Fidelity National Financial

FNF

Market cap $13.6B

Fidelity National Financial, Inc. (FNF) Q4 2025 Earnings Call Transcript

JACKSONVILLE, Fla., Feb. 20, 2026 /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.

Fidelity National Financial (FNF) came out with quarterly earnings of $1.41 per share, missing the Zacks Consensus Estimate of $1.51 per share. This compares to earnings of $1.29 per share a year ago.

JACKSONVILLE, Fla., Feb. 19, 2026 /PRNewswire/ -- Fidelity National Financial, Inc. (NYSE:FNF) (FNF or the Company), 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), today reported financial results for the fourth quarter and twelve months ended December 31, 2025.

JACKSONVILLE, Fla., Feb. 5, 2026 /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 fourth quarter and full year 2025 earnings after the close of regular market trading on Thursday, February 19, 2026.

DENVER, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Investment Property Exchange Services, Inc. (IPX1031), the national leader in 1031 Qualified Intermediary services, is pleased to announce the addition of Ted Breitenstein as Vice President of Business Development. A Media Snippet accompanying this announcement is available by clicking on this link.

Fidelity National Financial trades at a 30% discount to intrinsic value, despite transforming into a diversified financial services platform. FNF's forward P/E of 8.7–10.4x and 4% dividend yield offer superior value and stability versus less diversified peers. The F&G Annuities & Life segment provides robust, counter-cyclical cash flow, mitigating housing market cyclicality and supporting stable returns.

This year marks four decades of operations for Third Avenue Management. National Storage REIT is agreeing to a $4.0 billion AUD privatization transaction with entities (and funds) affiliated with Brookfield Asset Management and GIC. Rayonier is completing the divestiture of its New Zealand venture, paying a special dividend, and announcing a merger with industry peer PotlatchDeltic.

A Media Snippet accompanying this announcement is available by clicking on this link. CHICAGO, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Investment Property Exchange Services, Inc. (IPX1031), the national leader in 1031 Qualified Intermediary services, today released its 2026 1031 Exchange and Commercial Real Estate Trends Outlook, detailing how interest rate stabilization, capital flows, and evolving investor priorities are expected to shape transaction activity and exchange strategy in the year ahead.

I increased my forward projected dividend income by $86.77 (1.4%) in December, reaching $6,289.66. My portfolio strategy blends high-growth names like Broadcom (AVGO), Microsoft, and Visa with high-yielders such as SPYI and MPLX. Dividend reinvestments and increases, especially from AVGO and EPRT, drove nearly 83% of new forward income this month.