earnings
confidence high
sentiment positive
materiality 0.85
FNF Q1 net earnings triple to $0.90 EPS; adjusted EPS $0.93 beats year-ago $0.78; title margin rises to 13.1%
Fidelity National Financial, Inc.
2026-Q1 EPS
reported $0.90
vs consensus $1.04
▼ miss
(-13.8%)
- Net earnings $243M ($0.90 diluted) vs $83M ($0.30) prior year; adjusted net earnings $249M ($0.93) vs $213M ($0.78).
- Title segment revenue $2.0B (+14% YoY); adjusted pre-tax title margin 13.1% (up 140 bps YoY); refinance orders opened +52% daily.
- F&G AUM before reinsurance record $74.5B (+11% YoY); gross sales $3.2B, net sales $2.2B.
- Returned $222M to shareholders via $140M dividends and $82M buybacks; holding company cash $495M.
- F&G segment adjusted net earnings $80M (flat vs prior year despite lower ownership stake of ~70%).