Cannae Holdings, Inc. CNNE

15.74 0.21 1.35% as of 25 Sep
Market cap
$673.6M
P/E
0.0×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 0.00
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — 1 — — — — —
Insider Ownership 17.03%

Capital & Financial Ratios

Market Cap 673.60
Revenue 408.60
Net Income (176.80)
Free Cash Flow (43.40)
Net Debt (5.90)
Current Ratio 1.24
Debt/Equity 0.07
P/E ratio 0.00
P/S ratio 1.68
P/B ratio 0.75
Past 5Y EPS Growth (55.38%)
This Y EPS Growth 95.21%
Next Y EPS Growth (225.29%)
Next 5Y EPS Growth 29.61%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2027 Powerpack
2026 0.60
0.15
0.15
0.15
2025 0.54
0.12
0.12
0.15
0.15
2024 0.36
0.12
0.12
0.12
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2018 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 122 138 182 70
Receivables 26 36 61 47
Inventory — — — —
Other — — — 37
177 197 268 191
2023 2024 2025 Q'26
Payables 74 55 92 88
ST’ Debt — — — —
Other — — — 26
108 147 130 154
in millions of $

Compound Annual Growth

10y 5y 3y
Sales (11.36%) (6.27%) (13.83%)
Cash Flow 0.00% 0.00% 0.00%
Earnings 0.00% 0.00% 0.00%
Book Value 0.00% (23.51%) (28.54%)

Revenue

Mar Jun Sep Dec Year
’26 96 102 — — —
’25 103 110 107 103 424
’24 111 118 114 110 453
’23 154 153 144 119 570
’22 167 175 165 156 662
’21 172 202 186 182 742
’20 173 103 140 170 586
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (21) (5) — — —
’25 9 (22) (22) 16 (18)
’24 (36) (10) (32) (12) (90)
’23 (20) (15) (20) (33) (88)
’22 (38) (94) (54) (18) (205)
’21 6 (73) (74) (34) (176)
’20 (34) (47) (110) 77 (114)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (23) (8) — — —
’25 9 (24) (24) 12 (27)
’24 (36) (9) (30) (14) (90)
’23 (22) (17) (22) (29) (90)
’22 (42) (98) (55) (15) (210)
’21 10 (71) (77) (40) (179)
’20 (48) (50) (112) 55 (154)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.70) 0.86 — — —
’25 (1.81) (3.93) (1.25) (1.93) (9.08)
’24 (1.27) (2.49) (0.22) (0.74) (4.73)
’23 (0.05) (1.16) (2.18) (0.83) (4.18)
’22 (2.88) (3.15) 0.69 0.35 (5.25)
’21 (2.55) 1.94 (1.36) (1.24) (3.19)
’20 8.17 5.87 1.44 5.80 20.79
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— 16.16 15.87 16.80 20.51 29.16 17.12 15.93 16.94 15.05

Analyst estimates 2026–2028

Powerpack
Low Price
— 18.90 21.90 38.64 44.96 46.57 36.50 25.51 22.99 21.96
High Price
— 27,385 26,413 22,482 14,509 12,938 11,988 7,741 7,317 6,602
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
1,178 1,157 1,148 1,070 586 742 662 570 453 424
Revenue
16.49% 14.32% 13.61% 14.69% 10.48% 16.81% 13.70% 16.68% 17.97% 15.49%
Gross Margin
5 (74) 23 238 2,182 (433) (336) (200) (252) (190)
EBT
0.44% (6.42%) 1.97% 22.23% 372.53% (58.34%) (50.69%) (35.16%) (55.60%) (44.97%)
EBT Margin
(12) 93 (11) 47 1,760 (286) (430) (324) (310) (525)
Net Income
63 58 61 93 56 49 45 38 28 27
Depreciation
16.69 16.38 16.12 14.82 6.83 8.24 8.11 7.77 7.03 7.50
Revenue/Sh
(0.06) 1.54 0.39 1.07 20.84 (3.19) (5.25) (4.18) (4.73) (9.08)
Earnings/Sh
0.85 (1.28) (0.32) (1.17) (1.33) (1.95) (2.51) (1.20) (1.40) (0.32)
Cash Flow/Sh
(0.78) (0.57) (0.15) (0.49) (0.47) (0.04) (0.06) (0.04) 0.00 (0.15)
Capex/Sh
0.07 (1.85) (0.48) (1.65) (1.80) (1.99) (2.58) (1.23) (1.40) (0.47)
Free CF/Sh
14.30 16.33 16.85 21.19 44.17 37.08 33.27 31.46 28.19 17.54
Book Value/Sh
71 71 71 72 86 90 82 73 64 57
Shares
11.15 9.98 42.80 28.17 2.08 0.00 0.00 0.00 0.00 0.00
PE Ratio
1.09 1.02 1.06 2.51 6.48 4.27 2.54 2.54 2.83 2.10
PS Ratio
0.24 1.04 1.02 1.76 1.00 0.95 0.62 0.63 0.70 0.91
PB Ratio
0.31 0.81 0.80 2.12 5.27 4.17 2.25 2.51 2.79 1.82
EV/Sales
1.72 (6.94) (26.12) (16.68) (15.53) (12.57) (5.38) (9.09) (8.02) (8.23)
EV/FCF
60 (91) (23) (84) (114) (176) (205) (88) (90) (18)
Op' Cash Flow
(55) (40) (11) (35) (40) (3) (5) (3) 0 (9)
Capex
5 (131) (34) (119) (154) (179) (210) (90) (90) (27)
FCF
113 100 292 432 642 (58) 188 70 50 139
Working Cap'
93 13 42 120 52 14 95 103 120 65
Total Debt
(100) (251) (305) (414) (708) (72) (187) (19) (18) (117)
Net Debt
1,010 1,153 1,200 1,530 3,785 3,341 2,715 2,309 1,815 991
Sh' Equity
(1.68%) 7.35% 1.87% 4.35% 53.27% (6.75%) (12.21%) (10.78%) (12.39%) (28.92%)
ROA
(0.15%) (5.37%) (10.18%) (6.58%) (3.83%) (2.55%) (3.58%) (3.25%) (3.61%) (8.56%)
ROIC
(0.40%) 10.06% 2.35% 5.66% 67.21% (8.05%) (14.14%) (12.48%) (14.77%) (36.58%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Cannae Holdings, Inc. (CNNE) key facts

  • Cannae Holdings, Inc. (CNNE) is a Restaurants company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • Cannae Holdings, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $423.6 million, down 6.39% from fiscal 2024.
  • As of September 25, 2026, CNNE traded at $15.74, a market capitalization of $673.6 million.
  • Return on equity was −36.6% and debt-to-equity 0.07.

Source: company filings (standardised) and stockrow calculations.

Cannae Holdings, Inc. (CNNE) Latest News

News by impact score

Fine-tune

22 Sep

3

Ninety Nine Restaurant & Pub operates 93 company-owned locations in seven Northeastern states and remains profitable on adjusted EBITDA in the latest quarter, according to Cannae Holdings’ disclosures. Cannae has been weighing strategic options for its two restaurant chains, Ninety Nine and O’Charley’s; O’Charley’s abruptly closed all company-owned units nationwide on Sept. 9, with franchised locations remaining open in Ohio. The Boston Globe reported that Cannae CEO Ryan Caswell expects proceeds from a sale, though no Ninety Nine transaction has been announced. Ninety Nine’s first-half 2026 performance shows roughly 3% same-store sales decline, better than O’Charley’s roughly 13% drop. Ninety Nine has sought to distance itself from the closures, with a spokesperson noting operations and New England service would continue regardless of ownership changes. The brand traces back to 1952; if sold, proceeds could unlock value for CNNE, while Ninety Nine remains Northeast-focused with 4,000+ employees. Potential sale could affect CNNE valuation and strategic direction, but timing and terms remain uncertain.

21 Sep

4

Rumors suggest Ninety Nine Restaurants could be sold; a Boston Globe report cites potential buyer interest, though CNNE parent Cannae Holdings declined to confirm. Cannae, spun off from Fidelity National Financial, is reviewing holdings to narrow focus to sports and entertainment. O’Charley’s has shuttered all corporate locations, leaving only a few franchised units; Ninety Nine remains CNNE’s stronger restaurant brand with about 90 locations in the Northeast and flat 2025 sales growth per Technomic. CEO Ryan Caswell told investors there would be sale proceeds and hinted a buyer was lined up, but a Ninety Nine spokesperson offered no updates. Regardless, ownership changes are common, and operations will continue normally. The potential sale would fit CNNE’s strategic pivot away from restaurants toward its sports and entertainment assets. A sale could unlock capital and accelerate CNNE's pivot toward sports and entertainment assets.

12 Sep

4

O'Charley's closes all corporate-owned stores. Full closure of O'Charley's corporate stores removes a core revenue source and forces major restructuring at Cannae Holdings.

10 Sep

4

Popular restaurant chain closes all locations after 55 years. Full chain closure after decades directly hits Cannae Holdings portfolio value and investor outlook.

4

O’Charley’s closes all corporate restaurants after strategic review. Full closure of O’Charley’s corporate restaurants marks major restructuring with direct effects on CNNE operations and value.

9 Sep

3

O’Charley’s is shutting down all corporate locations. O’Charley’s full corporate location shutdown reduces Cannae Holdings restaurant asset performance and cash flow.

19 Aug

4 transcript

Cannae Holdings (CNNE) Q2 2026 earnings call covers financial results, operational updates and forward outlook. Earnings call transcript delivers financial results and guidance that can shift stock valuation and investor sentiment.

11 Aug

3

Cannae Holdings, Inc. (CNNE) issued a Q2 2026 earnings call summary covering financial results, operational updates, and forward-looking statements. Quarterly earnings summaries typically offer moderate insight into performance and guidance without triggering major strategic shifts.

10 Aug

3 transcript

Cannae Holdings Q2 earnings call highlights financial results and management outlook. Q2 earnings details may moderately influence company valuation and investor decisions.

3

Cannae Holdings, Inc. released second quarter 2026 financial results. Quarterly earnings releases deliver performance data that can shift short-term valuation and sentiment without altering long-term strategy.

30 Jun

4

Cannae Holdings, Inc. acquires 100% of Exeter Rugby Group to accelerate concentration on sports and entertainment assets. Full acquisition of Exeter Rugby Group executes major strategic move into core sports and entertainment focus.

12 May

4

Cannae Holdings Inc. (CNNE) Q1 2026 earnings call highlights strategic shifts and shareholder developments. Strategic shifts in Q1 2026 earnings call signal major changes likely to alter CNNE's trajectory and investor sentiment.

3 transcript

Cannae Holdings, Inc. issued its Q1 2026 earnings call summary. Q1 2026 earnings figures can shift investor views on Cannae Holdings financial trajectory.

3

Cannae Holdings, Inc. (CNNE) released highlights from its Q1 earnings call, covering financial results, operational updates, and forward guidance. Q1 earnings call highlights detail financial performance and strategic outlook with moderately noticeable influence on market sentiment.

11 May

4

Cannae Holdings, Inc. announced first quarter 2026 financial results. Quarterly financial results disclosure directly affects stock price, investor sentiment, and assessments of company trajectory.

3

Cannae Holdings, Inc. (CNNE) reported a first-quarter loss and revenue below analyst estimates. Q1 loss and revenue shortfall highlight financial weakness with moderate impact on investor sentiment and near-term performance.

26 Apr

4

Evolving developments at Cannae Holdings (CNNE) could reshape its fair value outlook amid shifting company narrative. Evolving story signals potential major shifts in Cannae Holdings' valuation trajectory and investor perceptions.

12 Apr

4

Cannae Holdings (CNNE) investment narrative shifts toward sports assets amid reduced share buybacks, altering its strategic focus and capital return approach. Sports assets integration and fewer buybacks mark major strategic pivots likely reshaping Cannae Holdings' trajectory and investor outlook.

16 Mar

3

Cannae Holdings, Inc. (CNNE) expands its share repurchase authorization to 14.9 million shares, signaling confidence in future value creation. Expanding buyback authorization to 14.9 million shares boosts EPS potential and investor sentiment but remains a routine capital allocation move.

13 Mar

4

Cannae Holdings (CNNE) is redirecting its strategy from share buybacks to acquiring sports assets, marking a significant narrative shift amid recent financial maneuvers and asset sales. Strategic pivot from buybacks to sports assets signals major allocation changes that could reshape growth prospects and investor focus.

10 Mar

4

RBC Capital Markets lowered its price target on Cannae Holdings (CNNE) following Q4 results, as the company's portfolio shift accelerates. RBC's price target cut post-Q4 underscores accelerating portfolio shift with potential to significantly alter CNNE's trajectory and investor sentiment.

9 Mar

3

Cannae Holdings, Inc. announces an increase in its share repurchase authorization, expanding its commitment to returning capital to shareholders. Expanded share repurchase authorization boosts shareholder value through potential EPS accretion and signals management confidence in intrinsic value.

27 Feb

4

Cannae Holdings (CNNE) narrative shifts as analysts lower price targets amid acquisition of new assets, altering investor outlook on the company's trajectory. Lower analyst targets and new asset acquisitions signal major strategic shifts with potential to significantly alter investor sentiment and market performance.

24 Feb

4

Cannae Holdings, Inc. (CNNE) Q4 2025 earnings call summary details quarterly financial results, operational updates, strategic initiatives, and forward guidance. Q4 earnings disclosures provide critical financial metrics and outlook that significantly influence stock performance and investor sentiment.

4

Cannae Holdings Inc (CNNE) Q4 2025 earnings call highlights strategic shifts amid revenue decline. Strategic shifts amid revenue decline represent major changes likely to alter CNNE's trajectory and investor sentiment.

23 Feb

4

Cannae Holdings, Inc. (CNNE) released Q4 earnings call highlights detailing financial performance, operational updates, and forward-looking guidance. Q4 earnings call highlights cover financial results, strategic initiatives, and outlook that significantly influence Cannae's trajectory and investor sentiment.

4

Cannae Holdings, Inc. announced fourth quarter and full year 2025 financial results. Earnings announcements reveal financial health and performance metrics that drive stock volatility and investor decisions.

9 Feb

4

Cannae Holdings, Inc. (CNNE) is undergoing significant changes that could reshape its future. Recent developments include strategic investments and potential acquisitions that may enhance its market position. The company is focusing on diversifying its portfolio and leveraging technology to drive growth. These moves are expected to attract investor interest and improve financial performance, indicating a proactive approach to navigating market challenges. Strategic investments and potential acquisitions are likely to significantly alter the company's trajectory and investor sentiment.

28 Jan

4

Cannae Holdings, Inc. announced that Black Knight Football Club (BKFC) has acquired the remaining 60% stake in FC Lorient, a French professional football club. This acquisition allows BKFC to fully own the club, enhancing its position in the sports industry and potentially increasing its market value and influence. The acquisition of FC Lorient significantly strengthens BKFC's portfolio and could enhance Cannae's strategic positioning in the sports sector.

25 Jan

3

Cannae Holdings, Inc. (CNNE) is experiencing a shift in narrative as analysts adjust their valuation targets. Recent evaluations suggest a more favorable outlook for the company, reflecting changes in market sentiment and potential growth opportunities. This shift may influence investor perceptions and the company's strategic direction moving forward. Analyst valuation adjustments indicate a moderately noticeable influence on market sentiment and potential financial performance.

stockrow.com/CNNE · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com