Cannae Holdings, Inc. (CNNE)
NYSE · Retail-Eating & Drinking Places · Retail trade · CIK 1704720 · fiscal year ends in Dec
Closing price $17.15 on 29 Oct 2026; 52-week range $10.64 to $17.93.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $408.6M
- Revenue growth
- -11.4%
- Net income, last twelve months
- -$156.0M
- Earnings per share
- -$3.02
- Gross margin
- 15.5%
- Operating margin
- -28.4%
- Net margin
- -38.2%
- Free cash flow
- -$43.4M
- Return on equity
- -16.3%
- Market value
- $743.7M
- Dividend yield
- 3.5%
- Cash
- $70.4M
- Debt
- $69.9M
- Debt to equity
- 0.07
- Shares outstanding
- 43.4M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $423.6M | -$119.6M | -$513.2M | -$9.08 | -$28.5M | 10-K filed 2 Mar 2026 |
| FY2024 | 31 Dec 2024 | $452.5M | -$103.7M | -$304.6M | -$4.73 | -$97.1M | 10-K filed 27 Feb 2025 |
| FY2023 | 31 Dec 2023 | $570.0M | -$118.9M | -$313.4M | -$4.27 | -$97.8M | 10-K filed 29 Feb 2024 |
| FY2022 | 31 Dec 2022 | $662.1M | -$144.6M | -$428.1M | -$5.25 | -$219.4M | 10-K filed 1 Mar 2023 |
| FY2021 | 31 Dec 2021 | $452.5M | -$133.5M | -$287.0M | -$3.19 | -$189.8M | 10-K filed 25 Feb 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $102.2M | $37.5M | $0.86 |
| Q1 FY2026 | 31 Mar 2026 | $96.2M | -$32.1M | -$0.70 |
| Q4 FY2025 | 31 Dec 2025 | $103.3M | -$93.0M | -$1.93 |
| Q3 FY2025 | 30 Sep 2025 | $106.9M | -$68.4M | -$1.25 |
| Q2 FY2025 | 30 Jun 2025 | $110.2M | -$238.8M | -$3.93 |
| Q1 FY2025 | 31 Mar 2025 | $103.2M | -$113.0M | -$1.81 |
| Q4 FY2024 | 31 Dec 2024 | $109.9M | -$46.1M | -$0.74 |
| Q3 FY2024 | 30 Sep 2024 | $138.1M | -$13.6M | -$0.22 |
Revenue by segment
As the company reports it in the segment note of its annual report.
By business, FY2025
| Segment | Revenue | Share |
|---|---|---|
| Restaurant Group | $390.5M | 92.2% |
| Other operating revenue | $33.1M | 7.8% |
By product, FY2025
| Segment | Revenue | Share |
|---|---|---|
| Restaurant revenue | $390.5M | 92.2% |
| Other operating revenue | $33.1M | 7.8% |
Company events
The newest 8-K filings of 109 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 10 Aug 2026 | 8-K | Results | 2.02, 9.01 |
| 31 Jul 2026 | 8-K | Other events | 8.01, 9.01 |
| 16 Jul 2026 | 8-K | Leadership change | 5.02, 9.01 |
| 12 Jun 2026 | 8-K | Leadership change | 5.02, 9.01 |
| 11 May 2026 | 8-K | Results | 2.02, 9.01 |
| 9 Mar 2026 | 8-K | Agreement ended | 1.02, 9.01 |
| 23 Feb 2026 | 8-K | Results, Investor update | 2.02, 7.01, 9.01 |
| 16 Dec 2025 | 8-K | Shareholder vote, Bylaws or fiscal year change | 5.03, 5.07, 9.01 |
| 12 Dec 2025 | 8-K | Other events | 8.01, 9.01 |
| 10 Nov 2025 | 8-K | Results | 2.02, 9.01 |
| 28 Aug 2025 | 8-K | Material agreement | 1.01 |
| 26 Aug 2025 | 8-K | Deal completed, Other events | 2.01, 8.01 |
Every filing
The newest filings with the SEC of 281 held.
| Filed | Form | Period |
|---|---|---|
| 26 Aug 2026 | N-PX | 30 Jun 2026 |
| 10 Aug 2026 | 10-Q | 30 Jun 2026 |
| 10 Aug 2026 | 8-K | 10 Aug 2026 |
| 31 Jul 2026 | 8-K | 30 Jul 2026 |
| 16 Jul 2026 | 8-K | 15 Jul 2026 |
| 12 Jun 2026 | 8-K | 10 Jun 2026 |
| 11 May 2026 | 10-Q | 31 Mar 2026 |
| 11 May 2026 | 8-K | 11 May 2026 |
| 30 Apr 2026 | 10-K/A | 31 Dec 2025 |
| 9 Mar 2026 | 8-K | 6 Mar 2026 |
| 2 Mar 2026 | 10-K | 31 Dec 2025 |
| 23 Feb 2026 | 8-K | 23 Feb 2026 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 30 Sep 2026 | Tyler Woodrow, Director | Took pay in stock | 1,019 | $15.34 | $15.6K | – | 1 Oct 2026 |
| 30 Sep 2026 | Schaible Cherie L, Director | Took pay in stock | 2,038 | $15.34 | $31.3K | – | 1 Oct 2026 |
| 30 Sep 2026 | Harris Hugh R, Director | Took pay in stock | 1,060 | $15.34 | $16.3K | – | 1 Oct 2026 |
| 30 Sep 2026 | Ammerman Douglas K, Director | Took pay in stock | 2,853 | $15.34 | $43.8K | – | 1 Oct 2026 |
| 30 Jun 2026 | Tyler Woodrow, Director | Took pay in stock | 1,086 | $14.40 | $15.6K | – | 1 Jul 2026 |
| 30 Jun 2026 | Schaible Cherie L, Director | Took pay in stock | 2,171 | $14.40 | $31.3K | – | 1 Jul 2026 |
| 30 Jun 2026 | Harris Hugh R, Director | Took pay in stock | 1,129 | $14.40 | $16.3K | – | 1 Jul 2026 |
| 30 Jun 2026 | Ammerman Douglas K, Director | Took pay in stock | 3,039 | $14.40 | $43.8K | – | 1 Jul 2026 |
| 8 Apr 2026 | Sadowski Peter T, EVP, Chief Legal Officer | Sale outside a trading plan | 157 | $12.25 | $1.9K | 0 | 28 Apr 2026 |
| 31 Mar 2026 | Tyler Woodrow, Director | Took pay in stock | 1,375 | $11.37 | $15.6K | – | 2 Apr 2026 |
| 31 Mar 2026 | Schaible Cherie L, Director | Took pay in stock | 2,437 | $11.37 | $27.7K | – | 2 Apr 2026 |
| 31 Mar 2026 | Harris Hugh R, Director | Took pay in stock | 1,430 | $11.37 | $16.3K | – | 2 Apr 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 27 Oct 2026 | BlackRock Portfolio Management LLC | 13G | 5.8% | 2.5M |
| 5 Oct 2026 | CARRONADE CAPITAL MANAGEMENT, LP | 13D amended | 8.8% | 3.5M |
| 7 Aug 2026 | CARRONADE CAPITAL MANAGEMENT, LP | 13D amended | 7.8% | 3.4M |
| 11 May 2026 | PRIVATE MANAGEMENT GROUP INC | 13G | 5.1% | 2.3M |
| 30 Apr 2026 | River Road Asset Management, LLC | 13G amended | 4.2% | 2.0M |
| 26 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 17 Feb 2026 | Newtyn Management, LLC | 13G amended | 7.6% | 3.5M |
| 30 Jan 2026 | The Vanguard Group | 13G amended | 8.6% | 4.2M |
| 16 Dec 2025 | CARRONADE CAPITAL MANAGEMENT, LP | 13D amended | 6.8% | 3.3M |
| 3 Dec 2025 | The Vanguard Group | 13G amended | 10.21% | 5.0M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 3.2M | -5.39% | 7.77 |
| 30 Sep 2026 | 3.4M | -21.98% | 5.24 |
| 15 Sep 2026 | 4.3M | +22.14% | 8.81 |
| 31 Aug 2026 | 3.5M | -10.13% | 7.77 |
| 14 Aug 2026 | 3.9M | +0.09% | 7.23 |
| 31 Jul 2026 | 3.9M | -0.41% | 9.5 |
| 15 Jul 2026 | 3.9M | +6.88% | 9.61 |
| 30 Jun 2026 | 3.7M | -11.08% | 5.8 |
Funds that hold it
From each fund's latest Form 13F.
228 funds held it at 30 Jun 2026: 96 added and 56 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| BlackRock, Inc. | 4,131,651 | $59.5M | -153,495 |
| Carronade Capital Management, LP | 3,230,148 | $46.5M | -32,500 |
| Newtyn Management, LLC | 3,169,631 | $45.6M | -97,324 |
| Private Management Group Inc. | 2,404,943 | $34.6M | +101,200 |
| River Road Asset Management, LLC | 1,915,746 | $27.6M | -44,359 |
| Vanguard Capital Management LLC | 1,664,211 | $24.0M | -197,395 |
| Saba Capital Management, L.P. | 1,582,225 | $22.8M | -132,769 |
| State Street Corp. | 1,419,825 | $20.4M | +68,340 |
| State of Wisconsin Investment Board | 1,319,820 | $19.0M | +158,427 |
| Geode Capital Management, LLC | 1,072,753 | $15.5M | +12,997 |
Peers
Companies in the same industry.
- Starbucks Corp. (SBUX): revenue $38.3B, market value $120.4B
- Dutch Bros Inc. (BROS): revenue $1.9B, market value $6.8B
- Shake Shack Inc. (SHAK): revenue $1.6B, market value $3.0B
- Wendy's Co. (WEN): revenue $2.2B, market value $1.4B
- Black Rock Coffee Bar, Inc. (BRCB): revenue $223.6M, market value $224.8M