Stocks Consumer discretionary CNNE
NYSE · Consumer discretionaryCannae Holdings, Inc. (CNNE)
Cannae Holdings, Inc. brought in $395.4M of revenue over the twelve months to September 30, 2026, up 3.9% from a year earlier. It posted a net loss of $107.8M. In fiscal 2025 capital spending exceeded operating cash flow by $28.5M. At September 30, 2026 it held $111.7M in cash against $65.6M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 9, 2026.
Key facts about Cannae Holdings, Inc.
- Net worth
- Cannae Holdings, Inc. has a market value (market cap) of $738.2M at the latest share price, and shareholders' equity of $885.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $423.6M (-6.4% year on year), with a net loss of $513.2M. Over the 12 months to September 30, 2026: revenue $395.4M, net loss $107.8M.
- Cash flow
- In fiscal 2025 operations used $18.1M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 9, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Cannae Holdings, Inc.'s next report is expected around February 8, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Cannae Holdings, Inc. does
Cannae Holdings, Inc. is registered with the SEC under industry code SIC 5810 (Retail-Eating & Drinking Places). Its shares trade on NYSE under the ticker CNNE.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $423.6M | -$513.2M | -$9.08 | -$28.5M |
| 2024 | $452.5M | -$304.6M | -$4.73 | -$97.1M |
| 2023 | $570M | -$313.4M | -$4.27 | -$97.8M |
| 2022 | $662.1M | -$428.1M | -$5.25 | -$219.4M |
| 2021 | $742.2M | -$287M | -$3.19 | -$189.8M |
| 2020 | $3B | $1.8B | $20.79 | -$136.2M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where CNNE ranks in Consumer discretionary
Dividends
It paid out $30.5M in cash dividends.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | n/a | $30.5M | n/a |
| 2024 | n/a | $22.4M | n/a |
| 2023 | n/a | $0 | n/a |
| 2022 | n/a | $0 | n/a |
Latest SEC filings
What Cannae Holdings, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 9, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 16% to $68.1M versus the same quarter last year; diluted EPS -$0.48 versus -$1.25.
- November 9, 2026
- November 6, 2026Passive stake (5% or more) SCHEDULE 13G
- November 6, 2026Additional proxy material DEFA14A
- November 6, 2026
- October 30, 2026
- October 30, 2026Proxy statement DEF 14A
- October 27, 2026Passive stake (5% or more) SCHEDULE 13G
- October 5, 2026Activist stake changed SCHEDULE 13D/A
- August 26, 2026Form N-PX filing N-PX
Insider trades
What the people running Cannae Holdings, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 7 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 30, 2026 | Ammerman Douglas KDirector | Received as pay | 2,853 | $43.8K |
| September 30, 2026 | Harris Hugh RDirector | Received as pay | 1,060 | $16.3K |
| September 30, 2026 | Schaible Cherie LDirector | Received as pay | 2,038 | $31.3K |
| September 30, 2026 | Tyler WoodrowDirector | Received as pay | 1,019 | $15.6K |
| August 13, 2026 | Caswell Ryan R.CEO | Other change | 33,333 | - |
| August 13, 2026 | Caswell Ryan R.CEO | Received as pay | 33,333 | - |
| August 13, 2026 | Caswell Ryan R.CEO | Shares withheld for tax | 13,116 | $204.1K |
| June 30, 2026 | Ammerman Douglas KDirector | Received as pay | 3,039 | $43.8K |
Who owns CNNE
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Carronade Capital Management, LP13D, may seek influence with 4 related filers | 8.8% | October 5, 2026 |
| Newtyn Management, LLC13G, passive | 7.6% | February 17, 2026 |
| Barclays PLC13G, passive | 6.99% | November 6, 2026 |
| BlackRock Portfolio Management LLC13G, passive | 5.8% | October 27, 2026 |
| Private Management Group Inc13G, passive | 5.1% | May 11, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 202 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 4,131,651 | -153,495 |
| Carronade Capital Management, LP | 3,230,148 | -32,500 |
| Newtyn Management, LLC | 3,169,631 | -97,324 |
| Private Management Group Inc | 2,404,943 | +101,200 |
| River Road Asset Management, LLC | 1,915,746 | -44,359 |
| Vanguard Capital Management LLC | 1,664,211 | -197,395 |
| Saba Capital Management, L.P. | 1,582,225 | -132,769 |
| State Street Corp | 1,419,825 | +68,340 |
| State of Wisconsin Investment Board | 1,319,820 | +158,427 |
| Geode Capital Management, LLC | 1,072,753 | +12,997 |
| Poehling Capital Management, INC. | 960,109 | +5,919 |
| Aqr Capital Management LLC | 760,722 | +588,397 |
| Almitas Capital LLC | 741,318 | 0 |
| Goldman Sachs Group Inc | 653,536 | +195,662 |
| Michelson Medical Research Foundation, Inc. | 480,600 | 0 |
| Nuveen, LLC | 462,082 | -54,629 |
| Northern Trust Corp | 458,889 | +22,537 |
| Citadel Advisors LLC | 374,466 | +278,795 |
| Jane Street Group, LLC | 354,454 | +15,039 |
| Charles Schwab Investment Management Inc | 344,590 | -18,353 |
Insiders
18 insiders reported holding 2,894,255 shares in total, about $49.3M at the last price.
| Holder | Shares |
|---|---|
| Foley William P IIDirector, 10% owner | 1,158,235 |
| Caswell Ryan R.CEO | 676,565 |
| Martire Frank RDirector | 207,437 |
| Gravelle Michael LEVP, Gen'l Counsel, Corp. Secy | 182,912 |
| Meinhardt ErikaDirector | 143,942 |
| Sadowski Peter TEVP, Chief Legal Officer | 101,471 |
| Coy Bryan D.Chief Financial Officer | 83,987 |
| Ammerman Douglas KDirector | 74,878 |
| Harris Hugh RDirector | 71,506 |
| Holland C Malcolm IIIDirector | 34,733 |
Questions about CNNE
What does Cannae Holdings, Inc. do?
Cannae Holdings, Inc. is a company in the Consumer discretionary sector, listed on NYSE as CNNE. Its shares trade on NYSE under the ticker CNNE.
What is Cannae Holdings, Inc.'s net worth?
Cannae Holdings, Inc. has a market value (market cap) of $738.2M at the latest share price, and shareholders' equity of $885.1M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Cannae Holdings, Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $107.8M on revenue of $395.4M.
How much revenue does Cannae Holdings, Inc. make?
Over the twelve months to September 30, 2026 Cannae Holdings, Inc. reported revenue of $395.4M. That is 3.9% more than a year earlier.
When did Cannae Holdings, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 9, 2026. It covers the period to September 30, 2026.
When is Cannae Holdings, Inc.'s next earnings report?
Cannae Holdings, Inc.'s next report is expected around February 8, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Cannae Holdings, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.