The EPS miss is significant and likely to weigh on the stock in the near term. Listen to the conference call for commentary on residential purchase demand and refi trends, which could provide color on the sustainability of title margins.
Price Chart
Executive Summary
FNF reported Q1 2026 GAAP EPS of $0.90, missing the $1.09 consensus by 17.4%, while revenue of $3.226B grew 18.2% YoY but fell short of prior quarter levels. Title segment margins improved to 13.1% adjusted pre-tax, but the overall earnings miss is likely to drive the stock lower.
Key Financial Metrics
Key Facts
- GAAP diluted EPS $0.90 vs consensus $1.09 (miss of 17.4%)
- Total revenue $3.226B, up 18.2% YoY from $2.729B
- Adjusted pre-tax title margin improved to 13.1% from 11.7% YoY
- Title segment adjusted pre-tax earnings $268M, up 27% YoY
- FG segment adjusted net earnings flat at $80M despite lower ownership stake
- Company returned $222M to shareholders via dividends and buybacks in Q1
Financial Impact
EPS miss of ~$0.19 compared to consensus, revenue below expectations; stock expected to decline 3-5% on the miss
Risk Factors
- Residential real estate transaction volumes remain low
- Interest rate volatility impacting refinance activity
- Potential slowdown in commercial real estate
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001331875-26-000036 |
| Document: fnf-20260506.htm | 0001331875-26-000036 |
| Document: 0001331875-26-000036-index-headers.html | 0001331875-26-000036 |
| Document: 0001331875-26-000036-index.html | 0001331875-26-000036 |
| Document: 0001331875-26-000036.txt | 0001331875-26-000036 |
| 8-K Data (Synthetic) | 0001331875-26-000036 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | Press Release | $52.54 $47.28 | ▼ −10.01% | ▼ −10.61% | $39.26 (−25.28%) |
Aug 5, 2026 8w ago | Press Release | $52.54 $47.28 | ▼ −10.01% | ▼ −10.61% | $39.26 (−25.28%) |
Jun 29, 2026 13w ago | Insider Cluster | $47.16 $52.02 | ▲ +10.31% | ▲ +11.33% | $39.26 (−16.75%) |
Jun 26, 2026 14w ago | 144 | $47.59 $51.62 | ▲ +8.47% | ▲ +8.75% | $39.26 (−17.50%) |
Jun 24, 2026 14w ago | Institutional Cluster | $46.34 $50.20 | ▲ +8.33% | ▲ +6.40% | $39.26 (−15.28%) |
May 6, 2026 21w ago | 8-K | $50.05 $45.42 | ▲ +9.26% | ▲ +12.39% | $39.26 (+21.56%) |
US Market Status
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