Arrowstreet Capital Limited Partnership Has $618.74 Million Stock Holdings in Franco-Nevada Corporation $FNV

Arrowstreet Capital Limited Partnership lessened its stake in Franco-Nevada Corporation (NYSE:FNV) (TSE:FNV) by 13.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,777,718 shares of the basic materials company’s stock after selling 442,311 shares during the quarter. Arrowstreet Capital Limited Partnership owned 1.44% of Franco-Nevada worth $618,738,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the business. MTM Investment Management LLC acquired a new position in Franco-Nevada in the 2nd quarter valued at $32,000. Smartleaf Asset Management LLC boosted its stake in Franco-Nevada by 600.0% in the second quarter. Smartleaf Asset Management LLC now owns 196 shares of the basic materials company’s stock worth $32,000 after purchasing an additional 168 shares in the last quarter. CENTRAL TRUST Co boosted its position in Franco-Nevada by 590.9% in the 2nd quarter. CENTRAL TRUST Co now owns 228 shares of the basic materials company’s stock valued at $37,000 after buying an additional 195 shares during the last quarter. City Holding Co. bought a new stake in Franco-Nevada during the 3rd quarter worth about $56,000. Finally, Montag A & Associates Inc. lifted its stake 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 valued at $56,000 after purchasing an additional 150 shares during the period. 77.06% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

FNV has been the topic of several recent analyst reports. HC Wainwright lifted their target price on Franco-Nevada from $285.00 to $305.00 and gave the stock a “buy” rating in a report on Thursday. Canaccord Genuity Group lowered Franco-Nevada from a “strong-buy” rating to a “hold” rating in a report on Friday, January 23rd. Wall Street Zen raised shares of Franco-Nevada from a “hold” rating to a “buy” rating in a research note on Monday, November 24th. Scotiabank raised their price target on shares of Franco-Nevada from $225.00 to $283.00 and gave the company a “sector perform” rating in a research note on Monday, January 26th. Finally, Royal Bank Of Canada raised shares of Franco-Nevada from a “sector perform” rating to an “outperform” rating and lifted their price target for the company from $225.00 to $250.00 in a research note on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $256.88.

More Franco-Nevada News

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

• Positive Sentiment: Q4 2025 results topped expectations — strong revenue (+86% y/y), EBITDA margins above 90%, and sustained free cash flow that supports higher dividends and buybacks. This is the primary fundamental driver behind investor optimism. Read More.
• Positive Sentiment: Analyst uplift — HC Wainwright raised its price target from $285 to $305 and maintained a Buy, signaling further upside potential from current levels and providing a catalyst for positive flows. Read More.
• Positive Sentiment: Management commentary & investor materials highlight record 2025 performance and a constructive outlook for gold-equivalent volumes (flat to modestly higher in 2026) — supports the long-term “royalty/stream” thesis and exposure to a potential commodities supercycle. Read More.
• Neutral Sentiment: Detailed call transcript and slide deck published — useful for modeling GEO guidance, margin assumptions and capital allocation but no new operational surprises. Read More.
• Neutral Sentiment: Multiple outlets (Zacks, Seeking Alpha, TipRanks, MarketBeat) summarized the beats and key call takeaways — broad analyst attention may support longer-term flows, though short-term reactions can vary. Read More.
• Negative Sentiment: Near-term profit-taking and consolidation after the post‑earnings pop — market commentary notes the stock is digesting gains and momentum has moderated, which likely explains today’s decline despite fundamentally strong results. Read More.

Franco-Nevada Stock Performance

FNV stock opened at $263.23 on Friday. Franco-Nevada Corporation has a fifty-two week low of $140.03 and a fifty-two week high of $285.67. The stock has a fifty day moving average of $249.89 and a 200-day moving average of $218.83. The company has a market capitalization of $50.75 billion, a price-to-earnings ratio of 45.70, a PEG ratio of 3.53 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 for the quarter, beating the consensus estimate of $1.67 by $0.18. The company had revenue of $597.30 million during the quarter, compared to analysts’ expectations of $542.02 million. Franco-Nevada had a return on equity of 15.62% and a net margin of 61.01%.The firm’s quarterly revenue was up 86.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.95 earnings per share. Equities analysts predict that Franco-Nevada Corporation will post 3.09 EPS for the current 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 issued a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.7%. 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. Franco-Nevada’s payout ratio is currently 31.87%.

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.