earnings
confidence high
sentiment neutral
materiality 0.70
FNF Q2 2025 GAAP EPS $1.02, adj. EPS $1.16; Title revenue up 15% to $2.2B
Fidelity National Financial, Inc.
2025-Q2 EPS
reported $1.32
vs consensus $1.33
▼ miss
(-0.8%)
- Net earnings $278M ($1.02/diluted) vs $306M ($1.12) in Q2 2024; adjusted net earnings $318M ($1.16) vs $338M ($1.24).
- Title Segment revenue $2.2B (+15% YoY); pre-tax title margin 16.6% (adjusted 15.5% after elevated health claims and tech investments).
- F&G Segment adjusted net earnings $89M vs $122M YoY; AUM before flow reinsurance $69.2B (+13% YoY).
- FNF repurchased 2.9M shares for $159M at avg $55.20 in Q2; paid $135M in dividends ($0.50/shr).
- Weighted average diluted shares 273M; holding company cash $583M at quarter end.