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Cannae Holdings, Inc. (CNNE) stock

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NYSE: CNNE NYSE Diversified Financial Services Next results ~November 9, 2026

Cannae Holdings, Inc. is a US-listed company in the diversified financial services industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: data-quality checks not passed.

Price vs value

Under review: data-quality checks not passed. We'll show the comparison once resolved.

Cannae Holdings, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 1 selling0 purchases and 1 sale by directors and officers, last 12 monthsInsider trades
  • Funds100 adding, 82 cuttingOf 30 active managers that changed their stake, 11 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Cannae Holdings files

Where Cannae stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $409m, down 30.5% on a year earlier, about the same pace as a quarter earlier. Free-cash-flow margin held at -10.6%. Operating margin narrowed to -28.4% from -20.8%. The diluted share count is down 22.3% on a year earlier, which lifts each remaining share. It passes 3 of our 7 financial-health checks.

Our model value for Cannae Holdings is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 10, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 9, 2026 (estimated)

Cannae Holdings, Inc.'s trailing-twelve-month revenue fell 30.5% year on year, with a free-cash-flow margin of -10.6%.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 32.6% while net income grew 59.2%: a 27pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Shrinking share count. Diluted shares fell 22.3% in a year, so each share owns more of the business.

Things to watch

  • Results due soon. Results are expected around 9 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 30.5% over the last 12 months.
  • Loss-making. Operating margin is -28.4%: costs exceed revenue.
  • Margins narrowing. Operating margin is down 7.6 points on a year ago.
  • Burning cash. Free cash flow was -10.6% of revenue over the last 12 months.
  • Gross margin slipping. Gross margin is down 22.2 points on a year ago.

Latest results: FY2026 Q2

Filed August 10, 2026
Earnings per share
$0.86 against an average estimate of -$0.42: beat by 304.8%
Revenue
$102m, down 7.3% on a year earlier
Share reaction
+0.4% in the first session after the results on August 10, 2026, against -0.3% for the S&P 500
Next report
November 9, 2026; average EPS estimate -$0.19

Cannae Holdings' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.4%
  • 1 week+7.5%
  • 1 month+12.9%
  • This year+15.4%
  • 1 year+2.4%
  • 5 years-45.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$409M
Operating margin
-28.4%
Net margin
-41.1%
EPS (TTM, diluted)
$-3.49

Growth

Revenue growth
−30.5%
Change in growth rate
−0.4 pts
Share count change
−22.3%

Cash

Free cash flow (TTM)
-$43.4M
FCF margin
-10.6%
Stock pay % of revenue
2.0%

Earnings

Last results
August 10, 2026
Next results (est.)
November 9, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Announcement
  3. Leadership

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Cannae Holdings, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: data-quality checks not passed.

Valuation multiples over time Market data may be delayed

At fiscal year end 201720182019202020212022202320242025Now
Share price$15.68$15.76$34.23$40.75$32.36$19.01$17.96$18.63$15.21$17.55
Market value$1.1bn$1.1bn$2.5bn$3.5bn$2.9bn$1.6bn$1.3bn$1.2bn$860m$844m
+ Net debt (− = net cash)−$110m−$266m−$406m−$659m−$69m−$149m−$800000$50m−$111m−$500000
Enterprise value$997m$857m$2.1bn$2.8bn$2.8bn$1.4bn$1.3bn$1.2bn$749m$844m
Multiples
Price / sales 0.9x0.9x1.7x1.2x6.4x3.2x2.6x2.7x2.0x2.1x
Price / earnings 10.2x40.7x32.1x2.0x——————
Price / free cash flow ——————————
EV / EBITDA ——————————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

28 /100

Weak moat

How hard Cannae Holdings's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -1.6% of total assets over 10 years.

  • Pricing power 3 / 20

    Gross margin has been a median 22.5%, moving by 7.4 percentage points (standard deviation) across 6 years.

  • Durability 10 / 20

    Operating margin has been a median -11.1%; its worst year was -28.4%.

  • Cash conversion 0 / 20

    Free cash flow was positive in 0 of 9 years, at a median -10.6% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 47.4% over five years; stock-based pay has been a median 0.3% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (33 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 9, 2026, after the close. Analysts expect revenue of $92m and EPS of −$0.19 (range −$0.53 to $0.15) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$0.45 +94% $389m −8%
Next −$1.49 −230% $392m +1%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −78.7% on 90 days ago. In the last 30 days, 0 analysts raised Cannae Holdings, Inc.'s forecast and 1 cut it.

Consensus EPS forecast Cannae Holdings, Inc., last 90 days
−$3.00 −$2.00 −$1.00 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$2.11 Current fiscal year, 60 days ago: −$1.93 Current fiscal year, 30 days ago: −$0.43 Current fiscal year, 7 days ago: −$0.43 Current fiscal year, Now: −$0.45 −$0.45 Next fiscal year, 90 days ago: −$1.67 Next fiscal year, 60 days ago: −$1.47 Next fiscal year, 30 days ago: −$1.42 Next fiscal year, 7 days ago: −$1.42 Next fiscal year, Now: −$1.49 −$1.49

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$2.11−$1.67
60 days ago −$1.93−$1.47
30 days ago −$0.43−$1.42
7 days ago −$0.43−$1.42
Now −$0.45−$1.49

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.42 $0.86 +304.8%
Mar 2026 −$0.44 −$0.70 −59.1%
Dec 2025 −$0.38 −$1.93 −414.7%
Sept 2025 −$0.29 −$1.06 −259.3%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 10, 2026

No numeric guidance in Cannae Holdings, Inc.'s latest earnings release (filed August 10, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

2 analysts, Oct 2026
Buy2100%
Hold00%
Sell00%

Monthly trend

  1. Oct 2026112
  2. Sep 2026112
  3. Aug 2026123

Counts of recommendations published by analysts covering Cannae Holdings, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
9.8%
of tradable shares
Days to cover
6.02
at average volume
Short interest, 1 month
−26%
to October 15, 2026
Held by institutions
90%
of shares
Held by insiders
15.9%
of shares
Employees
6,602
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +2.4%

$17.13 on October 31, 2025 to $17.55

ThenNowEffect
Revenue (last 12 months) $588m $409m −30.5%
P/S multiple 1.8x 2.1x +14.6%
Share count 62m 48m +28.7%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

Last 3 years +7.3%

$16.36 on November 3, 2023 to $17.55

ThenNowEffect
Revenue (last 12 months) $639m $409m −36.1%
P/S multiple 2.0x 2.1x +4.6%
Share count 77m 48m +60.3%

Biggest factor: share count. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
CNNE−21%−41%−6%+4%−18%+15%
Industry peers (median)+8%−82%−44%−47%−14%−34%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
CNNE33%33%50%58%33%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
CNNE−36%−52%−36%−24%−30%−34%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 20, 2017: 75% from January 8, 2021 to March 24, 2026. Getting back needed a 303% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$10.43 – $17.55
From 52-week high
0.0%
vs 50-day average
+11.5%
vs 200-day average
+25.5%
Volatility (1 year)
33%
Beta vs S&P 500
0.71

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
3 up, 9 down
typical move ±4.8%
After a week
5 up, 7 down
typical move ±5.1%
After a month
6 up, 6 down
typical move ±6.4%
Results releasedNext dayS&P 500 next day5 days21 days
August 10, 2026 +0.4% −0.3% +0.7% +5.6%
May 11, 2026 −5.3% +0.1% −6.8% +1.0%
February 23, 2026 −11.0% −0.3% −8.0% −18.3%
November 10, 2025 −10.8% +1.8% −12.6% −3.5%
August 11, 2025 −10.4% +0.9% −9.4% −5.7%
May 12, 2025 −3.2% +4.0% −0.3% +7.8%
February 24, 2025 −0.2% −1.0% +0.1% +2.1%
November 12, 2024 −1.1% −0.3% −4.5% −3.1%
August 8, 2024 −1.3% +2.8% −1.4% −2.5%
May 9, 2024 +4.1% +0.7% +6.6% −10.0%
February 21, 2024 +9.0% +2.2% +6.0% +10.5%
November 7, 2023 −1.3% +0.4% +5.4% +6.1%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Cannae Holdings, Inc.
$400M $500M $600M $700M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $443.1M Revenue (TTM), FY23 Q4: $627.1M Revenue (TTM), FY24 Q1: $522.1M Revenue (TTM), FY24 Q2: $526.8M Revenue (TTM), FY24 Q3: $521.3M Revenue (TTM), FY24 Q4: $596.9M Revenue (TTM), FY25 Q1: $595.9M Revenue (TTM), FY25 Q2: $588.1M Revenue (TTM), FY25 Q3: $556.9M Revenue (TTM), FY25 Q4: $423.6M Revenue (TTM), FY26 Q1: $416.6M Revenue (TTM), FY26 Q2: $408.6M $408.6M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $443.1M
FY23 Q4 $627.1M
FY24 Q1 $522.1M
FY24 Q2 $526.8M
FY24 Q3 $521.3M
FY24 Q4 $596.9M
FY25 Q1 $595.9M
FY25 Q2 $588.1M
FY25 Q3 $556.9M
FY25 Q4 $423.6M
FY26 Q1 $416.6M
FY26 Q2 $408.6M
Revenue growth, TTM YoY Cannae Holdings, Inc.
-60% -40% -20% 0% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -43.1% Revenue growth, TTM YoY, FY23 Q4: -4.8% Revenue growth, TTM YoY, FY24 Q1: -25.4% Revenue growth, TTM YoY, FY24 Q2: -17.6% Revenue growth, TTM YoY, FY24 Q3: 17.6% Revenue growth, TTM YoY, FY24 Q4: -4.8% Revenue growth, TTM YoY, FY25 Q1: 14.1% Revenue growth, TTM YoY, FY25 Q2: 11.6% Revenue growth, TTM YoY, FY25 Q3: 6.8% Revenue growth, TTM YoY, FY25 Q4: -29.0% Revenue growth, TTM YoY, FY26 Q1: -30.1% Revenue growth, TTM YoY, FY26 Q2: -30.5% -30.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -43.1%
FY23 Q4 -4.8%
FY24 Q1 -25.4%
FY24 Q2 -17.6%
FY24 Q3 17.6%
FY24 Q4 -4.8%
FY25 Q1 14.1%
FY25 Q2 11.6%
FY25 Q3 6.8%
FY25 Q4 -29.0%
FY26 Q1 -30.1%
FY26 Q2 -30.5%
Operating margin (TTM) Cannae Holdings, Inc.
-30% -20% -10% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -25.9% Operating margin (TTM), FY23 Q4: -19.0% Operating margin (TTM), FY24 Q1: -26.2% Operating margin (TTM), FY24 Q2: -26.6% Operating margin (TTM), FY24 Q3: -20.4% Operating margin (TTM), FY24 Q4: -17.4% Operating margin (TTM), FY25 Q1: -14.2% Operating margin (TTM), FY25 Q2: -20.8% Operating margin (TTM), FY25 Q3: -21.1% Operating margin (TTM), FY25 Q4: -28.2% Operating margin (TTM), FY26 Q1: -28.9% Operating margin (TTM), FY26 Q2: -28.4% -28.4%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -25.9%
FY23 Q4 -19.0%
FY24 Q1 -26.2%
FY24 Q2 -26.6%
FY24 Q3 -20.4%
FY24 Q4 -17.4%
FY25 Q1 -14.2%
FY25 Q2 -20.8%
FY25 Q3 -21.1%
FY25 Q4 -28.2%
FY26 Q1 -28.9%
FY26 Q2 -28.4%
FCF margin (TTM) Cannae Holdings, Inc.
-30% -20% -10% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -18.9% FCF margin (TTM), FY23 Q4: -15.6% FCF margin (TTM), FY24 Q1: -21.6% FCF margin (TTM), FY24 Q2: -20.4% FCF margin (TTM), FY24 Q3: -22.8% FCF margin (TTM), FY24 Q4: -16.3% FCF margin (TTM), FY25 Q1: -8.8% FCF margin (TTM), FY25 Q2: -11.0% FCF margin (TTM), FY25 Q3: -9.9% FCF margin (TTM), FY25 Q4: -6.7% FCF margin (TTM), FY26 Q1: -14.1% FCF margin (TTM), FY26 Q2: -10.6% -10.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -18.9%
FY23 Q4 -15.6%
FY24 Q1 -21.6%
FY24 Q2 -20.4%
FY24 Q3 -22.8%
FY24 Q4 -16.3%
FY25 Q1 -8.8%
FY25 Q2 -11.0%
FY25 Q3 -9.9%
FY25 Q4 -6.7%
FY26 Q1 -14.1%
FY26 Q2 -10.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 1,429 1,191 1,167 1,321 1,443 2,965 453 483 500 453 424 409
Gross profit — 207 176 329 — — — −88 25 81 66 63
EBITDA 53 61 −19 −85 −63 −158 −107 −122 −100 −90 −108 −105
Operating income −12 −2 −78 −146 −118 −189 −134 −145 −119 −104 −120 −116
Net income −23 −12 109 28 77 1,786 −287 −428 −313 −305 −525 −168
Diluted EPS −$0.32 −$0.18 $1.54 $0.39 $1.07 $20.79 −$3.19 −$5.25 −$4.27 −$4.73 −$9.29 −$3.49
Growth (year on year)
Revenue — −16.6% −2.0% +13.2% +9.3% +105.4% −84.7% +6.8% +3.4% −9.4% −6.4% −30.5%
EBITDA — +13.7% −132.0% — — — — — — — — —
Net income — — — −74.6% +180.1% +>999% −116.1% — — — — —
Diluted EPS — — — −74.7% +174.4% +>999% −115.3% — — — — —
Margins
Gross margin — 17.4% 15.1% 24.9% — — — −18.2% 5.0% 18.0% 15.5% 15.5%
EBITDA margin 3.7% 5.1% −1.7% −6.4% −4.4% −5.3% −23.7% −25.2% −20.0% −20.0% −25.4% −25.8%
Operating margin −0.8% −0.2% −6.6% −11.0% −8.1% −6.4% −29.5% −29.9% −23.8% −22.9% −28.2% −28.4%
Net margin −1.6% −1.0% 9.3% 2.1% 5.4% 60.2% −63.4% −88.6% −62.7% −67.3% −123.9% −41.1%
Free-cash-flow margin −3.1% 0.9% −11.1% −2.9% −7.8% −4.6% −41.9% −45.4% −19.6% −21.5% −6.7% −10.6%
Cash flow
Cash from operations 11 60 −91 −23 −84 −114 −176 −205 −88 −90 −18 −32
Capital spending 55 50 39 16 28 22 14 14 10 7 10 11
Free cash flow −44 11 −130 −39 −113 −136 −190 −219 −98 −97 −29 −43
Stock-based pay 1 1 1 22 5 4 2 2 4 19 19 8
Free cash flow after stock pay −46 10 −130 −60 −117 −140 −192 −221 −101 −116 −47 −51
Balance sheet
Cash — 146 246 316 534 725 86 248 106 132 182 70
Total debt 0 105 136 49 128 65 17 98 105 181 71 70
Net debt (negative = net cash) — −42 −110 −266 −406 −659 −69 −149 −1 50 −111 −1
Diluted shares 71m 71m 71m 71m 72m 86m 90m 82m 73m 64m 57m 48m
Returned to shareholders
Dividends — — — — — — — 0 0 22 31 29
Buybacks — — 0 0 5 14 160 230 113 231 320 254
Total returned — — 0 0 5 14 160 230 113 254 350 282

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 7 checks passed · June 30, 2026
What it owns · $1.3bn
Short-term assets $191mLonger-term assets $1.1bn
What it owes, and who funded it · $1.3bn
Short-term liabilities $154mLonger-term liabilities $193mShareholders' equity $958m
  • Short-term assets cover short-term liabilities $191m of assets due within a year against $154m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $191m short-term assets against $193m of longer-dated liabilities.
  • More cash than debt $70m of cash against $70m of debt.
  • Debt below 40% of shareholders' equity Debt is 7% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 0% to 7% over five years.
  • A year's operating cash flow covers at least 20% of debt −$32m of operating cash flow against $70m of debt.
  • Operating profit covers interest at least five times over Operating income of −$116m against $8m of interest.

From Cannae Holdings, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$254M
Dividends (TTM)
$28.6M
Returned to shareholders
-650%
of free cash flow
Buybacks, last 3 fiscal years
$664M
Diluted share count
−22.3%
year over year
Total shareholder yield
37.1%
dividends 3.8% + buybacks 33.3% of market value

Competitors: side by side with peers

Closest by revenue in diversified financial services
Last 12 months unless stated CNNE BCG HKD AMTD BMNR VIP Median
Revenue, last 12 months $409m $192m $136m $101m $61m $51m $28m
Revenue growth, last 12 months −30.5% 8.3% 565.7% 25.8% >999% −14.1% 25.8%
Revenue growth, 3-year average −13.8% — — — 409.8% −9.1% −11.5%
Revenue growth, latest quarter −7.3% 12.1% — — >999% −73.7% 12.1%
Gross margin 15.5% — — — 84.4% — 15.5%
Operating margin −28.4% — 0.8% — <−999% −24.0% −107.0%
Operating margin, 3-year average −25.3% — — — <−999% −19.2% −85.1%
Net margin −41.1% 2.2% 71.3% 66.4% <−999% 1.0% −41.1%
Cash from operations / revenue −7.8% 3.0% 10.6% 17.6% −479.0% −39.7% −7.8%
Free-cash-flow margin −10.6% 2.9% 10.5% 16.9% −481.4% −57.9% −18.5%
Free-cash-flow margin, 3-year average −14.0% 1.5% — — −157.5% −49.1% −24.8%
Stock pay / revenue 2.0% 0.5% 0.4% — 64.5% 1.9% 2.0%
Change in share count −22.3% — 61.1% — 3.2% 26.1% 11.5%

Median of all 15 companies we cover in diversified financial services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue YoY
Restaurant Group $391M ▼ 6.9%
Reportable Segment Aggregation Before Other Operating $391M ▼ 6.9%
Corporate and Other $33.1M ▲ 0.6%
Other Operating Revenue $33.1M ▲ 0.6%

These categories overlap or exclude eliminations, so shares aren't shown.

Products and services
Line of business Revenue Share YoY
Restaurant Sales $391M 92.2% ▼ 6.9%
Other Operating Revenue $33.1M 7.8% ▲ 0.6%

From Cannae Holdings, Inc.'s 10-K filed March 2, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$526M
Institutions reporting
201
Shares held vs prior quarter
▼ 3.8%
Positions opened / closed
30 / 27

Top buyers and sellers, Q2 2026: 100 institutions bought and 82 sold ; the biggest buyer was AQR Capital Management LLC (+588K shares) and the biggest seller Vanguard Portfolio Management LLC (−780K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $59.5M 4.1M 11.3% ▼ 3.6%
Carronade Capital Management, LP $46.5M 3.2M 8.8% ▼ 1.0%
Newtyn Management, LLC $45.6M 3.2M 8.7% ▼ 3.0%
Private Management Group Inc $34.6M 2.4M 6.6% ▲ 4.4%
River Road Asset Management, LLC $27.6M 1.9M 5.2% ▼ 2.3%
Vanguard Capital Management LLC $24M 1.7M 4.6% ▼ 10.6%
Saba Capital Management, L.P. $22.8M 1.6M 4.3% ▼ 7.7%
State Street Corp $20.4M 1.4M 3.9% ▲ 5.1%
State Of Wisconsin Investment Board $19M 1.3M 3.6% ▲ 13.6%
Geode Capital Management, LLC $15.5M 1.1M 2.9% ▲ 1.2%
Poehling Capital Management, Inc. $13.8M 960K 2.6% ▲ 0.6%
Thompson Siegel & Walmsley LLC $13.1M 908K 2.5% ▼ 5.5%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Cannae Holdings, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $1,923 1 trade by 1 insider · 0% under pre-set plans
Net ▼ $1,923 net selling
Insider Date Trade Shares Price Value
Sadowski Peter T EVP, Chief Legal Officer April 8, 2026 Sell 157 $12.25 $1,923

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 9, 2026 estimated from the company's past filing pattern, not announced

  • August 10, 2026
  • May 11, 2026
  • February 23, 2026
  • November 10, 2025
  • August 11, 2025
  • May 12, 2025

Recent SEC filings

Data status

When each part of this page on Cannae Holdings, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Cannae Holdings, Inc. in brief

What does Cannae Holdings, Inc. do?
Cannae Holdings, Inc. is a US-listed company in the diversified financial services industry. Its financial year ends in December.
What is Cannae Holdings, Inc.'s stock ticker?
Cannae Holdings, Inc. trades under the ticker CNNE on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Cannae Holdings, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Cannae Holdings, Inc. reported revenue of $409M, 30.5% lower than a year earlier, according to its SEC filings.
What is Cannae Holdings, Inc.'s free cash flow?
Cannae Holdings, Inc.'s free-cash-flow margin is -10.6% of revenue over the trailing twelve months.
Who are Cannae Holdings, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Carronade Capital Management, LP and Newtyn Management, LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Cannae Holdings, Inc. buying back stock, and does it pay a dividend?
Cannae Holdings, Inc. spent $254M on share repurchases over the trailing twelve months, and its diluted share count fell 22.3% over the year.
What is Cannae Holdings, Inc.'s market cap?
On November 2, 2026, Cannae Holdings, Inc.'s market capitalisation was about $844M and net debt of -$500,000. Market figures come from third-party market data and may be delayed.
Does Cannae Holdings, Inc. pay a dividend?
Yes: Cannae Holdings, Inc. paid $28.6M in dividends over the trailing twelve months, a dividend yield of 3.76%.
How much debt does Cannae Holdings, Inc. have?
Cannae Holdings, Inc.'s debt-to-equity ratio is 7.3%, from its latest balance sheet (0.4% five years earlier). The financial health section below sets out its other solvency checks.
Who are Cannae Holdings, Inc.'s competitors?
In our Diversified Financial Services peer group, the companies closest to Cannae Holdings, Inc. are Binah Capital Group, Inc., Amtd Digital Inc., Amtd Idea Group, Bitmine Immersion Technologies, Inc. and Vulcan Infrastructure & Power Inc. The side-by-side comparison below sets their revenue, margins and growth against Cannae Holdings, Inc.'s.
Are insiders buying or selling Cannae Holdings, Inc. stock?
Over the last 12 months, Cannae Holdings, Inc.'s directors and officers reported 0 open-market purchases and 1 sales on Form 4. The insider trading page charts every trade.
When is Cannae Holdings, Inc.'s next earnings date?
Around November 9, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Cannae Holdings, Inc. announces its own schedule.