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FNFNV

Franco-Nevada Corporation

$FNV·$51B·Gold·Basic Materials
$266.00+2.0%YTD+27.5%1Y+31.8%
Price updated 3h ago·X counts updated 3h ago
FNFNV
$FNVFranco-Nevada Corporation
$266.00+2.05%35 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $FNV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

35X posts · last 7 days
Aug 29Sep 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $FNV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 65% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-14

Franco-Nevada is bullish. Q2 delivered 132,405 GEOs, $581M revenue, $354M income ($1.84), $483M OCF, $530M EBITDA — tracking good end of guidance. Citadel note flags supportive gold macro with central-bank demand, short positioning, and retail room to return. Framed as royalty GOAT.

Read what X is saying about $FNV

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FNV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-10

The move is getting stronger, with heavier trading behind it.

Franco-Nevada Q2 delivered 132K GEOs and $581M revenue — royalty streamer at 81% of 52-week range

Franco-Nevada is a leading precious-metals royalty and streaming company — the highest-quality vehicle for the gold cycle.

  • Print was strong: Q2 delivered 132,405 GEOs, $581M revenue, $354M income ($1.84), $483M OCF, $530M EBITDA — tracking the good end of guidance.
  • Fundamentals elite: PE 29x, Q1 revenue $651M up from $597M in Q4, gross margin 77%, operating margin 75%, ROIC 14%, free-cash yield 4.4%, no debt — extraordinary economics.
  • Chart is confirming: up 27% YTD and 35% over twelve months, at 81% of the 52-week range, beta 0.96 — orderly participation with volume 2.6x normal (positioning shift).
  • Citadel note flags supportive gold macro with central-bank demand and short positioning.

A rare-quality precious-metals streamer with real earnings and macro tailwind; setup rewards a longer view.

Agrees with X sentimentX posts frame FNV as royalty GOAT with Q2 GEOs and revenue, plus the Citadel supportive-gold-macro note. The bundle supports each — clean fundamentals-plus-macro alignment.

What to watch: Q3 print Nov 2 for realized gold price, GEO production and any new stream deals; a gold pullback would test the multiple.

On the calendar: 2026-11-02 — Q3 earnings

commodity exposureyield anchor

Read the AI verdict on $FNV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Gold-focused royalty and streaming company collecting royalties on precious metals and energy production worldwide with no operational risk.

Industry overviewAI analysisGenerated by AI from underlying data

Where Gold sits in its cycle right now — and what that implies for $FNV.

Gold · Basic Materials

Central bank accumulation and dollar diversification are the structural bid for gold; ETF outflows represent tactical profit-taking after multi-year price highs, not a reversal of the underlying demand thesis. Miners carry operating leverage to gold price — a move in metal price amplifies earnings in both directions — making cost discipline the key differentiator among producers.

What this means for $FNV

Direct beneficiary — Franco-Nevada's royalty and streaming model on precious metals provides gold price leverage without operational exposure; the Canadian Malartic cornerstone stream and energy royalties diversify revenue with gold as the primary driver.

Top industry ETF

$GDXVanEck Gold Miners ETF
+11.5%YTD
+39.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
29.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
74.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
19.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
76.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$1.81$1.95-7.2%
Q1 2026May 12, 2026$2.38$2.09+13.9%
Q4 2025Mar 10, 2026$1.85$1.68+10.1%
Q3 2025Nov 3, 2025$1.43$1.37+4.4%
Next earningsMon, Nov 2·consensus EPS $2.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$650.7M+76.6%80.9%78.5%$2.40$69.5M
Q4 FY25$597.3M+86.1%77.1%76.6%$1.94$2.6B
Q3 FY25$487.7M+76.9%72.5%69.1%$1.49$55.6M
Q2 FY25$369.4M+42.0%73.6%71.3%$1.28$-930.6M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.5B$2.3B – $2.8B$8.42$5.30 – $9.467
FY27$2.9B$2.5B – $3.5B$9.39$7.85 – $10.116
FY28$3.0B$2.7B – $3.1B$10.35$10.00 – $10.694
FY29$2.9B$2.5B – $3.5B$8.94$7.32 – $11.312
FY30$2.7B$2.3B – $3.2B$9.88$8.09 – $12.502

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.76%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 191.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.965-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 18 other (12 6-Ks · 1 EFFECT · 1 F-X · 1 F-10) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Franco-Nevada (FNV) Up 12.5% Since Last Earnings Report: Can It Continue?zacks.com·2d agoThe Cheapest Way to Own a Copper Mine Is to Let Someone Else Build Itprnewswire.com·3d agoSkip the Mine, Pocket the Gold: 5 Royalty Streamers Are Crushing Producers in 2026247wallst.com·3d ago3,000 Shares in Franco-Nevada Corporation $FNV Bought by Nykredit A Sdefenseworld.net·4d agoBlackRock Inc. Makes New Investment in Franco-Nevada Corporation $FNVdefenseworld.net·11d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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