Every material Form 8-K Fidelity National Financial has filed with the SEC since June 04, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Fidelity National Financial reported third quarter 2026 net earnings attributable to common shareholders of $633 million, or $2.37 per diluted share, compared with $358 million, or $1.33 per share, for the third quarter of 2025. Adjusted net earnings attributable to common shareholders were $352 million, or $1.32 per share, compared with $439 million, or $1.63 per share, in the prior year period. The company returned $143 million of capital to shareholders during the quarter through dividends and share repurchases.
Net earnings attributable to common shareholders were $633 million, or $2.37 per diluted share, for the third quarter of 2026.
Adjusted net earnings attributable to common shareholders were $352 million, or $1.32 per share, for the third quarter of 2026.
F&G's assets under management before reinsurance reached $76.2 billion as of September 30, 2026.
FNF returned approximately $143 million to shareholders in the third quarter of 2026 through $138 million of dividends and $5 million of share repurchases.
Fidelity National Financial reported second-quarter 2026 results on August 5, 2026. Net earnings attributable to common shareholders were $288 million, or $1.08 per diluted share, up from $278 million, or $1.02, a year earlier, and adjusted net earnings were $370 million, or $1.39 per share, up from $318 million, or $1.16. Growth came mainly from the Title segment, while F&G's contribution fell as its ownership stake dropped to about 72% from about 82%.
Total revenue was $4,051 million for the quarter, compared with $3,635 million a year earlier.
Title segment adjusted pre-tax earnings were $448 million, up 33% from $337 million, with an adjusted pre-tax title margin of 17.8%.
F&G segment adjusted net earnings were $65 million, compared with $89 million in the second quarter of 2025.
FNF returned about $195 million to shareholders in the quarter through $138 million of dividends and $57 million of share repurchases.
Fidelity National Financial entered into a First Amended and Restated Employment Agreement with Michael J. Nolan, effective May 8, 2026, under which he serves as Chief Executive Officer. The agreement sets his base salary at $1.1 million, a 200% incentive target, and a $2 million restricted stock Retention Award, and the company says the terms are otherwise generally consistent with his prior agreement.
Annual base salary of $1.1 million; annual incentive target of 200% of base salary, depending on performance
Retention Award of restricted stock with a $2 million grant date value, vesting in thirds on each of the first three grant anniversaries
Three-year term with automatic annual extensions beginning on the first anniversary of the effective date
Agreement effective May 8, 2026; reported in an 8-K dated May 12, 2026
Fidelity National Financial reported first-quarter 2026 net earnings attributable to common shareholders of $243 million, or $0.90 per diluted share, up from $83 million, or $0.30 per share, a year earlier. Adjusted net earnings were $249 million, or $0.93 per share, compared with $213 million, or $0.78 per share, and total revenue rose to $3.2 billion from $2.7 billion, so the headline measures improved for shareholders.
Total revenue was $3,226 million for the quarter, compared with $2,729 million a year earlier.
Adjusted net earnings were $249 million, or $0.93 per share, versus $213 million, or $0.78 per share, in the first quarter of 2025.
Title Segment adjusted pre-tax margin was 13.1%, compared with 11.7% a year earlier.
FNF returned about $222 million to shareholders in the quarter, including $140 million in common stock dividends and $82 million in share repurchases.
Fidelity National Financial reported fourth quarter 2025 results on February 19, 2026. The company posted a net loss attributable to common shareholders of $117 million, or $0.43 per diluted share, compared with net earnings of $450 million, or $1.65 per share, a year earlier. The loss reflects a $471 million noncash deferred tax charge tied to the December 31, 2025 distribution of F&G shares to FNF shareholders, while adjusted net earnings rose to $382 million, or $1.41 per share.
Q4 2025 net loss attributable to common shareholders was $117 million, or $0.43 per diluted share, including a $471 million noncash deferred income tax charge
Q4 2025 adjusted net earnings were $382 million, or $1.41 per share, versus $366 million, or $1.34 per share, in Q4 2024
Total revenue was $4,051 million for Q4 2025, compared with $3,621 million for Q4 2024
FNF returned about $170 million to shareholders in Q4 2025 through $140 million of dividends and $30 million of share repurchases
Fidelity National Financial reported third-quarter 2025 results on November 6, 2025, with net earnings attributable to common shareholders of $358 million, or $1.33 per diluted share, up from $266 million, or $0.97 per share, a year earlier. Adjusted net earnings were $439 million, or $1.63 per share, compared with $356 million, or $1.30 per share, and total revenue rose to $4.03 billion from $3.60 billion. The company also repurchased 631,000 shares for $37.5 million and paid $135 million in common dividends during the quarter.
Net earnings of $358 million ($1.33 per diluted share) vs. $266 million ($0.97) in Q3 2024
Adjusted net earnings of $439 million ($1.63 per share) vs. $356 million ($1.30) in Q3 2024
Title Segment adjusted pre-tax margin of 17.8% vs. 15.9%; F&G gross sales of $4.2 billion
Conference call scheduled for Friday, November 7, 2025, at 11:00 a.m. Eastern Time
Fidelity National Financial reported second-quarter 2025 net earnings attributable to common shareholders of $278 million, or $1.02 per diluted share, down from $306 million, or $1.12, a year earlier. Adjusted net earnings were $318 million, or $1.16 per share, compared with $338 million, or $1.24, while total revenue rose to $3.6 billion from $3.2 billion. The results show higher revenue alongside lower profit, with the company also citing repurchases of 2.9 million shares for $159 million and $135 million in dividends during the quarter.
Total revenue was $3,635 million, compared with $3,158 million in the second quarter of 2024.
Adjusted pre-tax title margin was 15.5%, versus 16.2%, with elevated health claims and higher investments in security, technology and recruiting cited.
F&G Segment net earnings were $33 million, compared with $171 million, due to unfavorable mark-to-market movement; adjusted net earnings were $89 million versus $122 million.
FNF will host a conference call on Thursday, August 7, 2025, at 11:00 a.m. Eastern Time.
On June 4, 2025, Fidelity National Financial entered a supplemental indenture amending the indenture for four series of senior notes after receiving consents from a majority in principal amount of each series by the June 3, 2025 expiration time. The amendment becomes operative only if the company pays a consent fee immediately before completing its proposed redomestication from Delaware to Nevada, and no fee is payable if that redomestication is abandoned or not completed.
Notes covered: 4.500% due 2028, 3.400% due 2030, 2.450% due 2031 and 3.200% due 2051
Consent solicitations expired at 5:00 p.m. New York City time on June 3, 2025
Consent fee amount is not stated in the filing; it is described in the consent solicitation statement dated May 28, 2025
The company is not required to complete the redomestication even with the required consents and shareholder approval
Fidelity National Financial reported first-quarter 2025 GAAP net earnings attributable to common shareholders of $83 million, or $0.30 per diluted share, down from $248 million, or $0.91, a year earlier. Adjusted net earnings rose to $213 million, or $0.78 per share, from $206 million, or $0.76, while total revenue fell to $2.7 billion from $3.3 billion.
GAAP net earnings were $83 million ($0.30 per diluted share) versus $248 million ($0.91) in Q1 2024; the company says the GAAP figure includes mark-to-market effects and non-recurring items.
Adjusted net earnings were $213 million ($0.78 per share) versus $206 million ($0.76) in Q1 2024.
Title segment adjusted pre-tax margin was 11.7% versus 10.7%; F&G Segment had a net loss of $18 million for the quarter, driven by unfavorable mark-to-market movement.
FNF repurchased 390,000 shares for $25 million in late Q1 and paid $136 million in common dividends, or $0.50 per share.
Fidelity National Financial's majority-owned subsidiary F&G Annuities & Life completed a public offering of 8,000,000 shares of common stock on March 24, 2025, under an underwriting agreement dated March 20, 2025, with BofA Securities and J.P. Morgan Securities as representatives. F&G intends to use the net proceeds for general corporate purposes, including support of organic growth opportunities, and FNF, F&G and their directors and executive officers agreed not to sell securities of F&G for 90 days, subject to limited exceptions.
F&G sold 8,000,000 shares of common stock in the offering, completed March 24, 2025.
The underwriters received a 30-day option to buy up to 1,200,000 additional shares.
The underwriters agreed to resell 4,500,000 of the shares to FNF at the same price they paid.
FNF, F&G and each F&G director and executive officer agreed to a 90-day lock-up on sales of F&G securities.
Fidelity National Financial reported fourth-quarter 2024 net earnings attributable to common shareholders of $450 million, or $1.65 per diluted share, compared with a net loss of $69 million, or $0.25 per share, in the fourth quarter of 2023. Adjusted net earnings were $366 million, or $1.34 per share, versus $204 million, or $0.75 per share, a year earlier, and total revenue was $3.6 billion versus $3.4 billion. The results were released in an earnings release filed as Exhibit 99.1 to this 8-K, and management will hold an investor call on February 21, 2025.
Q4 2024 net earnings attributable to common shareholders of $450 million, $1.65 per diluted share, versus a net loss of $69 million, $0.25 per share, in Q4 2023
Q4 2024 adjusted net earnings of $366 million, $1.34 per share, versus $204 million, $0.75 per share, in Q4 2023
Full year 2024 net earnings of $1.3 billion, $4.65 per share, versus $517 million, $1.91 per share, in 2023
Q4 2024 F&G gross sales of $3.5 billion, down 15% from Q4 2023; FNF paid common dividends of $0.50 per share totaling $141 million in Q4
On January 13, 2025, F&G Annuities & Life, Inc., a majority-owned subsidiary of Fidelity National Financial, completed a public offering of $375 million in 7.300% Junior Subordinated Notes due 2065. F&G intends to use the net proceeds for general corporate purposes, including repaying or repurchasing outstanding indebtedness. The filing does not state a direct effect on the parent company's earnings or per-share results.
Offering size: $375 million aggregate principal of 7.300% Junior Subordinated Notes due January 15, 2065.
Interest is payable quarterly beginning April 15, 2025. F&G may defer interest for up to five consecutive years while no Event of Default is continuing.
F&G may redeem the notes at par on or after January 15, 2030. Proceeds may fund repurchase, redemption or repayment of outstanding debt.
Fidelity National Financial reported third-quarter 2024 net earnings attributable to common shareholders of $266 million, or $0.97 per diluted share, down from $426 million, or $1.57 per share, a year earlier. Adjusted net earnings rose to $356 million, or $1.30 per share, from $333 million, and total revenue increased to $3.6 billion from $2.8 billion. The company attributes the GAAP decline to mark-to-market effects and non-recurring items, which it excludes from adjusted results.
Total revenue of $3,603 million for Q3 2024, compared with $2,778 million in Q3 2023
GAAP net earnings of $266 million ($0.97 per diluted share), compared with $426 million ($1.57) in Q3 2023
Adjusted net earnings of $356 million ($1.30 per share), compared with $333 million ($1.23) in Q3 2023
Title Segment adjusted pre-tax title margin of 15.9%, compared with 16.2% in Q3 2023
Majority-owned subsidiary F&G Annuities & Life completed a public offering of $500 million of 6.250% senior notes due 2034 on October 4, 2024. F&G plans to use the proceeds to repay revolving credit facility borrowings and for general corporate purposes, including organic growth.
Principal amount: $500 million; notes mature October 4, 2034 and pay interest semi-annually at 6.250%, starting April 4, 2025.
Proceeds to repay borrowings under F&G's revolving credit facility and for general corporate purposes.
Underwriters include Wells Fargo Securities, BofA Securities, J.P. Morgan Securities and RBC Capital Markets; Citibank, N.A. is trustee.
Fidelity National Financial reported second quarter 2024 results on August 5, 2024, with GAAP net earnings attributable to common shareholders of $306 million, or $1.12 per diluted share, up from $219 million, or $0.81, a year earlier. Adjusted net earnings rose to $338 million, or $1.24 per share, from $274 million, or $1.01, and total revenue was $3,158 million versus $3,068 million, so the headline measures improved for shareholders. The filing contains no updated financial guidance.
Total revenue of $3,158 million for the quarter, compared with $3,068 million in the second quarter of 2023
Adjusted pre-tax title margin of 16.2%, compared with 15.8% a year earlier
F&G Segment adjusted net earnings of $122 million, compared with $67 million; F&G record gross sales of $4.4 billion, up 47%
Common dividend of $0.48 per share, totaling $131 million, paid in the quarter
F&G Annuities & Life, Inc., a majority-owned subsidiary of Fidelity National Financial, completed a $550 million offering of 6.500% senior notes due 2029 on June 4, 2024. F&G plans to use part of the proceeds to fund a cash tender offer by its subsidiary FGLH for up to $250 million of FGLH's 5.50% notes due 2025, with the early results showing $365.3 million tendered by the June 3 deadline. The filing reports debt financing activity only, with no earnings or guidance figures.
$550 million of 6.500% senior notes due 2029 completed June 4, 2024; interest is payable semi-annually beginning December 4, 2024
Tender offer for up to $250 million of FGLH 5.50% notes due 2025; $365.3 million was validly tendered by 5:00 p.m. on June 3, 2024
Accepted notes are to be purchased June 5, 2024 at $1,000 per $1,000 principal, including a $50 early tender payment; proration factor is 68.5%
Remaining net proceeds are for general corporate purposes, which may include repurchasing, redeeming or repaying debt
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