Cannae Holdings reported a net loss of $93 million for the fourth quarter of 2025, primarily driven by its share of losses from unconsolidated affiliates and a decline in restaurant revenues. The company is actively transforming its portfolio, recently selling Dun & Bradstreet for $630 million and increasing its focus on sports assets like Black Knight Football Club.
Completed the sale of Dun & Bradstreet to Clearlake Capital for $630 million in proceeds.
Repurchased $323 million of stock in 2025, representing 28% of shares outstanding.
Strategic pivot to concentrate primarily on sports and entertainment-related investments.
Black Knight Football Club (BKFC) saw significant talent monetization with the £62 million sale of Antoine Semenyo.
Cannae is focused on monetizing non-strategic assets to redeploy capital into higher-return sports and entertainment opportunities while maintaining a consistent dividend.
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