Fidelity National Financial (NYSE:FNF) Issues Quarterly Earnings Results

Fidelity National Financial (NYSE:FNF) released its quarterly earnings data on Thursday. The financial services provider reported $1.41 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.51 by ($0.10), FiscalAI reports. The firm had revenue of $4.05 billion during the quarter, compared to the consensus estimate of $3.66 billion. Fidelity National Financial had a return on equity of 15.05% and a net margin of 4.17%.The business’s revenue was up 11.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.34 EPS.

Fidelity National Financial Price Performance

Shares of FNF stock opened at $52.20 on Friday. The stock has a 50 day moving average price of $55.08 and a 200 day moving average price of $57.16. Fidelity National Financial has a 52-week low of $50.56 and a 52-week high of $66.72. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.25 and a current ratio of 0.25. The firm has a market capitalization of $14.68 billion, a P/E ratio of 24.56, a P/E/G ratio of 0.69 and a beta of 0.98.

Fidelity National Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th will be issued a $0.52 dividend. This represents a $2.08 annualized dividend and a dividend yield of 4.0%. The ex-dividend date is Tuesday, March 17th. Fidelity National Financial’s dividend payout ratio is presently 50.12%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of Fidelity National Financial in a research report on Monday, December 29th. Barclays reduced their target price on shares of Fidelity National Financial from $64.00 to $63.00 and set an “equal weight” rating on the stock in a report on Tuesday, January 6th. Wall Street Zen cut shares of Fidelity National Financial from a “buy” rating to a “hold” rating in a research report on Monday, January 26th. Keefe, Bruyette & Woods lifted their price target on Fidelity National Financial from $70.00 to $72.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Finally, Stephens started coverage on Fidelity National Financial in a research note on Friday, November 14th. They set an “overweight” rating on the stock. Three equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $68.25.

Fidelity National Financial News Roundup

Here are the key news stories impacting Fidelity National Financial this week:

• Positive Sentiment: Revenue and top‑line strength — FNF reported Q4 revenue of $4.05 billion (up ~11.9% year‑over‑year), which beat analyst estimates and signals solid underlying business activity. FNF Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Dividend support — The Board declared a quarterly cash dividend of $0.52 per share, which is supportive for income investors and can help underpin the share price. Fidelity National Financial Announces Quarterly Cash Dividend of $0.52
• Neutral Sentiment: Conference call / management commentary available — Transcripts from the Q4 earnings call (Seeking Alpha, The Motley Fool) are available for investors who want detail on drivers (title volumes, underwriting, F&G results and outlook). These may clarify forward guidance and risks. Fidelity National Financial, Inc. (FNF) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss pressured the stock — FNF reported EPS of $1.41 vs. the $1.51 consensus, a miss that investors often punish, even with better revenue; coverage noted the EPS shortfall. Fidelity National Financial (FNF) Q4 Earnings Miss Estimates
• Negative Sentiment: Market reaction and volume — Shares are trading lower on the mixed print and elevated volume as traders re‑weight exposure; absent clearer forward guidance, upside is capped near-term. Fidelity National Financial Earnings & Transcript

Insiders Place Their Bets

In other news, Director Halim Dhanidina sold 6,000 shares of Fidelity National Financial stock in a transaction on Monday, January 5th. The stock was sold at an average price of $55.90, for a total transaction of $335,400.00. Following the completion of the sale, the director directly owned 13,186 shares in the company, valued at approximately $737,097.40. This trade represents a 31.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 5.50% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in FNF. Windacre Partnership LLC boosted its position in Fidelity National Financial by 31.0% in the 3rd quarter. Windacre Partnership LLC now owns 18,905,100 shares of the financial services provider’s stock valued at $1,143,569,000 after buying an additional 4,477,900 shares during the period. State Street Corp boosted its holdings in shares of Fidelity National Financial by 0.3% in the third quarter. State Street Corp now owns 9,469,029 shares of the financial services provider’s stock valued at $572,782,000 after purchasing an additional 31,318 shares during the period. Charles Schwab Investment Management Inc. boosted its holdings in shares of Fidelity National Financial by 2.1% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 9,353,982 shares of the financial services provider’s stock valued at $510,634,000 after purchasing an additional 193,629 shares during the period. AQR Capital Management LLC grew its stake in Fidelity National Financial by 34.5% in the fourth quarter. AQR Capital Management LLC now owns 6,800,697 shares of the financial services provider’s stock worth $371,250,000 after purchasing an additional 1,743,342 shares in the last quarter. Finally, Alliancebernstein L.P. increased its holdings in Fidelity National Financial by 368.3% during the 2nd quarter. Alliancebernstein L.P. now owns 1,770,685 shares of the financial services provider’s stock worth $99,265,000 after purchasing an additional 1,392,560 shares during the period. Hedge funds and other institutional investors own 81.17% of the company’s stock.

Fidelity National Financial Company Profile

Fidelity National Financial (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. The company underwrites title insurance policies that protect property owners and lenders against title defects, liens, and other encumbrances. Alongside its core title insurance operations, FNF offers escrow and closing services, e-recording solutions, and real estate data and analytics through a network of agents and underwriters.

FNF operates through two primary segments: Title Insurance and Specialty Insurance and Services.