The earnings call highlighted significant progress in narrowing the stock price discount to NAV, successful sales, and capital returns, but also faced notable challenges with Alight's revenue decline and restaurant group performance.

Company Guidance

During Cannae Holdings, Inc.’s second quarter 2025 financial results conference call, the company provided guidance indicating significant progress on its strategic plan, focusing on rebalancing its portfolio and enhancing shareholder value. The sale of its largest investment, Dun & Bradstreet, is expected to close in the third quarter, yielding approximately $630 million in cash. Cannae plans to repurchase $300 million of its common shares and repay $141 million in debt, with $60 million allocated for future dividends. Since February 2024, Cannae has sold approximately $1.1 billion in public portfolio stakes, reducing its public company share assets from 63% to 22%. The company has returned $414 million to shareholders via buybacks and dividends, and repurchased 7.6 million shares, representing about 12% of its outstanding shares. Cannae also announced a 25% increase in its quarterly dividend to $0.15 per share. The call highlighted the performance of portfolio companies like Black Knight Football and Alight, with the latter reporting a 21% increase in adjusted EBITDA compared to the prior year.

Narrowing Stock Price Discount to NAV

Cannae's stock closed at $19.88, trading at a 26.6% discount to NAV per share, near the narrowest discount in more than 3 years, compared to a near 40% discount previously.

Successful Sale of Dun & Bradstreet

Cannae expects to receive approximately $630 million in cash proceeds from the sale of Dun & Bradstreet, with plans to repurchase $300 million of common shares and repay $141 million of debt.

Significant Capital Returns to Shareholders

Since February 2024, Cannae has returned approximately $414 million in total share buybacks and dividends to shareholders.

AFC Bournemouth's Record Performance

AFC Bournemouth finished ninth in the Premier League with 56 points, a club record, and generated nearly $200 million in combined transfer fees.

Alight's Adjusted EBITDA Growth

Alight's adjusted EBITDA was $127 million for Q2 2025, a 21% increase compared to the prior year quarter, with an adjusted EBITDA margin increase of 460 basis points.

Cannae Holdings (CNNE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CNNE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	-0.29 / -	-0.22	―	―	―
Aug 11, 2025	2025 (Q2)	-0.28 / -3.75	-2.49	-50.60% (-1.26)	―
May 12, 2025	2025 (Q1)	-0.40 / -1.81	-1.27	-42.52% (-0.54)	―
Feb 24, 2025	2024 (Q4)	-0.29 / -0.74	-0.83	10.84% (+0.09)	―
Nov 12, 2024	2024 (Q3)	-0.22 / -0.22	-2.18	89.91% (+1.96)	―
Aug 08, 2024	2024 (Q2)	-0.17 / -2.49	-1.16	-114.66% (-1.33)	―
May 09, 2024	2024 (Q1)	-0.10 / -1.27	-0.05	-2440.00% (-1.22)	―
Feb 21, 2024	2023 (Q4)	-0.55 / -0.83	0.35	-337.14% (-1.18)	―
Nov 07, 2023	2023 (Q3)	-0.33 / -2.18	0.69	-415.94% (-2.87)	―
Aug 09, 2023	2023 (Q2)	-0.04 / -1.16	-3.15	63.17% (+1.99)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CNNE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	$20.11	$17.81	-11.44%
May 12, 2025	$18.68	$17.69	-5.30%
Feb 24, 2025	$18.93	$18.84	-0.48%
Nov 12, 2024	$21.22	$20.62	-2.83%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cannae Holdings (CNNE) report earnings?

Cannae Holdings (CNNE) is schdueled to report earning on Nov 11, 2025, Before Open (Confirmed).

What is Cannae Holdings (CNNE) earnings time?

Cannae Holdings (CNNE) earnings time is at Nov 11, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CNNE EPS forecast?

CNNE EPS forecast for the fiscal quarter 2025 (Q3) is -0.3.

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