Fidelity National Financial Falls Short of Q3 2026 Estimates as Revenue Falls 9.2% to $3.58B

Fidelity National Financial (FNF) fell short of estimates for the third quarter of 2026. Revenue was $3.58 billion, down 9.2% from a year earlier, below the $3.78 billion estimate, and adjusted EPS was $1.32, down 16% from a year earlier, in line with the $1.32 estimate.

Shares fell 0.4% in after-hours trading as of 4:04 p.m. ET, to $42.89 from a $43.05 close.

Q3 2026 scorecard

By our calculation, revenue was $204.0 million below the estimate. The QoQ column compares with the previous quarter's revenue of $4.05 billion and adjusted EPS of $1.39. The YoY column compares with $3.94 billion and $1.57 in the same quarter a year earlier.

Track record

• EPS record. Adjusted EPS beat the estimate in 3 of the last 8 reports, including this one.
• Revenue record. Revenue beat the estimate in 5 of the last 8 reports.
• Revenue trend. Revenue over the last 5 reports, oldest first: $3.94 billion, $4.05 billion, $3.23 billion, $4.05 billion and $3.58 billion.

What to watch

• Next-quarter estimates. Consensus calls for EPS of $1.31 and revenue of $3.70 billion next quarter, based on 2 analysts.
• Revenue growth. Whether revenue stabilizes after this quarter's 9.2% decline from a year earlier to $3.58 billion.
• Estimate record. Whether Fidelity National Financial returns to beating EPS estimates, which it did in 3 of its last 8 reports.
• Related coverage. See our reports on Camden Property Trust, Callaway Golf, Nelnet and StandardAero.

Sources: Results are from Fidelity National Financial's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Fidelity National Financial's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.