CNNE
Cannae Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Apr 8 1 insider sell $1.9K at $12.25
- R Aug 10 Cannae Holdings reported Q2 2026 GAAP net earnings of $37.5M ($0.86…
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $1.9K.
- InstitutionsBULLISH
Q2 2026: 24 added (0 new), 8 trimmed or exited.
- AnalystsBULLISH
7 of 8 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate −$0.463 → −$0.190 over 90 days.
- TrendUPTREND
6% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | $9.4M |
| CITADEL ADVISORS LLC | DOUBLED | $5.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | $4.7M |
| HRT FINANCIAL LP | DOUBLED | $4.6M |
| GABELLI FUNDS LLC | ADD | $3.6M |
| TUDOR INVESTMENT CORP ET AL | ADD | $2.4M |
| Caption Management, LLC | DOUBLED | $1.9M |
| Quantinno Capital Management LP | ADD | $1.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is below the lowest target. Median implies +5%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 9, 2026 | RBC Capital MAINTAIN | Outperform |
| Aug 11, 2026 | RBC Capital REITERATE | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | Harris Hugh R Director | AWARD | $16.3K |
| Sep 30, 2026 | Ammerman Douglas K Director | AWARD | $43.8K |
| Sep 30, 2026 | Schaible Cherie L Director | AWARD | $31.3K |
| Sep 30, 2026 | Tyler Woodrow Director | AWARD | $15.6K |
| Aug 13, 2026 | Caswell Ryan R. CEO | TO ISSUER | 33,333 sh |
| Aug 13, 2026 | Caswell Ryan R. CEO | AWARD | 33,333 sh |
| Aug 13, 2026 | Caswell Ryan R. CEO | TAX W/H | $204.1K |
| Jun 30, 2026 | Harris Hugh R Director | AWARD | $16.3K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.19 | -$0.53–$0.15 | -5.6% | $92.3M |
| Next Q | -$0.41 | -$0.54–-$0.27 | -5.2% | $98.4M |
| Current FY | -$0.45 | -$0.90–$0.00 | -3.4% | $389.0M |
| Next FY | -$1.49 | -$1.91–-$1.06 | -4.9% | $392.4M |
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 1 bullish · 0 bearish · 1 mixed · 3 neutral- NEUTRAL SC 13D/AOct 5, 2026
Carronade Capital Management filed Amendment No. 4 to its Schedule 13D, reporting a slight…
Carronade's continued modest accumulation at ~$14.80 suggests conviction in the activist thesis post-board-election, but the lack of new demands or escalation indicates a cooperative posture…
- MIXED 8-KAug 10, 2026
Cannae Holdings reported Q2 2026 GAAP net earnings of $37.5M ($0.86 per share), a sharp swing from…
The headline earnings beat is entirely driven by non-operating gains and portfolio sales, not underlying business improvement. Monitor the Restaurant Group's same-store sales trajectory and the pace…
- NEUTRAL 8-KJul 31, 2026
Cannae Holdings sold its entire interest in Watkins Holdings, LLC for $90 million in cash…
The sale is a modest positive for liquidity but does not change the fundamental outlook for Cannae's remaining portfolio. Monitor for further non-core asset sales and any capital return…
- BULLISH 8-KJul 16, 2026
Cannae Holdings filed an 8-K reporting that it closed the sale of its 87% interest in Brasada…
The termination of Foley's put right removes a material overhang that capped upside and created potential cash outflow risk. With the put gone, the stock may re-rate to reflect a cleaner capital…
All CNNE filing & press-release reports (5)
- SC 13D/A reportOct 5, 2026
- 8-K reportAug 10, 2026
- 8-K reportJul 31, 2026
- 8-K reportJul 16, 2026
- 10-K/A reportApr 30, 2026