Vanguard Group Inc. Cuts Stock Holdings in Fidelity National Financial, Inc. $FNF

Vanguard Group Inc. lowered its position in shares of Fidelity National Financial, Inc. (NYSE:FNF) by 1.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,386,143 shares of the financial services provider’s stock after selling 368,904 shares during the period. Vanguard Group Inc. owned approximately 0.10% of Fidelity National Financial worth $1,656,588,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Phillips Wealth Planners LLC increased its holdings in shares of Fidelity National Financial by 10.0% in the 3rd quarter. Phillips Wealth Planners LLC now owns 6,175 shares of the financial services provider’s stock worth $358,000 after purchasing an additional 563 shares in the last quarter. State of New Jersey Common Pension Fund D lifted its holdings in shares of Fidelity National Financial by 4.1% during the third quarter. State of New Jersey Common Pension Fund D now owns 87,252 shares of the financial services provider’s stock valued at $5,278,000 after purchasing an additional 3,432 shares in the last quarter. PNC Financial Services Group Inc. boosted its position in shares of Fidelity National Financial by 0.3% during the third quarter. PNC Financial Services Group Inc. now owns 439,862 shares of the financial services provider’s stock valued at $26,607,000 after buying an additional 1,273 shares during the last quarter. HighTower Advisors LLC increased its holdings in Fidelity National Financial by 1.0% in the 3rd quarter. HighTower Advisors LLC now owns 468,502 shares of the financial services provider’s stock worth $28,340,000 after buying an additional 4,753 shares in the last quarter. Finally, Aberdeen Group plc increased its holdings in Fidelity National Financial by 2.3% in the 3rd quarter. Aberdeen Group plc now owns 151,176 shares of the financial services provider’s stock worth $9,043,000 after buying an additional 3,334 shares in the last quarter. 81.17% of the stock is owned by institutional investors.

Fidelity National Financial Stock Down 3.7%

FNF opened at $52.20 on Friday. The firm’s 50 day simple moving average is $55.08 and its two-hundred day simple moving average is $57.16. The company has a market capitalization of $14.68 billion, a PE ratio of 24.56, a PEG ratio of 0.69 and a beta of 0.98. Fidelity National Financial, Inc. has a 1-year low of $50.56 and a 1-year high of $66.72. The company has a current ratio of 0.25, a quick ratio of 0.25 and a debt-to-equity ratio of 0.47.

Fidelity National Financial (NYSE:FNF) last posted its quarterly earnings data on Thursday, February 19th. The financial services provider reported $1.41 EPS for the quarter, missing the consensus estimate of $1.51 by ($0.10). Fidelity National Financial had a return on equity of 15.05% and a net margin of 4.17%.The company had revenue of $4.05 billion during the quarter, compared to analysts’ expectations of $3.66 billion. During the same quarter last year, the company earned $1.34 earnings per share. The company’s revenue for the quarter was up 11.9% on a year-over-year basis. As a group, equities analysts forecast that Fidelity National Financial, Inc. will post 6.28 EPS for the current year.

Fidelity National Financial Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th will be paid a $0.52 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $2.08 annualized dividend and a dividend yield of 4.0%. Fidelity National Financial’s dividend payout ratio (DPR) is 50.12%.

Insider Buying and Selling at Fidelity National Financial

In other news, Director Halim Dhanidina sold 6,000 shares of Fidelity National Financial stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $55.90, for a total transaction of $335,400.00. Following the transaction, the director directly owned 13,186 shares of the company’s stock, valued at $737,097.40. The trade was a 31.27% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 5.50% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms have issued reports on FNF. Keefe, Bruyette & Woods upped their target price on shares of Fidelity National Financial from $70.00 to $72.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Stephens assumed coverage on shares of Fidelity National Financial in a research report on Friday, November 14th. They set an “overweight” rating on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Fidelity National Financial in a research report on Monday, December 29th. Wall Street Zen lowered shares of Fidelity National Financial from a “buy” rating to a “hold” rating in a research note on Monday, January 26th. Finally, Barclays dropped their price target on Fidelity National Financial from $64.00 to $63.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 6th. Three equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, Fidelity National Financial currently has a consensus rating of “Moderate Buy” and a consensus target price of $68.25.

More Fidelity National Financial News

Here are the key news stories impacting Fidelity National Financial this week:

• Positive Sentiment: Revenue and top‑line strength — FNF reported Q4 revenue of $4.05 billion (up ~11.9% year‑over‑year), which beat analyst estimates and signals solid underlying business activity. FNF Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Dividend support — The Board declared a quarterly cash dividend of $0.52 per share, which is supportive for income investors and can help underpin the share price. Fidelity National Financial Announces Quarterly Cash Dividend of $0.52
• Neutral Sentiment: Conference call / management commentary available — Transcripts from the Q4 earnings call (Seeking Alpha, The Motley Fool) are available for investors who want detail on drivers (title volumes, underwriting, F&G results and outlook). These may clarify forward guidance and risks. Fidelity National Financial, Inc. (FNF) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss pressured the stock — FNF reported EPS of $1.41 vs. the $1.51 consensus, a miss that investors often punish, even with better revenue; coverage noted the EPS shortfall. Fidelity National Financial (FNF) Q4 Earnings Miss Estimates
• Negative Sentiment: Market reaction and volume — Shares are trading lower on the mixed print and elevated volume as traders re‑weight exposure; absent clearer forward guidance, upside is capped near-term. Fidelity National Financial Earnings & Transcript

About Fidelity National Financial

Fidelity National Financial (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. The company underwrites title insurance policies that protect property owners and lenders against title defects, liens, and other encumbrances. Alongside its core title insurance operations, FNF offers escrow and closing services, e-recording solutions, and real estate data and analytics through a network of agents and underwriters.

FNF operates through two primary segments: Title Insurance and Specialty Insurance and Services.