Short answer
Cannae Holdings (CNNE) filed an 8-K current report with the SEC on February 23, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure). Q4 2025 earnings released Feb 23, 2026: full results in Exhibits 99.1 (press release) and 99.2 (shareholder letter).
Cannae Holdings 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Q4 2025 earnings released Feb 23, 2026: full results in Exhibits 99.1 (press release) and 99.2 (shareholder letter)
- Filing "furnished" not "filed": limits legal liability under Exchange Act Section 18, standard for earnings releases
Item 7.01 · Regulation FD Disclosure
- Cannae Holdings posted a Sum of the Parts (SOTP) NAV analysis on Feb 23, 2026: key tool for investors to assess discount-to-NAV, a core valuation metric for holding companies like CNNE
- Full SOTP detail in Exhibit 99.3; filed under Reg FD, meaning management views this as material to investment decisions
- SOTP analyses for holding companies can reveal gaps between market price and underlying asset value: critical for activist/value investors tracking CNNE
Generated from the filing text and exhibits; verify against the original. What 8-K item codes mean
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