Fidelity National Financial, Inc. · FNF · Next earnings

Fidelity National Financial, Inc. reports Thursday, Feb 18, 2027

FNF reports after market close with consensus EPS at $1.31 and revenue at $3.70B. Last quarter: FNF posts strong title and commercial trends as revenue misses estimates

Reports After market close104 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.31 Calendar consensus
Consensus revenue $3.70B Calendar consensus
Report date Feb 18, 2027 Thursday, date estimated
Session After market close 104 days away

Where FNF left off: FY2026 Q3

Full report

FNF posts strong title and commercial trends as revenue misses estimates

EPS surprise 0.0% Reported $1.32 vs $1.32
Revenue surprise -5.4% Reported $3.58B vs $3.78B
Stock move +6.6% Event window
Subsequent drift 0.0% Up to 20 sessions

Management's guidance sentiment was maintained. The call analysis indicates continued confidence in commercial momentum and future margins, alongside an expectation of a seasonal Q4 slowdown; no quantified new guidance change was provided in the supplied analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated mortgage rates and a smaller mortgage market may constrain residential purchase and refinance activity.
  • Seasonal Q4 order declines and higher expenses may pressure title margins.
  • Potential regulatory changes could affect mortgage-related activity.
  • Execution and integration of acquisitions and technology investments remain important; F&G capital allocation and AUM outlook were analyst concerns.

Questions analysts left open

  • How much future title margin pressure reflects seasonality versus costs and the smaller mortgage market.
  • The title waiver program's effect on refinance volume.
  • F&G capital allocation, reinsurance usage and AUM growth outlook.

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Recent FNF quarters

All FNF earnings
+6.6%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.