Keefe, Bruyette & Woods Reaffirms Buy Rating on Fidelity National Financial

Keefe, Bruyette & Woods maintains its buy rating on FNF with a $64 price target, a 37.02% upside from the current price.

Key Points

  • Keefe, Bruyette & Woods reiterated a buy rating for Fidelity National Financial (NYSE:FNF) with a $64 target on June 25, 2026.
  • Keefe, Bruyette & Woods's $64 price target implies 37.02% upside from Fidelity National Financial, Inc.'s ($FNF) current $46.71 share price.
  • Shares of FNF traded near $46.34 on Thursday, with a market cap of about $12.63 billion and a P/E ratio of 16.7.
  • Other analysts including Stephens & Co. and Barclays have maintained their ratings, with targets of $58 and $50 respectively.

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Keefe, Bruyette & Woods reaffirmed its buy rating for Fidelity National Financial, Inc. (NYSE:FNF) on June 25, 2026. The firm set a price target of $64, indicating confidence in the company's future performance.

Analyst rating track record

Keefe, Bruyette & Woods vs. the S&P 500

YTD return -46.86% hypothetical
All-time return -74.05% S&P 500 +23.37%
vs. S&P 500 -97.42% behind the index

Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.

Fidelity National Financial, Inc. Stock Down 1.8%

Shares of NYSE:FNF traded near $46.34 on Thursday. Fidelity National Financial has a market cap of approximately $12.63 billion. The company has a P/E ratio of 16.7 and a forward P/E of 7.8, reflecting its current profitability and future earnings expectations. The stock's 52-week trading range is between $42.78 and $59.21, with a 50-day moving average of $48.84 and a 200-day moving average of $52.63. The firm's beta is 1.017, indicating its volatility compared to the market.

12-month forecast

$FNF price target

Past daily closes and this analyst's 12-month price target. Not investment advice.

Recent Earnings

Fidelity National Financial reported revenue of $14.96 billion, with a revenue growth of 16.7%. The company's earnings per share stand at $2.81, while it maintains a net margin of 5.1% and a return on equity of 10.5%. The next earnings release is expected on August 5, 2026.

Dividend

The company pays an annual dividend rate of $2.08, yielding 4.44%. The dividend payout ratio is 72.6%, suggesting a significant return of earnings to shareholders.

Insider Buying and Selling at Fidelity National Financial, Inc.

On May 8, 2026, CEO Michael Joseph Nolan bought 39,542 shares, while EVP and Chief Legal Officer Peter Sadowski sold 473 shares on April 8, 2026, at an average price of $47.67. Halim Dhanidina sold 6,000 shares at $55.90 on January 5, 2026, while Douglas Ammerman and Peter Shea Jr. each bought shares at $54.59 on December 31, 2025.

Analysts Set New Price Targets

On June 25, 2026, Keefe, Bruyette & Woods maintained its buy rating for Fidelity National Financial with a price target of $64. Stephens & Co. also maintained a buy rating with a $58 target on May 12, 2026. Barclays reiterated a hold rating with a $50 target on May 11, 2026. The consensus among analysts is a buy, with an average target price of $62.2 based on five analyst opinions.

About Fidelity National Financial

Fidelity National Financial, Inc. provides a range of insurance products across the United States. The company operates through its Title, F&G, and Corporate and Other segments, offering title insurance, escrow services, and technology solutions for real estate and mortgage industries. Headquartered in Jacksonville, Florida, it employs around 24,535 people and is led by CEO Michael Joseph Nolan.

Bottom Line

Keefe, Bruyette & Woods' reaffirmation of its buy rating for Fidelity National Financial suggests continued confidence in the company's performance. With a strong market position in the insurance sector and a stable financial outlook, FNF remains a company to watch. Remember, 13F filings and analyst ratings are backward-looking and may not reflect current positions or sentiments.

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