Franco-Nevada Corporation $FNV Shares Bought by Capital Research Global Investors

Capital Research Global Investors lifted its holdings in Franco-Nevada Corporation (NYSE:FNV) (TSE:FNV) by 0.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 638,396 shares of the basic materials company’s stock after purchasing an additional 5,361 shares during the period. Capital Research Global Investors owned about 0.33% of Franco-Nevada worth $142,232,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Smartleaf Asset Management LLC lifted its stake in Franco-Nevada by 27.6% during the third quarter. Smartleaf Asset Management LLC now owns 250 shares of the basic materials company’s stock valued at $55,000 after purchasing an additional 54 shares during the last quarter. Spire Wealth Management grew its position in Franco-Nevada by 13.4% in the third quarter. Spire Wealth Management now owns 475 shares of the basic materials company’s stock worth $106,000 after buying an additional 56 shares during the last quarter. Lafayette Investments Inc. increased its holdings in shares of Franco-Nevada by 2.4% in the third quarter. Lafayette Investments Inc. now owns 2,515 shares of the basic materials company’s stock valued at $561,000 after buying an additional 60 shares in the last quarter. Versant Capital Management Inc increased its holdings in shares of Franco-Nevada by 19.6% in the third quarter. Versant Capital Management Inc now owns 433 shares of the basic materials company’s stock valued at $97,000 after buying an additional 71 shares in the last quarter. Finally, Evergreen Capital Management LLC lifted its position in shares of Franco-Nevada by 6.4% during the 3rd quarter. Evergreen Capital Management LLC now owns 1,602 shares of the basic materials company’s stock valued at $357,000 after acquiring an additional 96 shares during the last quarter. 77.06% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

FNV has been the subject of several research reports. Wall Street Zen upgraded Franco-Nevada from a “hold” rating to a “buy” rating in a report on Monday, November 24th. Jefferies Financial Group reaffirmed a “hold” rating and set a $228.00 target price on shares of Franco-Nevada in a report on Sunday, December 7th. Royal Bank Of Canada upgraded Franco-Nevada from a “sector perform” rating to an “outperform” rating and increased their price target for the company from $225.00 to $250.00 in a research report on Wednesday, December 10th. Scotiabank lifted their price target on Franco-Nevada from $225.00 to $283.00 and gave the stock a “sector perform” rating in a research note on Monday, January 26th. Finally, Canadian Imperial Bank of Commerce restated an “outperform” rating on shares of Franco-Nevada in a report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, Franco-Nevada has an average rating of “Moderate Buy” and a consensus target price of $254.38.

Franco-Nevada Stock Performance

NYSE FNV opened at $265.45 on Thursday. The firm’s 50 day moving average price is $248.77 and its two-hundred day moving average price is $218.52. Franco-Nevada Corporation has a twelve month low of $140.03 and a twelve month high of $285.67. The stock has a market cap 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 released its earnings results on Tuesday, March 10th. The basic materials company reported $1.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.67 by $0.18. The company had revenue of $597.30 million during the quarter, compared to analyst estimates of $542.02 million. Franco-Nevada had a return on equity of 16.22% and a net margin of 61.01%.The company’s revenue for the quarter was up 86.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.95 earnings per share. On average, research analysts forecast that Franco-Nevada Corporation will post 3.09 EPS for the current fiscal year.

Franco-Nevada Increases Dividend

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

Key Headlines Impacting 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

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.