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Fidelity National Financial reported higher Q2 2026 results, with total revenue of $4,051 million and net earnings attributable to common shareholders of $288 million, or $1.08 per diluted share, compared with $3,635 million and $278 million, or $1.02 per share, a year earlier.
Adjusted net earnings rose to $370 million and adjusted EPS to $1.39 from $318 million and $1.16. The Title Segment generated $2.5 billion of revenue, 16% above Q2 2025, and delivered adjusted pre-tax earnings of $448 million and a 17.8% adjusted pre-tax margin; commercial title revenue increased to $440 million, while total fee per file reached $4,107. F&G recorded assets under management before reinsurance of $74.7 billion, up 8% year over year, but segment adjusted net earnings declined to $65 million and the segment posted a net loss including unfavorable mark-to-market effects. In the first half of 2026, the company returned about $417 million to shareholders through dividends and share repurchases and ended Q2 with $457 million of holding-company cash and short-term investments.
Shea Peter O Jr reported acquisition or exercise transactions in this Form 4 filing.
Fidelity National Financial director Peter O. Shea Jr. reported receiving a grant of 1,071.4763 shares of phantom stock on June 30, 2026. Each phantom stock share is the economic equivalent of one share of FNF common stock and is payable in cash after he leaves the board. Following this award, he holds 14,111.5078 phantom stock shares directly under the company’s deferred compensation plan.
Ammerman Douglas K reported acquisition or exercise transactions in this Form 4 filing.
Fidelity National Financial director Douglas K. Ammerman received a grant of 342.2364 shares of FNF phantom stock on June 30, 2026 under the company’s Deferred Compensation Plan. Each phantom share is economically equivalent to one share of FNF common stock but is payable in cash after his service as a director ends.
Following this routine compensation-related award, Ammerman holds a total of 25,491.0245 phantom stock units directly. This filing does not reflect any open‑market buying or selling of FNF common shares.
Fidelity National Financial EVP and Chief Legal Officer Peter T. Sadowski reported an open-market sale of 69,196 shares of Common Stock at an average price of $45.7017 per share. The shares were sold indirectly through a trust, with 5,702 shares remaining in that trust after the transaction.
As of the same date, he also reported 192,111.297 shares of Common Stock held directly and 2,606.07 shares held indirectly in a 401(k) account. The sale was executed in multiple trades at prices ranging from $45.95 to $46.02, with detailed trade information available upon request.
FNF affiliate filed a Form 144 reporting proposed sales of Common Stock by Peter T. Sadowski. The notice lists transfers into the selling account on with stated share amounts of 1,763 (12/13/2022), 23,014 (11/30/2023), 22,435 (12/09/2024) and 21,984 (12/05/2025). The filing also reports 473 shares sold on 04/08/2026.
Fidelity National Financial director Halim Dhanidina sold shares of the company’s common stock. On June 24, 2026, Dhanidina executed an open-market sale of 9,543 shares of common stock at an average price of $418.25 per share. The transaction was reported as a direct holding. After this sale, Dhanidina’s reported direct ownership stood at 3,643 shares of Fidelity National Financial common stock.
Fidelity National Financial, Inc. reported stockholder approval of Amended and Restated Articles of Incorporation that will declassify its board of directors over a three-year period. Beginning with the 2027 Annual Meeting, directors will be elected to one-year terms as existing three-year terms expire, and starting with the 2029 Annual Meeting all directors will stand for annual elections.
The company also implemented conforming Amended and Restated Bylaws, which became effective on June 10, 2026. Stockholders elected four Class III directors, approved the declassification amendments, supported a non-binding advisory resolution on executive compensation, and ratified Ernst & Young LLP as independent registered public accounting firm for the 2026 fiscal year.
Fidelity National Financial, Inc. Chief Executive Officer Michael J. Nolan received a grant of 39,542 shares of restricted common stock on May 8, 2026, as compensation. The shares vest in three equal annual installments beginning May 8, 2027. After the grant, Nolan directly owns 601,672.0846 common shares and indirectly holds 14,585.3240 common shares through the Michael J. Nolan Trust. A separate adjustment reflects shares acquired under the company’s Employee Stock Purchase Plan.
Fidelity National Financial updated its employment agreement with Chief Executive Officer Michael J. Nolan effective May 8, 2026. The First Amended and Restated Employment Agreement runs for three years and automatically renews annually unless either side gives notice.
Under the agreement, Mr. Nolan’s annual base salary is set at $1,100,000, and his annual incentive target is 200% of base salary, payable based on performance against targets. He remains eligible for the company’s equity incentive plans.
The agreement also includes a restricted stock Retention Award with a grant date value of $2,000,000, to be converted into shares using the New York Stock Exchange closing price on the grant date. One-third of these shares vest on each of the first three anniversaries of the grant date, contingent on his continued employment. The company notes that other terms largely match his prior agreement and that the decision reflects his skills and the company’s performance during his tenure.