Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 strong turnaround for the three months ended June 30, 2026, with net earnings attributable to common shareholders of $37.5 million, compared to a loss of $238.8 million a year earlier, and basic EPS of $0.86 versus a loss of $3.93.
Results were driven by recognized gains of $82.8 million, equity income from unconsolidated affiliates such as Black Knight Football, and despite a $32.1 million goodwill impairment and continued weakness in the consolidated Restaurant Group, which posted a twelve‑month revenue decline to $373.4 million and a net loss of $88.5 million.
Strategically, Cannae advanced its portfolio shift toward sports and entertainment: it sold two non‑core assets including The Watkins Company for $90 million in cash (about 1.2x invested capital), acquired 100% of Exeter Rugby Group at a £32.6 million enterprise value, and continued investing in Black Knight Football, which generated trailing‑twelve‑month revenue of $301.3 million and EBITDA of $207.4 million. Cannae also repurchased 3.4 million shares year‑to‑date for $44 million, and ended the quarter with $70.4 million of cash and $911.9 million of total equity.
Cannae Holdings, Inc. sold all of its interest in Watkins Holdings, LLC for cash proceeds of $90 million. The company also describes the deal as a sale of its ownership stake in The Watkins Company, a flavoring business focused on extracts, spices and seasonings, to KDSA Investment Partners.
Cannae invested $80 million in Watkins in October 2024. Including sale proceeds, preferred dividends and fees, the investment produced a multiple on invested capital of approximately 1.2x and an IRR of nearly 10% in less than two years. Management frames the transaction as monetizing a non-core asset and advancing a portfolio transformation toward sports and entertainment-related holdings, with flexibility to redeploy capital or return it to shareholders.
Cannae Holdings, Inc. closed the previously announced sale of its interest in Brasada Ranch on July 15, 2026 to a company owned by William P. Foley, II. This completes the transfer of that investment to an entity affiliated with Mr. Foley.
In connection with the sale, Cannae and Mr. Foley entered into a Letter Agreement dated July 15, 2026 that amends their May 12, 2025 Director Services Agreement. The amendment deletes Section 11(a), which had allowed Mr. Foley to sell 50% of his Cannae common stock back to the company at defined prices.
Cannae Holdings, Inc. announced that Executive Vice President and Chief Financial Officer Bryan D. Coy resigned effective June 10, 2026. The company states his resignation is not due to any disagreement with Cannae or its board. In connection with his departure, Cannae will accelerate the vesting of 21,327 restricted shares of its common stock and pay up to six months of base salary as transition payments, which stop and may be partially repaid if he secures new employment during that period. Coy has agreed to provide cooperation while receiving these payments and to release any claims against the company.
The board appointed Brett A. Correia, age 39, as interim Chief Financial Officer and principal financial and accounting officer on June 10, 2026. Correia has served as Cannae’s Chief Accounting Officer since August 2019 and most recently was Chief Financial Officer of Foley Family Wines & Spirits and Minden Mill Distilling from November 2024 to June 2026. He will receive a base salary of $300,000 and customary employee benefits, and is not party to any related party transactions or a separate employment agreement.
Cannae Holdings reported a first quarter 2026 net loss attributable to common shareholders of $32.1 million, or $0.70 per share, on total operating revenues of $96.2 million. The company emphasized a strategic shift toward sports and entertainment, led by its Black Knight Football investment, which generated $273.9 million of revenue and $136.1 million of EBITDA for the twelve months ended December 31, 2025.
Cannae has been monetizing non-core assets and returning capital, repurchasing 3.4 million shares, or 7.3% of its outstanding stock, for $43 million thus far in 2026, with buyback authorization increased to 14.9 million shares. Other key holdings showed mixed trends: Watkins delivered $70.7 million in 2025 net revenue with net leverage reduced to 2.1x, Minden Mill grew 2025 net revenue to $2.8 million but remained loss-making, JANA Partners’ revenue declined to $22.4 million, and the Restaurant Group produced twelve‑month revenue of $383.3 million with a $42.7 million net loss.
Cannae Holdings, Inc. has fully terminated its margin loan facility that was secured by shares of Alight, Inc. stock. The facility allowed revolving borrowings of up to $50.0 million and was originally scheduled to mature on August 27, 2028.
On March 6, 2026, indirect subsidiary Cannae Funding A, LLC prepaid all remaining obligations, paying an aggregate $58,681 of accrued commitment fees. There were no principal or interest amounts outstanding at payoff, and the company states the termination does not materially impact liquidity while eliminating roughly $0.4 million of annual commitment fees.
Cannae Holdings reported a full-year 2025 net loss attributable to common shareholders of $513.2 Million, deeper than the prior year’s $304.6 Million loss, with a fourth-quarter loss of $93.0 Million or $1.93 per share. Operating revenue from its consolidated restaurant businesses declined to $390.5 Million in 2025 from $419.6 Million, and the Restaurant Group generated an operating loss of $27.9 Million.
Management highlighted major portfolio moves in 2025, including the sale of its Dun & Bradstreet stake for $630 Million of proceeds and share repurchases of $323 Million, equal to roughly 28% of shares outstanding, alongside a dividend increase. The company is pivoting its portfolio toward sports and entertainment assets, anchored by Black Knight Football, where Cannae has invested $249 Million for about 42% ownership, and continues to build positions in JANA Partners and consumer brands such as Watkins and Minden Mill.
Key affiliate Alight produced 2025 revenue of $2,262 Million (down modestly year over year) but grew Adjusted EBITDA to $561 Million and Free Cash Flow to $250 Million, while recording non-cash goodwill impairments of $3,124 Million. Cannae’s illustrative Sum-of-the-Parts analysis shows non-GAAP net asset value of $24.31 per share based on marks and tax assumptions, compared with 46 million shares outstanding.
Cannae Holdings reported results of its 2025 annual meeting, where shareholders approved amending the Articles of Incorporation to declassify the board. The change will phase out the current three-class structure starting in 2026 and move to annual elections for all directors beginning with the 2028 annual meeting.
Shareholders elected Barry B. Moullet, James B. Stallings, Jr., Mona Aboelnaga, and Chérie L. Schaible to three-year terms. They rejected the advisory vote on named executive officer compensation, ratified Grant Thornton LLP as independent auditor for the year ending December 31, 2025, and voted against a shareholder proposal to engage an investment banker. Turnout was high, with 44,900,862 of 49,965,406 eligible shares represented.
Cannae Holdings, Inc. reported that it issued a press release regarding its 2025 Annual Meeting of Shareholders. The company states that the full text of this press release is available as an exhibit to the report and is incorporated by reference. The disclosure focuses on communication about the upcoming shareholder meeting rather than financial or operating results.
Cannae Holdings, Inc. furnished materials announcing its third quarter 2025 financial results. The company submitted a press release as Exhibit 99.1 and a Letter to Shareholders as Exhibit 99.2 for the quarter ended September 30, 2025. The materials are furnished and shall not be deemed “filed” under the Exchange Act, and are not incorporated by reference into Securities Act filings.
Cannae Holdings, Inc. has scheduled its 2025 annual meeting of shareholders for December 12, 2025. Because this date falls more than 30 days after the anniversary of last year’s meeting, the company set a special deadline for shareholder proposals to be included in the proxy statement under Rule 14a-8: written proposals must be received at the company address in Las Vegas no later than September 5, 2025. Notices of director nominations or other proposals not intended for proxy inclusion must also be delivered by September 5, 2025 in accordance with the bylaws. Shareholders intending to solicit proxies under the universal proxy rules must provide required Rule 14a-19 information no later than October 13, 2025, which is 60 days before the meeting.
Cannae Holdings, Inc. filed a current report to share that it released its financial results for the second quarter of 2025. On August 11, 2025, the company issued a press release detailing these results and a separate letter to shareholders covering the quarter ended June 30, 2025.
Both the press release and the shareholder letter are provided as exhibits to the report, allowing investors to review the full financial discussion directly from those documents. The company notes that this information is being furnished rather than filed, which affects how it is treated under securities law and limits its incorporation into other regulatory filings.