FNF Earnings Preview

FNF posts 7% revenue growth on title dominance and F&G scale

FNF is executing at scale across both core businesses. Title margins at 17.5% are industry-leading, showing pricing power even as transactions normalize. The F&G AUM growth at 12% outpaces the industry baseline and signals durable recurring revenue from an annuity book that's getting bigger and more profitable. This two-engine model — sticky insurance plus growing AUM — is exactly what the market rewards for financial services plays.

Watch: Watch Q1 2026 for guidance on whether the title margin momentum sticks and whether F&G AUM growth sustains above 10%. Commercial direct revenue at 27% growth is an outlier; confirm it's structural (M&A or market share) not cyclical (inventory spike).