Fidelity National Financial, Inc. (FNF) Barclays 24th Annual Global Financial Services Conference September 15, 2026 2:45 PM EDT
Company Participants
Mike Nolan - Chief Executive Officer
Anthony Park - Executive VP & CFO
Conference Call Participants
Terry Ma - Barclays Bank PLC, Research Division
Presentation
Terry Ma
Barclays Bank PLC, Research Division
All right. So we'll kick it off. I'm very pleased to have up here Fidelity National Financial. Joining me is Mike Nolan, CEO; Tony Park, CFO. So welcome, gentlemen.
Mike Nolan
Chief Executive Officer
Thanks, Terry. Glad to be here.
Question-and-Answer Session
Terry Ma
Barclays Bank PLC, Research Division
Yes. Glad to have you. So we just jump right into it. Maybe just to start off, can you maybe update us on third quarter trends across purchase refi and commercial?
Mike Nolan
Chief Executive Officer
Sure. It's been interesting even with the rate movement that on the purchase open side, we've outperformed last year every month through August. And in the first half, it was about a 3% overall improvement in July, which we previously reported was 4%. And in August, it was 6%. So we actually had our best year-over-year month in terms of purchase opens percentage growth in August. Refi, really, when you think about last year, rates were going down during the year and our refi volumes went up. We've really had the opposite of that this year with rates starting lower and then increasing. So while we had in the first quarter, I think, a 50% improvement in refi opens, that fell to mid-teens in the second quarter. July was minus 5% and August, we're in the mid-30s decline. So definitely seeing how that gets impacted with those rate movements.
And then commercial has just been steady and strong all year. Through August, we're up about 6% in
Fidelity National Financial (NYSE:FNF – Get Free Report) and Tiptree Financial (NASDAQ:TIPT – Get Free Report) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends, analyst recommendations, valuation, earnings, risk, institutional ownership and profitability.
Volatility and Risk Fidelity National Financial has a beta of 0.93, suggesting that its share price is 7% less volatile than the S&P 500. Comparatively, Tiptree Financial has a beta of 0.93, suggesting that its share price is 7% less volatile than the S&P 500.
Institutional and Insider Ownership 81.2% of Fidelity National Financial shares are owned by institutional investors. Comparatively, 37.8% of Tiptree Financial shares are owned by institutional investors. 5.7% of Fidelity National Financial shares are owned by insiders. Comparatively, 31.9% of Tiptree Financial shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
Analyst Recommendations This is a breakdown of recent ratings and recommmendations for Fidelity National Financial and Tiptree Financial, as reported by MarketBeat.com. Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Fidelity National Financial 0 3 2 0 2.40 Tiptree Financial 0 1 0 0 2.00 Fidelity National Financial currently has a consensus target price of $56.00, indicating a potential upside of 27.56%. Given Fidelity National Financial’s stronger consensus rating and higher possible upside, analysts clearly believe Fidelity National Financial is more favorable than Tiptree Financial.
Profitability This table compares Fidelity National Financial and Tiptree Financial’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Fidelity National Financial 5.03% 16.07% 1.30% Tiptree Financial 2.36% 0.75% 0.11% Dividends Fidelity National Financial pays an annual dividend of $2.08 per share and has a dividend yield of 4.7%. Tiptree Financial pays an annual dividend of $0.24 per share and has a dividend yield of 1.3%. Fidelity National Financial pays out 73.5% of its earnings in the form of a dividend. Tiptree Financial pays out 2.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Fidelity National Financial has raised its dividend for 1 consecutive years and Tiptree Financial has raised its dividend for 2 consecutive years.
Earnings and Valuation This table compares Fidelity National Financial and Tiptree Financial”s top-line revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Fidelity National Financial $14.45 billion 0.82 $602.00 million $2.83 15.51 Tiptree Financial $490,000.00 1,356.60 $34.93 million $10.81 1.65 Fidelity National Financial has higher revenue and earnings than Tiptree Financial. Tiptree Financial is trading at a lower price-to-earnings ratio than Fidelity National Financial, indicating that it is currently the more affordable of the two stocks.
Summary Fidelity National Financial beats Tiptree Financial on 11 of the 16 factors compared between the two stocks.
(Get Free Report)
Fidelity National Financial, Inc., together with its subsidiaries, provides various insurance products in the United States. The company operates through Title, F&G, and Corporate and Other segments. It offers title insurance, escrow, and other title related services, including trust activities, trustee sales guarantees, recordings and reconveyances, and home warranty products. The company also provides technology and transaction services to the real estate and mortgage industries; and mortgage transaction services, including title-related services and facilitation of production and management of mortgage loans. In addition, it offers annuity and life insurance products, such as deferred and immediate annuities, as well as indexed universal life insurance products; and funding agreements and pension risk transfer (PRT) solutions. Further, the company engages in the real estate brokerage business. Fidelity National Financial, Inc. was incorporated in 2005 and is headquartered in Jacksonville, Florida.
About Tiptree Financial (Get Free Report)
Tiptree Inc., through its subsidiaries, provides specialty insurance products and related services primarily in the United States. It operates through two segments: Insurance and Mortgage. The company offers niche; commercial lines insurance products, including professional liability, general liability, contractual liability protection, property and other short-tail, and alternative risks insurance products; and personal lines insurance products, such as credit protection surrounding loan payments. It also provides auto and consumer warranty programs, including mobile devices, consumer electronics, appliances, furniture; and vehicle service contracts, GAP, and ancillary products; as well as premium or warranty contract financing services, lead generation support, and business process outsourcing services. In addition, the company offers mortgage loans for institutional investors; asset management services; and maritime shipping and asset management services, as well as invests in shares. It markets its products through a network of independent insurance agents, consumer finance companies, online retailers, auto dealers, and regional big box retailers. The company was formerly known as Tiptree Financial Inc. and changed its name to Tiptree Inc. in December 2016. Tiptree Inc. was founded in 1978 and is headquartered in Greenwich, Connecticut.
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JACKSONVILLE, Fla., Sept. 8, 2026 /PRNewswire/ -- Fidelity National Financial, Inc. (NYSE: FNF) (FNF), today announced that Mike Nolan, Chief Executive Officer, and Tony Park, Chief Financial Officer, will participate in a fireside chat at the Barclays Global Financial Services Conference on Tuesday, September 15, 2026 at approximately 2:45 pm Eastern Time.
Nykredit A S bought a new position in Fidelity National Financial, Inc. (NYSE:FNF – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 43,733 shares of the financial services provider’s stock, valued at approximately $2,062,000.
Several other institutional investors have also added to or reduced their stakes in FNF. Goldman Sachs Group Inc. grew its position in Fidelity National Financial by 8.1% in the first quarter. Goldman Sachs Group Inc. now owns 629,616 shares of the financial services provider’s stock worth $40,975,000 after acquiring an additional 47,267 shares in the last quarter. Acadian Asset Management LLC boosted its holdings in shares of Fidelity National Financial by 141.9% in the 1st quarter. Acadian Asset Management LLC now owns 14,478 shares of the financial services provider’s stock worth $941,000 after purchasing an additional 8,494 shares during the period. Invesco Ltd. boosted its holdings in shares of Fidelity National Financial by 2.0% in the 2nd quarter. Invesco Ltd. now owns 820,180 shares of the financial services provider’s stock worth $45,979,000 after purchasing an additional 16,440 shares during the period. Brown Advisory Inc. bought a new position in shares of Fidelity National Financial during the 2nd quarter valued at approximately $339,000. Finally, Daiwa Securities Group Inc. increased its position in shares of Fidelity National Financial by 2.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 21,396 shares of the financial services provider’s stock valued at $1,199,000 after purchasing an additional 500 shares during the last quarter. Hedge funds and other institutional investors own 81.17% of the company’s stock.
Fidelity National Financial Price Performance Shares of FNF stock opened at $45.73 on Tuesday. The company has a market capitalization of $12.26 billion, a P/E ratio of 16.14, a P/E/G ratio of 0.68 and a beta of 0.93. The company’s 50-day simple moving average is $49.23 and its two-hundred day simple moving average is $48.74. Fidelity National Financial, Inc. has a one year low of $42.78 and a one year high of $61.40. The company has a debt-to-equity ratio of 0.50, a current ratio of 0.26 and a quick ratio of 0.26.
Fidelity National Financial (NYSE:FNF – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The financial services provider reported $1.39 earnings per share for the quarter, beating the consensus estimate of $1.31 by $0.08. The firm had revenue of $4.05 billion during the quarter, compared to the consensus estimate of $3.79 billion. Fidelity National Financial had a net margin of 5.03% and a return on equity of 16.07%. The company’s revenue was up 11.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.16 earnings per share. As a group, equities analysts anticipate that Fidelity National Financial, Inc. will post 5.18 EPS for the current year. Fidelity National Financial Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a yield of 4.5%. The ex-dividend date is Wednesday, September 16th. Fidelity National Financial’s dividend payout ratio (DPR) is presently 73.50%.
Insiders Place Their Bets In other Fidelity National Financial news, EVP Peter Sadowski sold 69,196 shares of the company’s stock in a transaction on Friday, June 26th. The stock was sold at an average price of $45.70, for a total value of $3,162,257.20. Following the completion of the sale, the executive vice president directly owned 5,702 shares in the company, valued at approximately $260,581.40. This represents a 92.39% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 5.70% of the stock is currently owned by company insiders.
Wall Street Analysts Forecast Growth Several research analysts have commented on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Fidelity National Financial in a research note on Thursday, June 11th. Stephens restated an “overweight” rating and issued a $55.00 target price on shares of Fidelity National Financial in a report on Monday, August 24th. Keefe, Bruyette & Woods dropped their price target on shares of Fidelity National Financial from $64.00 to $61.00 and set an “outperform” rating for the company in a research note on Monday, August 10th. Barclays upped their price target on shares of Fidelity National Financial from $51.00 to $54.00 and gave the company an “equal weight” rating in a report on Friday, August 7th. Finally, National Bank Financial set a $54.00 price objective on shares of Fidelity National Financial in a research note on Friday, August 7th. Two equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $56.00.
Check Out Our Latest Stock Analysis on Fidelity National Financial
Fidelity National Financial Company Profile (Free Report)
Fidelity National Financial (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. The company underwrites title insurance policies that protect property owners and lenders against title defects, liens, and other encumbrances. Alongside its core title insurance operations, FNF offers escrow and closing services, e-recording solutions, and real estate data and analytics through a network of agents and underwriters.
FNF operates through two primary segments: Title Insurance and Specialty Insurance and Services.
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Bank of New York Mellon Corp acquired a new position in shares of Fidelity National Financial, Inc. (NYSE:FNF – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,393,590 shares of the financial services provider’s stock, valued at approximately $112,882,000. Bank of New York Mellon Corp owned about 0.89% of Fidelity National Financial as of its most recent filing with the Securities & Exchange Commission.
Several other large investors also recently bought and sold shares of FNF. Commonwealth Retirement Investments LLC acquired a new position in shares of Fidelity National Financial during the 4th quarter worth $28,000. Headlands Technologies LLC acquired a new stake in Fidelity National Financial in the 2nd quarter valued at about $32,000. Cary Street Partners Investment Advisory LLC increased its holdings in Fidelity National Financial by 57.2% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 970 shares of the financial services provider’s stock valued at $53,000 after acquiring an additional 353 shares in the last quarter. Torren Management LLC purchased a new position in Fidelity National Financial during the 4th quarter valued at about $57,000. Finally, Fideuram Asset Management Ireland dac acquired a new position in Fidelity National Financial during the fourth quarter worth about $58,000. Institutional investors and hedge funds own 81.17% of the company’s stock.
Wall Street Analysts Forecast Growth Several analysts have recently commented on FNF shares. Stephens reiterated an “overweight” rating and issued a $55.00 price target on shares of Fidelity National Financial in a research report on Monday. Keefe, Bruyette & Woods cut their price objective on Fidelity National Financial from $64.00 to $61.00 and set an “outperform” rating for the company in a research report on Monday, August 10th. National Bank Financial set a $54.00 target price on Fidelity National Financial in a research note on Friday, August 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of Fidelity National Financial in a report on Thursday, June 11th. Finally, Barclays raised their price target on Fidelity National Financial from $51.00 to $54.00 and gave the stock an “equal weight” rating in a research report on Friday, August 7th. Two investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $56.00.
Get Our Latest Stock Report on Fidelity National Financial Fidelity National Financial Trading Up 0.3% Shares of FNF opened at $47.42 on Tuesday. The stock has a fifty day moving average of $49.29 and a two-hundred day moving average of $49.45. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.26 and a current ratio of 0.26. The company has a market capitalization of $12.72 billion, a PE ratio of 16.74, a price-to-earnings-growth ratio of 0.71 and a beta of 0.95. Fidelity National Financial, Inc. has a fifty-two week low of $42.78 and a fifty-two week high of $61.40.
Fidelity National Financial (NYSE:FNF – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The financial services provider reported $1.39 EPS for the quarter, beating the consensus estimate of $1.31 by $0.08. The company had revenue of $4.05 billion during the quarter, compared to analysts’ expectations of $3.79 billion. Fidelity National Financial had a return on equity of 16.07% and a net margin of 5.03%.The firm’s revenue was up 11.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.16 EPS. As a group, analysts forecast that Fidelity National Financial, Inc. will post 5.14 EPS for the current year.
Fidelity National Financial Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $0.52 per share. This represents a $2.08 dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date is Wednesday, September 16th. Fidelity National Financial’s dividend payout ratio is presently 73.50%.
Insider Activity at Fidelity National Financial In other news, EVP Peter T. Sadowski sold 69,196 shares of Fidelity National Financial stock in a transaction dated Friday, June 26th. The stock was sold at an average price of $45.70, for a total value of $3,162,257.20. Following the transaction, the executive vice president directly owned 5,702 shares of the company’s stock, valued at $260,581.40. The trade was a 92.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. 5.70% of the stock is currently owned by company insiders.
(Free Report)
Fidelity National Financial (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. The company underwrites title insurance policies that protect property owners and lenders against title defects, liens, and other encumbrances. Alongside its core title insurance operations, FNF offers escrow and closing services, e-recording solutions, and real estate data and analytics through a network of agents and underwriters.
FNF operates through two primary segments: Title Insurance and Specialty Insurance and Services.
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Fit Small Business's 2026 review recognizes IPX1031 for its nationwide reach, 1031 Exchange capabilities, financial protections, expertise, and value-added services | Source: IPX1031
CHICAGO, Aug. 27, 2026 (GLOBE NEWSWIRE) -- Investment Property Exchange Services, Inc. (IPX1031), the national leader in 1031 Qualified Intermediary services, has again been recognized as the Best Overall 1031 Exchange Company by Fit Small Business, marking the fifth consecutive year (2022-2026) the company has received this distinction.
In its 2026 review, Fit Small Business evaluated 1031 Exchange companies based on factors including nationwide coverage, exchange capabilities, insurance protection for exchange funds, educational resources, fees and customer reviews. IPX1031 was selected Best Overall for expertise and value-added services, with the review highlighting its nationwide reach, broad 1031 Exchange capabilities and substantial financial protections.
In addition to Fit Small Business, IPX1031 has consistently been recognized among the industry's top Qualified Intermediaries by respected publications, including Investopedia, The Balance, Awning, ROI Advisors, and Inside 1031.
“Five consecutive years of recognition reflects what our team delivers every day,” said John Wunderlich, President of IPX1031. “Investors and their advisors need a Qualified Intermediary they can trust when holding their money. We remain committed to providing the financial strength, security, expertise, and service that have defined IPX1031 for nearly 40 years.”
Unlike federally regulated financial institutions, 1031 Exchange Qualified Intermediaries are not federally regulated or licensed in the same manner as banks, making it important for investors and their advisors to understand how exchange funds will be held, managed, and protected.
IPX1031 provides nationwide Qualified Intermediary services for 1031 Exchanges, including Delayed, Simultaneous, Reverse, and Improvement Exchanges. With nearly 40 years of specialized experience, IPX1031's team includes attorneys, accountants, Certified Exchange Specialists (CES®), and other 1031 Exchange professionals supporting transactions ranging from single investment properties to some of the nation’s most complex commercial and institutional exchanges.
About IPX1031:
Investment Property Exchange Services, Inc. (IPX1031) is the largest and one of the oldest Qualified Intermediaries in the United States. As a wholly owned subsidiary of Fidelity National Financial (NYSE:FNF), a Fortune 500 company, IPX1031 provides industry leading security for exchange funds as well as expertise and experience in facilitating all types of 1031 Exchanges. IPX1031’s nationwide staff, which includes industry experts, veteran attorneys and accountants, is available to provide answers and guidance to clients and their legal and tax advisors. For more information about IPX1031 visit www.ipx1031.com.
For more information, contact:
Cindi Marinez, VP, Marketing [email protected]
A video accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/a4fce396-929c-40b8-9684-bf4e9f3b55ee
IPX1031 Awarded Best 1031 Exchange Company for 2026 IPX1031 has been named the Best Overall 1031 Exchange Company by Fit Small Business for the fifth co...
Bank of America Corp DE lifted its stake in shares of Fidelity National Financial, Inc. (NYSE: FNF) by 4.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 787,136 shares of the financial services provider's stock after purchasing an additional 33,943 shares
Assenagon Asset Management S.A. purchased a new stake in Fidelity National Financial, Inc. (NYSE:FNF – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 149,432 shares of the financial services provider’s stock, valued at approximately $7,047,000. Assenagon Asset Management S.A. owned approximately 0.06% of Fidelity National Financial as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Commonwealth Retirement Investments LLC acquired a new stake in shares of Fidelity National Financial during the fourth quarter worth $28,000. Headlands Technologies LLC acquired a new position in shares of Fidelity National Financial in the 2nd quarter valued at $32,000. Cary Street Partners Investment Advisory LLC increased its stake in Fidelity National Financial by 57.2% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 970 shares of the financial services provider’s stock worth $53,000 after purchasing an additional 353 shares in the last quarter. Torren Management LLC purchased a new position in Fidelity National Financial in the 4th quarter worth about $57,000. Finally, Fideuram Asset Management Ireland dac acquired a new stake in Fidelity National Financial during the 4th quarter worth about $58,000. Institutional investors and hedge funds own 81.17% of the company’s stock.
Fidelity National Financial Trading Down 0.9% NYSE FNF opened at $47.58 on Wednesday. Fidelity National Financial, Inc. has a 1-year low of $42.78 and a 1-year high of $61.40. The company has a current ratio of 0.26, a quick ratio of 0.26 and a debt-to-equity ratio of 0.50. The company has a market capitalization of $12.76 billion, a PE ratio of 16.80, a price-to-earnings-growth ratio of 0.71 and a beta of 0.95. The firm’s fifty day simple moving average is $49.10 and its 200-day simple moving average is $49.85.
Fidelity National Financial (NYSE:FNF – Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.31 by $0.08. Fidelity National Financial had a return on equity of 16.07% and a net margin of 5.03%.The firm had revenue of $4.05 billion during the quarter, compared to analysts’ expectations of $3.79 billion. During the same quarter last year, the firm earned $1.16 earnings per share. The business’s revenue for the quarter was up 11.4% on a year-over-year basis. As a group, sell-side analysts anticipate that Fidelity National Financial, Inc. will post 5.16 earnings per share for the current fiscal year.
Fidelity National Financial Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a dividend yield of 4.4%. The ex-dividend date is Wednesday, September 16th. Fidelity National Financial’s payout ratio is currently 73.50%.
Wall Street Analysts Forecast Growth Several research analysts have commented on FNF shares. Zacks Research cut shares of Fidelity National Financial from a “hold” rating to a “strong sell” rating in a report on Friday, May 8th. National Bank Financial set a $54.00 price target on shares of Fidelity National Financial in a report on Friday. Barclays upped their price target on shares of Fidelity National Financial from $51.00 to $54.00 and gave the company an “equal weight” rating in a research report on Friday, August 7th. Keefe, Bruyette & Woods decreased their price objective on shares of Fidelity National Financial from $64.00 to $61.00 and set an “outperform” rating for the company in a research note on Monday. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Fidelity National Financial in a research report on Thursday, June 11th. Two investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Fidelity National Financial presently has an average rating of “Hold” and a consensus target price of $56.75.
Check Out Our Latest Stock Analysis on FNF
Insider Activity at Fidelity National Financial In related news, EVP Peter T. Sadowski sold 69,196 shares of the business’s stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $45.70, for a total value of $3,162,257.20. Following the completion of the sale, the executive vice president owned 5,702 shares of the company’s stock, valued at approximately $260,581.40. The trade was a 92.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 5.70% of the company’s stock.
About Fidelity National Financial (Free Report)
Fidelity National Financial (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. The company underwrites title insurance policies that protect property owners and lenders against title defects, liens, and other encumbrances. Alongside its core title insurance operations, FNF offers escrow and closing services, e-recording solutions, and real estate data and analytics through a network of agents and underwriters.
FNF operates through two primary segments: Title Insurance and Specialty Insurance and Services.
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The Volatility Harvester That Thrives in Market ChaosFidelity National Financial NYSE: FNF reported higher second-quarter earnings as strength in its Title segment, including commercial activity and improved margins, offset a still-muted residential housing transaction environment.
The company reported net earnings of $288 million for the quarter, including $333 million of net recognized gains, compared with net earnings of $278 million, including $98 million of net recognized gains, a year earlier. Adjusted net earnings increased to $370 million, or $1.39 per diluted share, from $318 million, or $1.16 per share, in the second quarter of 2025.
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HealthEquity Stock: Leading Health Savings Account InvestmentTotal revenue was $4.1 billion. Excluding net recognized gains and losses, revenue was $3.7 billion, compared with $3.5 billion in the prior-year quarter.
Title segment posts margin expansion Chief Executive Officer Mike Nolan said the Title business generated adjusted pretax earnings of $448 million, up 33% from the second quarter of 2025. Its adjusted pretax margin rose 230 basis points year over year to 17.8%.
The Title segment produced $2.5 billion in revenue excluding $14 million of net recognized gains, compared with $2.2 billion a year earlier. Direct premiums rose 21%, agency premiums increased 15%, and escrow, title-related and other fees grew 13%.
Chief Financial Officer Tony Park said direct operations generated a margin of slightly more than 26%, up roughly 80 basis points from a year earlier. The agency business had an 8% margin on gross agency dollars, while national commercial units generated a margin just below 30%. Home warranty recorded an 18% margin, and ServiceLink reported a margin of about 24%.
Nolan said existing-home sales remained historically low at an annual pace of about 4 million, reflecting elevated mortgage rates and housing-market conditions. Still, daily purchase orders opened rose 3% year over year and 7% sequentially during the second quarter. July daily purchase orders were 4% above the prior-year month.
Refinance orders opened averaged 1,600 per day in the second quarter, up from 1,300 a year earlier but down from 2,000 in the first quarter. Refinancing represented 7% of direct revenue during the period. July refinance orders averaged 1,500 per day, up 15% year over year, despite higher mortgage rates.
Commercial activity supports revenue growth Commercial revenue continued to be a key contributor. Direct commercial revenue reached $778 million in the first six months of 2026, up 24% from $626 million in the first half of 2025. Total commercial orders opened averaged 919 per day in the second quarter, up 7% from a year earlier.
Nolan said the company was on track for a “very strong and potentially record year” in commercial business. He cited a pipeline spanning industrial properties, data centers, multifamily projects, affordable housing, retail and energy. The company closed 29 transactions that each generated more than $1 million in premiums during the quarter across its direct and agency businesses.
Management also pointed to what it described as an early and fragmented recovery in office real estate. Nolan said a return to more normal transaction levels in central business districts, including markets such as New York, could become a meaningful commercial tailwind, although he did not quantify the potential impact.
Total orders opened averaged 6,200 per day during the quarter. In July, total orders averaged 5,900 per day, up 7% from a year earlier.
Recruiting and acquisitions may pressure second-half margins While FNF expects commercial momentum to continue, Nolan said the company remains cautious about residential purchase and refinance activity through the rest of the year. He also said Title margins could experience modest compression in the second half relative to the second quarter.
That pressure is expected to reflect increased spending on recruiting and tuck-in acquisitions. Nolan said FNF’s recruiting performance over the past two quarters has been its strongest to date, while acquisitions completed in July will add more than 200 employees. Such investments bring expenses immediately, while revenue generally takes several months to reach full productivity, he said.
In response to an analyst question, Nolan said acquisitions and recruiting efforts have extended across multiple regions, including Texas and markets in the East, with activity weighted more toward residential business than commercial. He said the company generally pays valuations of four to six times pretax profit for acquisitions.
The company continues to invest in technology and artificial intelligence. Its inHere digital transaction platform engaged 80% of FNF’s residential sale transactions in both the first half of 2026 and throughout 2025. Nolan said the company has not quantified a per-file cost or cycle-time benefit, but believes the platform improves workflow efficiency, customer visibility and fraud prevention.
FNF also launched a complimentary property-monitoring service in 35 states during the second quarter. Nolan said the service is intended as a customer value-add rather than a direct margin driver.
F&G assets approach $75 billion FNF’s F&G segment reported assets under management before reinsurance of $74.7 billion at June 30, up 8% from a year earlier. Retained assets under management totaled $55.9 billion.
F&G generated gross sales of $2.7 billion during the quarter, including $2 billion of core sales and $700 million of opportunistic sales. Core retail sales of indexed annuities and indexed life products were $1.8 billion, while pension-risk-transfer sales were $200 million. Net sales were $1.5 billion.
Adjusted net earnings attributable to FNF from F&G were $65 million, compared with $89 million in the prior-year quarter, reflecting FNF’s approximate 72% ownership stake versus approximately 82% a year earlier. In the first six months, F&G contributed 23% of FNF adjusted net earnings, down from 32% in the comparable 2025 period.
Nolan also highlighted F&G’s leadership transition, with Conor Murphy becoming CEO and president and Michael Bailey joining as chief financial officer. F&G is exploring strategic alternatives for Peak Altitude, an owned-distribution business. Murphy said a transaction involving a partner taking a 51% stake was the option favored at this early stage, allowing continued expansion of the underlying business.
During the quarter, FNF returned about $195 million to shareholders through $138 million of common dividends and $57 million of share repurchases. The company ended the quarter with $457 million of cash and short-term liquid investments at the holding company.
About Fidelity National Financial (NYSE:FNF)Fidelity National Financial NYSE: FNF is a leading provider of title insurance and transaction services to the real estate and mortgage industries. The company underwrites title insurance policies that protect property owners and lenders against title defects, liens, and other encumbrances. Alongside its core title insurance operations, FNF offers escrow and closing services, e-recording solutions, and real estate data and analytics through a network of agents and underwriters.
FNF operates through two primary segments: Title Insurance and Specialty Insurance and Services.
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Fidelity National Financial (FNF - Free Report) came out with quarterly earnings of $1.39 per share, beating the Zacks Consensus Estimate of $1.26 per share. This compares to earnings of $1.12 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +10.32%. A quarter ago, it was expected that this provider of title insurance and mortgage services would post earnings of $1.09 per share when it actually produced earnings of $0.93, delivering a surprise of -14.68%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Fidelity National Financial, which belongs to the Zacks Insurance - Multi line industry, posted revenues of $3.72 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 3.09%. This compares to year-ago revenues of $3.64 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Fidelity National Financial shares have lost about 5.6% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Fidelity National Financial?While Fidelity National Financial has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Fidelity National Financial was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.39 on $3.92 billion in revenues for the coming quarter and $5.11 on $15.35 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Multi line is currently in the bottom 32% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, American International Group (AIG - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This insurer is expected to post quarterly earnings of $1.89 per share in its upcoming report, which represents a year-over-year change of +4.4%. The consensus EPS estimate for the quarter has been revised 0.8% lower over the last 30 days to the current level.
American International Group's revenues are expected to be $7.27 billion, up 6.3% from the year-ago quarter.
Recognition reflects LoanCare's Commitment to a People-First Workplace Culture
, /PRNewswire/ -- LoanCare®, a leading national mortgage subservicer, today announced that it has been recognized with seven 2026 Top Workplaces awards, including the prestigious Financial Services Industry Award. The awards span the Culture Excellence and Industry categories and are all based entirely on confidential employee feedback.
LoanCare's 2026 Top Workplaces awards include:
Financial Services Top Workplaces (Industry Award) Top Workplaces for Appreciation (Culture Excellence Award) Employee Well-Being Top Workplaces (Culture Excellence Award) Innovation Top Workplaces (Culture Excellence Award) Leadership Top Workplaces (Culture Excellence Award) Professional Development Top Workplaces (Culture Excellence Award) Work-Life Flexibility Top Workplaces (Culture Excellence Award) The Top Workplaces program has a 19-year history of surveying and celebrating people-first organizations nationally. The survey measures key culture drivers proven to predict organizational success and employee engagement. LoanCare employees provided candid feedback that shaped the organization's recognition across all seven categories.
"These recognitions are a tremendous source of pride for me, the executive team and for everyone at LoanCare," said Dave Worrall, president of LoanCare. "Our people are the foundation of everything we do, and these recognitions reflect their dedication to building a workplace where collaboration thrives, growth is encouraged, and every team member feels valued. We believe a strong culture not only benefits our teams but positively impacts our clients. By engaging, supporting, and empowering our people, we're able to deliver consistently exceptional support to each bank, credit union, and IMB that we serve."
For more details about the Top Workplaces award program and LoanCare's workplace culture, please visit: topworkplaces.com/company/LoanCare.
About LoanCare
LoanCare® is a leading provider of full-service mortgage loan subservicing, including special loans, private label and retention marketing services. The award-winning company is known for delivering a superior customer experience through personalization and convenience. Its proprietary portfolio management platform, LoanCare Analytics™, identifies risk and opportunity quickly to enable smarter decision-making across the servicing spectrum. For more than 40 years, LoanCare has been servicing loans for banks, credit unions, independent mortgage companies and portfolio investors. LoanCare is part of Fidelity National Financial (NYSE: FNF), a Fortune 500 company and leading provider of title insurance and transaction services to real estate and mortgage industries. For more information, visit www.loancareservicing.com.
Fidelity National Financial (FNF - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 5. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis provider of title insurance and mortgage services is expected to post quarterly earnings of $1.26 per share in its upcoming report, which represents a year-over-year change of +12.5%.
Revenues are expected to be $3.84 billion, up 5.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 7.13% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Fidelity National Financial?For Fidelity National Financial, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Fidelity National Financial will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Fidelity National Financial would post earnings of $1.09 per share when it actually produced earnings of $0.93, delivering a surprise of -14.68%.
Over the last four quarters, the company has beaten consensus EPS estimates just once.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Fidelity National Financial doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Insurance - Multi line industry, MetLife (MET - Free Report) , is soon expected to post earnings of $2.3 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +13.9%. This quarter's revenue is expected to be $19.34 billion, up 7.9% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for MetLife has been revised 0.2% down to the current level. Nevertheless, the company now has an Earnings ESP of -0.48%, reflecting a lower Most Accurate Estimate.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that MetLife will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
First Trust Advisors LP raised its stake in shares of Fidelity National Financial, Inc. (NYSE:FNF – Free Report) by 20.2% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,148,920 shares of the financial services provider’s stock after acquiring an additional 192,854 shares during the period. First Trust Advisors LP owned approximately 0.43% of Fidelity National Financial worth $53,287,000 as of its most recent SEC filing.
A number of other hedge funds also recently added to or reduced their stakes in FNF. Assenagon Asset Management S.A. acquired a new stake in shares of Fidelity National Financial during the fourth quarter worth $3,585,000. Sound Income Strategies LLC increased its stake in Fidelity National Financial by 342,784.1% in the 4th quarter. Sound Income Strategies LLC now owns 150,869 shares of the financial services provider’s stock valued at $7,976,000 after buying an additional 150,825 shares during the period. Oak Thistle LLC acquired a new position in Fidelity National Financial in the 4th quarter valued at $1,439,000. UBS Group AG raised its position in Fidelity National Financial by 8.9% during the 4th quarter. UBS Group AG now owns 1,664,396 shares of the financial services provider’s stock worth $90,859,000 after buying an additional 136,268 shares during the last quarter. Finally, PFA Pension Forsikringsaktieselskab purchased a new position in Fidelity National Financial during the 4th quarter worth $36,362,000. 81.17% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In FNF has been the subject of several recent analyst reports. Stephens reduced their target price on shares of Fidelity National Financial from $61.00 to $58.00 and set an “overweight” rating for the company in a research note on Tuesday, May 12th. Keefe, Bruyette & Woods dropped their price target on shares of Fidelity National Financial from $67.00 to $64.00 and set an “outperform” rating on the stock in a research note on Thursday, June 25th. Barclays increased their price target on shares of Fidelity National Financial from $50.00 to $51.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 7th. Zacks Research downgraded shares of Fidelity National Financial from a “hold” rating to a “strong sell” rating in a research report on Friday, May 8th. Finally, National Bank Financial set a $51.00 price objective on Fidelity National Financial in a report on Tuesday, July 7th. Two analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $56.00.
Get Our Latest Report on Fidelity National Financial
Fidelity National Financial Trading Up 0.0% Shares of FNF opened at $51.64 on Monday. Fidelity National Financial, Inc. has a twelve month low of $42.78 and a twelve month high of $61.40. The company has a current ratio of 0.25, a quick ratio of 0.25 and a debt-to-equity ratio of 0.50. The firm has a market capitalization of $13.90 billion, a P/E ratio of 18.87, a PEG ratio of 0.77 and a beta of 0.96. The firm’s 50-day moving average is $48.36 and its two-hundred day moving average is $50.05.
Fidelity National Financial (NYSE:FNF – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The financial services provider reported $0.93 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.09 by ($0.16). The company had revenue of $3.23 billion for the quarter, compared to analyst estimates of $3.61 billion. Fidelity National Financial had a net margin of 5.10% and a return on equity of 15.49%. Fidelity National Financial’s revenue was up 18.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.78 earnings per share. On average, research analysts predict that Fidelity National Financial, Inc. will post 5.14 earnings per share for the current fiscal year.
Fidelity National Financial Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Tuesday, June 16th were issued a dividend of $0.52 per share. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $2.08 annualized dividend and a yield of 4.0%. Fidelity National Financial’s payout ratio is currently 75.91%.
Insider Transactions at Fidelity National Financial In other Fidelity National Financial news, EVP Peter T. Sadowski sold 69,196 shares of the business’s stock in a transaction on Friday, June 26th. The stock was sold at an average price of $45.70, for a total transaction of $3,162,257.20. Following the sale, the executive vice president directly owned 5,702 shares in the company, valued at approximately $260,581.40. The trade was a 92.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 5.70% of the company’s stock.
Fidelity National Financial Profile (Free Report)
Fidelity National Financial (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. The company underwrites title insurance policies that protect property owners and lenders against title defects, liens, and other encumbrances. Alongside its core title insurance operations, FNF offers escrow and closing services, e-recording solutions, and real estate data and analytics through a network of agents and underwriters.
FNF operates through two primary segments: Title Insurance and Specialty Insurance and Services.
Read More Five stocks we like better than Fidelity National Financial RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit Want to see what other hedge funds are holding FNF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Fidelity National Financial, Inc. (NYSE:FNF – Free Report).
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, /PRNewswire/ -- Fidelity National Financial, Inc. (NYSE: FNF) (FNF), a leading provider of title insurance and transaction services to the real estate and mortgage industries and a leading provider of insurance solutions serving retail annuity and life customers and institutional clients through its majority-owned, publicly traded subsidiary F&G Annuities & Life, Inc. (NYSE: FG) (F&G), will release second quarter 2026 earnings after the close of regular market trading on Wednesday, August 5, 2026.
A webcast and conference call to discuss the results will follow at 11:00 a.m. Eastern Time on Thursday, August 6, 2026. Additional information about the quarterly financial results, including the earnings release, will be available on FNF's Investor Relations website at investor.fnf.com.
Webcast, Conference Call and Replay Information
The event can be accessed in the following ways:
Live Webcast: Register and access the webcast on FNF's Investor Relations website at investor.fnf.com Conference Call: Dial 1-877-407-0784 (U.S.) or 1-201-689-8560 (International) Replay: A webcast replay will be available on FNF's Investor Relations website after the live event About Fidelity National Financial, Inc.
Fidelity National Financial, Inc. (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries, and a leading provider of insurance solutions serving retail annuity and life customers and institutional clients through its majority owned subsidiary F&G Annuities & Life, Inc. (NYSE: FG). FNF is the nation's largest title insurance company through its title insurance underwriters - Fidelity National Title, Chicago Title, Commonwealth Land Title, Alamo Title and National Title of New York - that collectively issue more title insurance policies than any other title company in the United States. More information about FNF can be found at www.fnf.com.
Contact:
Lisa Foxworthy-Parker
SVP of Investor & External Relations
[email protected]
515.330.3307
CHICAGO, July 22, 2026 (GLOBE NEWSWIRE) -- Investment Property Exchange Services, Inc. (IPX1031), the nation's leading Qualified Intermediary for 1031 Exchanges, today announced its annual Top 1031 Exchange Misconceptions for 2026, providing investors, real estate professionals and tax advisors with insights into the most common misunderstandings surrounding Section 1031 Tax-Deferred Exchanges.
Now an annual industry resource, the report is developed using a combination of Google search trends, recurring investor and advisor questions, insights from IPX1031 Exchange experts, and engagement with educational content in the company's Knowledge Center. The annual list helps identify where confusion persists and provides practical guidance to help investors avoid costly mistakes.
"Every year we see many of the same misconceptions surface because 1031 Exchanges are governed by detailed IRS rules that are often misunderstood," said John Wunderlich, President of IPX1031. "Our goal in publishing this annual report is to help investors make informed decisions before they enter into a transaction. Education is one of the most valuable services we provide, and by sharing these insights each year, we're helping investors and their advisors better understand the rules that can significantly impact a successful exchange."
A Media Snippet accompanying this announcement is available by clicking on this link.
The Top 1031 Exchange Misconceptions for 2026 are:
I only have to reinvest my gain, equity or basis to fully defer taxes.Like-kind means I must purchase the same type of property I sold.I have 180 days to identify Replacement Property.I can change who takes title during my 1031 Exchange.Any real estate I own qualifies for a 1031 Exchange.Partnership and LLC interests qualify for a 1031 Exchange.I can start a Reverse Exchange after purchasing my Replacement Property.I don't owe depreciation recapture if I never claimed depreciation.A 1031 Exchange permanently eliminates taxes.Choosing the lowest-cost Qualified Intermediary is all that matters. The report explains the facts behind each misconception, including IRS requirements related to full tax deferral, like-kind property rules, identification deadlines, vesting, qualified property, partnership interests, Reverse Exchanges, depreciation recapture, tax deferral strategies and selecting a Qualified Intermediary.
As one of the nation's largest and most experienced Qualified Intermediaries, IPX1031 continues to invest in educational resources that help investors navigate increasingly complex real estate transactions. The company's annual misconceptions report has become a valuable resource for investors seeking to better understand the rules governing tax-deferred exchanges before selling investment property.
The complete Top 1031 Exchange Misconceptions for 2026 report is available at:
www.ipx1031.com/top-1031-misconceptions-2026/
About IPX1031
Investment Property Exchange Services, Inc. (IPX1031) is the largest and one of the oldest Qualified Intermediaries in the United States. As a wholly owned subsidiary of Fidelity National Financial (NYSE:FNF), a Fortune 500 company, IPX1031 provides industry leading security for exchange funds as well as expertise and experience in facilitating all types of 1031 Exchanges. IPX1031’s nationwide staff, which includes industry experts, veteran attorneys and accountants, is available to provide answers and guidance to clients and their legal and tax advisors. For more information about IPX1031 visit www.ipx1031.com.
D.A. Davidson & CO. reduced its stake in Fidelity National Financial, Inc. (NYSE:FNF – Free Report) by 51.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 36,036 shares of the financial services provider’s stock after selling 37,714 shares during the period. D.A. Davidson & CO.’s holdings in Fidelity National Financial were worth $1,671,000 at the end of the most recent reporting period.
Other institutional investors also recently modified their holdings of the company. Windacre Partnership LLC boosted its position in Fidelity National Financial by 31.0% during the 3rd quarter. Windacre Partnership LLC now owns 18,905,100 shares of the financial services provider’s stock valued at $1,143,569,000 after acquiring an additional 4,477,900 shares in the last quarter. Norges Bank bought a new stake in Fidelity National Financial during the fourth quarter worth about $181,017,000. AQR Capital Management LLC grew its holdings in Fidelity National Financial by 75.4% in the third quarter. AQR Capital Management LLC now owns 5,057,355 shares of the financial services provider’s stock worth $304,503,000 after purchasing an additional 2,174,220 shares during the period. Alliancebernstein L.P. grew its holdings in Fidelity National Financial by 368.3% in the second quarter. Alliancebernstein L.P. now owns 1,770,685 shares of the financial services provider’s stock worth $99,265,000 after purchasing an additional 1,392,560 shares during the period. Finally, PFA Pension Forsikringsaktieselskab bought a new position in shares of Fidelity National Financial during the fourth quarter valued at approximately $36,362,000. 81.17% of the stock is currently owned by hedge funds and other institutional investors.
Insider Transactions at Fidelity National Financial In related news, EVP Peter T. Sadowski sold 69,196 shares of Fidelity National Financial stock in a transaction that occurred on Friday, June 26th. The stock was sold at an average price of $45.70, for a total transaction of $3,162,257.20. Following the sale, the executive vice president owned 5,702 shares of the company’s stock, valued at approximately $260,581.40. This trade represents a 92.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 5.70% of the company’s stock.
Fidelity National Financial Trading Down 0.2% Shares of FNF stock opened at $50.75 on Wednesday. The company has a current ratio of 0.25, a quick ratio of 0.25 and a debt-to-equity ratio of 0.50. Fidelity National Financial, Inc. has a 12-month low of $42.78 and a 12-month high of $61.40. The stock has a market capitalization of $13.66 billion, a P/E ratio of 18.55, a P/E/G ratio of 0.75 and a beta of 0.96. The firm’s 50 day moving average is $48.21 and its 200 day moving average is $50.14.
Fidelity National Financial (NYSE:FNF – Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The financial services provider reported $0.93 EPS for the quarter, missing the consensus estimate of $1.09 by ($0.16). Fidelity National Financial had a return on equity of 15.49% and a net margin of 5.10%.The firm had revenue of $3.23 billion during the quarter, compared to the consensus estimate of $3.61 billion. During the same period in the previous year, the firm earned $0.78 EPS. The business’s revenue was up 18.2% on a year-over-year basis. Research analysts expect that Fidelity National Financial, Inc. will post 5.19 earnings per share for the current year.
Fidelity National Financial Announces Dividend The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Tuesday, June 16th were issued a $0.52 dividend. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $2.08 annualized dividend and a yield of 4.1%. Fidelity National Financial’s dividend payout ratio is currently 75.91%.
Analysts Set New Price Targets A number of research analysts recently weighed in on the company. Zacks Research lowered Fidelity National Financial from a “hold” rating to a “strong sell” rating in a research report on Friday, May 8th. Keefe, Bruyette & Woods cut their target price on Fidelity National Financial from $67.00 to $64.00 and set an “outperform” rating on the stock in a research note on Thursday, June 25th. Stephens lowered their price target on Fidelity National Financial from $61.00 to $58.00 and set an “overweight” rating for the company in a research report on Tuesday, May 12th. Barclays raised their price objective on shares of Fidelity National Financial from $50.00 to $51.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 7th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Fidelity National Financial in a report on Thursday, June 11th. Two research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $56.00.
View Our Latest Report on Fidelity National Financial
Fidelity National Financial Profile (Free Report)
Fidelity National Financial (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. The company underwrites title insurance policies that protect property owners and lenders against title defects, liens, and other encumbrances. Alongside its core title insurance operations, FNF offers escrow and closing services, e-recording solutions, and real estate data and analytics through a network of agents and underwriters.
FNF operates through two primary segments: Title Insurance and Specialty Insurance and Services.
Featured Articles Five stocks we like better than Fidelity National Financial Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding FNF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Fidelity National Financial, Inc. (NYSE:FNF – Free Report).
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Investors in Fidelity National Financial, Inc. (FNF - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the July 17, 2026 $30.00 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Fidelity National Financial share, but what is the fundamental picture for the company? Currently, Fidelity National Financial is a Zacks Rank #5 (Strong Sell) in the Insurance - Multi line Industry that ranks in the Top 43% of our Zacks Industry Rank. Over the last 60 days, no analyst has increased his estimate for the current quarter, while one has revised his estimate downward. The net effect has taken our Zacks Consensus Estimate for the current quarter to move from $1.47 per share to $1.40 per share in the same time period.
Given the way analysts feel about Fidelity National Financial right now, this huge implied volatility could mean there’s a trade developing. Often times, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
Fidelity National Financial operates the largest U.S. title insurance platform. A growing annuities, life insurance, and retirement segment compliments and diversifies the earnings stream. Even modest improvement in the housing market is likely to bolster the FNF bottom line. The business model features strong cash generation, a sound balance sheet, and solid margins; thereby supporting the current 4.3% dividend and meaningful share buybacks.
Confluence Investment Management LLC lessened its stake in shares of Fidelity National Financial, Inc. (NYSE: FNF) by 4.6% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,040,826 shares of the financial services provider's stock after selling 98,272 shares during the
, /PRNewswire/ -- Fidelity National Financial, Inc. (NYSE: FNF) (FNF) today announced that Jeffrey Heighton has joined FNF Agency Operations as President of Enterprise Solutions – Agency. In this role, Jeff will partner with title agents across the FNF Agency network to help drive strategic growth, improve financial performance, and strengthen operational scalability through technology, outsourcing, and disciplined business management.
Jeff brings deep leadership experience across title, mortgage, and brokerage services, with a strong track record of building and scaling businesses in complex and highly competitive real estate markets. With firsthand experience leading large operations in today's evolving technology landscape, he will support agents in key areas including revenue strategy, expense management, organizational design, and back-office optimization.
"I'm excited to join FNF's Agency Operations and work alongside its agents to help them grow strategically and sustainably," said Jeff Heighton. "In today's complex environment, success requires more than simply targeting market share or profit growth. It requires thoughtful planning, strong execution, operational discipline, and the right technology infrastructure to scale effectively and profitably."
This role further expands the consultative model that FNF provides to its title agents. Jeff will work closely with existing consulting and sales teams to deepen the organization's capabilities around growth strategy, operational scale, financial performance, and technology-enabled execution, while also consulting directly with agents across the network.
"We are thrilled to welcome Jeff to our team," said Ravi Bapodra, EVP and Chief Operating Officer, FNF Agency Operations. "Our focus remains on delivering meaningful resources and strategic support to help our agents grow and compete more effectively. Jeff brings a rare combination of operating expertise, growth leadership, and financial discipline. His experience scaling businesses with an emphasis on long-term profitability makes him an outstanding addition to our organization."
Prior to joining FNF, Jeffrey Heighton held senior leadership roles in the industry, including serving as President of Title & Escrow at Compass, where he led significant growth and operational expansion of their multistate portfolio. Throughout his career, he has held leadership roles spanning national sales and enterprise growth across title agencies, mortgage ventures, and brokerage businesses.
About Fidelity National Financial, Inc.
Fidelity National Financial, Inc. (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. FNF is the nation's largest title insurance company through its title insurance underwriters - Fidelity National Title, Chicago Title, Commonwealth Land Title, Alamo Title and National Title of New York - that collectively issue more title insurance policies than any other title company in the United States. More information about FNF can be found at fnf.com.
FNF-G
CONTACT:
Lisa Foxworthy-Parker
SVP of Investor & External Relations
[email protected]
515.330.3307
Assenagon Asset Management S.A. purchased a new stake in shares of Fidelity National Financial, Inc. (NYSE:FNF – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 65,671 shares of the financial services provider’s stock, valued at approximately $3,585,000.
Other hedge funds have also bought and sold shares of the company. Dynamic Advisor Solutions LLC boosted its position in shares of Fidelity National Financial by 2.0% in the 4th quarter. Dynamic Advisor Solutions LLC now owns 58,357 shares of the financial services provider’s stock worth $3,186,000 after purchasing an additional 1,163 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its position in Fidelity National Financial by 9.8% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 77,626 shares of the financial services provider’s stock valued at $4,403,000 after buying an additional 6,918 shares in the last quarter. NorthCrest Asset Manangement LLC increased its position in Fidelity National Financial by 10.3% during the 4th quarter. NorthCrest Asset Manangement LLC now owns 11,583 shares of the financial services provider’s stock valued at $645,000 after buying an additional 1,082 shares in the last quarter. Nordea Investment Management AB raised its stake in Fidelity National Financial by 10.1% during the fourth quarter. Nordea Investment Management AB now owns 25,431 shares of the financial services provider’s stock valued at $1,396,000 after buying an additional 2,323 shares during the last quarter. Finally, Board of the Pension Protection Fund raised its stake in Fidelity National Financial by 330.8% during the fourth quarter. Board of the Pension Protection Fund now owns 28,000 shares of the financial services provider’s stock valued at $1,529,000 after buying an additional 21,500 shares during the last quarter. Institutional investors own 81.17% of the company’s stock.
Analysts Set New Price Targets A number of equities research analysts have recently commented on FNF shares. National Bank Financial set a $71.00 target price on Fidelity National Financial in a research note on Monday, February 23rd. Weiss Ratings lowered Fidelity National Financial from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, March 2nd. Barclays dropped their price target on shares of Fidelity National Financial from $64.00 to $63.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 6th. Wall Street Zen downgraded shares of Fidelity National Financial from a “buy” rating to a “hold” rating in a research report on Monday, January 26th. Finally, Keefe, Bruyette & Woods raised their price objective on shares of Fidelity National Financial from $70.00 to $71.00 and gave the company an “outperform” rating in a research note on Monday, February 23rd. Two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $68.33.
View Our Latest Analysis on Fidelity National Financial
Fidelity National Financial Price Performance NYSE FNF opened at $45.76 on Monday. Fidelity National Financial, Inc. has a one year low of $42.78 and a one year high of $66.72. The stock has a 50-day moving average of $51.81 and a 200 day moving average of $55.14. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.24 and a current ratio of 0.24. The company has a market capitalization of $12.41 billion, a price-to-earnings ratio of 21.53, a PEG ratio of 0.58 and a beta of 0.99.
Fidelity National Financial (NYSE:FNF – Get Free Report) last posted its earnings results on Thursday, February 19th. The financial services provider reported $1.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.51 by ($0.10). Fidelity National Financial had a net margin of 4.17% and a return on equity of 15.06%. The company had revenue of $4.05 billion for the quarter, compared to the consensus estimate of $3.66 billion. During the same quarter in the prior year, the company posted $1.34 EPS. Fidelity National Financial’s revenue was up 11.9% on a year-over-year basis. On average, sell-side analysts forecast that Fidelity National Financial, Inc. will post 6.28 EPS for the current year.
Fidelity National Financial Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th will be issued a $0.52 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $2.08 annualized dividend and a yield of 4.5%. Fidelity National Financial’s dividend payout ratio (DPR) is currently 97.65%.
Insider Transactions at Fidelity National Financial In other Fidelity National Financial news, Director Halim Dhanidina sold 6,000 shares of Fidelity National Financial stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $55.90, for a total value of $335,400.00. Following the completion of the sale, the director owned 13,186 shares of the company’s stock, valued at approximately $737,097.40. The trade was a 31.27% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 5.50% of the company’s stock.
Fidelity National Financial Company Profile (Free Report)
Fidelity National Financial (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. The company underwrites title insurance policies that protect property owners and lenders against title defects, liens, and other encumbrances. Alongside its core title insurance operations, FNF offers escrow and closing services, e-recording solutions, and real estate data and analytics through a network of agents and underwriters.
FNF operates through two primary segments: Title Insurance and Specialty Insurance and Services.
See Also Five stocks we like better than Fidelity National Financial
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I achieved a record $912.86 in monthly dividends and added $308.68 in forward income, reaching $6,883.46 in annual projected dividends. New capital contributions and purchases, particularly in SPYI and ADC, drove forward income growth this month. My portfolio yield on cost stands at 4.83% versus a current yield of 3.77%, reflecting disciplined accumulation and reinvestment.
Fidelity National Financial is upgraded to "Buy" after a 25% share price decline, offering 13% upside and a secure 4.4% dividend yield. I estimate FNF's fair value at $53 per share, factoring in its $2.25 billion FG stake and resilient core title operations. Residential mortgage activity remains sluggish, but commercial title volumes are rebounding, with technology and AI investments supporting margin expansion.
Wall Street expects a year-over-year increase in earnings on higher revenues when Fidelity National Financial (FNF - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 6. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis provider of title insurance and mortgage services is expected to post quarterly earnings of $1.09 per share in its upcoming report, which represents a year-over-year change of +45.3%.
Revenues are expected to be $3.66 billion, up 34.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 4.67% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Fidelity National Financial?For Fidelity National Financial, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Fidelity National Financial will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Fidelity National Financial would post earnings of $1.51 per share when it actually produced earnings of $1.41, delivering a surprise of -6.62%.
Over the last four quarters, the company has beaten consensus EPS estimates just once.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Fidelity National Financial doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAssurant (AIZ - Free Report) , another stock in the Zacks Insurance - Multi line industry, is expected to report earnings per share of $5.4 for the quarter ended March 2026. This estimate points to a year-over-year change of +59.3%. Revenues for the quarter are expected to be $3.3 billion, up 6.6% from the year-ago quarter.
The consensus EPS estimate for Assurant has been revised 1.4% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +3.01%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Assurant will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
SAN FRANCISCO, April 29, 2026 (GLOBE NEWSWIRE) -- Investment Property Exchange Services, Inc. (IPX1031), the national leader in 1031 Qualified Intermediary services, is pleased to announce the addition of Teresa Fluegel as Vice President.
A Media Snippet accompanying this announcement is available by clicking on this link.
Based in Northern California, Teresa Fluegel will focus on large, complex commercial 1031 Exchange transactions, working with investors and their advisors nationwide. Her addition reflects IPX1031’s continued commitment to delivering best in class expertise, education, and client support across all segments of the market.
Teresa joins IPX1031 with nearly four decades of experience in real estate and 1031 Exchange transactions. A Certified Exchange Specialist® since 2004, she has facilitated thousands of exchanges nationwide, including Delayed, Reverse, and Build to Suit structures. Teresa is widely recognized for her ability to collaborate with attorneys, accountants, and commercial real estate professionals to structure exchanges that align with client investment goals while deferring capital gains and related taxes.
Jennifer Keen, Executive Vice President and Western Region Manager at IPX1031, shared, “We are excited to welcome Teresa Fluegel to IPX1031. Teresa brings an exceptional depth of experience in 1031 Exchange transactions, particularly in the commercial space. Her long standing relationships, technical expertise, and ability to navigate complex exchange structures make her a valuable resource for our clients and their advisors.”
In addition to her transactional expertise, Teresa is a respected industry educator, regularly teaching accredited 1031 Exchange courses for national law and CPA firms and presenting to leading real estate and professional organizations, including CREW, CCIM, SIOR, the Federation of Exchange Accommodators, and ProVisors. Her leadership experience and industry involvement further strengthen IPX1031’s position as a trusted partner for sophisticated exchange transactions.
Teresa Fluegel can be reached at (415) 290-2814, via email at [email protected], or www.ipx1031.com/fluegel
About IPX1031
Investment Property Exchange Services, Inc. (IPX1031) is the largest and one of the oldest Qualified Intermediaries in the United States. As a wholly owned subsidiary of Fidelity National Financial (NYSE:FNF), a Fortune 500 company, IPX1031 provides industry leading security for exchange funds as well as expertise and experience in facilitating all types of 1031 Exchanges. IPX1031’s nationwide staff, which includes industry experts, veteran attorneys and accountants, are available to provide answers and guidance to clients and their legal and tax advisors. For more information about IPX1031 visit www.ipx1031.com.
For more information, contact:
Jennifer Keen, EVP, Western Regional Manager [email protected]
(760) 672-5368
, /PRNewswire/ -- LoanCare®, a leading national mortgage subservicer, today announced that long-time servicing executive Ramie Word has joined the company as EVP of Client Relations.
In this role, Word will be responsible for all aspects of client relations, satisfaction, and long–term partnership value. Word brings more than 25 years of servicing experience, including more than 20 years at Mr. Cooper (now Rocket Mortgage). Over the course of her career, she has been responsible for client and government relations, customer experience, escrow, collections, loss mitigation, default and REO.
Ramie brings an exceptional client–first mindset, grounded in discipline around performance, accountability, and meaningful results," said Dave Worrall, president of LoanCare. "She pairs a sharp focus on outcomes with a genuinely collaborative leadership style and a deep commitment to her teams — qualities that are widely respected across our industry. We're thrilled to welcome her experience and perspective as she strengthens an already outstanding leadership group."
"I'm thrilled to join such a tenured and talented team and step into the role of EVP of Client Relations," said Word. "LoanCare has consistently delivered a truly best–in–class product, and I'm excited to partner closely with our clients to deepen relationships and drive measurable outcomes through service excellence."
About LoanCare
LoanCare® is a leading provider of full-service mortgage loan subservicing, including special loans, private label and marketing services. The award-winning company is known for delivering a superior customer experience through personalization and convenience. Its proprietary portfolio management platform, LoanCare Analytics™, identifies risk and opportunity quickly to enable smarter decision-making across the servicing spectrum. For more than 40 years, LoanCare has been servicing loans for banks, credit unions, independent mortgage companies and portfolio investors. LoanCare is part of Fidelity National Financial (NYSE: FNF), a Fortune 500 company and leading provider of title insurance and transaction services to real estate and mortgage industries. For more information, visit www.loancareservicing.com.
PORTLAND, Ore., May 06, 2026 (GLOBE NEWSWIRE) -- Investment Property Exchange Services, Inc. (IPX1031), the national leader in 1031 Exchange services, announces that Vice President and Sales Executive Sara Remley has transitioned her territory to serve clients throughout Oregon and Vancouver, Washington.
After half a decade with IPX1031 serving investors and real estate professionals in Southern Nevada, Remley returns home to her roots in Oregon, where she was born and educated. This strategic move reflects both IPX1031’s continued investment in the Pacific Northwest and Remley’s long standing personal and professional connection to the region.
A Media Snippet accompanying this announcement is available by clicking on this link.
“Sara’s return to Oregon is both a professional milestone and a personal homecoming,” said Jennifer Keen, Executive Vice President and Manager of Western Operations. “Her experience and client first approach makes her an invaluable resource to investors and advisors throughout Oregon, Vancouver, Washington and beyond. A local presence with local knowledge – nothing is better than that.”
Remley brings years of real estate and 1031 Exchange expertise, with a strong track record of helping clients structure successful Exchanges, defer capital gains taxes, and achieve long term investment goals. Known for her exceptional customer service and strategic insight, she consistently guides clients through seamless transactions.
Prior to joining IPX1031, Remley developed extensive experience in real estate operations, sales, and property management across Nevada, the West Coast, and Hawaii, providing her with a practical understanding of real world transaction dynamics.
An active industry educator and sought after speaker, Remley regularly delivers seminars and training sessions for real estate professionals, CPAs, attorneys, and investors, helping expand awareness of 1031 Exchange strategies and best practices.
“I’m excited to return to Oregon and serve the real estate and investment community in a place that has always felt like home,” said Remley. “The Pacific Northwest is a dynamic and growing market, and I look forward to continuing to support clients with the same level of service and expertise they have come to expect from IPX1031.”
Remley now serves clients across Oregon and Vancouver, Washington, delivering local market insight backed by the national strength and resources of IPX1031.
Sara Remley can be reached at (503)367-6701, via email at [email protected] or on her webpage at www.ipx1031.com/remley
About IPX1031
Investment Property Exchange Services, Inc. (IPX1031) is the largest and one of the oldest Qualified Intermediaries in the United States. As a wholly owned subsidiary of Fidelity National Financial (NYSE:FNF), a Fortune 500 company, IPX1031 provides industry leading security for exchange funds as well as expertise and experience in facilitating all types of 1031 Exchanges. IPX1031’s nationwide staff, which includes industry experts, veteran attorneys and accountants, is available to provide answers and guidance to clients and their legal and tax advisors. For more information about IPX1031 visit www.ipx1031.com.
For more information, contact:
Jennifer Keen, EVP, Western Regional Manager [email protected]
(760) 672-5368
Fidelity National Financial (FNF - Free Report) came out with quarterly earnings of $0.93 per share, missing the Zacks Consensus Estimate of $1.1 per share. This compares to earnings of $0.75 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -15.05%. A quarter ago, it was expected that this provider of title insurance and mortgage services would post earnings of $1.51 per share when it actually produced earnings of $1.41, delivering a surprise of -6.62%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Fidelity National Financial, which belongs to the Zacks Insurance - Multi line industry, posted revenues of $3.23 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 11.86%. This compares to year-ago revenues of $2.73 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Fidelity National Financial shares have lost about 6.3% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for Fidelity National Financial?While Fidelity National Financial has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Fidelity National Financial was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.47 on $4.04 billion in revenues for the coming quarter and $6.00 on $15.93 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Multi line is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Fidelis Insurance Holdings , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 13.
This insurance and reinsurance company is expected to post quarterly earnings of $0.75 per share in its upcoming report, which represents a year-over-year change of +282.9%. The consensus EPS estimate for the quarter has been revised 3.2% lower over the last 30 days to the current level.
Fidelis Insurance Holdings' revenues are expected to be $577.19 million, down 11.5% from the year-ago quarter.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Fidelity National Financial, Inc. (NYSE: FNF) ("FNF") today announced that its Board of Directors has declared a quarterly cash dividend of $0.52 per share of common stock. The dividend will be payable June 30, 2026, to stockholders of record as of June 16, 2026.
About Fidelity National Financial, Inc.
Fidelity National Financial, Inc. (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. FNF is the nation's largest title insurance company through its title insurance underwriters - Fidelity National Title, Chicago Title, Commonwealth Land Title, Alamo Title and National Title of New York - that collectively issue more title insurance policies than any other title company in the United States. More information about FNF can be found at fnf.com.
FNF-G
Lisa Foxworthy-Parker
SVP of Investor & External Relations
[email protected]
515.330.3307
Amkor Technology Target of Unusually Large Options Trading (NASDAQ:AMKR)MarketBeat
Amkor Technology, Inc. (NASDAQ:AMKR - Get Free Report) was the recipient of unusually large options trading on Friday. Investors acquired 12,436 call options on the company. This is an increase of approximately 48% compared to the average volume of 8,425 call options.
NASDAQ:AMKR
Read Amkor Technology Target of Unusually Large Options Trading (NASDAQ:AMKR)
3 hours ago
CocaCola (NYSE:KO) EVP Jennifer Mann Sells 23,984 SharesMarketBeat
CocaCola Company (The) (NYSE:KO - Get Free Report) EVP Jennifer Mann sold 23,984 shares of the firm's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $83.41, for a total value of $2,000,505.44. Following the completion of the transaction, the executive vice president owned 157,400 shares of the company's stock, valued at approximately $13,128,734. The trade was a 13.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
NYSE:KO
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On May 11, 2026, Fidelity National Financial Inc FNF shares fell 4.5% today, bringing the current price to $48.29. The stock has experienced a challenging year, down 10.6% year-to-date and 10.0% over the past year, though it has shown some resilience in the past month with a 1.8% gain. The shares have fluctuated within a 52-week range of $42.78 to $59.19.
GF Value™ verdict: Current price of $48.29 is 20.3% below the fair value estimate of $60.57.GF Score™ of 78/100 indicates an above-average rating, suggesting potential for higher long-term returns.Notable signal: Insiders sold $0.0M in the last 3 months, indicating no buying activity. Is FNF Overvalued or Undervalued? According to the GF Value™, Fidelity National Financial Inc FNF is currently undervalued, with its shares trading at $48.29 compared to the GF Value™ estimate of $60.57. This represents a margin of safety of 20.3%, suggesting that the stock may be an attractive opportunity for investors looking for undervalued assets. The GF Valuation label of "Modestly Undervalued" reinforces this notion, indicating that the stock has room for appreciation toward its intrinsic value.
However, potential investors should consider the broader economic conditions and any risks associated with investing in the insurance industry. The market's perception of FNF may also be influenced by its recent price movements, which could affect short-term performance despite the long-term valuation attractiveness.
How Does FNF's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 17.1x 13.0x Forward P/E 8.6x N/A FNF's current P/E (TTM) of 17.1x is significantly above its 5-year median P/E of 13.0x, indicating that the stock is trading at a premium compared to its historical valuation. The forward P/E of 8.6x suggests a more favorable outlook for earnings, which aligns with the GF Value™ verdict of being undervalued. This disparity in the P/E analysis indicates a potential opportunity for investors, despite the higher current P/E ratio.
What Does FNF's GF Score™ Tell Us? Metric Rating GF Score™ 78/100 Financial Strength 4/10 Profitability 6/10 Growth 7/10 Valuation 10/10 Momentum 4/10 The GF Score™ of 78/100 reflects a robust outlook, particularly in the Valuation category where it scored a perfect 10, signaling that the stock is priced attractively relative to its intrinsic value. The Growth score of 7 indicates solid potential for revenue and earnings expansion, whereas the Financial Strength and Momentum scores of 4 suggest areas for improvement. Overall, FNF presents a balanced profile with strong valuation metrics, while indicating potential weaknesses in financial stability and momentum.
What Are Insiders Doing with FNF Stock? In recent months, there has been no insider buying or selling activity reported for Fidelity National Financial Inc FNF , with insiders selling $0.0M worth of stock. This absence of transactions may suggest a neutral outlook from insiders regarding the company's future performance. Lack of insider buying can be interpreted as a sign that insiders may not view the stock as undervalued at current levels, which can be a point of caution for potential investors.
What This Means for Investors Based on the analysis, Fidelity National Financial Inc FNF appears to be undervalued according to GF Value™, with a significant margin of safety. However, investors should consider the mixed signals from the GF Score™ and insider activity when evaluating their investment strategy.
For the complete analysis, visit the Fidelity National Financial Inc FNF stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is FNF's GF Score™?
FNF's GF Score™ is 78/100, indicating an above-average ranking that suggests the potential for higher long-term returns based on key financial metrics.
Is FNF overvalued or undervalued?
FNF is currently undervalued according to GF Value™, with a current price of $48.29 being 20.3% below the fair value estimate of $60.57.
What is FNF's P/E ratio?
FNF's P/E (TTM) is 17.1x, which is 31% above its 5-year median P/E of 13.0x, indicating that the stock is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
DETROIT, May 13, 2026 (GLOBE NEWSWIRE) -- Investment Property Exchange Services, Inc. (IPX1031), the national leader in 1031 Exchange services, announces the expansion of its Midwest presence with Scott Schofield supporting clients throughout Michigan, Minnesota, Iowa, North Dakota, and South Dakota alongside Vice President TC Fair.
This expansion reflects IPX1031’s continued investment in providing local market expertise and personalized service to investors, advisors, and real estate professionals throughout the Midwest.
Schofield is known for his extensive real estate and 1031 Exchange experience, along with a proactive, client focused approach. He is dedicated to helping clients successfully navigate both Residential and Commercial 1031 Exchange transactions.
A Media Snippet accompanying this announcement is available by clicking on this link.
“Scott’s expanded focus throughout the Midwest strengthens our commitment to delivering experienced, responsive support to clients across the region,” said Scott Nathanson, Eastern Regional Manager of IPX1031. “His knowledge, professionalism, and dedication to client education make him an exceptional resource for investors and advisors alike.”
Working alongside TC Fair, Schofield will support a broad range of Exchange transactions, helping clients structure successful 1031 Exchanges, defer capital gains taxes, and achieve long term investment goals.
“As investment activity continues to grow throughout the Midwest, I’m excited to join IPX1031 and support clients with trusted 1031 Exchange guidance,” said Schofield. “I look forward to building strong relationships throughout the region and helping clients maximize 1031 Exchange opportunities.”
Schofield now serves clients throughout Michigan, Minnesota, Iowa, North Dakota, and South Dakota, delivering regional expertise backed by the national strength and resources of IPX1031.
Scott Schofield can be reached at (947) 282-0779, via email at [email protected] or on his webpage at www.ipx1031.com/schofield
About IPX1031
Investment Property Exchange Services, Inc. (IPX1031) is the largest and one of the oldest Qualified Intermediaries in the United States. As a wholly owned subsidiary of Fidelity National Financial (NYSE:FNF), a Fortune 500 company, IPX1031 provides industry leading security for exchange funds as well as expertise and experience in facilitating all types of 1031 Exchanges. IPX1031’s nationwide staff, which includes industry experts, veteran attorneys and accountants, is available to provide answers and guidance to clients and their legal and tax advisors. For more information about IPX1031 visit www.ipx1031.com.
For more information, contact:
Scott Nathanson, EVP, Eastern Regional Manager [email protected]
(312) 223-2178
New API-Integrated Private Label Solution Allows Real-Time Servicing Data and Full Functionality Within Client Apps and Websites
, /PRNewswire/ -- LoanCare®, a leading national mortgage subservicer, today announced its next generation private-label solution that will enable IMBs, banks and credit union clients to offer a fully integrated brand and customer experience for subserviced loans. The new headless integration solution, known as CoreSync, fully integrates borrower mortgage data into clients' mobile applications, online banking sites, and in-branch.
CoreSync lets customers and members seamlessly interact with LoanCare's mortgage services and data all within their existing digital experience. Users can make mortgage payments, transfer funds to HELOC accounts, and set-up auto-pay, all without leaving their institution's apps and/or websites. In addition, they can see real-time balances, review amortization schedules, access key documents, request payoff quotes, and more. The new solution also provides real-time, synchronized data to branch-level associates to support a better in-branch experience for clients that have a community-based presence.
LoanCare's APIs power this integrated solution and can be applied to existing mobile applications, websites and banking systems. The first CoreSync integration is already up and running at a large national lender, the company said. Broader availability of CoreSync is expected in early Q3.
"The concept of private-labeled subservicing isn't new: for years, IVR systems and call centers have answered calls in the clients' names; and subservicer websites have tried to emulate client branding and customer engagement guidelines," said Dave Worrall, president of LoanCare. "But there have always been digital speed bumps in this experience — for instance customers trying to make a payment or request information might be taken to another site. This undercuts the client's branding and has the potential to create confusion and trust issues for consumers. From a brand continuity and customer engagement standpoint, this new option delivers a holistic digital experience all within the clients' digital footprint and takes private-label subservicing to the next level," he said.
Worrall continued: "Our promise to clients is that we will always act like your servicing department: investing in enhancements that make a difference for you and your customers."
About LoanCare
LoanCare® is a leading provider of full-service mortgage loan subservicing, including special loans, private label and retention marketing services. The award-winning company is known for delivering a superior customer experience through personalization and convenience. Its proprietary portfolio management platform, LoanCare Analytics™, identifies risk and opportunity quickly to enable smarter decision-making across the servicing spectrum. For more than 40 years, LoanCare has been servicing loans for banks, credit unions, independent mortgage companies and portfolio investors. LoanCare is part of Fidelity National Financial (NYSE: FNF), a Fortune 500 company and leading provider of title insurance and transaction services to real estate and mortgage industries. For more information, visit www.loancareservicing.com.
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.
