Fidelity National (FNF) Earnings Call Transcript

The Motley Fool

by newsfeedback@fool.com (Motley Fool Transcribing)

February 20, 2026

AI-Generated Deep Dive Summary

Fidelity National (FNF) delivered strong financial results in its latest earnings call, highlighting revenue growth and strategic initiatives. The company reported consolidated revenue of $4.1 billion for the quarter, up from $4.0 billion in 2024, with adjusted net earnings rising to $382 million, or $1.41 per diluted share. Despite a significant noncash deferred income tax charge of $471 million, which drove a quarterly net loss of $117 million, management emphasized that this charge did not impact liquidity and remained focused on long-term growth. Key areas of performance included the Title business, where segment adjusted pretax earnings reached $401 million with a 17.5% margin, up from 16.6% in 2024. Commercial revenue also saw a notable increase, jumping 27% quarterly to $479 million and nearly $1.5 billion annually. This growth was bolstered by higher activity in commercial orders, which averaged 815 per day—up 8% year over year—and strong performance in direct commercial operations. The F&G segment also showed progress, with assets under management (A

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Originally published on The Motley Fool on 2/20/2026