Fidelity National Financial, Inc.

Report azionario NYSE:FNF

Capitalizzazione di mercato: US$12.6b

Fidelity National Financial Crescita futura

Criteri Future verificati 4/6

Fidelity National Financial prevede che gli utili e i ricavi cresceranno rispettivamente di 28% e 4.2% all'anno. Si prevede che l'EPS crescerà di 28.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 21.3% in 3 anni.

Informazioni chiave

28.0%

Tasso di crescita degli utili

28.23%

Tasso di crescita dell'EPS

Insurance crescita degli utili2.2%
Tasso di crescita dei ricavi4.2%
Rendimento futuro del capitale proprio21.33%
Copertura analitica

Low

Ultimo aggiornamento16 Jun 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...
Articolo di analisi • 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...

Recent updates

Aggiornamento della narrazione • 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 Alpha
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Nuova narrazione • 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?
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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Nuova narrazione • 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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:FNF - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202816,6821,852N/AN/A1
12/31/202716,0391,586N/AN/A4
12/31/202614,9921,425N/AN/A4
3/31/202614,9647625,4515,588N/A
12/31/202514,5056025,6815,828N/A
9/30/202514,0601,1695,6745,817N/A
6/30/202513,6341,0776,7276,872N/A
3/31/202513,1661,1056,1916,339N/A
12/31/202413,7141,2706,6696,815N/A
9/30/202413,5307517,4367,583N/A
6/30/202412,7119116,1546,293N/A
3/31/202412,6098246,5186,651N/A
12/31/202311,7885176,3466,478N/A
9/30/202310,9285815,4615,593N/A
6/30/202311,3575175,8695,999N/A
3/31/202310,9138354,9775,106N/A
12/31/202211,6061,2944,2174,355N/A
9/30/202213,8241,8324,3224,467N/A
6/30/202214,5012,2053,9154,069N/A
3/31/202215,7162,2143,9404,092N/A
12/31/202115,6472,7893,9594,090N/A
9/30/202114,6112,6843,0853,213N/A
6/30/202113,7072,3552,4252,541N/A
3/31/202112,2832,1132,0342,138N/A
12/31/202010,8151,4521,4681,578N/A
9/30/20209,4139891,2841,386N/A
6/30/20208,6678331,2051,302N/A
3/31/20208,3777951,1281,230N/A
12/31/20198,4771,062N/A1,121N/A
9/30/20197,813766N/A972N/A
6/30/20197,647752N/A965N/A
3/31/20197,626737N/A921N/A
12/31/20187,601628N/A943N/A
9/30/20187,860840N/A845N/A
6/30/20187,772756N/A796N/A
3/31/20187,711554N/A751N/A
12/31/20177,668507N/A737N/A
9/30/20176,623466N/A980N/A
6/30/20176,903460N/A1,079N/A
3/31/20176,857561N/A1,074N/A
12/31/20167,260584N/A1,162N/A
9/30/20168,614513N/A1,023N/A
6/30/20168,739517N/A936N/A
3/31/20169,127527N/A1,002N/A
12/31/20156,648480N/A953N/A
9/30/20158,957780N/A951N/A
6/30/20158,658757N/A967N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di FNF ( 28% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di FNF ( 28% all'anno) cresceranno più rapidamente del mercato US ( 18.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di FNF cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di FNF ( 4.2% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di FNF ( 4.2% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di FNF sarà elevato tra 3 anni ( 21.3 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/20 21:46
Prezzo dell'azione a fine giornata2026/06/18 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Fidelity National Financial, Inc. è coperta da 13 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Bruce HartingBarclays
Terry MaBarclays
Ryan ByrnesBrean Capital Historical (Janney Montgomery)