Tearsheet

Fidelity National Financial (FNF)


Market Price (12/28/2025): $54.68 | Market Cap: $14.7 Bil
Sector: Financials | Industry: Property & Casualty Insurance

Fidelity National Financial (FNF)


Market Price (12/28/2025): $54.68
Market Cap: $14.7 Bil
Sector: Financials
Industry: Property & Casualty Insurance

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 3.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.5%, FCF Yield is 38%
Weak multi-year price returns
2Y Excs Rtn is -27%, 3Y Excs Rtn is -12%
Key risks
FNF key risks include [1] significant operational disruptions from major cybersecurity incidents, Show more.
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -187%
  
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 42%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 41%, CFO LTM is 5.8 Bil, FCF LTM is 5.7 Bil
  
3 Low stock price volatility
Vol 12M is 26%
  
4 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments, and Smart Buildings & Proptech. Themes include Digital Payments, Online Banking & Lending, Show more.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 3.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.5%, FCF Yield is 38%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -187%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 42%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 41%, CFO LTM is 5.8 Bil, FCF LTM is 5.7 Bil
3 Low stock price volatility
Vol 12M is 26%
4 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments, and Smart Buildings & Proptech. Themes include Digital Payments, Online Banking & Lending, Show more.
5 Weak multi-year price returns
2Y Excs Rtn is -27%, 3Y Excs Rtn is -12%
6 Key risks
FNF key risks include [1] significant operational disruptions from major cybersecurity incidents, Show more.

Valuation, Metrics & Events

FNF Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Here are the key points highlighting the reasons for Fidelity National Financial (FNF) stock movement by -6.7% for the approximate time period from August 31, 2025, to December 28, 2025:

<b>1. Special Stock Distribution of F&G Annuities & Life (FG)</b>

On November 7, 2025, Fidelity National Financial announced a special stock distribution of approximately 12% ownership of F&G Annuities & Life to FNF shareholders. This distribution, with a record date of December 17, 2025, and a distribution date of December 31, 2025, would naturally lead to a proportional adjustment downward in FNF's stock price as the value of the distributed F&G shares is separated from the parent company.

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<b>2. Bearish Sentiment and Technical Sell Signals in December</b>

During December 2025, FNF experienced bearish sentiment and technical sell signals. A "sell signal was issued from a pivot top point on Monday, December 01, 2025, and so far it has fallen -4.40%." Additionally, as of December 19, 2025, the sentiment was noted as Bearish with the Fear & Greed Index showing 39 (Fear), contributing to downward pressure on the stock price.

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<b>3. Short-Term Stock Dip Prior to Q3 Earnings</b>

Leading up to the Q3 2025 earnings report, FNF experienced a short-term dip. As of November 6, 2025, the stock was noted to have dipped 5.0% over the past month, suggesting a period of decline from early October to early November. While Q3 earnings were strong and led to an initial positive reaction, this preceding dip likely contributed to the overall negative movement across the broader August to December timeframe.

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<b>4. General Negative Stock Performance in Late December</b>

Near the end of the specified period, the stock continued to show slight declines. On December 26, 2025, the Fidelity National Financial Inc stock price fell by -0.164%, and it was down by -1.33% over the preceding 10 days. These movements contributed to the overall negative trend.

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Stock Movement Drivers

Fundamental Drivers

The -8.3% change in FNF stock from 9/27/2025 to 12/27/2025 was primarily driven by a -16.5% change in the company's P/E Multiple.
927202512272025Change
Stock Price ($)59.8654.89-8.31%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)13297.0013717.003.16%
Net Income Margin (%)8.10%8.52%5.22%
P/E Multiple15.1212.63-16.46%
Shares Outstanding (Mil)272.00269.001.10%
Cumulative Contribution-8.32%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025
ReturnCorrelation
FNF-8.3% 
Market (SPY)4.3%19.4%
Sector (XLF)3.3%46.9%

Fundamental Drivers

The -1.2% change in FNF stock from 6/28/2025 to 12/27/2025 was primarily driven by a -8.0% change in the company's P/E Multiple.
628202512272025Change
Stock Price ($)55.5554.89-1.19%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)12782.0013717.007.31%
Net Income Margin (%)8.64%8.52%-1.42%
P/E Multiple13.7212.63-7.97%
Shares Outstanding (Mil)273.00269.001.47%
Cumulative Contribution-1.21%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025
ReturnCorrelation
FNF-1.2% 
Market (SPY)12.6%22.9%
Sector (XLF)7.4%39.8%

Fundamental Drivers

The 0.9% change in FNF stock from 12/27/2024 to 12/27/2025 was primarily driven by a 49.7% change in the company's Net Income Margin (%).
1227202412272025Change
Stock Price ($)54.4254.890.86%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)13196.0013717.003.95%
Net Income Margin (%)5.69%8.52%49.75%
P/E Multiple19.7112.63-35.92%
Shares Outstanding (Mil)272.00269.001.10%
Cumulative Contribution0.85%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025
ReturnCorrelation
FNF0.9% 
Market (SPY)17.0%42.2%
Sector (XLF)15.3%57.5%

Fundamental Drivers

The 67.7% change in FNF stock from 12/28/2022 to 12/27/2025 was primarily driven by a 212.0% change in the company's P/E Multiple.
1228202212272025Change
Stock Price ($)32.7254.8967.74%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)13524.0013717.001.43%
Net Income Margin (%)16.32%8.52%-47.78%
P/E Multiple4.0512.63212.04%
Shares Outstanding (Mil)273.00269.001.47%
Cumulative Contribution67.70%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2023 to 12/27/2025
ReturnCorrelation
FNF14.6% 
Market (SPY)48.0%39.9%
Sector (XLF)51.3%55.9%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
FNF Return-10%38%-22%42%14%1%59%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
FNF Win Rate58%75%42%67%58%67% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
FNF Max Drawdown-52%-7%-32%-13%-7%-7% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See FNF Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventFNFS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-42.5%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven74.0%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven516 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-56.6%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven130.6%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven579 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-29.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven41.4%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven205 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-75.2%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven303.8%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1,831 days1,480 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Fidelity National Financial's stock fell -42.5% during the 2022 Inflation Shock from a high on 1/14/2022. A -42.5% loss requires a 74.0% gain to breakeven.

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About Fidelity National Financial (FNF)

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 insurance. 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 annuities that include fixed indexed, fixed rate, and immediate annuities, as well as indexed universal life insurance products. Further, the company engages in the real estate brokerage business. Fidelity National Financial, Inc. was founded in 1847 and is headquartered in Jacksonville, Florida.

AI Analysis | Feedback

Here are 1-3 brief analogies to describe Fidelity National Financial (FNF):

  • It's like Carfax for houses: they investigate a property's past to ensure you're buying a clean history, and then they insure you against any ownership problems.
  • Imagine Experian or Equifax, but for houses: they verify the legal history and ensure valid ownership of real estate, protecting against past title issues.
  • Think of it as State Farm for your home's legal deed, providing a safety net if there's ever a historical ownership claim against it.

AI Analysis | Feedback

Here are the major products and services of Fidelity National Financial (FNF):
  • Title Insurance: Underwrites policies that protect homeowners and lenders against financial loss due to defects in property titles.
  • Escrow Services: Acts as a neutral third-party to hold and disburse funds and documents for real estate transactions, ensuring all conditions of a sale or loan are met.
  • Closing Services: Manages the final steps of real estate transactions, including document preparation, signings, and coordination between all parties.
  • Property Information and Technology Solutions: Provides data, analytics, and software solutions to support real estate professionals and lenders throughout the property lifecycle.

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Fidelity National Financial (symbol: FNF) primarily sells its title insurance and transaction services to other companies involved in the real estate and mortgage industries. Due to the highly fragmented nature of the title insurance and settlement services market, FNF does not have a small number of specific "major customer companies" that account for a significant portion of its overall revenue in the way some businesses have a few dominant clients.

Instead, FNF's customer base is broad and diverse, encompassing thousands of entities across the United States. The primary categories of companies that utilize FNF's services, and thus represent its broad customer base, include:

  • Mortgage Lenders: FNF provides title insurance and closing services to thousands of mortgage lenders, ranging from large national banks to regional and local institutions, who require title insurance to protect their interests in real estate loans. Examples of such institutions with which FNF and its subsidiaries do business include major players like Wells Fargo & Company (WFC) and JPMorgan Chase & Co. (JPM).
  • Real Estate Brokerages and Agents: FNF works extensively with real estate companies and individual agents who facilitate property transactions. These professionals frequently refer buyers and sellers who require title and escrow services. Examples include major brokerage firms such as Anywhere Real Estate Inc. (HOUS) and RE/MAX Holdings, Inc. (RMAX).
  • Home Builders and Developers: For both land acquisition and the sale of new homes and commercial properties, FNF provides essential title and escrow services. This customer segment includes prominent builders such as D.R. Horton, Inc. (DHI) and Lennar Corporation (LEN).

While the primary distribution channels involve these business entities, FNF also directly serves individual homebuyers and sellers who are the ultimate payers for many of the title and escrow services in real estate transactions.

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  • Intercontinental Exchange, Inc. (ICE)
  • Amazon.com, Inc. (AMZN)
  • Microsoft Corporation (MSFT)

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Michael J. Nolan, Chief Executive Officer

Mr. Nolan assumed the role of Chief Executive Officer of Fidelity National Financial in February 2022. He previously served as President of FNF from January 2016 to February 2022 and as Co-Chief Operating Officer from 2015 to 2016. Mr. Nolan has over 30 years of experience within Fidelity National Title Group ("FNTG") and its predecessor companies, having joined in 1983. His extensive career at FNF includes various executive and management positions such as Regional Manager, Division Manager, and Executive Vice President. He also oversees FNF's operations in Canada, as well as IPX, Fidelity's 1031 exchange company, and FRS, Fidelity's relocation company. Mr. Nolan has served on the board of F&G.

Anthony J. Park, Chief Financial Officer

Mr. Park has served as the Chief Financial Officer of Fidelity National Financial since 2017, and as Executive Vice President and Chief Financial Officer since October 2005. Prior to this, he was the Controller and Assistant Controller of FNF from 1991 to 2000, and Chief Accounting Officer from 2000 to 2005. Mr. Park also holds a Director position at J. Alexander's LLC and serves as Chief Financial Officer, Director & Executive Vice President at Fidelity National Title Group, Inc. and Fidelity National Title Insurance Co.

Raymond R. Quirk, Vice Chairman

Mr. Quirk was appointed Vice Chairman of FNF in February 2022. He previously held the positions of Chief Executive Officer and Director of FNF, and before that, served as President. He was also Co-President and Co-Chief Operating Officer from 2006 until 2007. Mr. Quirk's earlier roles at FNF included Regional Manager, Division Manager, and Executive Vice President. He has served as a Director for J. Alexander's Holdings, Inc. and F&G. During his tenure as CEO, Fidelity National Financial became the largest and most profitable title insurance company.

Peter T. Sadowski, Chief Legal Officer

Mr. Sadowski has been the Chief Legal Officer of FNF since 2008. Prior to this, he served as Executive Vice President and General Counsel of FNF since 1999. He is also a member of the California Coastal Conservancy.

Michael L. Gravelle, General Counsel & Corporate Secretary

Mr. Gravelle serves as the General Counsel & Corporate Secretary for Fidelity National Financial.

AI Analysis | Feedback

Here are the key risks to Fidelity National Financial (FNF):

  1. Real Estate Market Fluctuations and Interest Rates: FNF's core title insurance business is highly dependent on the volume of real estate transactions, which are directly impacted by prevailing interest rates and the overall health of the housing market. Elevated mortgage rates and a slowdown in real estate activity significantly reduce the company's revenue and profitability.
  2. Cybersecurity Incidents: FNF is exposed to substantial risks from cyberattacks, system damage, failures, and unauthorized data disclosures. A notable incident in November 2023 disrupted the company's operations for several days, affecting title insurance, escrow, and other related services, and potentially impacting approximately 1.3 million customers. Such events can lead to operational disruptions, financial losses, and reputational damage.
  3. Competition and Regulatory Environment: The company faces significant competition from other title insurance providers. Additionally, FNF's operating subsidiaries are subject to extensive government regulation of the title insurance industry, including privacy and data protection laws, which can impact its operations and financial results.

AI Analysis | Feedback

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AI Analysis | Feedback

Fidelity National Financial (FNF) primarily operates within the United States, offering a range of services predominantly in the real estate and mortgage industries. Its main products and services include title insurance and escrow services.

Title Insurance

The addressable market for title insurance in the United States is estimated to be $17.1 billion in 2025. The title insurance industry in the U.S. has experienced a decline over the past five years due to a weakened housing market and elevated interest rates, although an increase of 1.8% is expected in 2025. Globally, the title insurance market was valued at approximately $67.42 billion in 2024 and is projected to reach about $133.97 billion by 2033, growing at a compound annual growth rate (CAGR) of 7.93% during the forecast period from 2025 to 2033. North America remains the largest market for title insurance, largely driven by a robust real estate sector and increasing property transactions in the United States, which accounts for approximately 70% of the global market share.

Escrow Services

The global escrow agent services market size was estimated at $519.05 billion in 2024, with projections to grow to $851.21 billion by 2033 at a CAGR of 5.65%. North America is the leading region in the escrow agent services market, having accounted for over 11.4 million transactions in 2023. The United States alone processed approximately 10.2 million escrow transactions, driven by significant activity in both residential and commercial real estate, where over 91% of property deals above $500,000 utilized escrow agents.

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Here are the expected drivers of future revenue growth for Fidelity National Financial (FNF) over the next 2-3 years:

  1. Recovery in the Residential Housing Market: Fidelity National Financial anticipates revenue growth from an eventual upturn in the residential housing market, particularly as mortgage interest rates normalize. The company has observed a surge in refinance orders when mortgage rates decreased, indicating responsiveness to market improvements. A sustained decrease in mortgage rates below 6% is seen as a key factor for further upside in this segment.
  2. Continued Strong Commercial Title Revenue: FNF expects to drive revenue growth through its commercial title business, which has shown record-breaking performance and significant increases in commercial revenue. This growth is broad-based, spanning various asset classes such as industrial, multifamily, retail, and energy, with expectations for commercial performance to match the peak years of 2021-2022.
  3. Growth in the F&G Annuities and Life Segment: The F&G segment is identified as a strong growth engine for FNF. This segment has demonstrated substantial increases in gross sales, net sales, and assets under management (AUM), contributing significantly to FNF's adjusted net earnings. F&G is focused on executing its medium-term financial goals and leveraging capital-light strategic initiatives, including flow reinsurance and expanding its owned distribution business, to continue its growth trajectory.
  4. Enhanced Operational Efficiencies and Technology Investments: FNF is strategically focused on driving revenue growth through disciplined expense management and ongoing investments in technology and artificial intelligence (AI). These initiatives are expected to enhance operational efficiency, improve customer experience, and maintain industry-leading margins, contributing to overall profitability and growth.
  5. Strategic Diversification and Market Position: FNF's strategy involves diversification across its business segments, enabling it to navigate dynamic market conditions effectively. The company's ability to maintain strong performance and industry-leading margins in its Title segment, even during challenging environments, underscores its strong market position and capacity for sustained revenue generation through effective competition.

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Share Repurchases

  • Fidelity National Financial (FNF) had a three-year stock repurchase program authorized on August 3, 2021, allowing the company to repurchase up to 25 million shares of FNF common stock through July 31, 2024.
  • Under the 2021 Repurchase Program, FNF repurchased 16,449,565 common shares for an aggregate amount of approximately $701 million.
  • A new three-year stock repurchase program was approved, effective July 31, 2024, authorizing the repurchase of up to 25 million shares of FNF common stock through July 31, 2027.

Share Issuance

  • On December 1, 2022, FNF completed a partial spin-off by distributing approximately 15% of the common stock of its subsidiary, F&G Annuities & Life, Inc. (F&G), to FNF shareholders as a taxable dividend.
  • FNF shareholders of record received 68 shares of F&G common stock for every 1,000 shares of FNF common stock they held.
  • FNF retained an approximately 85% equity ownership stake in F&G following the distribution.

Outbound Investments

  • FNF acquired F&G Annuities & Life, Inc. in June 2020.
  • In 2023, FNF made a $250 million investment in F&G to accelerate its retained asset growth.
  • Increased cash outflows associated with acquisitions amounted to $119 million in 2022.

Capital Expenditures

  • Total capital expenditures for property and equipment and capitalized software were $132 million in 2023, $138 million in 2022, and $131 million in 2021.
  • Capital expenditures peaked in December 2024 at $146 million, and the latest twelve months capital expenditures are $145 million.
  • For the nine months ended September 30, 2024, capital expenditures totaled $116 million.

Trade Ideas

Select ideas related to FNF. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
WU_11212025_Dip_Buyer_FCFYield11212025WUWestern UnionDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
14.5%14.5%-0.4%
COIN_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025COINCoinbase GlobalMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-1.5%-1.5%-1.5%
PYPL_11142025_Dip_Buyer_FCFYield11142025PYPLPayPalDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-4.5%-4.5%-7.5%
V_11142025_Monopoly_xInd_xCD_Getting_Cheaper11142025VVisaMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
7.6%7.6%-2.7%
WD_11072025_Dip_Buyer_ValueBuy11072025WDWalker & DunlopDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-11.1%-11.1%-12.1%

Recent Active Movers

More From Trefis

Peer Comparisons for Fidelity National Financial

Peers to compare with:

Financials

FNFHPQHPEIBMCSCOAAPLMedian
NameFidelity.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price54.8923.2624.49305.0978.16273.4066.53
Mkt Cap14.821.932.6284.9309.24,074.4158.8
Rev LTM13,71755,29534,29665,40257,696408,62556,496
Op Inc LTM-3,6241,64411,54412,991130,21411,544
FCF LTM5,6742,80062711,85412,73396,1848,764
FCF 3Y Avg6,1902,9781,40011,75313,879100,5038,972
CFO LTM5,8173,6972,91913,48313,744108,5659,650
CFO 3Y Avg6,3313,6723,89613,49814,736111,5599,914

Growth & Margins

FNFHPQHPEIBMCSCOAAPLMedian
NameFidelity.HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM3.9%3.2%13.8%4.5%8.9%6.0%5.2%
Rev Chg 3Y Avg2.1%-3.9%6.5%2.6%3.7%1.8%2.4%
Rev Chg Q11.9%4.2%14.4%9.1%7.5%9.6%9.4%
QoQ Delta Rev Chg LTM3.2%1.1%3.7%2.1%1.8%2.1%2.1%
Op Mgn LTM-6.6%4.8%17.7%22.5%31.9%17.7%
Op Mgn 3Y Avg-7.4%7.2%16.4%24.2%30.8%16.4%
QoQ Delta Op Mgn LTM--0.2%-1.4%0.6%0.4%0.1%0.1%
CFO/Rev LTM42.4%6.7%8.5%20.6%23.8%26.6%22.2%
CFO/Rev 3Y Avg50.7%6.8%12.7%21.4%26.1%28.4%23.8%
FCF/Rev LTM41.4%5.1%1.8%18.1%22.1%23.5%20.1%
FCF/Rev 3Y Avg49.6%5.5%4.6%18.6%24.6%25.6%21.6%

Valuation

FNFHPQHPEIBMCSCOAAPLMedian
NameFidelity.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap14.821.932.6284.9309.24,074.4158.8
P/S1.10.41.04.45.410.02.7
P/EBIT8.16.819.925.122.531.321.2
P/E12.68.6572.736.029.941.033.0
P/CFO2.55.911.221.122.537.516.2
Total Yield11.6%14.1%2.3%5.0%5.4%2.8%5.2%
Dividend Yield3.7%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg42.6%10.6%5.5%6.4%6.0%3.1%6.2%
D/E0.30.50.70.20.10.00.3
Net D/E-1.90.30.60.20.00.00.1

Returns

FNFHPQHPEIBMCSCOAAPLMedian
NameFidelity.HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn-6.9%-1.8%14.4%0.6%2.7%-1.5%-0.4%
3M Rtn-8.3%-11.9%2.7%7.9%17.0%7.1%4.9%
6M Rtn-1.2%-4.0%34.5%6.6%15.2%36.3%10.9%
12M Rtn0.9%-27.0%16.2%40.5%34.5%7.5%11.8%
3Y Rtn67.7%-1.9%71.1%143.1%81.3%120.2%76.2%
1M Excs Rtn-9.1%-5.6%12.9%-2.2%-0.0%-3.7%-3.0%
3M Excs Rtn-12.6%-16.2%-1.7%3.6%12.7%2.8%0.6%
6M Excs Rtn-13.5%-16.3%22.3%-5.7%3.0%24.0%-1.3%
12M Excs Rtn-14.9%-42.9%-0.7%25.0%19.9%-8.4%-4.6%
3Y Excs Rtn-12.0%-83.5%-11.2%59.6%-1.2%28.4%-6.2%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Title7,0389,10611,4979,3748,259
F&G Annuities & Life (F&G)4,5002,3493,9621,233 
Corporate and Other279110184171210
Elimination-65    
Total11,75211,56515,64310,7788,469


Net Income by Segment
$ Mil20242023202220212020
Title7198071,6831,4601,186
F&G Annuities & Life (F&G)-58635857161 
Elimination-65    
Corporate and Other-78-136-106-144-110
Total5181,3062,4341,4771,076


Assets by Segment
$ Mil20242023202220212020
F&G Annuities & Life (F&G)70,18654,63748,73039,714 
Title7,9498,2959,6639,2119,071
Corporate and Other2,4792,2112,2971,5301,606
Elimination0    
Total80,61465,14360,69050,45510,677


Price Behavior

Price Behavior
Market Price$54.89 
Market Cap ($ Bil)14.9 
First Trading Date10/14/2005 
Distance from 52W High-15.4% 
   50 Days200 Days
DMA Price$56.56$57.31
DMA Trendindeterminatedown
Distance from DMA-3.0%-4.2%
 3M1YR
Volatility23.2%26.4%
Downside Capture56.9757.18
Upside Capture3.6448.96
Correlation (SPY)20.0%42.3%
FNF Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta0.290.300.430.580.600.69
Up Beta-0.450.590.791.230.580.60
Down Beta-0.460.200.160.160.650.66
Up Capture126%16%37%52%40%52%
Bmk +ve Days12253873141426
Stock +ve Days12213371131410
Down Capture20%34%53%54%74%91%
Bmk -ve Days7162452107323
Stock -ve Days7202954117338

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of FNF With Other Asset Classes (Last 1Y)
 FNFSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return1.2%16.3%17.8%72.1%8.6%4.4%-8.2%
Annualized Volatility26.2%19.0%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio0.020.670.722.700.340.09-0.08
Correlation With Other Assets 57.7%42.4%3.8%1.8%60.1%0.1%

ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of FNF With Other Asset Classes (Last 5Y)
 FNFSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return12.0%16.1%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility25.9%18.9%17.1%15.5%18.7%18.9%48.6%
Sharpe Ratio0.440.710.700.970.500.160.57
Correlation With Other Assets 64.9%55.4%9.3%12.2%59.7%20.2%

ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of FNF With Other Asset Classes (Last 10Y)
 FNFSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return12.9%13.2%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility27.9%22.3%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.480.550.710.860.320.220.90
Correlation With Other Assets 60.4%56.4%7.6%20.2%59.3%14.2%

ETFs used for asset classes: Sector ETF = XLF, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity3,781,546
Short Interest: % Change Since 113020259.4%
Average Daily Volume1,157,132
Days-to-Cover Short Interest3.27
Basic Shares Quantity269,000,000
Short % of Basic Shares1.4%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/6/20254.6%7.4%4.3%
8/6/2025-0.4%5.0%4.1%
5/7/2025-7.1%-11.6%-14.9%
2/20/20253.3%9.0%11.2%
11/6/2024-2.9%-0.2%1.8%
8/5/2024-0.9%1.4%9.6%
5/8/20240.9%-0.2%-5.6%
2/21/2024-5.4%-5.9%-0.0%
...
SUMMARY STATS   
# Positive81216
# Negative15117
Median Positive2.9%5.1%4.5%
Median Negative-2.3%-2.3%-5.6%
Max Positive4.6%10.0%11.6%
Max Negative-7.1%-11.6%-36.8%

SEC Filings

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Report DateFiling DateFiling
93020251110202510-Q 9/30/2025
6302025807202510-Q 6/30/2025
3312025508202510-Q 3/31/2025
12312024228202510-K 12/31/2024
93020241107202410-Q 9/30/2024
6302024807202410-Q 6/30/2024
3312024510202410-Q 3/31/2024
12312023229202410-K 12/31/2023
93020231108202310-Q 9/30/2023
6302023809202310-Q 6/30/2023
3312023509202310-Q 3/31/2023
12312022227202310-K 12/31/2022
93020221109202210-Q 9/30/2022
6302022805202210-Q 6/30/2022
3312022510202210-Q 3/31/2022
12312021225202210-K 12/31/2021