Earnings Releases·Nov 5, 2026, 4:19 PM ET

Fidelity National Financial — Third Quarter 2026 Earnings Summary

Net earnings attributable to common shareholders reached $633 million ($2.37 per share) for the quarter, a significant increase from $358 million ($1.33 per share) in the prior year quarter, while consolidated revenue declined 11% to $3.578 billion from $4.030 billion.
Year-to-date net earnings totaled $1.164 billion ($4.34 per share) compared to $719 million ($2.64 per share) in 2025, driven by strong Title segment performance with commercial revenue up 19% and record F&G core retail sales of $2.1 billion.
F&G assets under management before reinsurance grew 7% to a record $76.232 billion, though the company has de-emphasized multiyear guaranteed annuities sales in favor of higher-return opportunities and disciplined pricing.
The company returned approximately $143 million to shareholders in the quarter via $138 million in dividends and $5 million in share repurchases, bringing nine-month capital returns to $561 million.
Management highlighted strong execution and cash flow generation, noting the Title business maintained an industry-leading 17.1% adjusted pre-tax margin despite residential volume pressure, with no specific quantitative guidance changes provided in this summary.