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CNNE

Cannae Holdings, Inc.

CNNE

NYSE·Consumer Cyclical·Restaurants·Mkt cap $777.7M

$14.72

-0.81%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$10.46 - $21.96

P/E

-1.88

Fwd P/E

-6.98

Beta

1.21

Div Yield

4.04%

Avg Vol

517.2K

Shares Out

51.7M

Mkt Cap

$777.7M

Price action

Price chart

Down 30.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Flexible investment strategy with both minority and majority stake capabilities
  • Diversified portfolio reducing sector-specific risk exposure
  • Operational expertise in restaurant and healthcare technology sectors
  • Principal investment model enabling value creation through active management
  • Experienced management team with track record of successful acquisitions

Bear Case

1 risk

  • Average volatility.

Growth

Mild headwinds expected

Expansion of restaurant portfolio through organic growth and acquisitions

Value

Deep value opportunity - significant discount to Restaurants & Food Service peers

Momentum

Hot

+24.3% over 3m

Quality

Thin

Below average quality

Dividend

Solid

4.04% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 10, 2026

Q2 26 RECAP

MAY 11, 2026

Reported EPS of -$0.70 vs -$0.40 consensus (-75.0% surprise). Revenue of $96.2M vs $99.8M expected (-3.6%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-75.0%

Next: Aug 10, 2026

Revenue trend · last 8Q

-8%

-7%

-7%

-6%

-6%

-7%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$118.0M

$113.9M

$109.9M

$103.2M

$110.2M

$106.9M

$103.3M

$96.2M

Margins · last 8Q

Gross

Operating

Profit

-33.4%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

$17.00

+15.5% vs $14.72

Low $17.00
Median $17.00
High $17.00

Latest: RBC Capital · $17.00 · Apr 21, 2026

1 analyst covering

vs Industry

How CNNE stacks vs Restaurants

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.