Fidelity National Financial (FNF) Aperçu de l'action
Fidelity National Financial, Inc. et ses filiales proposent divers produits d'assurance aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 3/6 |
| Performances passées | 1/6 |
| Santé financière | 3/6 |
| Dividendes | 6/6 |
Récompenses
Analyse des risques
FNF Community Fair Values
Create NarrativeSee what 42 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Fidelity National Financial, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$46.71 |
| Plus haut sur 52 semaines | US$61.40 |
| Plus bas sur 52 semaines | US$42.78 |
| Bêta | 1.02 |
| Variation sur 1 mois | -1.35% |
| Variation sur 3 mois | 2.21% |
| Variation sur 1 an | -17.37% |
| Variation sur 3 ans | 29.75% |
| Variation sur 5 ans | 6.72% |
| Évolution depuis l'introduction en bourse | 103.09% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 16
FNF: AI And Title Margin Resilience Will Support Future Upside
Analysts have trimmed their average price target on Fidelity National Financial by a few dollars, citing recent Street research updates that reflect more cautious assumptions while leaving the core valuation framework broadly unchanged. Analyst Commentary Recent research updates on Fidelity National Financial show analysts trimming price targets by US$3 to US$9, with commentary that keeps the underlying valuation approach largely intact but adjusts assumptions to reflect a more cautious stance on execution and growth.Seeking Alpha • Jun 12
Fidelity National Financial: Strong Title Margins And F&G Growth Create An Attractive Setup For 2026
Summary Fidelity National Financial (FNF) is my top pick for 2026, offering compelling value amid low market expectations and cyclical headwinds. FNF's Title segment achieved record margins and robust revenue growth, while F&G's AUM reached $74.5 billion, up 11% year-over-year. Despite Q1 2026 revenue and EPS misses, operational efficiencies, capital returns, and technology investments support a bullish outlook and potential for upward earnings revisions. My DCF analysis yields an intrinsic value of ~$320/share, indicating the market undervalues FNF's resilient business model and long-term cash flow generation. Read the full article on Seeking AlphaMise à jour du récit • Jun 02
FNF: AI Driven Margin Gains Will Support Future Upside
Narrative Update Analysts have trimmed their price targets on Fidelity National Financial by about $1.40 per share, citing updated assumptions around revenue growth, margins, and future P/E expectations. Analyst Commentary Recent Street research has focused on revisiting assumptions and tightening valuation frameworks for Fidelity National Financial, with several firms reducing their price targets by between US$3 and US$9 per share.Recent updates
Mise à jour du récit • Jun 16
FNF: AI And Title Margin Resilience Will Support Future Upside
Analysts have trimmed their average price target on Fidelity National Financial by a few dollars, citing recent Street research updates that reflect more cautious assumptions while leaving the core valuation framework broadly unchanged. Analyst Commentary Recent research updates on Fidelity National Financial show analysts trimming price targets by US$3 to US$9, with commentary that keeps the underlying valuation approach largely intact but adjusts assumptions to reflect a more cautious stance on execution and growth.Seeking Alpha • Jun 12
Fidelity National Financial: Strong Title Margins And F&G Growth Create An Attractive Setup For 2026
Summary Fidelity National Financial (FNF) is my top pick for 2026, offering compelling value amid low market expectations and cyclical headwinds. FNF's Title segment achieved record margins and robust revenue growth, while F&G's AUM reached $74.5 billion, up 11% year-over-year. Despite Q1 2026 revenue and EPS misses, operational efficiencies, capital returns, and technology investments support a bullish outlook and potential for upward earnings revisions. My DCF analysis yields an intrinsic value of ~$320/share, indicating the market undervalues FNF's resilient business model and long-term cash flow generation. Read the full article on Seeking AlphaMise à jour du récit • Jun 02
FNF: AI Driven Margin Gains Will Support Future Upside
Narrative Update Analysts have trimmed their price targets on Fidelity National Financial by about $1.40 per share, citing updated assumptions around revenue growth, margins, and future P/E expectations. Analyst Commentary Recent Street research has focused on revisiting assumptions and tightening valuation frameworks for Fidelity National Financial, with several firms reducing their price targets by between US$3 and US$9 per share.Article d’analyse • May 13
Earnings Miss: Here's What Fidelity National Financial, Inc. (NYSE:FNF) Analysts Are Forecasting For This Year
Fidelity National Financial, Inc. ( NYSE:FNF ) just released its latest first-quarter report and things are not looking...
Nouveau récit • May 12
AI Integration And Real Estate Cycles Will Shape Future Earnings Stability
Catalysts About Fidelity National Financial Fidelity National Financial provides title insurance, escrow and related services, and also owns a majority stake in F&G, a retirement and life insurance business. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • May 08
FNF: Share Repurchases And Higher Margins Will Support Future Upside
Narrative update on Fidelity National Financial The analyst price target for Fidelity National Financial has been reduced by $5. Analysts cite updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, in line with recent cuts from Deutsche Bank, Keefe Bruyette, and Barclays.Mise à jour du récit • Apr 24
FNF: Share Repurchases And Mortgage Tailwinds Will Support Future Upside
Analysts have trimmed the implied fair value for Fidelity National Financial by about $1 to $64.60, reflecting recent reductions to Street price targets. These include cuts of $4 and $9 that cite updated assumptions on the stock's future P/E and earnings power.Mise à jour du récit • Apr 07
FNF: Mortgage Tailwinds And Share Repurchases Will Support Future Upside
Analysts have trimmed their average price target for Fidelity National Financial by about $1.80 to reflect more conservative valuation assumptions, including a slightly lower future P/E multiple, while keeping revenue growth and profit margin expectations essentially unchanged. Analyst Commentary Recent research updates around Fidelity National Financial point to a mixed but generally constructive view on the shares, with modest target changes reflecting fine tuning rather than a shift in core expectations.Mise à jour du récit • Mar 24
FNF: Benign Credit And 2026 Mortgage Tailwinds Will Support Upside
Narrative Update on Fidelity National Financial Analysts' targets for Fidelity National Financial have shifted modestly, with one firm moving to $71 from $70 and another to $63 from $64. These changes reflect differing views on the impact of a benign credit backdrop and a potentially stronger mortgage origination market in 2026.Mise à jour du récit • Mar 09
FNF: Benign Credit Outlook And Buybacks Will Support Upside Into 2026
The updated analyst price target for Fidelity National Financial shifts modestly lower to $67.20 from $69.60, as analysts factor in higher modeled revenue growth alongside slightly lower profit margin and future P/E assumptions, informed by recent mixed target revisions in Street research. Analyst Commentary Recent Street research on Fidelity National Financial reflects a mix of optimism and caution, with updated price targets clustering in the low to low mid US$60s, alongside one higher target in the low US$70s.Mise à jour du récit • Feb 23
FNF: Benign Credit Outlook Into 2026 Signals Potential Upside Opportunity
Analysts have trimmed their price target on Fidelity National Financial by $0.65 to $69.60. This reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E, alongside sector research that factors in a more constructive outlook for credit and mortgage origination conditions into 2026.Article d’analyse • Aug 08
Fidelity National Financial, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
NYSE:FNF 1 Year Share Price vs Fair Value Explore Fidelity National Financial's Fair Values from the Community and...Seeking Alpha • Apr 22
Fidelity National Financial: Well Priced Insurer, Steady Compounder
Summary Fidelity National Financial underwrites title insurance and has a controlling interest in an annuities and life insurance business. The title segment, which is the larger of the two, is cyclical but supported by a regime of rate cuts to come, which should boost real estate transactions. Annuity sales growth is supported by the aging population of the U.S. and related demand for retirement products like annuities. Risks come from flat or rising interest rates, as well as a recession that may more than overwhelm the benefits of rate cuts for distressed lenders. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
Fidelity National Financial: Buy High Quality At A Discount
Summary Fidelity National Financial remains an attractive buy, due to its dominant market position, strategic diversification, and robust dividend growth. The company is well-positioned for sustained profitability through technology investments, AI-driven efficiencies, and a solid balance sheet with a 3.4% dividend yield. FNF appears undervalued with a forward PE below its historical average, offering significant upside potential from AUM growth and commercial sector recovery. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
Fidelity National Financial: Strong And Safe Dividend Despite Housing Market
Summary Fidelity National Financial is poised to benefit from a housing market recovery by 2026 and the secular trend of an aging population boosting F&G sales. Despite current market lows, FNF maintains strong shareholder returns with a 3.3% dividend and a recent 4% increase, showcasing resilience. FNF's title insurance business holds a significant market share and stable pre-tax margins, while F&G's non-cyclical revenue base supports overall financial stability. FNF's strategic M&A and robust financials, including $7.4 billion in free cash flow, position it well for future growth and dividend sustainability. Read the full article on Seeking AlphaSeeking Alpha • Nov 09
Fidelity National: Q3 Refinancing Surge May Be Short-Lived
Summary Fidelity National Financial (FNF) has seen muted mortgage activity but benefits from its stake in F&G Annuities, which has risen over 25%. Title revenue improved but remains 30% below peak levels; margins compressed due to higher loss ratios and subdued housing transactions. Rising mortgage rates may hinder refinancing activity, impacting FNF's title business; no share repurchases expected until rates stabilize around 6%. FNF's dividend yield is 3.3%, but with limited capital return options, I recommend looking elsewhere for better investment opportunities. Read the full article on Seeking Alpha
Nouveau récit • Aug 21
Innovative Tech And Strategic Investments Set To Propel FNF's Margin Expansion And Revenue Surge
Strategic investments in innovative technologies and digital platforms are set to improve operational efficiency and expand margins, securing a competitive advantage.Seeking Alpha • Aug 07
Fidelity National Likely Needs Lower Rates To Continue Its Rally (Rating Downgrade)
Summary Fidelity's Q2 results were mixed, with EPS missing estimates by $0.07, given relatively weak mortgage transaction activity. Fidelity's title business saw modest improvement in pricing and volumes, with lower creating the potential for further growth. Declining rates could boost FNF's results, but interest rates may now be over-pricing potential Fed easing, prompting my recommendation to sell positions. Read the full article on Seeking AlphaSeeking Alpha • May 14
High Rates Likely Limit Fidelity National Financial's Upside
Summary Fidelity National Financial's stock has risen by 50% in the past year, driven by its majority stake in F&G Annuities & Life. The company's core title insurance business has struggled due to slower home sales and elevated rates, which have reduced mortgage activity. Any rebound is likely to be slow, and at 12.7x earnings excluding F&G, FNF is fairly valued. Read the full article on Seeking AlphaRendement pour les actionnaires
| FNF | US Insurance | US Marché | |
|---|---|---|---|
| 7D | -0.2% | 4.9% | -2.5% |
| 1Y | -17.4% | -1.2% | 19.0% |
Rendement vs Industrie: FNF a sous-performé le secteur US Insurance qui a rapporté -1.2 % au cours de l'année écoulée.
Rendement vs marché: FNF a sous-performé le marché US qui a rapporté 19 % au cours de l'année écoulée.
Volatilité des prix
| FNF volatility | |
|---|---|
| FNF Average Weekly Movement | 3.3% |
| Insurance Industry Average Movement | 4.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: FNF n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de FNF ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2005 | 24,535 | Mike Nolan | www.fnf.com |
Fidelity National Financial, Inc. et ses filiales proposent divers produits d'assurance aux États-Unis. Elle opère à travers les segments Title, F&G, et Corporate and Other. La société propose des services d'assurance titres, de dépôt fiduciaire et d'autres services liés aux titres, y compris des activités fiduciaires, des garanties de ventes fiduciaires, des enregistrements et des réaffectations, ainsi que des produits de garantie des habitations.
Fidelity National Financial, Inc. Résumé des fondamentaux
| FNF statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$12.57b |
| Bénéfices(TTM) | US$762.00m |
| Recettes(TTM) | US$14.96b |
16.5x
Ratio P/E0.8x
Ratio P/SLe site FNF est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| FNF compte de résultat (TTM) | |
|---|---|
| Recettes | US$14.96b |
| Coût des recettes | US$6.79b |
| Marge brute | US$8.17b |
| Autres dépenses | US$7.41b |
| Les revenus | US$762.00m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.83 |
| Marge brute | 54.62% |
| Marge bénéficiaire nette | 5.09% |
| Ratio dettes/capitaux propres | 50.6% |
Quelles ont été les performances à long terme de FNF?
Voir les performances historiques et les comparaisonsDividendes
4.5%
Rendement actuel des dividendes72%
Ratio de distributionLe site FNF verse-t-il des dividendes fiables ?
Voir FNF l'historique des dividendes et les indices de référence| Fidelity National Financial dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 16 2026 |
| Date de paiement du dividende | Jun 30 2026 |
| Jours jusqu'au dividende Ex | 12 days |
| Jours jusqu'à la date de paiement du dividende | 2 days |
Le site FNF verse-t-il des dividendes fiables ?
Voir FNF l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/28 07:28 |
| Cours de l'action en fin de journée | 2026/06/26 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Fidelity National Financial, Inc. est couverte par 13 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Bruce Harting | Barclays |
| Terry Ma | Barclays |
| Ryan Byrnes | Brean Capital Historical (Janney Montgomery) |