Cannae Holdings demonstrated strong progress in executing its strategic plan with successful portfolio rebalancing and significant shareholder returns. However, the company faced challenges with declining revenues in its largest public investment, Alight, and overall operating revenue decline.
Company Guidance
During the third quarter of 2025, Cannae Holdings, Inc. provided substantial guidance on its strategic plan execution and financial metrics. The company closed the acquisition of Dun & Bradstreet, generating $630 million in proceeds, with $424 million utilized for share buybacks, loan repayment, and dividends. They reallocated capital, reducing public investments from 70% to 20% and focusing on proprietary private investments. Cannae also invested $67.5 million in JANA Partners, increasing its stake to 50%, and completed a $25 million investment in Black Knight Football. The company highlighted ongoing stadium renovations at AFC Bournemouth, aiming for a completion of the first phase by the start of the 2026-2027 season. Alight, their largest public investment, reported $533 million in revenue, with improvements in adjusted EBITDA, margin, and cash flow, despite a 4% year-over-year revenue decline. Cannae's operating revenue was $107 million, a $7 million decrease from the previous year, with total operating expenses dropping by $12 million to $120 million. The company emphasized its commitment to returning capital, having repurchased $275 million in stock year-to-date and allocated $52 million for future dividends. The potential sale of non-core assets could yield up to $55 million in tax refunds, further simplifying and optimizing their portfolio.
Successful Portfolio Rebalancing
Cannae successfully reduced its public investment portfolio from 70% to 20%, generating $630 million from the sale of Dun & Bradstreet to Clearlake Capital.
Significant Shareholder Returns
Since announcing their strategic plan, Cannae returned over $500 million to shareholders, representing 35% of shares outstanding at the plan's announcement.
AFC Bournemouth Growth
AFC Bournemouth achieved double-digit revenue growth and is undergoing stadium expansion to increase capacity and revenue potential.
Black Knight Football Performance
Successful player trading profits and strong on-field performance, with significant player development connections between FC Lorient and AFC Bournemouth.
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
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
Nov 10, 2025
$17.24
$15.48
-10.21%
Aug 11, 2025
$19.95
$17.67
-11.43%
May 12, 2025
$18.54
$17.55
-5.34%
Feb 24, 2025
$18.78
$18.70
-0.43%
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 Feb 25, 2026, Before Open (Confirmed).
What is Cannae Holdings (CNNE) earnings time?
Cannae Holdings (CNNE) earnings time is at Feb 25, 2026, 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.