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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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Home›Stocks›CNNE

CNNE

Cannae Holdings, Inc.

Next earnings Aug 10, 2026 · consensus $-0.46 EPS, $104M rev

Last earnings -2.5% on 2026-05-11

Avoid
$14.49
▲ +3.87%
$14.49▼ -24.20%
over 1Y
L $10.53EODHDH $21.04
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+3.9%
1W+8.7%
1M+0.4%
3M+36.4%
YTD-5.7%
1Y-24.2%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Avoid
Quality
D
Valuation
Fair value
Filings
Flagged
Avoid
Conviction
Horizon
Medium (3–12mo)
Street · 9 analysts
Strong Buy

Conservative balance sheet (liabilities/equity 0.32x); but revenue declined -6.4% YoY.

Cannae Holdings, Inc. shows $424M in FY2025 revenue (-6.4% YoY), a -121.2% net margin, and -50.1% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$742M$662M$570M$453M$424M
Gross profit—————
Operating income-$134M-$145M-$119M-$104M-$120M
Net income-$287M-$428M-$313M-$305M-$513M
Diluted EPS-$3.19-$5.25-$4.27-$4.73-$9.08
Net margin-38.7%-64.7%-55.0%-67.3%-121.2%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$560M
EV / EBITDA—
EV / Sales1.3
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield-76.5%
FCF yield-4.2%

Quality & risk

ROIC (est.)-8.6%
Free cash flow-$28.5M
Total debt$70.8M
Net cash$111M
Altman Z-Score1.39 distress
Piotroski F-Score5/8

Capital returns

Buyback yield47.6%
Dividend yield (est.)4.5%
Shareholder yield52.2%
Shares Δ YoY-26.2%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Red flag in recent filings — restated periodic report (2026-04-30). Worth a closer look.
  1. 8-K Officer / director change2026-06-12
  2. 8-K Earnings results2026-05-11
  3. 10-Q Quarterly report2026-05-11
  4. 10-K/A Restated periodic report2026-04-30
  5. 8-K Agreement terminated2026-03-09
  6. 10-K Annual report2026-03-02
  7. 8-K Earnings results2026-02-23
  8. 8-K Charter / bylaws change2025-12-16
  9. 8-K Other event2025-12-12

Recent filings

all on EDGAR ↗
3Period ending 2026-06-122026-06-17open ↗8-KPeriod ending 2026-06-102026-06-12open ↗SCHEDULE 13G/AFiling2026-05-12open ↗SCHEDULE 13GFiling2026-05-11open ↗10-QPeriod ending 2026-03-312026-05-11open ↗8-KPeriod ending 2026-05-112026-05-11open ↗10-K/APeriod ending 2025-12-312026-04-30open ↗SCHEDULE 13G/AFiling2026-04-30open ↗4Period ending 2026-04-082026-04-28open ↗13F-HRPeriod ending 2026-03-312026-04-15open ↗4Period ending 2026-03-312026-04-02open ↗4Period ending 2026-03-312026-04-02open ↗

Quality score

D
ValueGrowthProfitHealthMom.
ValueA-
GrowthF
ProfitabilityF
Financial healthB-
Momentum—
  • ✗Revenue growing year-over-year
  • ✗Profitable (positive net income)
  • ✗Net margin above 10%
  • ✗Return on equity above 15%
  • ✓Liabilities below 2× equity
Revenue
$424M
-6.4% YoY
Net margin
-121.2%
ROE
-50.1%
P/E
—

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$424M-6.4%
Net income-$513M-68.5%
Operating income-$120M-15.3%
Diluted EPS-$9.08-92.0%
Cash & equivalents$182M+38.4%
Total assets$1.32B-40.7%
Total liabilities$330M-20.3%
Stockholders' equity$1.02B-44.3%
Op.: -28.2%L/E: 0.32x

Frequently asked

Is Cannae Holdings, Inc. (CNNE) a buy?
CNNE currently carries a Avoid rating with 3/5 conviction, derived from its latest SEC filings. Conservative balance sheet (liabilities/equity 0.32x); but revenue declined -6.4% YoY.
What is Cannae Holdings, Inc.'s quality score?
CNNE scores 47.0392156862745/100 (grade D) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001704720, latest 10-Q filed 2026-05-11) · EODHD · as of 6/26/2026, 7:07:52 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 0 open-market buys · 1 sale

2026-04-08
SADOWSKI PETER T
EVP, Chief Legal Officer
Sell157.00 @ $12.25$1.92K
2026-03-31
Tyler Woodrow
Director
Award1.38K @ $11.37$15.6K
2026-03-31
Schaible Cherie L
Director
Award2.44K @ $11.37$27.7K
2026-03-31
Harris Hugh R
Director
Award1.43K @ $11.37$16.3K
2026-03-31
Ammerman Douglas K
Director
Award3.85K @ $11.37$43.8K
2026-03-19
Gravelle Michael L
EVP, Gen'l Counsel, Corp. Secy
Tax1.68K @ $11.08$18.6K
2026-03-13
SADOWSKI PETER T
EVP, Chief Legal Officer
Tax2.44K @ $11.51$28.0K
2026-03-13
Coy Bryan D.
Chief Financial Officer
Tax4.25K @ $11.51$48.9K

Dividends

Quarterly
Yield (TTM)
4.1%
Annual / share
$0.60
Last ex-date
2026-06-16
Last amount
$0.15
ex 2026-06-16paid 2026-06-30$0.15
ex 2026-03-17paid 2026-03-31$0.15
ex 2025-12-17paid 2025-12-31$0.15
ex 2025-09-16paid 2025-09-30$0.15
ex 2025-06-16paid 2025-06-30$0.12
ex 2025-03-17paid 2025-03-31$0.12

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Earnings history

beat/miss · move
2026-05-11Miss -56.1% est▼ -2.47%8-K ↗
2026-02-23Miss -404.6% est▼ -4.01%8-K ↗
2025-11-10Miss -315.4% est▼ -0.69%8-K ↗
2025-08-11Miss -1301.1% est▲ +1.16%8-K ↗
2025-05-12—▲ +2.23%8-K ↗
2025-02-24—▲ +0.26%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
As U.S. profit margins near record highs, these small-cap stocks lead on profitabilityBullish
seekingalpha.com· 2026-06-18
Cannae (CNNE) Q1 2026 Earnings TranscriptBullish
finance.yahoo.com· 2026-05-12
Cannae (CNNE) Q1 2026 Earnings TranscriptBullish
nasdaq.com· 2026-05-12
Cannae Holdings Q1 2026 Earnings Preview
seekingalpha.com· 2026-05-10
Invesco (IVZ) Lags Q1 Earnings and Revenue EstimatesBullish
finance.yahoo.com· 2026-04-28
Cannae Holdings (CNNE) Expands Buyback Authorization to 14.9M SharesBullish
finance.yahoo.com· 2026-03-16

Vs tracked universe

compare →

1044 tracked peers · median

EDGAR Score47 vs 67
Revenue growth-6.4% vs 7.1%
Net margin-121.2% vs 10.5%
Return on equity-50.1% vs 12.3%
P/E— vs 25.5

News sentiment

EODHD · 4d
Bearish
-0.07
vs typical · 5 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.