CNNEConsumer Cyclical · RestaurantsThe 2 Wall Street analysts covering Cannae Holdings, Inc. hold a median 12-month price target of $17 — +7.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 1 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Cannae Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (100): The share count has been shrinking and the company is not leaning on new borrowing.
Quality (14): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CNNE, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +7.8% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Aug 2026 | RBC Capital | Reiterates | Outperform | $16 |
| 23 Apr 2026 | Stephens & Co. | Reinstates | Overweight | $17 |
| 24 Feb 2026 | RBC Capital | Maintains | Outperform | — |
| 12 Nov 2025 | RBC Capital | Maintains | Outperform | — |
| 10 July 2025 | RBC Capital | Maintains | Outperform | — |
| 14 May 2025 | RBC Capital | Reiterates | Outperform | — |
| 21 Apr 2025 | RBC Capital | Maintains | Outperform | — |
| 7 Mar 2025 | Oppenheimer | Maintains | Outperform | — |
| 26 Feb 2025 | RBC Capital | Maintains | Outperform | — |
| 14 Nov 2024 | RBC Capital | Maintains | Outperform | — |
| 6 Mar 2024 | Oppenheimer | Maintains | Outperform | — |
| 22 Feb 2024 | Oppenheimer | Maintains | Outperform | — |
| 8 Nov 2023 | RBC Capital | Maintains | Outperform | — |
| 8 Nov 2023 | Stephens & Co. | Maintains | Overweight | — |
| 13 Oct 2023 | RBC Capital | Maintains | Outperform | — |
| 13 June 2023 | Stephens & Co. | Reiterates | Overweight | — |
| 11 May 2023 | RBC Capital | Maintains | Outperform | — |
| 10 May 2023 | Stephens & Co. | Maintains | Overweight | — |
| 10 Nov 2022 | RBC Capital | Maintains | Outperform | — |
| 9 Aug 2022 | Stephens & Co. | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CNNE appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 2 Oct 2026, Cannae Holdings, Inc. returned −10.8% against +16.2% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 85% of US stocks
Cheaper than 57% of US stocks
Cheaper than 80% of US stocks
Cheaper than 88% of US stocks
Higher than 18% of US stocks
Higher than 29% of US stocks
Higher than 6% of US stocks
Higher than 20% of US stocks
Higher than 12% of US stocks
Higher than 34% of US stocks
Higher than 36% of US stocks
Higher than 73% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Cannae Holdings, Inc. has a market value of $665.4M and an enterprise value of $756.8M.
Revenue in the twelve months to 30 June 2026: $408.6M. The latest quarter shrank 7.3% year on year.
Net income over the same four quarters: −$176.8M, a −43.3% net margin.
Diluted earnings per share, trailing twelve months: $−3.02.
Free cash flow in the twelve months to 30 June 2026: −$43.4M.
Cannae Holdings, Inc. spent $255.3M on share buybacks and $28.6M on dividends in the twelve months to 30 June 2026.
Trailing P/E: −1.7×; forward P/E: −10.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.91%, paying out 0% of earnings.
Cannae Holdings, Inc. employs 6,602 people — $62K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Cannae Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Cannae Holdings, Inc. released the transcript of its Q2 2026 earnings call, as published by Seeking Alpha. The item consists only of the earnings call transcript announcement for the second quarter of 2026.
Why it matters — CNNE watchers would look to this transcript for management commentary on the company's second-quarter 2026 financial results and outlook.
During its second-quarter 2026 earnings call, Cannae Holdings outlined plans to continue repurchasing shares, monetize non-core assets, and expand its sports and entertainment portfolio. The company simultaneously reported lower operating revenue and significant impairment charges related to its restaurant group.
Why it matters — A CNNE watcher would care because the quarter reflects weaker operating results and restaurant-related impairments even as management signals its strategy for capital returns and portfolio expansion.
Cannae Holdings, Inc. announced that its second quarter 2026 financial results have been posted to its website as part of its Letter to Shareholders. The company will host a conference call on August 10, 2026 at 5:00pm Eastern Time to discuss the results.
Why it matters — A CNNE watcher would care because the announcement makes the company's second quarter 2026 results available and sets the date and time for the accompanying investor conference call.
Cannae Holdings, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.15 per share. The dividend is payable on September 30, 2026, to shareholders of record as of September 16, 2026.
Why it matters — CNNE watchers would be interested as this confirms the company's continued shareholder cash-return program and payment schedule for the coming quarter.
Cannae Holdings, Inc. has sold its ownership stake in The Watkins Company, a flavoring company, to KDSA Investment Partners. The transaction generated proceeds including sale proceeds, preferred dividends, and fees representing a return on Cannae's $80 million investment made in October 2024.
Why it matters — CNNE shareholders would view this as a near-term liquidity event that generated a return on capital from a recently made investment, demonstrating Cannae's ability to exit positions.
The 2 Wall Street analysts covering Cannae Holdings, Inc. have a median 12-month price target of $17, with estimates ranging from $16 to $18. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 2 analysts covering Cannae Holdings, Inc., 2 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cannae Holdings, Inc. 81 out of 100 across roughly 4,600 US stocks as at 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Oct 2026, Cannae Holdings, Inc. ranks 81 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (100 of 100).
No one can know that. What the data says: the median 12-month target from 2 analysts implies +7.8% from the last close, and Ticker Nerd's factor model ranks Cannae Holdings, Inc. 81 out of 100 as at 1 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Cannae Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CNNE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $16 to $18 over the next 12 months.
Cannae Holdings, Inc. returned -10.8% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Cannae Holdings, Inc. is a diversified investment holding company focused on acquiring and actively managing interests in operating businesses across multiple sectors.
The most recent item we track (Seeking Alpha, 11 Aug 2026): "Cannae Holdings, Inc. (CNNE) Q2 2026 Earnings Call Transcript". Cannae Holdings, Inc. released the transcript of its Q2 2026 earnings call, as published by Seeking Alpha. The item consists only of the earnings call transcript announcement for the second quarter of 2026.
Cannae Holdings, Inc. is a diversified investment holding company focused on acquiring and actively managing interests in operating businesses across multiple sectors. Its current portfolio spans restaurant operations, technology-enabled human capital and benefits services, financial services, and professional football-related investments, reflecting a broad multi-asset structure rather than a single-industry model. The company’s restaurant segment includes well-known casual dining brands, while its other holdings give it exposure to software, data, and services businesses as well as sports-related assets. Cannae Holdings, Inc. uses a hands-on ownership approach, combining capital allocation with operational oversight to support its portfolio companies. Based in Las Vegas, Nevada, Cannae Holdings, Inc. plays a role in the market as a flexible holding platform for businesses with varied operating profiles.
CEO Mr. William Patrick Foley II · 6,602 employees · United States · https://www.cannaeholdings.com
