Connor Clark & Lunn Investment Management Ltd. Lowers Position in Franco-Nevada Corporation $FNV

Connor Clark & Lunn Investment Management Ltd. decreased its stake in shares of Franco-Nevada Corporation (NYSE:FNV) (TSE:FNV) by 46.4% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 810,364 shares of the basic materials company’s stock after selling 700,356 shares during the quarter. Connor Clark & Lunn Investment Management Ltd.’s holdings in Franco-Nevada were worth $180,334,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. MTM Investment Management LLC acquired a new position in shares of Franco-Nevada in the 2nd quarter valued at $32,000. Smartleaf Asset Management LLC grew its stake in shares of Franco-Nevada by 600.0% during the 2nd quarter. Smartleaf Asset Management LLC now owns 196 shares of the basic materials company’s stock valued at $32,000 after buying an additional 168 shares during the period. CENTRAL TRUST Co increased its holdings in shares of Franco-Nevada by 590.9% during the 2nd quarter. CENTRAL TRUST Co now owns 228 shares of the basic materials company’s stock worth $37,000 after buying an additional 195 shares during the last quarter. City Holding Co. acquired a new stake in shares of Franco-Nevada during the 3rd quarter worth $56,000. Finally, Montag A & Associates Inc. raised its position in shares of Franco-Nevada by 150.0% in the 3rd quarter. Montag A & Associates Inc. now owns 250 shares of the basic materials company’s stock worth $56,000 after buying an additional 150 shares during the period. Hedge funds and other institutional investors own 77.06% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on FNV. UBS Group reiterated a “buy” rating and issued a $310.00 target price on shares of Franco-Nevada in a report on Friday, January 30th. Jefferies Financial Group restated a “hold” rating and set a $228.00 price target on shares of Franco-Nevada in a research note on Sunday, December 7th. HC Wainwright raised their price objective on Franco-Nevada from $210.00 to $285.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Zacks Research raised Franco-Nevada from a “hold” rating to a “strong-buy” rating in a research note on Friday, February 27th. Finally, Canaccord Genuity Group cut Franco-Nevada from a “strong-buy” rating to a “hold” rating in a report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $254.38.

Franco-Nevada Trading Up 1.1%

NYSE:FNV opened at $265.45 on Thursday. The firm’s fifty day simple moving average is $248.77 and its 200 day simple moving average is $218.52. Franco-Nevada Corporation has a twelve month low of $140.03 and a twelve month high of $285.67. The firm has a market capitalization of $51.18 billion, a price-to-earnings ratio of 46.08, a PEG ratio of 3.49 and a beta of 0.45.

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

Franco-Nevada Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th will be given a $0.44 dividend. The ex-dividend date of this dividend is Thursday, March 12th. This is a positive change from Franco-Nevada’s previous quarterly dividend of $0.38. This represents a $1.76 annualized dividend and a dividend yield of 0.7%. Franco-Nevada’s dividend payout ratio (DPR) is currently 31.87%.

Trending Headlines about Franco-Nevada

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 Company Profile

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.