Fidelity National Financial (FNF)

Stated in 3 of 3 supplied quarters. Management reported: “During the second quarter, we returned approximately $195 million of capital through dividends and share repurchases, bringing total capital returned during the first six months of 2026 to approximately $417 million.” “Mr. Foley added, “Our businesses continue to generate strong and consistent cash flow, supporting a disciplined capital allocation strategy that balances investing for future growth while returning capital to shareholders.”

Stated in 3 of 3 supplied quarters. Management reported: “We achieved record assets under management before reinsurance of $74.7 billion underpinned by continued momentum in core retail, while maintaining our disciplined approach to sales, pricing and capital allocation.” “We see meaningful opportunities to further scale our fee-based, higher-margin and less capital-intensive earnings streams while continuing to grow our core spread-based franchise.”

Stated in 3 of 3 supplied quarters. Management reported: “Mike Nolan, Chief Executive Officer, added, “The Title business delivered an outstanding second quarter, generating adjusted pre-tax title earnings of $448 million, up 33% over the prior year, and an industry-leading adjusted pre-tax title margin of 17.8%.” “These results reflect strength across our commercial, residential, and agency businesses, supported by disciplined expense management and the benefits of our scale and operating platform.”