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Dec 31, 2024

Fidelity National Financial Q4 2024 Earnings Report

Fidelity National Financial Q4 2024 Earnings Report

Key Takeaways

Fidelity National Financial reported strong financial results for Q4 2024, with total revenue reaching $3.62 billion, a 5.5% increase from the prior year. The company saw significant growth in its Title and F&G segments, with adjusted net earnings per share rising to $1.34. Net income rebounded sharply from a prior-year loss, reflecting operational efficiencies and strong investment returns.

Total revenue increased by 5.5% year-over-year to $3.62 billion.

Net earnings attributable to common shareholders reached $450 million, reversing a $69 million loss in Q4 2023.

Adjusted EPS grew to $1.34 from $0.75 in the previous year.

The Title segment delivered strong revenue growth, with an adjusted pre-tax margin of 16.6%.

Total Revenue
$3.62B
Previous year: $3.43B
+5.5%
EPS
$1.34
Previous year: $0.75
+78.7%
Adjusted Pre-Tax Title Margin
16.6%
Previous year: 11.8%
+40.7%
Commercial Revenue
$376M
Previous year: $294M
+27.9%
Cash and Equivalents
$786M
Previous year: $886M
-11.3%
Total Assets
$95.4B
Previous year: $80.6B
+18.3%

Fidelity National Financial

Fidelity National Financial

Fidelity National Financial Revenue by Segment

Forward Guidance

Fidelity National Financial expects continued growth in the Title and F&G segments, driven by operational efficiencies and favorable market trends. The company anticipates strong demand for title insurance services and steady performance in annuity sales.

Positive Outlook

  • Title segment poised for further growth as mortgage rates stabilize.
  • F&G segment continues to benefit from strong sales and asset growth.
  • Operational efficiencies improving margins across key segments.
  • Strong balance sheet supports continued dividend payments.
  • Market share gains in the title insurance industry position the company well for future expansion.

Challenges Ahead

  • Potential interest rate volatility could impact mortgage activity.
  • Competitive pressures in the annuities and insurance market remain high.
  • Market risk benefit fluctuations may affect financial results.
  • Regulatory changes in the real estate sector could introduce uncertainties.
  • Macroeconomic conditions, including potential recessionary risks, could impact growth.