Fidelity National Financial reported second quarter 2026 revenue of $4.05 billion and adjusted EPS of $1.39, beating analyst estimates of $3.79 billion and $1.31, respectively. The strong results were led by the company's Title segment, which delivered an industry-leading margin despite a constrained residential market.
Key Highlights
- The Title segment's adjusted pre-tax margin expanded to 17.8% from 15.5% in the prior-year period, landing within the upper end of the company's 15-20% target range.
- Title segment revenue grew 16% year-over-year to $2.5 billion, supported by a 32% surge in Commercial revenue to $440 million.
- The F&G segment's assets under management (before reinsurance) grew 8% year-over-year to a record $74.7 billion.
- The company returned $195 million to shareholders in the quarter through $138 million in dividends and $57 million in share repurchases.