Fidelity National Financial Corrects July–August 2026 Refinance Metrics

What Happened

• Fidelity National Financial, Inc. filed a Current Report on Form 8‑K (Item 7.01) on September 16, 2026 to correct refinance opened order metrics disclosed during a fireside chat at the Barclays Global Financial Services Conference.
• The corrected figures: July 2026 refinance opened orders were up approximately 15% year‑over‑year, and August 2026 refinance opened orders were down approximately 5% year‑over‑year. During the live Q&A the Company had misstated these as July down 5% and August down in the mid‑30% range.
• The Company says this clarification does not affect its previously announced financial results or other SEC filings; the correction was furnished to ensure investors have accurate information.

Key Details

• Filing date: September 16, 2026 (Form 8‑K, Item 7.01 — Regulation FD Disclosure).
• Corrected metrics: July 2026 +15% YoY refinance opened orders; August 2026 −5% YoY refinance opened orders.
• Prior misstated comments during the conference: July −5% YoY; August down mid‑30% YoY.
• Company statement: clarification does not change reported financial results or prior SEC filings.

Why It Matters

• Refinance opened orders are a near‑term indicator for mortgage origination activity and can influence expectations for revenue in mortgage‑related businesses. Accurate month‑to‑month trends matter for analysts and investors modeling revenue and volume.
• The correction restores materially different month results (July positive vs. previously reported decline) and reduces the severity of August’s decline, so investors should use the corrected figures when updating models or comparing operational trends. The company confirmed no change to previously filed financials.