Q1 Revenue at $3.23B, Below Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 06 2026
0mins
Reports Q1 revenue $3.23B, consensus $3.61B. William Foley, II, Chairman, commented, "The first quarter was an outstanding start to 2026 for our Title and F&G businesses. Our Title business delivered an industry leading adjusted pre-tax Title margin of 13.1% in the first quarter, up 140 basis points over the first quarter of 2025, reflecting continued strong performance across the business with strength in commercial, continued momentum in refinance and disciplined expense management."
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Analyst Views on FNF
Wall Street analysts forecast FNF stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 49.360
Low
63.00
Averages
68.25
High
72.00
Current: 49.360
Low
63.00
Averages
68.25
High
72.00
About FNF
Fidelity National Financial, Inc. is a provider of title insurance and transaction services to the real estate and mortgage industries. Its segments include Title, F&G and Corporate and Other. The Title segment consists of the operations of its title insurance underwriters and related businesses. This segment provides core title insurance and escrow and other title-related services, including loan sub-servicing, valuations, default services, and home warranty. The F&G segment primarily consists of the operations of its annuities and life insurance-related businesses. This segment issues a broad portfolio of annuity and life products, including deferred annuities (indexed annuities and fixed-rate annuities), immediate annuities and IUL. This segment also provides funding agreements and PRT solutions. It operates through its title insurance underwriters - Fidelity National Title, Chicago Title, Commonwealth Land Title, Alamo Title and National Title of New York.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Diverse Revenue Sources: Total revenue reached $3.2 billion in the first quarter, with the Title segment contributing $2.1 billion and direct commercial revenue increasing by 15% to $338 million, indicating success in diversifying the company's revenue structure.
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- Adjusted Earnings Performance: Excluding items, the company reported adjusted earnings of $249 million or $0.93 per share, further demonstrating robust performance and improved earnings quality in the market.
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- Enhanced Client Support: Schofield will work alongside Vice President TC Fair to provide personalized support for 1031 Exchange transactions, assisting clients in successfully navigating both residential and commercial exchanges while deferring capital gains taxes and achieving long-term investment goals.
- Rich Industry Experience: Known for his extensive real estate and 1031 Exchange experience, Schofield's client-focused approach will serve as an exceptional resource for investors and advisors, further strengthening IPX1031's market position in the Midwest.
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See More
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- Financial Performance Growth: Fidelity National Financial reported net earnings of $243 million in Q1 2026, despite including $78 million in net recognized losses, demonstrating resilience amid market fluctuations while maintaining its adjusted pretax margin target of 15% to 20%.
- Diverse Revenue Sources: Total revenue reached $3.2 billion in the first quarter, with the Title segment contributing $2.1 billion and direct commercial revenue increasing by 15% to $338 million, indicating success in diversifying the company's revenue structure.
- Investment Income Outlook: The company expects quarterly interest and investment income to range between $90 million and $95 million for 2026, reflecting confidence in future market stability, alongside an anticipated $28 million per quarter in common and preferred dividend income from F&G.
- Technology Investment and Efficiency Gains: Management emphasized ongoing investments in technology and AI to support margin improvements in a low-transaction environment, with expectations for enhanced efficiency and better capital deployment, despite existing market uncertainties.
See More
Fidelity National Financial Declares $0.52 Quarterly Cash Dividend
- Quarterly Cash Dividend: Fidelity National Financial has declared a quarterly cash dividend of $0.52 per share, payable on June 30, 2026, reflecting the company's stable cash flow and commitment to shareholder returns.
- Record Date for Shareholders: The record date for this dividend is set for June 16, 2026, ensuring that shareholders who own stock before this date will receive the dividend, thereby enhancing investor confidence in holding shares.
- Industry Leadership: FNF is the largest title insurance company in the U.S., issuing more title insurance policies through its subsidiaries than any other company, solidifying its market dominance in the real estate and mortgage sectors.
- Company Background: Fidelity National Financial provides title insurance and transaction services, focusing on supporting the real estate and mortgage industries, showcasing its significance and influence within the sector.
See More
Fidelity National Financial Reports Significant Q1 Earnings Growth
- Significant Earnings Growth: Fidelity National Financial reported a net income of $243 million for Q1, translating to $0.90 per share, a substantial increase from last year's $83 million and $0.30 per share, indicating a strong recovery in profitability.
- Adjusted Earnings Performance: Excluding items, the company reported adjusted earnings of $249 million or $0.93 per share, further demonstrating robust performance and improved earnings quality in the market.
- Notable Revenue Increase: The company's revenue rose 18.2% year-over-year to $3.226 billion, up from $2.729 billion last year, reflecting strong business expansion and market demand recovery.
- Optimistic Market Outlook: With significant improvements in revenue and earnings, Fidelity National Financial is positioned with a stronger financial foundation for future market competition, likely enhancing its market share and investor confidence.
See More
FIDELITY NATIONAL FINANCIAL INC: Q1 TOTAL REVENUE REVISED TO $3.23 BILLION (CORRECTION FROM '$2.0 BILLION')
- Financial Performance: The total revenue for Q1 is reported at $3.23 billion, correcting previous figures that suggested it was $2.0 billion.
- Correction Notice: The announcement serves as a correction to earlier financial statements regarding the company's revenue figures.
See More
Fidelity National Financial Reports Significant Q1 Earnings Growth
- Significant Earnings Increase: In Q1 2026, Fidelity National Financial reported net earnings of $243 million, or $0.90 per share, a substantial rise from $83 million and $0.30 per share in Q1 2025, indicating robust performance in the real estate and mortgage sectors.
- Adjusted Earnings Growth: Adjusted net earnings reached $249 million, or $0.93 per share, compared to $213 million and $0.78 per share in Q1 2025, reflecting the company's success in cost control and efficiency improvements.
- Industry-Leading Profit Margin: The Title segment achieved an adjusted pre-tax margin of 13.1% in Q1, up 140 basis points year-over-year, demonstrating strong performance in commercial operations and effective expense management strategies.
- Strong F&G Performance: F&G subsidiary reported nearly $75 billion in assets under management, driving total sales of $3.173 billion in Q1, with core sales reaching $2 billion, showcasing its competitiveness and growth potential in the insurance solutions market.
See More
