Fidelity National Financial, Inc.

NYSE:FNF 주식 리포트

시가총액: US$13.3b

Fidelity National Financial 향후 성장

Future 기준 점검 3/6

Fidelity National Financial (는) 각각 연간 26.7% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 26.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.5% 로 예상됩니다.

핵심 정보

26.7%

이익 성장률

26.79%

EPS 성장률

Insurance 이익 성장2.1%
매출 성장률3.6%
향후 자기자본이익률19.53%
애널리스트 커버리지

Low

마지막 업데이트01 Jul 2026

최근 향후 성장 업데이트

분석 기사 • 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...
분석 기사 • 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

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
분석 기사 • 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...
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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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새로운 내러티브 • 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

이익 및 매출 성장 예측

NYSE:FNF - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202816,2751,749N/AN/A1
12/31/202715,9041,554N/AN/A4
12/31/202614,8371,401N/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

애널리스트 향후 성장 전망

수입 대 저축률: FNF 의 연간 예상 수익 증가율(26.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: FNF 의 연간 수익(26.7%)이 US 시장(18.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: FNF 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: FNF 의 수익(연간 3.6%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: FNF 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: FNF의 자본 수익률은 3년 후 19.5%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/12 20:52
종가2026/07/10 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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분석가 소스

Fidelity National Financial, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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