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Fidelity National Financial FNF Title — Change in insurance recoverable

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Other financials

Income statement

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Revenue$3.2B+18.2%
Net income$243.0M+193%
EPS (diluted)$0.90+200%

Balance sheet

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Cash & equivalents$2.5B-45.0%
Total debt$4.8B-0.7%
Total equity$7.3B-8.1%
Total assets$111.50B+13.5%

Cash flow

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Operating cash flow$875.0M-21.5%

Valuation

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Market cap$13.75B-13.9%
Enterprise value$16.06B-8.3%
P/E14.3×
P/S0.9×-0.3×

Profitability

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Net margin8.3%

Returns & leverage

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Return on equity14.2%
Debt / equity0.7×0.0×

Where this comes from

Reported directly by Fidelity National Financial in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInReinsuranceRecoverable.

The source filing: Fidelity National Financial’s 10-Q, filed May 8, 2026.

Filed
May 8, 2026, 4:03 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001331875-26-000042
Line itemThree months ended March 31, 2026Three months ended March 31, 2025
Beginning balance$1,700$1,713
Change in insurance recoverable(1)(7)
Claim loss provision related to:
Current year6254
Total title claim loss provision6254
Claims paid, net of recoupments related to:
Current year(7)(1)
Prior years(50)(64)

Cover / Front Matter

FAQ

What is Fidelity National Financial's title — change in insurance recoverable?
Fidelity National Financial (FNF) reported title — change in insurance recoverable of -$1M in Q1 2026.
How has Fidelity National Financial's title — change in insurance recoverable changed year-over-year?
Fidelity National Financial's title — change in insurance recoverable increased by 85.7% year-over-year, from -$7M to -$1M.
What is the long-term trend for Fidelity National Financial's title — change in insurance recoverable?
Over 2 years (2021 to 2023), Fidelity National Financial's title — change in insurance recoverable has grown at a -60.1% compound annual growth rate (CAGR), from $94M to $15M.
What does title — change in insurance recoverable mean?
This metric tracks the net change in the amount the company expects to recover from reinsurers or other third parties regarding paid or unpaid insurance claims. It serves as an indicator of the company's reliance on reinsurance to mitigate risk exposure from title insurance losses.

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