• Cannae Holdings discussed 1Q26 results on May 11, with Chief Executive Officer Ryan Caswell and Chief Financial Officer Bryan Coy on call.
• Returned about USD 51 million to shareholders in 1Q via buybacks and regular dividend; repurchased 3,400,000 shares for USD 43 million, equal to about 7.3% of shares outstanding; board expanded repurchase authorization to 14,900,000 shares.
• Black Knight Football flagged as largest portfolio position; AFC Bournemouth sat sixth in Premier League; management cited about USD 360 million of player transfer fees over last 18 months; CFO reported 2025 revenue up 19% to USD 274 million, EBITDA at USD 136 million, driven by player trading profits rising to USD 113 million.
• Strategic alternatives process for Restaurant Group remained ongoing; board reiterated asset is non-core, targeted monetization, expected more substantive update next quarter; management also reviewed other non-core assets for potential sales.
• Holding company costs cut 45% year over year to USD 8.9 million; corporate cash was USD 123 million at quarter end, about USD 90 million after post-quarter buybacks; expected USD 45 million cash tax refund later this year; terminated margin loan, leaving USD 48 million of 5% fixed-rate, interest-only term debt.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Cannae Holdings Inc. published the original content used to generate this news brief on May 13, 2026, and is solely responsible for the information contained therein.