$FNF

Fidelity National Financial, Inc.

Insider trades
1
2
0

No SEC Form 4 filings for $FNF in the last 30 days.

See all $FNF insider activity →
Med

FNF (FNF) Q2 2026 Earnings Call Transcript

FNF (FNF) reported Q2 2026 results on an earnings call. Adjusted pretax title margin was 17.8%, up 230 bps. Adjusted net earnings were $370 million and adjusted EPS $1.39. F&G assets under management were $74.7 billion before reinsurance. The company returned $195 million to shareholders and said it will explore strategic alternatives for Peak Altitude.

Fidelity National Financial Q2 Earnings Call Highlights

Fidelity National Financial (FNF) Q2 call discussed low existing-home sales amid higher mortgage rates, but daily purchase orders rose 3% YoY and 7% QoQ. Refinance orders averaged 1,600/day in Q2. Commercial direct revenue was $778M in H1 2026 (+24% YoY). F&G AUM was $74.7B; adjusted earnings fell to $65M. FNF returned $195M to shareholders.

Title insurers report improved profits, volume in 2Q

All five publicly traded title insurers reported higher year-over-year net income in 2Q, with Old Republic citing higher pretax operating income. KBW’s reactions were mixed: it cut earnings estimates and ratings for Stewart Information Services and cut estimates and price target for Fidelity National Financial, while raising estimates and price target for First American Financial. Radian Group later announced a deal to sell its title business to PLACE.

FNF sentiment & insider activity

Over the past 7 days, alphai's AI scored 3 news stories mentioning FNF (Fidelity National Financial, Inc.). Coverage has skewed bullish: 1 bullish, 2 neutral, and 0 bearish.

Recent FNF coverage spans earnings, sector analysis and financial news.

What's driving FNF

  • Earnings and forward income guidance plus a Peak Altitude strategic alternatives process create near-term valuation and risk repricing potential.

    fool.com · Aug 13, 2026

  • Commercial growth is offset by expected second-half title margin compression tied to higher recruiting and acquisition spend, while F&G earnings declined year over year.

    yahoo.com · Aug 9, 2026

  • Lowered PT and estimates indicate reduced expected earnings power, but rating retention suggests valuation or risk balance remains acceptable.

    nationalmortgagenews.com · Aug 8, 2026

  • Title profitability expansion, driven by commercial revenue growth, is a fresh fundamental datapoint for the title segment.

    insurancebusinessmag.com · Aug 7, 2026

  • A revenue and EPS beat supports near-term underwriting and earnings expectations, but the article provides no guidance change.

    financialcontent.com · Aug 5, 2026

alphai scores every news story that mentions FNF with an AI model for sentiment and relevance, and aggregates insider trades from Fidelity National Financial, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $FNF

Score
$FNFMedAI 8/10

FNF (FNF) Q2 2026 Earnings Call Transcript

FNF (FNF) reported Q2 2026 results on an earnings call. Adjusted pretax title margin was 17.8%, up 230 bps. Adjusted net earnings were $370 million and adjusted EPS $1.39. F&G assets under management were $74.7 billion before reinsurance. The company returned $195 million to shareholders and said it will explore strategic alternatives for Peak Altitude.

$FNFMed

Fidelity National Financial Q2 Earnings Call Highlights

Fidelity National Financial (FNF) Q2 call discussed low existing-home sales amid higher mortgage rates, but daily purchase orders rose 3% YoY and 7% QoQ. Refinance orders averaged 1,600/day in Q2. Commercial direct revenue was $778M in H1 2026 (+24% YoY). F&G AUM was $74.7B; adjusted earnings fell to $65M. FNF returned $195M to shareholders.

Title insurers report improved profits, volume in 2Q

All five publicly traded title insurers reported higher year-over-year net income in 2Q, with Old Republic citing higher pretax operating income. KBW’s reactions were mixed: it cut earnings estimates and ratings for Stewart Information Services and cut estimates and price target for Fidelity National Financial, while raising estimates and price target for First American Financial. Radian Group later announced a deal to sell its title business to PLACE.

$FNFMedAI 9/10

FNF Reports Second Quarter 2026 Financial Results

Fidelity National Financial (FNF) reported Q2 2026 results for the three months ended June 30. Net earnings attributable to common shareholders were $288 million, or $1.08 per diluted share, versus $278 million, or $1.02 per share a year earlier. Adjusted net earnings were $370 million, or $1.39 per share. Title revenue rose to $2.5 billion; F&G assets under management before reinsurance were $74.7 billion.

Fidelity National Financial, Inc. (FNF): Results of Operations and Financial Condition

Fidelity National Financial, Inc. (FNF) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 fnfpressreleaseq22026.htm EX-99.1 Document FNF Reports Second Quarter 2026 Financial Results Jacksonville, Fla. – (August 5, 2026) - Fidelity National Financial, Inc. (NYSE:FNF) (FNF or the Company), a leading provider of title insurance and transaction services to the

Custodians curb long-short SMA strategies

Policy changes from custodians Schwab and Fidelity have advisors and asset managers rethinking strategies around long-short separately managed accounts (SMAs), which involves buying long equity positions while also selling short on underperforming stocks to offset capital gains for wealthy clients.

Related tickers