Fidelity National Financial (FNF) Q3 Earnings and Revenues Top Estimates

Core Insights - Fidelity National Financial (FNF) reported quarterly earnings of $1.63 per share, exceeding the Zacks Consensus Estimate of $1.43 per share, and up from $1.3 per share a year ago [1][2] - The company achieved revenues of $4.03 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 13.54% and increasing from $3.6 billion year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +13.99%, while the previous quarter saw a surprise of -17.14% with actual earnings of $1.16 compared to an expectation of $1.4 [2] - Over the last four quarters, FNF has exceeded consensus EPS estimates two times and topped revenue estimates three times [2][3] Future Outlook - The company's stock performance will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings numbers [4] - Current consensus EPS estimate for the upcoming quarter is $1.45 on revenues of $3.61 billion, and for the current fiscal year, it is $4.83 on revenues of $13.62 billion [8] Industry Context - The Insurance - Multi line industry, to which FNF belongs, is currently ranked in the top 27% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [9] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [6][7]