 earnings fell short of Wall Street expectations, with revenue hitting $3.23 billion against a $3.61 billion consensus, and adjusted EPS at $0.93 compared to the anticipated $1.09. Despite the miss, management highlighted strong commercial title activity and operational improvements, leading to an adjusted EBITDA of $583 million and an increased operating margin. Analysts raised questions regarding F&G's earnings alignment, future AI benefits, segment-level margin trends, structural drivers for purchase order growth, and the M&A pipeline.
AustralianSuper Pty Ltd Purchases 243,276 Shares of Fidelity National Financial, Inc. $FNF
AustralianSuper Pty Ltd significantly increased its stake in Fidelity National Financial (NYSE:FNF) by 85.3% in the fourth quarter, adding 243,276 shares to reach a total of 528,625 shares valued at $28.9 million. This occurred despite Fidelity National Financial reporting mixed quarterly results, including an EPS of $0.93 that missed expectations, though revenue still grew by 18.2% year-over-year. Analysts currently hold a consensus "Hold" rating for FNF with an average target price of $56.25, and the company recently declared a quarterly dividend of $0.52 per share, equating to a 4.3% yield.
Earnings Miss: Here's What Fidelity National Financial, Inc. (NYSE:FNF) Analysts Are Forecasting For This Year
Fidelity National Financial, Inc. (FNF) recently posted its quarterly results, missing revenue and statutory earnings estimates. Analysts have since revised their forecasts for the current fiscal year, lowering revenue predictions and maintaining a cautious outlook on earnings per share. Despite the near-term adjustments, the average price target suggests a potential upside, although there's a wide range of individual analyst estimates.
Fidelity National Financial Extends CEO Nolan’s Employment Agreement
Fidelity National Financial (FNF) has extended CEO Michael J. Nolan's employment agreement for three years with automatic annual renewals, maintaining his current compensation and adding a $2 million restricted stock retention award. This decision highlights the company's satisfaction with Nolan's leadership and aims to ensure continuity. TipRanks' AI Analyst rates FNF as "Outperform" due to strong fundamentals and cash generation, despite some technical and rate-sensitivity risks.
Earnings Miss: Here's What Fidelity National Financial, Inc. (NYSE:FNF) Analysts Are Forecasting For This Year
This article analyzes Fidelity National Financial, Inc.'s recent earnings miss and presents current analyst forecasts for the company. It will cover how the latest results have influenced expectations for future performance and provide insights into the financial outlook for FNF over the coming year.
The Top 5 Analyst Questions From Fidelity National Financial’s Q1 Earnings Call
Fidelity National Financial reported Q1 results below analyst expectations, primarily due to subdued residential real estate contrasted with strong commercial title activity and efficiency gains. The company's CEO highlighted industry-leading margins despite market headwinds. Analyst questions focused on F&G earnings discrepancies, the expected impact of AI on margins, segment-level margin trends, drivers of purchase order growth, and the M&A pipeline.
Earnings Miss: Here's What Fidelity National Financial, Inc. (NYSE:FNF) Analysts Are Forecasting For This Year
Fidelity National Financial, Inc. (FNF) released a disappointing first-quarter report, missing analyst estimates for both revenue and earnings per share. This has led analysts to lower their 2026 revenue and EPS forecasts for the company. Despite the downward revisions, the consensus price target for FNF remains unchanged, suggesting analysts believe the intrinsic value hasn't been significantly impacted.
Fidelity National Financial Extends CEO Nolan’s Employment Agreement
Fidelity National Financial (FNF) has extended CEO Michael J. Nolan's employment agreement, formalizing a three-year term with automatic annual renewals and maintaining his current compensation. The agreement, effective May 8, 2026, includes a $2 million restricted stock retention award to align his incentives with shareholder interests and acknowledge his performance. FNF operates in the financial services industry, specializing in title insurance and real estate transaction services.
Fidelity National Financial, Inc. Insider Trading Activity
Fidelity National Financial, Inc. CEO, Michael J. Nolan, was granted 39,542 shares of restricted common stock on May 8, 2026, as part of his compensation. These shares will vest in three equal annual installments starting May 8, 2027. Following this grant, Nolan directly owns 601,672.0846 common shares and indirectly holds 14,585.3240 common shares through a trust.
CEO compensation: Fidelity National (NYSE: FNF) adds $2M retention grant
Fidelity National Financial (NYSE: FNF) updated CEO Michael J. Nolan's employment agreement, effective May 8, 2026. The new three-year agreement sets his annual base salary at $1,100,000 and an incentive target of 200% of base salary. Additionally, Nolan will receive a restricted stock Retention Award valued at $2,000,000, vesting one-third annually over three years, contingent on continued employment.
Fidelity National Is Maintained at Overweight by Cantor Fitzgerald
Cantor Fitzgerald has maintained its Overweight rating on Fidelity National Information Services. This indicates a positive outlook from the analyst firm regarding the company's stock performance.
FNF SEC Filings - Fidelity National Financial In 10-K, 10-Q, 8-K Forms
This article provides access to Fidelity National Financial (FNF) SEC filings on StockTitan, including 10-K, 10-Q, and 8-K forms, as well as Form 4 insider trading disclosures. It highlights the company's operating results, governance, and corporate actions. The platform also offers AI-generated summaries, impact scoring, and sentiment analysis for each filing.
Barclays Cuts Fidelity National Financial (NYSE:FNF) Price Target to $50.00
Barclays has lowered its price target for Fidelity National Financial (NYSE:FNF) from $54.00 to $50.00, maintaining an "equal weight" rating. This adjustment comes after FNF missed its recent earnings expectations, reporting lower EPS and revenue than anticipated, despite year-over-year revenue growth. Other analysts have also adjusted their ratings, contributing to a consensus of "Moderate Buy" with an average price target of $55.67.
A Look At Fidelity National Financial (FNF) Valuation After Q1 2026 Earnings Miss
Fidelity National Financial (FNF) reported Q1 2026 earnings and revenue below market expectations, despite showing year-over-year sales and profit growth. Trading at US$50.27, the company is considered undervalued with a fair value narrative around $63.60, strengthened by its diversified F&G segment and reinsurance "sidecar" initiatives. Investors are advised to review the data, considering potential upsides against risks like muted real estate transaction volumes or rising operating expenses.
Fidelity National Financial Q1 Earnings Call Highlights
Fidelity National Financial (FNF) reported strong first-quarter earnings, driven by its title insurance business which benefited from increased commercial, refinance, and agency activity. Despite a soft residential purchase market, the company saw a 27% rise in adjusted pre-tax title segment earnings and maintained a confident outlook on its long-term adjusted pre-tax title margin target. FNF also provided updates on its F&G annuities and life insurance business, noting growth in assets under management and sales, and highlighted its ongoing share repurchase program and potential acquisition opportunities.
Fidelity National Financial Q1 Earnings Call Highlights
Fidelity National Financial (FNF) reported strong first-quarter 2026 results with adjusted pre-tax title earnings up 27% and adjusted net earnings of $0.93 per share, driven by strong commercial, refinance, and agency title activity. The company reaffirmed its long-term title margin target of 15% to 20% and highlighted the increasing role of technology and AI in improving efficiency. FNF also returned $222 million to shareholders through dividends and share repurchases, while its annuities and life insurance business, F&G, showed growth in assets under management and gross sales.
Fidelity National Financial Highlights Margin Gains in Call
Fidelity National Financial (FNF) reported strong Q1 earnings, with its Title segment driving significant profit and margin expansion. The company highlighted robust execution, strengthening revenue trends, and growing contributions from F&G, alongside strategic investments in technology and AI to offset macroeconomic headwinds. Despite challenges like higher mortgage rates and investment market volatility, FNF reinforced its commitment to shareholder returns through dividends and buybacks, while signaling a focus on durable margins and operational efficiencies.
Fidelity National Financial (FNF) Margin Compression And Q4 Loss Test Bullish Growth Narratives
Fidelity National Financial (FNF) reported mixed Q4 2025 results with US$4.1 billion in revenue and a US$0.43 EPS loss, though annual revenue reached US$14.5 billion. The company faces margin compression (net margin down to 4.2% from 9.3%) despite growth expectations, with a Q4 loss raising concerns about profitability. While analysts forecast significant earnings growth, current P/E ratio is double the industry average, suggesting high expectations that need to be met by improved profitability and margin expansion.
Fidelity National Financial (NYSE: FNF) reports $2.72B in 13F holdings
Fidelity National Financial, Inc. (NYSE: FNF) has filed a Form 13F-HR reporting institutional holdings totaling $2.72 billion across 21 holdings. The filing, signed on May 8, 2026, indicates a neutral sentiment and provides details on the company's investment portfolio as required by the SEC. This quarterly disclosure offers insights into the movements of large institutional investors.
Fidelity National Financial (FNF) Q1 2026 Earnings Call Transcript
This article provides the Q1 2026 Earnings Call Transcript for Fidelity National Financial (FNF). The transcript was powered by Quartr and details the company's financial performance during the first quarter of 2026.
Fidelity National Financial declares $0.52 quarterly dividend
Fidelity National Financial (NYSE:FNF) announced a quarterly cash dividend of $0.52 per share, payable on June 30, 2026, to stockholders of record as of June 16, 2026. This dividend, representing a 4.06% yield and marking 14 consecutive years of increases, comes despite the company trading above its InvestingPro Fair Value. The announcement follows a mixed Q4 2025 earnings report, where EPS was slightly below forecasts but revenue significantly exceeded expectations.
Fidelity National Financial, Inc. Announces Quarterly Dividend of $0.52 (NYSE:FNF)
Fidelity National Financial, Inc. (NYSE:FNF) declared a quarterly dividend of $0.52 per share, yielding approximately 4.1% annually, with an ex-dividend date of June 16th and payable on June 30th. Despite missing Q1 earnings and revenue expectations, the company's dividend payout ratio of 31.5% is well-covered by earnings, and analysts expect continued coverage in the coming year. The stock traded down to $50.22 following the earnings report, even as revenue grew 18.2% year-over-year.
Fidelity National Financial (FNF) Margin Compression And Q4 Loss Test Bullish Growth Narratives
Fidelity National Financial (FNF) reported mixed Q4 2025 results with US$4.1 billion in revenue but a basic EPS loss of US$0.43, and a trailing 12-month net margin drop to 4.2% from 9.3%. Despite these challenges, which are attributed to investment in digital capabilities and soft transaction volumes, analysts forecast 31% annual earnings growth and 7.3% revenue growth. The company's P/E ratio of 23.1x is higher than the industry average, leading to skepticism among some investors, particularly given the declining earnings and the dividend's weak coverage.
Fidelity National Financial (NYSE: FNF) files shelf to offer debt
Fidelity National Financial (NYSE: FNF) has filed an S-3 shelf registration to offer an indeterminate amount of debt securities, which may include senior or subordinated debt. The proceeds from these offerings will be used for general corporate purposes such as working capital, capital expenditures, and acquisitions. Specific terms for each series of debt will be detailed in future prospectus supplements, and the company has outlined the subordination provisions for junior debt.
Transcript : Fidelity National Financial, Inc., Q1 2026 Earnings Call, May 07, 2026
This article is a transcript of Fidelity National Financial, Inc.'s Q1 2026 Earnings Call held on May 7, 2026. It mentions the company's Q1 revenue of $3.23 billion, falling short of the FactSet estimate of $3.61 billion, and adjusted EPS of $0.93 against an estimated $1.09. The transcript itself is reserved for subscribers.
Press Release: Fidelity National Financial Announces Quarterly Cash Dividend of $0.52
Fidelity National Financial, Inc. (FNF) has announced a quarterly cash dividend of $0.52 per share, payable on June 28, 2024, to shareholders of record as of June 14, 2024. This declaration highlights FNF's commitment to returning value to its shareholders.
Fidelity National Financial, Inc. announces Quarterly dividend, payable on June 30, 2026
Fidelity National Financial, Inc. has announced a quarterly dividend of $0.5200 per share, which will be payable on June 30, 2026. The ex-date for this dividend is set for June 16, 2026, with the record date also on June 16, 2026. This announcement provides key dates for shareholders regarding the upcoming dividend payment.
Fidelity National Financial sets June 30 payout for $0.52 dividend
Fidelity National Financial (FNF) has declared a quarterly cash dividend of $0.52 per share, payable on June 30, 2026, to shareholders of record as of June 16, 2026. Despite this announcement, the company's stock experienced a 6.41% decline, indicating a negative market reaction. FNF is a leading provider of title insurance and transaction services for the real estate and mortgage industries.
Fidelity National Financial (NYSE:FNF) Misses Q1 CY2026 Sales Expectations
Fidelity National Financial (NYSE:FNF) reported Q1 CY2026 revenue of $3.23 billion, missing analyst estimates of $3.61 billion, despite an 18.2% year-on-year increase. The company's non-GAAP profit was $0.93 per share, also falling below consensus estimates. The stock reacted negatively, trading down 3.7% to $49.40 following the announcement.
Fidelity National Financial (NYSE:FNF) Misses Q1 CY2026 Sales Expectations
Fidelity National Financial (NYSE:FNF) reported Q1 CY2026 sales of $3.23 billion, an 18.2% year-on-year increase, but missed market expectations of $3.61 billion. The company's non-GAAP profit was $0.93 per share, failing to meet analyst estimates of $1.09. Despite revenue growth, the stock traded down 3.7% immediately following the announcement due to the misses.
Fidelity National Financial: Q1 Earnings Snapshot
Fidelity National Financial Inc. (FNF) reported a first-quarter profit of $243 million, translating to 90 cents per share, or an adjusted 93 cents per share. The title insurance and mortgage services provider achieved revenues of $3.23 billion for the period.
Earnings jump as Fidelity National Financial (NYSE: FNF) lifts Q1 2026 margins
Fidelity National Financial (FNF) reported significantly stronger first-quarter 2026 results, with total revenue reaching $3.226 billion and net earnings attributable to common shareholders increasing to $243 million. The company's Title segment achieved an industry-leading adjusted pre-tax margin of 13.1%, while the F&G segment reported record assets under management (AUM) before reinsurance of $74.5 billion. FNF also returned approximately $222 million to shareholders through dividends and share buybacks during the quarter.
Strs Ohio Purchases 36,445 Shares of Fidelity National Financial, Inc. $FNF
Strs Ohio significantly increased its stake in Fidelity National Financial (FNF) by 586.3% in the fourth quarter, acquiring an additional 36,445 shares, bringing its total to 42,661 shares valued at $2.33 million. Despite missing EPS estimates in its latest quarter, FNF's revenue rose by 11.9% to $4.05 billion, and it pays a quarterly dividend of $0.52, yielding approximately 4.1%. Analysts maintain a "Moderate Buy" rating with an average target price of $62.67.
Principal Financial Group Inc. Decreases Stake in Fidelity National Financial, Inc. $FNF
Principal Financial Group Inc. reduced its stake in Fidelity National Financial, Inc. (NYSE:FNF) by 3.3% in the fourth quarter, selling 124,926 shares. Despite this, other major institutional investors like Windacre Partnership, AllianceBernstein, and AQR Capital Management significantly increased their holdings in FNF. The company's stock has an average analyst rating of "Moderate Buy" and it recently declared a quarterly dividend of $0.52 per share, representing a 4.1% yield.
Fidelity National Financial, Inc. $FNF Shares Sold by Benjamin Edwards Inc.
Benjamin Edwards Inc. reduced its stake in Fidelity National Financial, Inc. (NYSE:FNF) by 37.0% in the fourth quarter, selling 24,449 shares. Despite this, other institutions like Quent Capital LLC and Canton Hathaway LLC acquired new positions in the company. Analysts currently rate FNF with a "Moderate Buy" and an average price target of $62.67.
Fidelity National Financial (FNF) Reports Earnings Tomorrow: What To Expect
Fidelity National Financial (FNF) is set to report earnings, with analysts expecting a 32.4% year-on-year revenue growth, a significant reversal from the previous year's decrease. While the company beat revenue expectations last quarter, it missed EPS estimates. Peers like Stewart Information Services and First American Financial have already reported strong Q1 results, providing a contextual outlook for FNF's upcoming report.
Fidelity National Financial (FNF) Reports Earnings Tomorrow: What To Expect
Fidelity National Financial (FNF) is set to report earnings tomorrow after market hours. The company previously beat revenue expectations but missed EPS estimates last quarter. Analysts anticipate a significant revenue growth of 32.4% year-on-year for the upcoming quarter, with peer performance in the property & casualty insurance segment showing positive revenue growth.
Assessing Fidelity National Financial (NYSE:FNF) Valuation After Recent Choppy Share Price Performance
Fidelity National Financial (FNF) has experienced choppy share price performance recently but shows strong longer-term returns. Despite short-term volatility, the company appears undervalued with an estimated intrinsic discount of 8% and a 25% gap to analyst targets, driven by diversification through its F&G segment and new reinsurance vehicles. The valuation, however, presents mixed signals with a P/E ratio significantly higher than the industry average, suggesting potential risks despite the undervaluation narrative.
658,250 Shares in Fidelity National Financial, Inc. $FNF Purchased by PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab recently purchased a new position of 658,250 shares in Fidelity National Financial, Inc. (NYSE:FNF) valued at approximately $36.36 million. The article details FNF's stock performance, recent earnings, dividend information, and current analyst ratings, which indicate a "Moderate Buy" consensus. It also highlights other institutional investors' activities with FNF shares.
Is It Time To Reassess Fidelity National Financial (FNF) After Recent Share Price Recovery
This article examines Fidelity National Financial (FNF) following recent share price movements, evaluating its valuation using two methods: Excess Returns Analysis and Price vs Earnings. While the Excess Returns model suggests FNF is reasonably undervalued by about 7.1%, comparing its P/E ratio of 23.56x against industry and peer averages (11.72x and 14.24x, respectively) indicates it might be overvalued. The article concludes by suggesting investors consider different "narratives" and analyst price targets to form their own conclusions.
Is It Time To Reassess Fidelity National Financial (FNF) After Recent Share Price Recovery
Fidelity National Financial (FNF) has experienced mixed share price movements, prompting a reassessment of its valuation. While the Excess Returns model suggests the stock is approximately 7.1% undervalued, indicating it's "ABOUT RIGHT," its current P/E ratio of 23.56x is significantly higher than the industry average, leading to an "OVERVALUED" assessment based on its Price vs Earnings. Investors are encouraged to consider these different valuation narratives to determine FNF's true worth.
Vanguard Group Inc. Sells 266,148 Shares of Fidelity National Financial, Inc. $FNF
Vanguard Group Inc. reduced its stake in Fidelity National Financial (NYSE:FNF) by 1.0%, selling 266,148 shares but still holding 27.1 million shares valued at $1.48 billion. Despite mixed analyst sentiment and recent downgrades, FNF maintains a "Moderate Buy" consensus rating with an average target of $62.67. The company pays a 4.0% annualized dividend and recently reported a Q4 revenue beat, although EPS missed estimates.
[ARS] Fidelity National Financial, Inc. SEC Filing
This article announces an ARS SEC filing by Fidelity National Financial, Inc. (FNF). The filing, dated April 29, 2026, concerns an ARS document and is available as a PDF. The piece also provides an overview of FNF's stock rankings, recent news, and other SEC filings.
Pictet Asset Management Holding SA Sells 73,064 Shares of Fidelity National Financial, Inc. $FNF
Pictet Asset Management Holding SA reduced its stake in Fidelity National Financial, Inc. (NYSE:FNF) by 8.5% in the fourth quarter, selling 73,064 shares. Despite this, other institutional investors increased their holdings, with 81.17% of the stock owned by hedge funds and institutions. Analysts have given FNF an average rating of "Moderate Buy" with a consensus price target of $62.67.
[SCHEDULE 13G] Fidelity National Financial, Inc. Passive Investment Disclosure (>5%)
Vanguard Capital Management has filed a Schedule 13G, disclosing a beneficial ownership of 13,848,208 shares of Fidelity National Financial Inc. (FNF) common stock, which represents 5.10% of the class. The filing indicates Vanguard's passive investment intent, with sole voting power over 2,328,605 shares and sole dispositive power over all 13,848,208 shares. This routine institutional disclosure was signed on April 29, 2026, by Ashley Grim, Head of Global Fund Administration.
Fidelity National Financial (FNF) Reports Next Week: Wall Street Expects Earnings Growth
Fidelity National Financial (FNF) is projected to announce earnings growth next week for the quarter ended March 2026, with Wall Street expecting a 45.3% year-over-year increase in EPS to $1.09 and an increase in revenues to $3.66 billion. Despite positive revenue and EPS expectations, the Zacks Earnings ESP for FNF is 0%, indicating no strong predictive power for an earnings beat, especially combined with its Zacks Rank #3 (Hold). Investors are advised to consider other factors beyond just earnings expectations.
