CANNAE HOLDINGS INC (CNNE)
Financials · Diversified holding and operating company · NYSE
A diversified holding company actively acquiring and managing long-term stakes in operating businesses spanning HCM technology, restaurants, insurance, and alternative investments.
What CANNAE HOLDINGS INC does
Cannae Holdings is a holding company that acquires and actively manages ownership interests in a diverse portfolio of operating companies, seeking meaningful stakes where it can control or significantly influence quality businesses. The company holds interests in Alight (human capital management technology), Black Knight Football Club, JANA Partners (investment management), Computer Services Inc., AmeriLife (insurance), and restaurant operations including O'Charley's and 99 Restaurants. Cannae leverages its management team's operational expertise and industry relationships to identify, acquire, and grow these portfolio companies for long-term shareholder value.
Themes: ["Human capital management / employee benefits technology","Restaurant and hospitality operations","Insurance distribution and services","Investment management / alternative assets","Diversified operating company portfolio"]
Fundamentals
- Price$14.41 as of 2026-07-09 close
- Market cap$633M as of 2026-07-10
- 1-year return-31.6% as of 2026-07-09 close
- Net margin-103.8% as of 2026-07-10
- Gross margin+15.8% as of 2026-07-10
- ROE-37.8% as of 2026-07-10
- Debt / equity0.07 as of 2026-07-10
- Revenue growth (YoY)-6.4% as of 2026-07-10
- Revenue CAGR (3y)-13.8% SEC XBRL
- Beta1.22 as of 2026-07-10
Dividend: yield +4.2%; pays a dividend.
Key risks (from latest filing)
["Operating losses and unprofitability, with negative net margins of -103.77% as of mid-2026","Significant exposure to equity holdings in unconsolidated affiliates (e.g., 7.7% stake in Alight) subject to fair value fluctuations and affiliate performance risk","Restaurant segment decline, with Q1 2026 restaurant revenues down from prior year; exposure to restaurant industry cyclicality and operating challenges"]
Competitors & peers
- Alight Solutions (partial investment comparison; Alight is portfolio company)
- Broadridge Financial Solutions (BDT) — benefits administration / HCM
- Equifax (EFX) — workforce solutions / benefits platforms
- Marketplace operators in insurance distribution (e.g., LPL Financial (LPLA), Waddell & Reed)
- Diversified holding company peers (e.g., Berkshire Hathaway (BRK), Markel (MKL), Roper Technologies (ROP))
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.