earnings
confidence high
sentiment positive
materiality 0.80
FNF Q2 2026 adjusted EPS $1.39 beats $1.16 YoY; title margin 17.8%
Fidelity National Financial, Inc.
- Net earnings $288M ($1.08 diluted) vs $278M ($1.02) YoY; adjusted net earnings $370M ($1.39) vs $318M ($1.16).
- Title segment revenue $2.5B (+16% ex-gains); adjusted pre-tax title margin 17.8% (industry leading); commercial revenue up 32%.
- F&G segment AUM before reinsurance record $74.7B (+8% YoY); gross sales $2.7B; adjusted net earnings $65M (vs $89M reflecting lower ownership).
- Returned $195M to shareholders in Q2 ($138M dividends, $57M buybacks); holding company cash $457M.
- Commercial orders closed +11% YoY; fee per file $4,107 (+5%).