Cannae Holdings (CNNE)
NYSE:CNNE
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CNNE Stock Chart & Stats
$13.08
-$0.20(-1.04%)
At close: 4:00 PM EST
$13.08
-$0.20(-1.04%)
Day’s Range― - ―
52-Week Range$10.46 - $21.96
Previous CloseN/A
Volume96.30K
Average Volume (3M)689.37K
Market Cap
$648.56M
Enterprise Value$845.33M
Total Cash (Recent Filing)$135.70M
Total Debt (Recent Filing)$203.90M
Price to Earnings (P/E)―
Beta0.98
Next Earnings
Aug 12, 2026EPS Estimate
-0.45Next Dividend Ex-DateN/A
Dividend Yield3.45%
Share Statistics
EPS (TTM)-7.81
Shares Outstanding43,940,506
10 Day Avg. Volume599,835
30 Day Avg. Volume689,369
Financial Highlights & Ratios
PEG Ratio-0.02
Price to Book (P/B)0.87
Price to Sales (P/S)2.10
P/FCF Ratio-31.18
Enterprise Value/Market Cap1.30
Enterprise Value/Revenue2.03
Enterprise Value/Gross Profit71.04
Enterprise Value/Ebitda-4.40
Forecast
1Y Price Target
$16.50Price Target Upside26.15% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)-1.95
Revenue Forecast (FY)$396.23M
Bulls Say, Bears Say
Bulls Say
Black Knight Football Operational ImprovementBlack Knight Football delivered sustained top-line and EBITDA expansion (12 months to 12/31/25), driven by commercial growth and player sales. The shift to positive adjusted EBITDA ex-trading (+$21M) indicates improving core operations, creating a durable earnings base that supports cash generation and strategic optionality over coming quarters.
Aggressive, Disciplined Shareholder ReturnsMaterial buybacks and a maintained dividend show management prioritizes shareholder returns and capital discipline. Meaningful share reduction (7.3% repurchased) improves long-term per-share economics and aligns incentives, while the expanded authorization provides a durable mechanism to deploy excess liquidity opportunistically over the next 6–12 months.
Improved Liquidity And Simpler Capital StructureHealthy corporate cash plus an expected ~$45M tax refund and removal of a margin loan reduce financing risk and fees while freeing pledged shares. With only $48M of corporate debt at 5% maturing in >4 years, Cannae has better near-term liquidity and flexibility to fund buybacks, investments, or manage asset monetizations without immediate refinancing pressure.
Bears Say
Persistent Cash Burn And Negative ProfitabilityConsistent negative operating and free cash flow across periods signals structural cash consumption rather than generation. Sustained cash burn constrains reinvestment capacity, forces reliance on asset sales or capital markets, and undermines long-term returns (TTM ROE ≈ -38.5%), limiting durable financial resilience over the next several quarters.
Restaurant Segment Deterioration And ImpairmentsThe restaurant group's traffic weakness, location closures and asset impairments reflect structural demand and profitability challenges. Continued underperformance and an ongoing monetization process create timing risk for realizing value and redeploying capital, pressuring consolidated cash flows and earnings durability until a clear exit or turnaround is achieved.
Earnings Volatility From Reliance On Player TradingA large share of recent EBITDA gains is tied to player trading, which is timing- and market-price dependent. This makes near-term earnings and cash generation lumpy and less predictable, complicating capital allocation choices and masking the underlying operating margin strength of recurring business lines over the medium term.
Cannae Holdings News
CNNE FAQ
What was Cannae Holdings’s price range in the past 12 months?
Cannae Holdings lowest stock price was $10.46 and its highest was $21.96 in the past 12 months.
What is Cannae Holdings’s market cap?
Cannae Holdings’s market cap is $648.56M.
When is Cannae Holdings’s upcoming earnings report date?
Cannae Holdings’s upcoming earnings report date is Aug 12, 2026 which is in 69 days.
How were Cannae Holdings’s earnings last quarter?
Cannae Holdings released its earnings results on May 11, 2026. The company reported -$0.7 earnings per share for the quarter, missing the consensus estimate of -$0.44 by -$0.26.
Is Cannae Holdings overvalued?
According to Wall Street analysts Cannae Holdings’s price is currently Undervalued.
Does Cannae Holdings pay dividends?
Cannae Holdings pays a Quarterly dividend of $0.15 which represents an annual dividend yield of 3.45%. See more information on Cannae Holdings dividends here
What is Cannae Holdings’s EPS estimate?
Cannae Holdings’s EPS estimate is -0.45.
How many shares outstanding does Cannae Holdings have?
Cannae Holdings has 43,940,506 shares outstanding.
What happened to Cannae Holdings’s price movement after its last earnings report?
Cannae Holdings reported an EPS of -$0.7 in its last earnings report, missing expectations of -$0.44. Following the earnings report the stock price went down -2.89%.
Which hedge fund is a major shareholder of Cannae Holdings?
Currently, no hedge funds are holding shares in CNNE
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Cannae Holdings Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$16.50 (26.15% Upside)
$16.50 (26.15% Upside)
Blogger Sentiment
Bullish
CNNE Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 368.7K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.9K over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Negative
20 days / 200 days
Momentum
-4.55%
12-Months-Change
Fundamentals
Return on Equity
-37.80%
Trailing 12-Months
Asset Growth
-40.87%
Trailing 12-Months
Company Description
Cannae Holdings
Cannae Holdings, Inc. is a principal investment firm. The firm primarily invests in restaurants, technology enabled healthcare services, financial services and more. It takes both minority and majority stakes. Cannae Holdings, Inc. is based in Las Vegas, Nevada.
CNNE Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented several strong positives: meaningful shareholder returns and buybacks, substantial operational and financial improvement at Black Knight Football (double-digit revenue growth and a large jump in EBITDA), sizable cuts to holding company costs, and an expected tax refund that supports liquidity. Offsetting these are ongoing weaknesses and impairments in the restaurant group (driving a 7% revenue decline), dependency of BKF results on volatile player trading profits, and continued strategic uncertainty around monetizing non-core assets. On balance, the positive operational momentum, capital returns, and cost reductions outweigh the restaurant-related challenges and near-term volatility.View all CNNE earnings summariesCNNE Stock 12 Month Forecast
Average Price Target
$16.50
▲(26.15% Upside)
Technical Analysis
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Ownership Overview
16.47% Insiders
17.28% Mutual Funds
44.86% Other Institutional Investors
7.81% Public Companies and
Individual Investors