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TSE:FNV

Franco-Nevada Corp. (FNV.TO)

376.36
+5.48 (1.48%)
as of Aug 27, 2026, 8:00:00 pm Market Open.
302 watching
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Investor Insights
star iconAug 27, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Franco-Nevada Corp. (FNV) is regarded as a strong player in the precious metals sector and oil/natural gas markets, providing a secure investment opportunity with robust long-term growth potential. Analysts appreciate its solid execution and the lack of operational risk or debt, noting a significant 44% growth in its dividend over the past decade. Despite recent drops in share price, experts highlight its attractiveness as an investment, with upcoming catalysts from a backlog expected to materialize in the coming years. Some analysts also emphasize the role of precious metals in portfolio diversification and as an insurance policy, suggesting that FNV holds a relevant place in investment strategies amid currency debasement discussions.

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Consensus
Buy
valuation icon
Valuation
Undervalued
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AEM
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Royalty companies receive payment on production so there is less inflationary pressure. Royalty companies should outperform bullion in an inflationary environment most times. Unlock Premium - Try 5i Free

HOLD
A lot of the share price decline is because gold prices came off. If you want exposure in the this sector this is a great investment. It is a royalty company. This one has outperformed the gold sector.
BUY
Interesting business model. Down since July. Hit by stall in gold rally. With weakness in US dollar, he'd have thought that gold sector would be stronger. Gold is undervalued here, and has a ways to run. Good way to play gold.
BUY
He's bullish on gold. He plays it through FNV, the best way to get exposure to the commodity and exploration, while insulating yourself from financial and geopolitical risk.
TOP PICK
Great quarter. A royalty company, so avoids much of the commodity risk. Gold is in a structural uptrend right now. Perennial all-weather gold name to own in the sector. Yield is 0.71%. (Analysts’ price target is $211.51)
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Gold still makes a sound investment in a low interest rate environment. Monetary stimulus and inflation is also to be considered. Unlock Premium - Try 5i Free

HOLD

Billy Kawasaki’s Insights - Picks from 5i Research. There was some sell off with large volume last week. The stock is still up 51% this year and is currently trading at levels similar to late June. There has been no corporate news. Unlock Premium - Try 5i Free

TOP PICK
The go-to gold stock. They don't mine, but are a royalty company of gold (and other precious metals) miners. As the price of gold rises, miners drill more and more royalties FNV receives--this is crucial. Operates on a strong business model. FNV outperforms the gold mining index in 9 out of 12 years. (Analysts’ price target is $206.58)
PAST TOP PICK
(A Top Pick Oct 23/19, Up 59%) It is one of his core holdings. The dividend structure will continue to grow going forward. He continues to hold it.
COMMENT

Gold producers? He prefers to own the Royal Canadian Mint (MNT) and Sprot (PHY.US) and Franco-Nevada (FNV). He likes the physical element. He would also consider the Junior Miners ETF (GDXJ). At some point, there will be a role for gold to help the economy recover.

PAST TOP PICK
(A Top Pick May 14/19, Up 108%) He suffered a little pullback when some of their mines were forced to close briefly. He likes their royalty business strategy. He continues to like it. Be careful with today's valuation. His go-to gold name.
HOLD
It is a streamer. It has done really well. It is more likely to increase within its period of seasonal strength. It is a good holding for longer term. Don't sell it. We are close to the period where it can do well.
COMMENT
Gold vs HUI If you look at HUI, trading near $198 and gold at $1654, there is a massive discretionary between their values. HUI (Gold Bugs ETF) is trading as if gold is trading at $1000. Company earnings are improving, so he thinks you could begin building positions. He would consider buying FNV here as a starting point and look to build a diversified portfolio. He would stay away from ETFs, if they don't own the shares in the underlying companies. He thinks you should own 20% in the gold sector.
COMMENT

He does not like this ETF. He would prefer to own the shares, not just holding derivatives. This can cause discounts to NAV at times. He would prefer to hold solid producers like FNV or ABX. If you want an ETF, he would pick HGGG.

BUY
The biggest player in the gold royalty space. He put this in his parent's account. It has steady cash flow from gold, silver, copper and oil. As gold prices continue to grow, the increase in earnings will continue to be paid to investors. He would be a buyer here for 5-10% of your portfolio position. Yield 1%
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