Fidelity National Financial, Inc.

NYSE:FNF 株式レポート

時価総額：US$13.0b

Fidelity National Financial 将来の成長

Future 基準チェック /36

Fidelity National Financial利益と収益がそれぞれ年間30.1%と2.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.5% 31.5%なると予測されています。

主要情報

30.1%

収益成長率

31.53%

EPS成長率

Insurance 収益成長1.4%
収益成長率2.1%
将来の株主資本利益率19.45%
アナリストカバレッジ

Low

最終更新日11 Aug 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

ナラティブ更新 • Aug 08

FNF: Fair Value View Will Weigh Strong Q2 Results Against Execution Risk

Analysts have raised the fair value estimate for Fidelity National Financial to $54 from $50, reflecting updated views on its discount rate, revenue growth, profit margin, and future P/E assumptions that are in line with recent price target moves from firms such as Barclays and Keefe Bruyette. Analyst Commentary Recent Street research on Fidelity National Financial shows a mix of cautious and supportive views.
ナラティブ更新 • 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
ナラティブ更新 • 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.
分析記事 • 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...
新しいナラティブ • 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?
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
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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新しいナラティブ • 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

業績と収益の成長予測

NYSE:FNF - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202816,2751,749N/AN/A1
12/31/202715,5221,475N/AN/A4
12/31/202614,8841,221N/AN/A3
6/30/202615,3507725,4285,563N/A
3/31/202614,9667625,4515,588N/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
3/31/20208,377795N/A1,230N/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

アナリストによる今後の成長予測

収入対貯蓄率: FNFの予測収益成長率 (年間30.1% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: FNFの収益 ( 30.1% ) はUS市場 ( 16.9% ) よりも速いペースで成長すると予測されています。

高成長収益: FNFの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: FNFの収益 ( 2.1% ) US市場 ( 12.9% ) よりも低い成長が予測されています。

高い収益成長: FNFの収益 ( 2.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: FNFの 自己資本利益率 は、3年後には低くなると予測されています ( 19.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/20 13:36
終値2026/08/20 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Fidelity National Financial, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Bruce HartingBarclays
Terry MaBarclays
Ryan ByrnesBrean Capital Historical (Janney Montgomery)