FNF's earnings profile appears to be transitioning toward greater stability, driven by a robust investment income engine fueled by a growing $100B+ float, which is providing a critical buffer against core title insurance volatility. However, the company's fund...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 13.3% year-over-year in 2026Q2, yet underwriting profitability remains volatile, with the combined ratio swinging from a concerning 95.8% in 2025Q1 to a profitable 85.3% most recently.
The F&G Annuities & Life segment is demonstrating strong growth, with assets under management (AUM) reaching a record level of $63 billion at the end of 2025. This segment provides a robust, counter-cyclical cash flow that helps mitigate the cyclicality of the housing market.
While residential mortgage activity remains sluggish, commercial title volumes are rebounding, supported by growth in data center construction. FNF's core title operations are resilient, with technology and AI investments aiding margin expansion despite a challenging housing market.
FNF maintains ample liquidity with significant cash and short-term investments, alongside a conservative investment portfolio. The company is committed to shareholder-friendly capital allocation, including ongoing share buybacks and a secure dividend yield of around 4.4%.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $1.39+6.1% vs $1.31 | $4.1B+6.9% vs $3.8B |
Q2 2026 May 6, 2026 | $0.93-14.7% vs $1.09 | $3.2B-10.7% vs $3.6B |
Q1 2026 Feb 19, 2026 | $1.41-6.6% vs $1.51 | $4.1B+10.7% vs $3.7B |
Q4 2025 Nov 6, 2025 | $1.57+10.6% vs $1.42 | $3.9B+10.4% vs $3.6B |
VIRGINIA BEACH, Va., Sept. 17, 2026 /PRNewswire/ -- LoanCare ®, a leading national mortgage subservicer, today announced that it has completed the operational, technology and training preparations necessary to implement the Department of Veterans Affairs' (VA) new Partial Claim Program.
Fidelity National Financial, Inc. (FNF) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
Fidelity National Financial (NYSE: FNF - Get Free Report) and Tiptree Financial (NASDAQ: TIPT - Get Free Report) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends, analyst recommendations, valuation, earnings, risk, institutional ownership and profitability. Volatility and Risk Fidelity National Financial has
JACKSONVILLE, Fla., Sept. 8, 2026 /PRNewswire/ -- Fidelity National Financial, Inc. (NYSE: FNF) (FNF), today announced that Mike Nolan, Chief Executive Officer, and Tony Park, Chief Financial Officer, will participate in a fireside chat at the Barclays Global Financial Services Conference on Tuesday, September 15, 2026 at approximately 2:45 pm Eastern Time.
Benchmark FNF against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Fidelity National Financial, Inc. (FNF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $42.55 | $11.45B | 19.25 | 8.61% | 4.15% | 6.88% | 4.72% | |
| $69.24 | $7.07B | 11.54 | 21.64% | 17.81% | 13.56% | — | |
| $62.89 | $1.91B | 15.57 | 17.32% | 4.12% | 8.36% | — | |
| $292.86 | $552.92M | 15.77 | 5.6% | 13.8% | 14.63% | — | |
| $34.69 | $4.61B | 8.38 | -3.36% | 32.45% | 11.26% | — | |
| $65.70 | $6.05B | 9.52 | -0.49% | 51.43% | 11.91% | — |
Fidelity National Financial, Inc. (FNF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Fidelity National Financial, Inc. (FNF) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 11, 2026·SEC
May 12, 2026·SEC
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Fidelity National Financial, Inc. (FNF) stock FAQ — growth, dividends, profitability & financials explained
Fidelity National Financial, Inc. (FNF) grew revenue by 8.6% over the past year. This is steady growth.
Yes, Fidelity National Financial, Inc. (FNF) is profitable, generating $772.0M in net income for fiscal year 2025 (4.2% net margin).
Yes, Fidelity National Financial, Inc. (FNF) pays a dividend with a yield of 4.72%. This makes it attractive for income-focused investors.
Fidelity National Financial, Inc. (FNF) has a return on equity (ROE) of 6.9%. This is below average, suggesting room for improvement.
Fidelity National Financial, Inc. (FNF) has a combined ratio of 90.1%. A ratio below 100% indicates underwriting profitability.
