Cannae Holdings Q4 2025 results released; SOTP shows illustrative NAV of $24.31/share

Cannae Holdings, Inc.

2025-FY EPS reported -$9.08 vs consensus -$0.38 ▼ miss (-2273.9%)

Company posted Q4 2025 financial results to website; conference call at 5pm ET Feb 23 (dial-in: 844-826-3035).
Sum of the Parts analysis as of Feb 23, 2026: illustrative net asset value of $1.126B, or $24.31 per share.
Key holdings: BKFC $259.5M, Alight $92.9M, JANA $78M, Watkins $120.1M, CSI $92.7M.
Managing strategic alternatives for Restaurant Group; value not included in SOTP.
Holding company cash/short-term investments $146.6M; $47.5M debt outstanding on 5% FNF note.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.