Every 10-Q that Cannae Holdings (CNNE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow CNNE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CNNE filings page.
Cannae Holdings reported a swing to profitability for the quarter ended June 30, 2026. Net income attributable to common shareholders was $37.5 million versus a loss of $238.8 million a year earlier, aided by investment gains and improved results from unconsolidated affiliates.
Total operating revenues were $102.2 million, down from $110.2 million, as Restaurant Group sales softened. The company recorded a $32.1 million goodwill impairment on its 99 Restaurants reporting unit, contributing to an operating loss of $56.8 million. However, other income was strong, led by an $83.4 million unrealized gain from the remeasurement of its SpaceX stake after the IPO, lifting Recognized gains (losses), net to $82.8 million from a $76.2 million loss.
Cash and cash equivalents declined to $70.4 million from $182.0 million at year-end, reflecting $44.3 million of share repurchases, $13.5 million of dividends, and new investments including the Exeter Rugby acquisition and additional funding into Black Knight Football. Notes payable were modest at $69.9 million against total equity of $911.9 million. The company also terminated a margin loan facility, classified Brasada Ranch as held for sale and agreed to sell its Watkins stake for $90.0 million in cash after quarter-end.
Cannae Holdings reported a Q1 2026 net loss of $35.8M, with a loss attributable to common shareholders of $32.1M, narrowing from $113.0M a year earlier when discontinued Dun & Bradstreet operations weighed heavily on results. Total revenue was $96.2M, down from $103.2M, as Restaurant Group sales softened and comparable-store traffic declined.
Restaurant revenue fell to $91.9M and higher non‑cash impairments increased restaurant operating losses. Equity losses from unconsolidated affiliates were $5.8M, led by Black Knight Football and Alight. Cash and equivalents were $135.7M, with operating cash outflows of $21.2M. The company repurchased 1,185,000 shares for about $15.2M in Q1 2026 and another 2,100,000 shares for $27.2M through May 8 under its 2025 repurchase program, and the board authorized an additional 10.0M‑share 2026 program.
Cannae Holdings (CNNE) reported a wider quarterly loss as affiliate results weighed on Q3 2025. Total operating revenues were $106.9 million versus $113.9 million a year ago, driven by restaurant revenue of $94.6 million and other operating revenue of $12.3 million. Operating loss improved to $13.2 million from $18.1 million, but equity in losses of unconsolidated affiliates of $57.5 million, primarily from Alight, led to a net loss attributable to common shareholders of $68.4 million, or $1.25 per share, compared with a $13.6 million loss last year.
Cannae closed the Dun & Bradstreet disposition on August 26, 2025, receiving aggregate cash proceeds of $540.3 million for its remaining 59,048,691 shares after a prior sale of 10.0 million shares for $89.5 million. Cash and cash equivalents rose to $233.8 million from $131.5 at year-end, aided by $629.8 million of D&B share sale proceeds year-to-date. The company repurchased 9,705,074 shares for $189.8 million under the 2023 program in the first nine months and 2,295,463 shares for $42.1 million under the 2022 program; additional repurchases occurred after quarter-end. Shares outstanding were 51,578,136 at September 30, 2025 and 49,285,406 as of November 7, 2025.
Cannae Holdings reported a material loss driven by investment-related charges and operating weakness. The company recorded a net loss of $240.5 million for the quarter and $355.5 million for the six months, equal to basic net loss per share of $(3.93) for the quarter and $(5.72) for six months. Total operating revenues were $110.2 million in the quarter with an operating loss of $60.9 million, while equity in losses of unconsolidated affiliates was $(95.7) million for the quarter.
Significant items include a $59.1 million other-than-temporary impairment of Alight and a $68.1 million impairment related to Dun & Bradstreet after reclassifying D&B as a discontinued operation and held for sale ($528.0 million). The company sold 10.0 million D&B shares for $89.5 million and retained ~59.0 million shares (~13.2%).
The balance sheet shows total assets declined to $1,785.8 million from $2,228.9 million, cash fell to $66.7 million from $131.5 million, and investments in unconsolidated affiliates declined to $629.9 million. Management changes and related payments were recorded, including a $17.2 million lump-sum payment to William Foley and accelerated equity vesting.