Fidelity National Financial (FNF) Reports Next Week: Wall Street Expects Earnings Growth

Core Insights - Fidelity National Financial (FNF) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with earnings expected to be $1.40 per share, reflecting a +12.9% change, and revenues projected at $3.53 billion, up 11.7% from the previous year [1][3]. Earnings Report Expectations - The earnings report is scheduled for release on August 6, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - Management's discussion during the earnings call will significantly influence the sustainability of any immediate price changes and future earnings expectations [2]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.16% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for FNF is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.15%, suggesting a recent bullish sentiment among analysts [12]. Earnings Surprise History - In the last reported quarter, FNF was expected to post earnings of $1.13 per share but only achieved $0.78, resulting in a surprise of -30.97% [13]. - Over the past four quarters, FNF has only beaten consensus EPS estimates once [14]. Industry Context - In the Zacks Insurance - Multi line industry, Equitable Holdings, Inc. is expected to post earnings of $1.28 per share for the same quarter, indicating a year-over-year change of -10.5%, with revenues projected at $3.92 billion, up 8.1% [18][19]. - Equitable Holdings has a higher Most Accurate Estimate leading to an Earnings ESP of +0.48%, combined with a Zacks Rank of 3 (Hold), indicating a likelihood of beating the consensus EPS estimate [20].