Declared Dividend • May 16
First quarter dividend of US$0.44 announced Shareholders will receive a dividend of US$0.44. Ex-date: 11th June 2026 Payment date: 25th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 7.3%. Annonce • May 14
Franco-Nevada Corporation Declares Quarterly Dividend, Payable on June 25, 2026 Franco-Nevada announced that its Board of Directors has declared a quarterly dividend of USD 0.44 per share. The dividend will be paid on June 25, 2026, to shareholders of record on June 11, 2026 (the "Record Date"). The dividend has been declared in U.S. dollars and the Canadian dollar equivalent will be determined based on the daily average rate posted by the Bank of Canada on the Record Date. Under Canadian tax legislation, Canadian resident individuals who receive "eligible dividends" are entitled to an enhanced gross-up and dividend tax credit on such dividends. Reported Earnings • May 13
First quarter 2026 earnings released: EPS: US$2.43 (vs US$1.09 in 1Q 2025) First quarter 2026 results: EPS: US$2.43 (up from US$1.09 in 1Q 2025). Revenue: US$650.7m (up 78% from 1Q 2025). Net income: US$468.6m (up 123% from 1Q 2025). Profit margin: 72% (up from 57% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Annonce • Apr 22
Franco-Nevada Corporation to Report Q1, 2026 Results on May 12, 2026 Franco-Nevada Corporation announced that they will report Q1, 2026 results at 5:00 PM, US Eastern Standard Time on May 12, 2026 Recent Insider Transactions • Mar 30
President recently sold CA$2.1m worth of stock On the 25th of March, Paul Brink sold around 7k shares on-market at roughly CA$323 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Paul's only on-market trade for the last 12 months. Annonce • Mar 11
Franco-Nevada Corporation Provides Earnings Guidance for the Full Year of 2026 Franco-Nevada Corporation provided earnings guidance for the full year of 2026 . For the year, the company expects Precious Metal GEO sales of 360,000 GEOs to 400,000 GEOs. Total GEO sales of 510,000 to 570,000 GEOs. 2026 diversified revenue to be in range of $245 Million to $285 million. Reported Earnings • Mar 11
Full year 2025 earnings released: EPS: US$5.77 (vs US$2.87 in FY 2024) Full year 2025 results: EPS: US$5.77 (up from US$2.87 in FY 2024). Revenue: US$1.82b (up 65% from FY 2024). Net income: US$1.11b (up 101% from FY 2024). Profit margin: 61% (up from 50% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Mar 06
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 23% to CA$353. The fair value is estimated to be CA$285, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 90% in 2 years. Earnings are forecast to grow by 104% in the next 2 years. Upcoming Dividend • Mar 05
Upcoming dividend of US$0.44 per share Eligible shareholders must have bought the stock before 12 March 2026. Payment date: 26 March 2026. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (2.5%). Buy Or Sell Opportunity • Feb 18
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 28% to CA$348. The fair value is estimated to be CA$289, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 91% in 2 years. Earnings are forecast to grow by 108% in the next 2 years. Annonce • Feb 17
Franco-Nevada Corporation, Annual General Meeting, May 12, 2026 Franco-Nevada Corporation, Annual General Meeting, May 12, 2026. Location: ontario, toronto Canada Declared Dividend • Feb 01
Third quarter dividend of US$0.44 announced Shareholders will receive a dividend of US$0.44. Ex-date: 12th March 2026 Payment date: 26th March 2026 Dividend yield will be 0.6%, which is lower than the industry average of 7.3%. Annonce • Jan 29
Franco-Nevada Corporation to Report Fiscal Year 2025 Results on Mar 10, 2026 Franco-Nevada Corporation announced that they will report fiscal year 2025 results After-Market on Mar 10, 2026 Valuation Update With 7 Day Price Move • Jan 10
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to CA$324, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 7x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CA$296 per share. Upcoming Dividend • Nov 27
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 04 December 2025. Payment date: 18 December 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.2%). Declared Dividend • Nov 10
Third quarter dividend of US$0.38 announced Shareholders will receive a dividend of US$0.38. Ex-date: 4th December 2025 Payment date: 18th December 2025 Dividend yield will be 0.7%, which is lower than the industry average of 7.3%. Reported Earnings • Nov 05
Third quarter 2025 earnings released: EPS: US$1.49 (vs US$0.79 in 3Q 2024) Third quarter 2025 results: EPS: US$1.49 (up from US$0.79 in 3Q 2024). Revenue: US$487.7m (up 79% from 3Q 2024). Net income: US$287.5m (up 88% from 3Q 2024). Profit margin: 59% (up from 56% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Oct 29
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 18% to CA$261. The fair value is estimated to be CA$216, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 15% per annum over the same time period. Annonce • Oct 07
Franco-Nevada Corporation to Report Q3, 2025 Results on Nov 03, 2025 Franco-Nevada Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025 Buy Or Sell Opportunity • Sep 30
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 34% to CA$301. The fair value is estimated to be CA$249, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Recent Insider Transactions • Sep 19
Non-Executive Chair recently sold CA$4.2m worth of stock On the 17th of September, David Harquail sold around 15k shares on-market at roughly CA$278 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$5.9m. Buy Or Sell Opportunity • Sep 03
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 10% to CA$264. The fair value is estimated to be CA$215, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 47% in 2 years. Earnings are forecast to grow by 46% in the next 2 years. Declared Dividend • Aug 27
Second quarter dividend of US$0.38 announced Shareholders will receive a dividend of US$0.38. Ex-date: 11th September 2025 Payment date: 25th September 2025 Dividend yield will be 0.8%, which is lower than the industry average of 7.3%. Declared Dividend • Aug 18
Second quarter dividend of US$0.38 announced Shareholders will receive a dividend of US$0.38. Ex-date: 11th September 2025 Payment date: 25th September 2025 Dividend yield will be 0.8%, which is lower than the industry average of 7.3%. Annonce • Aug 12
Franco-Nevada Corporation Declares Quarterly Dividend, Payable on September 25, 2025 Franco-Nevada Corporation announced that its Board of Directors has declared a quarterly dividend of USD 0.38 per share. The dividend will be paid on September 25, 2025, to shareholders of record on September 11, 2025 (the "Record Date"). Reported Earnings • Aug 12
Second quarter 2025 earnings released: EPS: US$1.28 (vs US$0.41 in 2Q 2024) Second quarter 2025 results: EPS: US$1.28 (up from US$0.41 in 2Q 2024). Revenue: US$365.9m (up 42% from 2Q 2024). Net income: US$247.1m (up 211% from 2Q 2024). Profit margin: 68% (up from 31% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Annonce • Jul 11
Franco-Nevada Corporation to Report Q2, 2025 Results on Aug 11, 2025 Franco-Nevada Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 11, 2025 Upcoming Dividend • Jun 05
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 12 June 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (4.3%). New Risk • May 24
New major risk - Revenue and earnings growth Earnings have declined by 17% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 17% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (CA$2.2m sold). Declared Dividend • May 15
First quarter dividend of US$0.38 announced Shareholders will receive a dividend of US$0.38. Ex-date: 12th June 2025 Payment date: 26th June 2025 Dividend yield will be 0.9%, which is lower than the industry average of 7.3%. Payout Ratios Payout ratio: 46%. Cash payout ratio: 165%. Reported Earnings • May 14
First quarter 2025 earnings released: EPS: US$1.09 (vs US$0.75 in 1Q 2024) First quarter 2025 results: EPS: US$1.09 (up from US$0.75 in 1Q 2024). Revenue: US$364.9m (up 43% from 1Q 2024). Net income: US$209.8m (up 45% from 1Q 2024). Profit margin: 57% (in line with 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Reported Earnings • May 09
First quarter 2025 earnings released: EPS: US$1.09 (vs US$0.75 in 1Q 2024) First quarter 2025 results: EPS: US$1.09 (up from US$0.75 in 1Q 2024). Revenue: US$368.4m (up 44% from 1Q 2024). Net income: US$209.8m (up 45% from 1Q 2024). Profit margin: 57% (in line with 1Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Annonce • Apr 15
Franco-Nevada Corporation to Report Q1, 2025 Results on May 08, 2025 Franco-Nevada Corporation announced that they will report Q1, 2025 results at 5:30 PM, US Eastern Standard Time on May 08, 2025 Recent Insider Transactions • Mar 15
Non-Executive Chair recently sold CA$1.7m worth of stock On the 12th of March, David Harquail sold around 8k shares on-market at roughly CA$213 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months. Reported Earnings • Mar 11
Full year 2024 earnings released: EPS: US$2.87 (vs US$2.43 loss in FY 2023) Full year 2024 results: EPS: US$2.87 (up from US$2.43 loss in FY 2023). Revenue: US$1.11b (down 8.5% from FY 2023). Net income: US$552.1m (up US$1.02b from FY 2023). Profit margin: 50% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance. Annonce • Mar 10
Franco-Nevada Corporation Provides Revenue Guidance for the Full Year of 2025 Franco-Nevada Corporation provided revenue guidance for the full year of 2025. For the year, the company expects Precious Metal GEO sales of 385,000 to 425,000 GEOs. Total GEO sales of 465,000 to 525,000 GEOs. 2025 revenue to be more than 25% higher than in 2024. Upcoming Dividend • Mar 06
Upcoming dividend of US$0.38 per share Eligible shareholders must have bought the stock before 13 March 2025. Payment date: 27 March 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (4.1%). Annonce • Feb 11
Franco-Nevada Corporation, Annual General Meeting, May 08, 2025 Franco-Nevada Corporation, Annual General Meeting, May 08, 2025. Location: ontario, toronto Canada Declared Dividend • Feb 11
Third quarter dividend of US$0.38 announced Shareholders will receive a dividend of US$0.38. Ex-date: 13th March 2025 Payment date: 27th March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 7.3%. Annonce • Jan 30
Franco-Nevada Corporation to Report Fiscal Year 2024 Results on Mar 10, 2025 Franco-Nevada Corporation announced that they will report fiscal year 2024 results Pre-Market on Mar 10, 2025 Buy Or Sell Opportunity • Jan 16
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 3.4% to CA$183. The fair value is estimated to be CA$151, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Meanwhile, the company became loss making. Annonce • Jan 08
Franco-Nevada Appoints Daniel Malchuk as Director Franco-Nevada announced that Daniel Malchuk has joined its board of directors, effective January 8, 2024. Mr. Malchuk brings over 30 years of strategic, operational and financial experience in the natural resource industry to the board. He currently serves as a director of SSR Mining Inc. and also serves as Senior Advisor with Appian Capital Advisory LLP and chairman of Jetti Resources LLC. Previously, Mr. Malchuk held various leadership positions with BHP Group Ltd. until his retirement in 2020 including President Operations, Minerals Americas, President of Copper, President of Aluminum, Manganese, and Nickel, President, Minerals Exploration and Vice President, Strategy and Development. Mr. Malchuk holds a Civil Industrial Engineer degree from Universidad de Chile and an MBA from University of California at Los Angeles (UCLA) Anderson School of Management. Buy Or Sell Opportunity • Jan 01
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.8% to CA$167. The fair value is estimated to be CA$211, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Meanwhile, the company became loss making. Upcoming Dividend • Nov 28
Upcoming dividend of US$0.36 per share Eligible shareholders must have bought the stock before 05 December 2024. Payment date: 19 December 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.6%). Declared Dividend • Nov 11
Third quarter dividend of US$0.36 announced Shareholders will receive a dividend of US$0.36. Ex-date: 5th December 2024 Payment date: 19th December 2024 Dividend yield will be 1.1%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (70% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Reported Earnings • Nov 08
Third quarter 2024 earnings released: EPS: US$0.79 (vs US$0.91 in 3Q 2023) Third quarter 2024 results: EPS: US$0.79 (down from US$0.91 in 3Q 2023). Revenue: US$275.7m (down 11% from 3Q 2023). Net income: US$152.7m (down 13% from 3Q 2023). Profit margin: 55% (down from 57% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Sep 05
Upcoming dividend of US$0.36 per share Eligible shareholders must have bought the stock before 12 September 2024. Payment date: 26 September 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.6%). Declared Dividend • Aug 19
Second quarter dividend of US$0.36 announced Shareholders will receive a dividend of US$0.36. Ex-date: 12th September 2024 Payment date: 26th September 2024 Dividend yield will be 1.1%, which is lower than the industry average of 7.3%. Reported Earnings • Aug 15
Second quarter 2024 earnings released: EPS: US$0.41 (vs US$0.96 in 2Q 2023) Second quarter 2024 results: EPS: US$0.41 (down from US$0.96 in 2Q 2023). Revenue: US$260.1m (down 21% from 2Q 2023). Net income: US$79.5m (down 57% from 2Q 2023). Profit margin: 31% (down from 56% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Annonce • Jul 17
Franco-Nevada Corporation to Report Q2, 2024 Results on Aug 13, 2024 Franco-Nevada Corporation announced that they will report Q2, 2024 results After-Market on Aug 13, 2024 Upcoming Dividend • Jun 06
Upcoming dividend of US$0.36 per share Eligible shareholders must have bought the stock before 13 June 2024. Payment date: 27 June 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.9%). Declared Dividend • May 06
First quarter dividend of US$0.36 announced Shareholders will receive a dividend of US$0.36. Ex-date: 13th June 2024 Payment date: 27th June 2024 Dividend yield will be 1.1%, which is lower than the industry average of 7.3%. Board Change • May 04
High number of new directors Independent Director Hugo Dryland was the last director to join the board, commencing their role in the last week. Reported Earnings • May 02
First quarter 2024 earnings released: EPS: US$0.75 (vs US$0.82 in 1Q 2023) First quarter 2024 results: EPS: US$0.75 (down from US$0.82 in 1Q 2023). Revenue: US$256.8m (down 6.9% from 1Q 2023). Net income: US$144.5m (down 7.7% from 1Q 2023). Profit margin: 56% (in line with 1Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Annonce • Apr 19
Franco-Nevada Corporation to Report Q1, 2024 Results on May 01, 2024 Franco-Nevada Corporation announced that they will report Q1, 2024 results After-Market on May 01, 2024 Upcoming Dividend • Mar 06
Upcoming dividend of US$0.36 per share Eligible shareholders must have bought the stock before 13 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (4.7%). Buy Or Sell Opportunity • Mar 04
Now 21% overvalued Over the last 90 days, the stock has fallen 1.3% to CA$146. The fair value is estimated to be CA$120, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.6% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 2.4% in 2 years. Earnings are forecast to decline by 4.2% in the next 2 years. Annonce • Feb 11
Franco-Nevada Corporation, Annual General Meeting, May 01, 2024 Franco-Nevada Corporation, Annual General Meeting, May 01, 2024. New Risk • Feb 06
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Declared Dividend • Feb 04
Third quarter dividend of US$0.36 announced Shareholders will receive a dividend of US$0.36. Ex-date: 13th March 2024 Payment date: 28th March 2024 Dividend yield will be 1.2%, which is lower than the industry average of 7.3%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to remain steady over the next 2 years, which should provide adequate earnings cover for the dividend. Annonce • Feb 01
Franco-Nevada Corporation Declares Quarterly Dividend, Payable on March 28, 2024 Franco-Nevada Corporation announced that its Board of Directors has raised its quarterly dividend and declared a quarterly dividend of USD 0.36 per share payable on March 28, 2024 to shareholders of record on March 14, 2024 (the “Record Date”). The increased dividend will be effective for the full 2024 fiscal year. This is a 5.88% increase from the previous USD 0.34 per share quarterly dividend and marks the 17th consecutive annual increase for Franco-Nevada shareholders. Annonce • Jan 31
Franco-Nevada Corporation to Report Fiscal Year 2023 Results on Mar 05, 2024 Franco-Nevada Corporation announced that they will report fiscal year 2023 results After-Market on Mar 05, 2024 Upcoming Dividend • Nov 29
Upcoming dividend of US$0.34 per share at 1.2% yield Eligible shareholders must have bought the stock before 06 December 2023. Payment date: 21 December 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (6.2%). Lower than average of industry peers (7.1%). Annonce • Nov 10
Franco-Nevada Corporation Declares Quarterly Dividend, Payable on December 21, 2023 Franco-Nevada announced that its Board of Directors has declared a quarterly dividend of USD 0.34 per share. The dividend will be paid on December 21, 2023, to shareholders of record on December 7, 2023. Reported Earnings • Nov 10
Third quarter 2023 earnings released: EPS: US$0.91 (vs US$0.82 in 3Q 2022) Third quarter 2023 results: EPS: US$0.91 (up from US$0.82 in 3Q 2022). Revenue: US$309.5m (up 1.9% from 3Q 2022). Net income: US$175.1m (up 12% from 3Q 2022). Profit margin: 57% (up from 52% in 3Q 2022). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Annonce • Oct 11
Franco-Nevada Corporation to Report Q3, 2023 Results on Nov 08, 2023 Franco-Nevada Corporation announced that they will report Q3, 2023 results After-Market on Nov 08, 2023 Upcoming Dividend • Sep 06
Upcoming dividend of US$0.34 per share at 1.0% yield Eligible shareholders must have bought the stock before 13 September 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (7.7%). Annonce • Aug 10
Franco-Nevada Corporation Declares Quarterly Dividend, Payable on September 28, 2023 Franco-Nevada Corporation announced that its Board of Directors has declared a quarterly dividend of $0.34 per share. The dividend will be paid on September 28, 2023 to shareholders of record on September 14, 2023. Reported Earnings • Aug 09
Second quarter 2023 earnings released: EPS: US$0.96 (vs US$1.03 in 2Q 2022) Second quarter 2023 results: EPS: US$0.96 (down from US$1.03 in 2Q 2022). Revenue: US$329.9m (down 6.3% from 2Q 2022). Net income: US$184.5m (down 6.1% from 2Q 2022). Profit margin: 56% (in line with 2Q 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Annonce • Jul 08
Franco-Nevada Corporation to Report Q2, 2023 Results on Aug 08, 2023 Franco-Nevada Corporation announced that they will report Q2, 2023 results After-Market on Aug 08, 2023 Board Change • Jul 04
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Independent Honorary Director David Peterson was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Jun 07
Upcoming dividend of US$0.34 per share at 0.9% yield Eligible shareholders must have bought the stock before 14 June 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (7.9%). Board Change • Jun 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. Independent Honorary Director David Peterson was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 03
First quarter 2023 earnings released: EPS: US$0.82 (vs US$0.95 in 1Q 2022) First quarter 2023 results: EPS: US$0.82 (down from US$0.95 in 1Q 2022). Revenue: US$276.3m (down 18% from 1Q 2022). Net income: US$156.5m (down 14% from 1Q 2022). Profit margin: 57% (up from 54% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Mar 25
Non-Executive Chair recently sold CA$535k worth of stock On the 20th of March, David Harquail sold around 3k shares on-market at roughly CA$198 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$8.5m. Reported Earnings • Mar 17
Full year 2022 earnings released: EPS: US$3.66 (vs US$3.84 in FY 2021) Full year 2022 results: EPS: US$3.66 (down from US$3.84 in FY 2021). Revenue: US$1.32b (up 1.4% from FY 2021). Net income: US$700.6m (down 4.5% from FY 2021). Profit margin: 53% (down from 56% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in the United Kingdom are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 08
Upcoming dividend of US$0.34 per share at 1.0% yield Eligible shareholders must have bought the stock before 15 March 2023. Payment date: 30 March 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (7.4%). Recent Insider Transactions • Dec 11
Non-Executive Chair recently sold CA$3.9m worth of stock On the 8th of December, David Harquail sold around 20k shares on-market at roughly CA$194 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by CA$8.0m. Upcoming Dividend • Nov 30
Upcoming dividend of US$0.32 per share Eligible shareholders must have bought the stock before 07 December 2022. Payment date: 22 December 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (8.0%). Recent Insider Transactions • Nov 26
Independent Director recently sold CA$3.8m worth of stock On the 23rd of November, Thomas Albanese sold around 20k shares on-market at roughly CA$191 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$8.5m more than they bought in the last 12 months. Reported Earnings • Nov 08
Third quarter 2022 earnings released: EPS: US$0.82 (vs US$0.87 in 3Q 2021) Third quarter 2022 results: EPS: US$0.82 (down from US$0.87 in 3Q 2021). Revenue: US$304.2m (down 3.7% from 3Q 2021). Net income: US$157.1m (down 5.4% from 3Q 2021). Profit margin: 52% (down from 53% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% decline forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 07
Upcoming dividend of US$0.32 per share Eligible shareholders must have bought the stock before 14 September 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (10%). Reported Earnings • Aug 12
Second quarter 2022 earnings released: EPS: US$1.03 (vs US$0.92 in 2Q 2021) Second quarter 2022 results: EPS: US$1.03 (up from US$0.92 in 2Q 2021). Revenue: US$351.9m (up 1.5% from 2Q 2021). Net income: US$196.5m (up 12% from 2Q 2021). Profit margin: 56% (up from 51% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 1.4%, compared to a 6.8% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 06
First quarter 2022 earnings released: EPS: US$0.95 (vs US$0.90 in 1Q 2021) First quarter 2022 results: EPS: US$0.95 (up from US$0.90 in 1Q 2021). Revenue: US$338.8m (up 9.9% from 1Q 2021). Net income: US$182.0m (up 6.1% from 1Q 2021). Profit margin: 54% (down from 56% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.4%, compared to a 7.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Apr 03
Non-Executive Chair recently sold CA$4.0m worth of stock On the 30th of March, David Harquail sold around 20k shares on-market at roughly CA$201 per share. This was the largest sale by an insider in the last 3 months. David has been a seller over the last 12 months, reducing personal holdings by CA$4.9m. Reported Earnings • Mar 11
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$3.84 (up from US$1.71 in FY 2020). Revenue: US$1.30b (up 28% from FY 2020). Net income: US$733.7m (up 125% from FY 2020). Profit margin: 56% (up from 32% in FY 2020). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.0%, compared to a 1.0% growth forecast for the mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 09
Upcoming dividend of US$0.32 per share Eligible shareholders must have bought the stock before 16 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 31% but the company is paying out more than the cash it is generating. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (4.9%). Lower than average of industry peers (11%). Board Change • Feb 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Co-Founder & Chair Emeritus Pierre Lassonde was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Dec 17
Insider recently sold CA$643k worth of stock On the 13th of December, Lloyd Hong sold around 4k shares on-market at roughly CA$171 per share. In the last 3 months, there was an even bigger sale from another insider worth CA$922k. Insiders have been net sellers, collectively disposing of CA$1.4m more than they bought in the last 12 months. Upcoming Dividend • Dec 01
Upcoming dividend of US$0.30 per share Eligible shareholders must have bought the stock before 08 December 2021. Payment date: 23 December 2021. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (4.2%). Lower than average of industry peers (9.5%). Recent Insider Transactions • Nov 20
Non-Executive Chair recently sold CA$922k worth of stock On the 18th of November, David Harquail sold around 5k shares on-market at roughly CA$184 per share. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.