Update shared on19 Sep 2025
Fair value Increased 2.06%Analysts modestly raised Franco-Nevada’s price target to CA$284.81, citing improved financial models and a strong deal pipeline while maintaining a balanced outlook given current sector and commodity conditions.
Analyst Commentary
- Bullish analysts cited updated financial models after the Q2 report, prompting modest price target increases.
- The company's deal pipeline is viewed as strong, supporting long-term growth prospects.
- Price target revisions reflect incremental adjustments rather than material changes to outlook or rating.
- Some analysts maintained a neutral or hold stance, suggesting a balanced view on near-term risks and opportunities.
- Ongoing sector and commodity market conditions continue to inform analyst expectations for Franco-Nevada’s performance.
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 contingent cash payment of $25 million possible.
- The royalty footprint is expected to expand significantly to cover most of the Arthur Gold Project's current Mineral Resource, providing increased exposure to a large and prospective land package.
- Integration of the acquired royalty and realization of full benefits are subject to various risks, including commodity price fluctuations, currency volatility, changes in regulations, permitting challenges, and operational uncertainties.
Valuation Changes
Summary of Valuation Changes for Franco-Nevada
- The Consensus Analyst Price Target has risen slightly from CA$279.07 to CA$284.81.
- The Future P/E for Franco-Nevada has significantly risen from 35.42x to 53.60x.
- The Consensus Revenue Growth forecasts for Franco-Nevada has significantly fallen from 19.5% per annum to 13.7% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.