Cannae Holdings, Inc. 8-K

What Happened
Cannae Holdings, Inc. (CNNE) announced its financial results for the fourth quarter ended December 31, 2025. On February 23, 2026 the company furnished a press release and a letter to shareholders reporting those results (Exhibits 99.1 and 99.2) and provided a Sum‑of‑the‑Parts (SOTP) analysis as of February 23, 2026 (Exhibit 99.3). The filing states these materials are being furnished under Item 2.02 and Item 7.01 of Form 8‑K and notes the materials are “furnished” (not “filed”) and therefore not subject to Section 18 liability or incorporation by reference into registration statements. The company also made related materials available on its website (cannaeholdings.com/monthly-updates).

Key Details

• Press release announcing fourth quarter 2025 financial results furnished as Exhibit 99.1.
• Letter to shareholders about Q4 2025 results furnished as Exhibit 99.2.
• Sum‑of‑the‑Parts (SOTP) analysis dated/furnished February 23, 2026 as Exhibit 99.3.
• Filing date: February 23, 2026; materials are furnished (not filed) and an Inline XBRL cover page (Exhibit 104) is included.

Why It Matters
This 8‑K provides investors with Cannae’s most recent quarterly results and management commentary (via the shareholder letter) plus a portfolio valuation framework (SOTP). Those documents are the primary sources for revenue, earnings and portfolio valuation details—review them to assess recent performance and any implications for the company’s valuation or investment thesis. Note the company treated these items as furnished rather than filed, which affects legal liability and incorporation by reference.