| Metric | Value ($ M) | Q2 FY25 | Q3 FY24 |
|---|---|---|---|
| Revenue | 106.90 | 3.0% | 6.2% |
| Total Income | 106.90 | 3.0% | 6.2% |
| Expenditure | 120.10 | 29.8% | 9.0% |
| PBT | -6.50 | 95.2% | 303.1% |
| Net Profit | -68.40 | 71.4% | 402.9% |
| OPM | -12.35% | 42.92pp | 3.54pp |
| NPM | -63.98% | 52.04pp | |
| EPS | -1.25 | 68.2% | 468.2% |
Cannae Holdings Reports Third Quarter 2025 Update
04 May 2026 · 4 May, 7:31 am
Summary
Cannae Holdings' Board and Management Team remain committed to creating long-term shareholder value through its strategic plan. The company repurchased $163 million of its stock in Q3 2025 and repaid its $141 million margin loan. The sale of Dun & Bradstreet closed, providing $630 million in cash proceeds. Alight's Adjusted EBITDA improved to $138 million, up 17% year-over-year, while Black Knight Football experienced a successful quarter.
Key Highlights
- 1
Cannae purchased $163 million of its stock since the start of the third quarter, representing 8.6 million shares at a 31% discount to NAV.
- 2
Year-to-date, Cannae has purchased $275 million, or 14.4 million shares, representing 22.9% of its shares outstanding at the prior year-end.
- 3
Cannae repaid all $141 million outstanding on its margin loan in the third quarter.
- 4
The sale of Dun & Bradstreet closed on August 26, 2025, with Cannae receiving $630 million in cash proceeds.
- 5
Alight's Adjusted EBITDA improved significantly for the quarter ended September 30, 2025, to $138 million, representing a 17% increase.
- 6
Black Knight Football had a successful third quarter with continued strength in teams’ performance and further developments in the player network.
- 7
Cannae closed on its purchase of an additional 30% ownership stake in JANA for $67.5 million, bringing Cannae's total ownership position to 50%.
Management Comments
RYAN R. CASWELL
We thank you for your continued support.
Informational and educational content only. Not investment advice.