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Franco-Nevada to Acquire $250 Million Nevada Gold Royalty from i-80 Gold

Tipranks - Fri Feb 13, 7:31AM CST

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Franco-Nevada ( (TSE:FNV) ) has shared an update.

On February 12, 2026, Franco-Nevada announced an agreement, via a U.S. subsidiary, to acquire a $250 million net smelter return royalty from i-80 Gold Corp. to support i-80 Gold’s recapitalization and its plan to build a Nevada-focused mid-tier gold producer. The royalty, starting at 1.5% and rising to 3.0% in 2031, will cover all of i-80 Gold’s key Nevada properties, including six projects spanning more than 250 km² and a total resource base of 7.8 Moz AuEq measured and indicated and 8.6 Moz AuEq inferred.

The financing underpins i-80 Gold’s three-phase development plan, expected to lift production from 30–40 koz of gold in 2025 to more than 600 koz annually after 2032, and will help refurbish the Lone Tree autoclave as a central processing hub. Franco-Nevada, which intends to fund the deal from its existing cash and capital resources, further deepens its gold royalty exposure in Nevada, secures a right of first offer on future i-80 streams and royalties, and positions itself to benefit from the growth of what it believes could become one of the largest gold operations in the state.

The most recent analyst rating on (TSE:FNV) stock is a Buy with a C$380.00 price target. To see the full list of analyst forecasts on Franco-Nevada stock, see the TSE:FNV Stock Forecast page.

Spark’s Take on TSE:FNV Stock

According to Spark, TipRanks’ AI Analyst, TSE:FNV is a Outperform.

The score is driven primarily by strong financial quality (especially the debt-light balance sheet and high margins) and a constructive, guidance-raising earnings call. Offsetting factors are premium valuation (high P/E, low yield) and only mixed technical momentum, with cash-flow consistency (negative TTM free cash flow) a key risk to monitor.

To see Spark’s full report on TSE:FNV stock, click here.

More about Franco-Nevada

Franco-Nevada Corporation is a leading gold-focused royalty and streaming company with a large, diversified portfolio of cash-flow producing assets. Its business model gives investors exposure to gold prices and exploration upside while limiting cost inflation, and the company is debt-free, using free cash flow to expand its portfolio and pay dividends. Franco-Nevada trades under the symbol FNV on both the Toronto and New York stock exchanges.

Average Trading Volume: 387,311

Technical Sentiment Signal: Buy

Current Market Cap: C$66.65B

See more insights into FNV stock on TipRanks’ Stock Analysis page.

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