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Cannae Holdings, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Massey Richard N, was filed 27 Sept 2023.
Cannae Holdings, Inc.: what insiders have been doing
Every trade that managers of Cannae Holdings, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Finance & Banking sector. Between 18 October 2025 and 18 October 2026, 18 insiders published 46 filings.
The flow runs one way only: 1 sale worth €1,650, from 1 insider, and no purchase. The largest single trade was a sale of €1,650 by Sadowski Peter T, published on 28 April 2026.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. US insiders must file a Form 4 within two business days of a trade. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
With 46 filings in twelve months, the company is more active than the median of 22 filings across the 5,458 companies we follow on the same exchange. Over the whole record (from 2021), the tally stands at 13 purchases and 6 sales. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 423.6 m USD and net income at -513.2 m USD.
For comparison within the same sector, see the insider buying recorded at First Guaranty Bancshares, Inc. and BCB Bancorp Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
158
Thresholds
n/a
Buy Volume
€3M
13 ops. · all time
Sell Volume
€4M
6 ops. · all time
Who traded when
BuySaleFrank R. Martire1 sale
Peter T. Sadowski1 sale
Since the insiders bought
- -0.8%Entry US$19.37 · Close at T+365 US$19.21
- -22.2%Entry US$24.16 · Close at T+365 US$18.79
- -47.9%Entry US$34.96 · Close at T+365 US$18.22
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Cannae Holdings, Inc. Strong Buy (bullish), based on 2 analysts. Average price target: US$17.25.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 25,582 of 26,279 companies
11.6
score / 100
Value15
Quality9
FCF yld-4.1%
Earn yld-73%
EV/EBITDA·
ROE-15%
Gross mgn-1.9%
Net mgn·
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$15.87
Analyst consensus
2 analystsStrong buy
US$17.00Target US$17.25(+9%)US$17.50
Income statement
RevenueUS$423.6M
Gross profit-US$8.2M-2% margin
EBITDA-US$151.6M-36% margin
Net income-US$513.2M-38.2% margin
Valuation
PER (forward)-10.7x
P/Book0.7x
Beta1.25
Balance sheet & cash
Market capUS$688.3M
Total debtUS$209M
Free Cash Flow-US$28.5M
Debt / Equity22%
Profitability & ownership
ROE-14.7%
ROA-2.5%
% insiders15.9%
% institutions90.1%
Last declaration on 1 October 2026
Declarations158 total
1,019 shares@ US$15.340.0023% mcap23.6% of flowCommon StockSEC:0001704720-26-000167:0
2,038 shares@ US$15.340.0046% mcap49.9% of flowCommon StockSEC:0001704720-26-000166:0
1,060 shares@ US$15.340.0024% mcap9.9% of flowCommon StockSEC:0001704720-26-000165:0
2,853 shares@ US$15.340.0065% mcap12.4% of flowCommon StockSEC:0001704720-26-000164:0
33,333 shares0Restricted Stock UnitsSEC:0001704720-26-000155:0
33,333 shares0Common StockSEC:0001704720-26-000155:1
13,116 shares@ US$15.560.029% mcap4.5% of flowCommon StockSEC:0001704720-26-000155:2
3,039 sharesCommon StockSEC:0001704720-26-000127:0
1,129 sharesCommon StockSEC:0001704720-26-000128:0
2,171 sharesCommon StockSEC:0001704720-26-000129:0
1,086 sharesCommon StockSEC:0001704720-26-000130:0
157 shares@ US$12.250.2% of flowPeter Sadowski IRASEC:0001704720-26-000091:0
3,848 shares@ US$11.3713.8% of flowCommon StockSEC:0001704720-26-000079:0
2,437 shares@ US$11.3786.6% of flowCommon StockSEC:0001704720-26-000081:0
1,375 shares@ US$11.3730.3% of flowCommon StockSEC:0001704720-26-000082:0
1,430 shares@ US$11.3710.8% of flowCommon StockSEC:0001704720-26-000080:0
1,681 shares@ US$11.086.7% of flowCommon StockSEC:0001704720-26-000074:0
2,435 shares@ US$11.512.7% of flowCommon StockSEC:0001704720-26-000072:0
4,245 shares@ US$11.513.0% of flowCommon StockSEC:0001704720-26-000070:0
19,597 shares@ US$11.515.0% of flowCommon StockSEC:0001704720-26-000068:0
20,765 shares0Common StockSEC:0001704720-26-000066:0
150,000 shares0Restricted Stock UnitsSEC:0001704720-26-000064:0
150,000 shares0Restricted Stock UnitsSEC:0001704720-26-000063:0
20,765 shares0Common StockSEC:0001704720-26-000065:0
19,675 shares@ US$12.575.3% of flowRestricted Stock UnitsSEC:0001704720-26-000046:0
25 of 158 declarations
About Cannae Holdings, Inc.
Cannae Holdings, Inc. is a U.S.-listed investment company traded on the NYSE in the United States. Headquartered in Las Vegas, Nevada, it was originally built as an opportunistic holding company around entrepreneur and investor Bill Foley, and over time it has evolved into a more active capital-allocation platform focused on private investments, strategic stakes, and long-term value creation. For international investors, Cannae is best understood not as a conventional asset manager, but as a listed investment vehicle with a hybrid profile: part private-equity style portfolio company owner, part public-market capital allocator, and part governance-driven activist for its own portfolio.
Cannae’s business model centers on three main areas. First, it makes significant investments in operating businesses, typically taking meaningful ownership positions and seeking to influence strategy, board composition, and capital structure. Second, it monetizes or rotates assets opportunistically, using proceeds from sales to fund share repurchases, dividends, balance-sheet management, or follow-on investments. Third, it maintains exposure to a range of operating and investment platforms, giving it diversified exposure across financial services, technology-enabled businesses, and select consumer or specialty sectors depending on portfolio composition.
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Its competitive position comes from deal execution, sponsor relationships, and the ability to access transactions that are not easy for ordinary public-market investors to replicate. Cannae also differentiates itself through an unusually active approach to portfolio oversight and governance. Recent company communications indicate that in 2025 it continued reshaping the portfolio toward proprietary private investment opportunities, while also returning substantial capital to shareholders through buybacks and asset sales. Management has highlighted the monetization of non-core holdings, including a partial sale of Dun & Bradstreet, alongside additional repurchase authorization and a stronger emphasis on narrowing the gap between share price and net asset value.
Geographically, Cannae is a United States company, but the economic footprint of its investments can extend well beyond America, including Europe and other developed markets through portfolio companies and strategic partnerships. That international reach is relevant for investors looking for indirect exposure to non-U.S. opportunities through a NYSE-listed wrapper.
Recent highlights include portfolio simplification, capital returns, and a continued shift toward more proprietary private investments. The company has also been active on governance and board-related matters, reflecting management’s effort to reposition the story around disciplined capital allocation and shareholder value creation. For investors in France, Belgium, or Switzerland, Cannae Holdings should be viewed as a U.S. listed capital-allocation story with potentially attractive upside from execution, but also with clear risks tied to portfolio concentration, transaction timing, and the market’s willingness to re-rate the stock toward net asset value.
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