Entering text into the input field will update the search result below

Fidelity National Financial Has It All: Growth, Dividend Growth, And Value


  • Fidelity National Financial is firing on all cylinders, with robust growth and profitability.
  • It should continue to benefit from low interest rates and increased digitization of its operations.
  • Meanwhile, it maintains a strong balance sheet, raised its dividend twice this year, and is trading in value range.
  • Looking for more investing ideas like this one? Get them exclusively at Hoya Capital Income Builder. Learn More »

Money and investment concept

turk_stock_photographer/iStock via Getty Images

The tech and housing sectors have been big winners this year for different reasons. For the housing sector, accommodative Federal Reserve policies have pushed rates to historical lows, thereby driving home purchases and mortgage refinances across the country.

Gen Alpha Teams Up With Income Builder

Gen Alpha has teamed up with Hoya Capital to launch the premier income-focused investing service on Seeking Alpha. Members receive complete early access to our articles along with exclusive income-focused model portfolios and a comprehensive suite of tools and models to help build sustainable portfolio income targeting premium dividend yields of up to 10%.

Whether your focus is High Yield or Dividend Growth, we’ve got you covered with actionable investment research focusing on real income-producing asset classes that offer potential diversification, monthly income, capital appreciation, and inflation hedging. Start A Free 2-Week Trial Today!

This article was written by

Gen Alpha profile picture

I'm a U.S. based financial writer with an MBA in Finance. I have over 15 years of investment experience, and generally focus on stocks that are more defensive in nature, with a medium to long-term horizon. My goal is to share useful and insightful knowledge and analysis with readers.  Contributing author for Hoya Capital Income Builder. 

Analyst’s Disclosure: I/we have a beneficial long position in the shares of FNF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article is for informational purposes and does not constitute as financial advice. Readers are encouraged and expected to perform due diligence and draw their own conclusions prior to making any investment decisions.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

Comments (9)

Reddington profile picture
Great value play and company with a p/e < 7
mdpath profile picture
It seems because of inflation the Fed will be raising rates. This should dampen any capital appreciation.
schizoidmantoo profile picture
@mdpath I agree. With inflation nearing double digits or maybe already there if you used an unbiased formula, interest rates have to go up. If you remember the Carter administration, inflation, interest rates, and unemployment were all in double digits. We may be headed back there. But that does not necessarily mean FNF will crash. Back then, most people were getting adjustable rate mortgages and even some with balloon payments with plans to refinance with hopes that rates would drop within a few years. That will keep the need for title insurance going strong.
Putting valuations aside and focusing on the quality of the business/product - which is a better long term play FNF vs FAF? Thanks
Thomas Mazzarino profile picture
I’ve been pounding the table on this one for a while… terrific stock with tons of upside left. One of my favorite buys this year.
craftbrewinfo profile picture
@Gen Alpha Question: how do you see FNF in comparison with ORI?

I have had FNF on the watch list for a while, but have a nice position in ORI. ORI is super investor friendly and just showers share holders with dividends ( regular and special) .

metrics look ( and have looked) good for FNF, however, I like the dividend metrics very much with ORI
MACaDamian profile picture
@craftbrewinfo FNF has outperformed ORI on total returns over 3, 5, 10, and 15 year periods.
Thanks for another great update on Fidelity National. As the author said, this stock has pretty much everything to look for when investing-- good insider ownership, strong, growing, well-covered 3%+ dividend, great margins, well covered debt, solid management, outperforms the S&P (other than during the March '20 swoon), last 4 quarters beat earnings estimates by 52%, 28%, 45% and 28%.

If they end up being able to beat next year's estimates by 30% (which they've already shown they can do over the past 12 months), I don't see why the stock can't go to $100. At $100 and earnings of $7.50/sh, the PE would by 13.3 which is what the author said is "normal" for FNF.

I currently have a full position so I won't be adding now, but I would definitely recommend FNF if this investment fits your needs. I like the $45-$46 range as a good entry point or you can add on dips.
Good article - thank you. I share your view and started a position last week at just under $50.
Disagree with this article? Submit your own. To report a factual error in this article, . Your feedback matters to us!
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.