Franco-Nevada Corporation $FNV Stock Holdings Increased by Capital Research Global Investors

Capital Research Global Investors boosted its stake in shares of Franco-Nevada Corporation (NYSE:FNV) (TSE:FNV) by 0.8% during the third quarter, HoldingsChannel.com reports. The firm owned 638,396 shares of the basic materials company’s stock after acquiring an additional 5,361 shares during the period. Capital Research Global Investors’ holdings in Franco-Nevada were worth $142,232,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in FNV. Vanguard Group Inc. lifted its position in Franco-Nevada by 1.6% in the 3rd quarter. Vanguard Group Inc. now owns 8,216,318 shares of the basic materials company’s stock worth $1,828,821,000 after buying an additional 129,898 shares in the last quarter. Bank of Montreal Can grew its holdings in shares of Franco-Nevada by 8.9% during the 3rd quarter. Bank of Montreal Can now owns 5,560,980 shares of the basic materials company’s stock valued at $1,237,510,000 after acquiring an additional 454,175 shares in the last quarter. First Eagle Investment Management LLC grew its holdings in shares of Franco-Nevada by 26.4% during the 3rd quarter. First Eagle Investment Management LLC now owns 4,049,187 shares of the basic materials company’s stock valued at $901,092,000 after acquiring an additional 846,950 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its stake in shares of Franco-Nevada by 35.2% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,220,029 shares of the basic materials company’s stock worth $528,289,000 after acquiring an additional 838,853 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Franco-Nevada in the second quarter worth $460,218,000. Institutional investors and hedge funds own 77.06% of the company’s stock.

More Franco-Nevada News

Here are the key news stories impacting Franco-Nevada this week:

• Positive Sentiment: Q4 earnings beat and big revenue jump — Adjusted EPS of $1.85 topped estimates (~$1.67) and revenue rose to $597.3M (+86% YoY), driven by higher precious‑metal prices and stronger GEO sales, which is the primary catalyst for today’s buying. Franco‑Nevada tops fourth quarter earnings estimates
• Positive Sentiment: Record 2025 results — Company reported record full‑year performance and said it hit the top end of its revised 2025 GEO guidance, supporting durability of royalties/streams cash flows. Franco‑Nevada Reports Record 2025 Results
• Positive Sentiment: Dividend growth highlighted — Management and press coverage pointed to dividend increases/consecutive growth, reinforcing the stock’s income appeal for long‑term investors. Franco‑Nevada Q4 2025 Earnings Call Highlights
• Positive Sentiment: Very strong profitability and cash generation — Reports cite >90% EBITDA margin, large gross‑profit and operating‑profit gains and robust operating cash flow, which supports dividends and optionality for new deals. Zacks: Q4 earnings beat; revenues surge
• Neutral Sentiment: 2026 GEO outlook modest — Management called for GEO volumes to be flat to modestly higher in 2026 off a strong 2025 base; that tempers upside expectations from production growth (price exposure remains the main driver). MarketBeat: Supercycle/earnings discussion
• Neutral Sentiment: Analyst sentiment mostly constructive but mixed price targets — Several recent buy/outperform ratings and a median analyst target near ~$270 provide support but show dispersion in upside. QuiverQuant: analyst ratings & price targets
• Negative Sentiment: Cash and liabilities movement — Quarterly disclosure showed cash and cash equivalents declined materially YoY and total liabilities increased, which investors should watch for capital deployment and balance‑sheet risk. QuiverQuant: financial details
• Negative Sentiment: Short‑term consolidation and momentum cooling — Coverage notes the stock is consolidating after the earnings pop and cautions against chasing gains, which can cap near‑term upside. MarketBeat: commodity supercycle piece

Franco-Nevada Trading Up 1.1%

FNV stock opened at $265.45 on Thursday. The firm has a market cap of $51.18 billion, a PE ratio of 46.08, a PEG ratio of 3.49 and a beta of 0.45. Franco-Nevada Corporation has a 1 year low of $140.03 and a 1 year high of $285.67. The company has a fifty day simple moving average of $248.77 and a 200 day simple moving average of $218.52.

Franco-Nevada (NYSE:FNV) (TSE:FNV) last posted its earnings results on Tuesday, March 10th. The basic materials company reported $1.85 EPS for the quarter, topping the consensus estimate of $1.67 by $0.18. Franco-Nevada had a net margin of 61.01% and a return on equity of 16.22%. The firm had revenue of $597.30 million for the quarter, compared to the consensus estimate of $542.02 million. During the same period in the prior year, the business posted $0.95 earnings per share. The business’s quarterly revenue was up 86.1% on a year-over-year basis. As a group, analysts forecast that Franco-Nevada Corporation will post 3.09 EPS for the current fiscal year.

Franco-Nevada Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th will be paid a dividend of $0.44 per share. This is a boost from Franco-Nevada’s previous quarterly dividend of $0.38. The ex-dividend date is Thursday, March 12th. This represents a $1.76 annualized dividend and a dividend yield of 0.7%. Franco-Nevada’s dividend payout ratio is currently 31.87%.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on FNV. Zacks Research raised Franco-Nevada from a “hold” rating to a “strong-buy” rating in a research report on Friday, February 27th. UBS Group reaffirmed a “buy” rating and issued a $310.00 target price on shares of Franco-Nevada in a research report on Friday, January 30th. Wall Street Zen raised Franco-Nevada from a “hold” rating to a “buy” rating in a research note on Monday, November 24th. HC Wainwright lifted their price target on Franco-Nevada from $210.00 to $285.00 and gave the company a “buy” rating in a report on Friday, February 13th. Finally, Jefferies Financial Group reissued a “hold” rating and issued a $228.00 price target on shares of Franco-Nevada in a research note on Sunday, December 7th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Franco-Nevada currently has a consensus rating of “Moderate Buy” and a consensus target price of $254.38.

About Franco-Nevada

Franco-Nevada Corporation is a Toronto-based royalty and streaming company that specializes in securing and managing long-term interests in mining properties. The firm focuses primarily on precious metals, particularly gold, while also holding interests related to silver, copper, platinum-group metals and select base metals. Rather than operating mines directly, Franco-Nevada acquires royalty and streaming agreements that entitle it to a percentage of production or revenue from producing and developing assets in exchange for upfront or staged financing.

The company’s business model centers on providing capital to mining companies in return for a sustained share of production or metal revenue, which can reduce exposure to operating and capital cost risks typical of mine operators.