Update shared on04 Sep 2025
Fair value Increased 1.18%Franco-Nevada’s modest price target increase reflects analyst confidence in the company’s resilient deal pipeline and robust asset quality, resulting in a new consensus analyst price target of CA$279.07.
Analyst Commentary
- Modest upward price target revisions followed the Q2 report and related model updates.
- Bullish analysts cite the strength and resilience of Franco-Nevada’s deal pipeline.
- Continued Sector Perform or Hold ratings imply stable core business fundamentals.
- Incremental price target increases reflect confidence in underlying asset quality and portfolio depth.
- Price targets from bullish analysts demonstrate a constructive longer-term outlook on gold and royalty streams.
What's in the News
- Franco-Nevada acquired a 1.0% net smelter return royalty on AngloGold Ashanti’s Arthur Gold Project from Altius Minerals for $250 million in cash, with an additional $25 million contingent payment possible.
- The royalty footprint is expected to expand significantly to cover most of the project's existing mineral resource, increasing Franco-Nevada's exposure to a large, prospective land package.
Valuation Changes
Summary of Valuation Changes for Franco-Nevada
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CA$275.81 to CA$279.07.
- The Future P/E for Franco-Nevada has significantly risen from 34.93x to 48.87x.
- The Discount Rate for Franco-Nevada remained effectively unchanged, moving only marginally from 6.44% to 6.42%.
Disclaimer
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