H.C. Wainwright lifts Franco-Nevada stock target to $195

Published 28/05/2025, 12:36
H.C. Wainwright lifts Franco-Nevada stock target to $195

On Wednesday, H.C. Wainwright analyst Heiko Ihle increased the price target for Franco-Nevada Corporation (NYSE:FNV) to $195 from the previous $180, while maintaining a Buy rating on the stock. The mining royalty company, currently valued at $32.38 billion, has demonstrated strong momentum with a 43.44% year-to-date return. According to InvestingPro data, the stock is trading near its 52-week high of $178.74. The adjustment follows Franco-Nevada’s announcement on May 27, 2025, regarding its agreement to acquire a royalty package on the Côté Gold Mine in Ontario, which is anticipated to bolster the company’s asset portfolio.

Franco-Nevada’s newly acquired royalty package includes a 7.5% gross margin royalty on the Côté Gold Mine, specifically covering the Chester 1, 2, and 3 claims. The company, known for its impressive 89.17% gross profit margins and 17 consecutive years of dividend increases, continues to expand its portfolio. This royalty extends to all Mineral Reserves and over 99.9% of the current Mineral Resources identified at the Côté Gold Mine. The site is operated by IAMGOLD (NYSE:IAG) and Sumitomo, neither of which are currently rated by H.C. Wainwright.

The agreement also grants IAMGOLD and Sumitomo the option to purchase up to half of the royalty from Franco-Nevada. This buy-down can occur in two separate 25% tranches, with the first tranche offering a return pegged to the Secured Overnight Financing Rate plus 1.10%, exercisable within two years. The second tranche, exercisable within three years, requires a 10% internal rate of return and will consider gold payments already received.

Franco-Nevada expects the transaction to finalize by the end of the second quarter of 2025, with the economic benefits from the royalty commencing on the earlier date of the deal’s closing or July 1, 2025. The strategic acquisition is seen as a positive development by H.C. Wainwright, prompting the firm to reiterate its Buy rating and raise the price target for Franco-Nevada stock. For deeper insights into Franco-Nevada’s valuation and financial health metrics, including 15 additional ProTips and comprehensive analysis, check out the company’s detailed research report on InvestingPro.

In other recent news, Franco-Nevada Corporation reported strong financial results for the first quarter of 2025, surpassing analysts’ expectations. The company achieved an earnings per share (EPS) of $1.09, exceeding the forecasted $0.96, and generated revenue of $368.4 million, which was significantly higher than the anticipated $311 million. This performance marks a 43% year-over-year increase in revenue, driven by elevated gold and silver prices. Additionally, Franco-Nevada maintained its debt-free status, with substantial available capital of $2.1 billion, emphasizing its strong financial position.

The company also highlighted its ongoing strategy to acquire high-quality royalty and streaming assets. During the quarter, Franco-Nevada completed a $500 million acquisition of a stream on Stillwater’s Western Limb mining operations. Furthermore, the company closed the acquisition of a 4.25% net smelter return royalty for $300 million with Discovery (NASDAQ:WBD) Silver on the Poker Blind Complex. These transactions reflect Franco-Nevada’s commitment to expanding its portfolio with long-life, high-quality assets.

In other developments, Franco-Nevada held its 2025 Annual and Special Meeting of Shareholders, confirming the election of its board of directors. The board members received strong approval ratings, with Paul Brink receiving nearly unanimous support. Additionally, Franco-Nevada’s CEO, Paul Brink, expressed optimism about potential contributions from new projects and ongoing negotiations related to the Cobre Panama arbitration, highlighting the company’s strategic focus on growth and sustainable operations.

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