Fidelity National Financial reported third quarter 2026 adjusted net earnings of $1.32 per share, meeting analyst expectations, while total revenue of $3.58 billion missed the projected $3.78 billion. The company maintained an industry-leading adjusted pre-tax title margin of 17.1%, supported by strong commercial performance and record core retail sales at its F&G subsidiary.
Key Highlights
- Commercial title revenue surged 19% year-over-year to $463 million, providing a critical buffer against residential volume pressure.
- F&G segment assets under management before reinsurance reached a record $76.2 billion, a 7% increase compared to the prior-year period.
- Adjusted pre-tax title margin of 17.1% remained resilient, despite a slight decline from 17.8% in the third quarter of 2025.
- Total fee per file in the Title Segment increased 6% year-over-year to $4,229.