TSE:FNV

Franco-Nevada Corp. (FNV.TO)

305.32
+6.94 (2.33%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
297 watching
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Investor Insights
star iconJun 27, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Franco-Nevada Corp. (FNV) is recognized positively by several experts who note its role as a solid investment within the precious metals market, particularly as an insurance component in portfolios. While its pricing might appear premium compared to other gold assets, many analysts still advocate for its potential upside, stemming from large upcoming transactions and discussions surrounding currency debasement. It's often recommended, with some experts suggesting strategic trimming of positions depending on its price movements. The company showcases a strong balance sheet with no debt and is regarded as a reliable performer, particularly in the context of the current market dynamics in commodities and precious metals. Despite mixed opinions on short-term price movements, FNV is considered a staple in gold portfolios.

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Consensus
Buy
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Valuation
Overvalued
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AEM
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%
WEAK BUY
Gold Gold is a natural hedge to bad news. It's possible for gold to make new highs. He owns FNV-T, but they are a royalty firm, not a producer. His clients own 3-5% actual gold in their portfolios which is a reasonable hedge. Higher than that, he does not advise.
HOLD
He generally does not trade gold stocks. But this is a good one as it pays a royalty. It has always been expensive, trading at 40 times EBITDA. It actually is a defensive stock as well as it would trade well if the market were to fall. Yield 1%
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