Event-Driven Stocks

Spin-offSpun off from Fidelity National FinancialFNFNYSE

The two companies

↓ spun off ↓

Open either company's hub for its full SEC financials, ratios, ownership, filings, and every other event it's been part of.

Sector
Financials
Industry
Life Insurance
Exchange
NYSE
State of incorporation
DE
Record date
November 22, 2022
Distribution date
December 1, 2022
Ratio
Parent sector
Title Insurance
Form
10-12B/A
Filed
November 10, 2022

Financials — parent vs spin-off

SEC XBRL · latest year
Fidelity National FinancialFY25
Revenue
$2.10B
Operating income
Net income
$602M
Total assets
$109.01B
Equity
$7.42B
F&G Annuities & Life, Inc.FY25
Revenue
$5.73B
Operating income
Net income
$265M
Total assets
$98.43B
Equity
$4.80B

Latest reported figures from each company's own SEC filings — the parent after the separation and the spin-off as a standalone. Full multi-year history on each company hub.

Spin-off signals

score 0/6 favorable · factors, not advice
  • Focus-increasingNo — both Financials

    Spin-offs into a different sector than the parent (pure-plays) have historically outperformed diversifying ones.

  • Size vs parent (revenue)~273% of parent

    Smaller spin-offs draw more forced selling from holders who can't keep them — the classic mispricing edge.

  • Leverage (liabilities/assets)95%

    A heavy debt load loaded onto the spin-off is a known risk; a clean balance sheet is favorable.

  • Tax-basis reportNone found

    A Form 8937 (basis allocation) accompanies tax-free §355 spin-offs — favorable for taxable holders.

  • Insider buying (post-spin)None recorded

    Officers/directors buying their own newly independent shares (Form 4) has historically preceded outperformance.

  • Time since spin-off3.5 years

    Studies find the spin-off return premium concentrates in roughly the first one to three years.

Factors the spin-off research literature (Greenblatt; Cusatis-Miles-Woolridge; Desai-Jain) associates with outcomes — computed from this company's own SEC filings, shown as factors, not a recommendation. The premium is debated and not guaranteed. How we compute these ↗

Filings & documents

Every entry traces to SEC EDGAR. The Information Statement is the primary source; the links below open the full filing and each company's complete filing history.