Franco-Nevada

Franco-Nevada reported a record Q2 with revenue up 57% to $580.9 million and net income rising 43% to $354 million, and says it is tracking toward the upper half of 2026 guidance. The company has $4.3 billion of available capital and closed several royalty deals during the quarter. Growth now hinges on the limited restart at Cobre Panamá—processing of stockpiled ore has begun but long-term production depends on a Panamanian ministerial commission and First Quantum's ability to sell concentrate, leaving the next two years uncertain. » Mere på finance.yahoo.com

Renaissance Technologies reduced its Franco-Nevada holding to 2.2 million shares in Q1 2026, a 10% decline from the prior quarter. Franco-Nevada reported revenue up 77% year-over-year to $650.7 million and adjusted net income up 123% to $458.3 million, or $2.38 per share, beating consensus. Gross margin widened to 80.9% and margin per Gold Equivalent Ounce rose 77% to $4,534. » Mere på finance.yahoo.com

Franco-Nevada posted record Q1 2026 revenue, operating cash flow, adjusted EBITDA and net income, driven by higher precious metal prices and recent acquisitions. The company completed four transactions during the quarter, noted strong asset performance (notably Antamina, Côté and Porcupine) and expects Q2 strength from higher oil prices and commodity momentum. Franco-Nevada highlighted sustainability progress including an MSCI ESG upgrade to AAA, reported $3.4 billion of available capital and said it has a robust pipeline of business development opportunities. » Mere på finance.yahoo.com

Franco-Nevada entered a $100-million gold streaming agreement with Orezone to finance Orezone’s takeover of the Casa Berardi mine and other Quebec assets from Hecla. In the first five years Franco‑Nevada will receive fixed deliveries of 1,625 ounces of gold per quarter (6,500 ounces/year); thereafter it will receive 5.0% of production from Casa Berardi and the Quebec assets (excluding Heva‑Hosco) and 2.5% from the Heva‑Hosco project. Franco‑Nevada will pay 20% of the spot gold price per ounce. The transaction is expected to be funded from existing cash (cash on hand: $0.9 billion as of 30.09.2025) and is anticipated to close in the first half of 2026, subject to takeover approval. » Mere på de.investing.com

Franco-Nevada shares rose to an all-time high of $242.25 and are trading near their 52-week high with a market capitalization of $46.4 billion. The stock gained 94.23% over the past year and 54.44% in six months. The company reports a gross profit margin of 90.17% and has raised its dividend for 18 consecutive years. In Q3 2025, Franco-Nevada beat expectations with EPS of $1.43 and revenue of $487.7 million; RBC Kapital upgraded the stock to outperform and raised the price target to $250.00. » Mere på de.investing.com