Education
About Us
Working with TipRanks
Follow Us
Donnelley Financial Solutions (DFIN)
NYSE:DFIN
DFIN Stock Chart & Stats
$50.80
$0.05(0.09%)
At close: 4:00 PM EST
$50.80
$0.05(0.09%)
Day’s Range― - ―
52-Week Range$37.07 - $66.25
Previous CloseN/A
Volume17.12K
Average Volume (3M)279.72K
Market Cap
$1.30B
Enterprise Value$1.51B
Total Cash (Recent Filing)$24.50M
Total Debt (Recent Filing)$181.80M
Price to Earnings (P/E)47.6
Beta1.28
Next Earnings
May 06, 2026EPS Estimate
1.35Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.70
Shares Outstanding25,619,984
10 Day Avg. Volume291,627
30 Day Avg. Volume279,723
Financial Highlights & Ratios
PEG Ratio-0.63
Price to Book (P/B)3.39
Price to Sales (P/S)1.67
P/FCF Ratio11.91
Enterprise Value/Market Cap1.16
Enterprise Value/Revenue1.97
Enterprise Value/Gross Profit3.11
Enterprise Value/Ebitda7.29
Forecast
1Y Price Target
$61.50Price Target Upside21.06% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)4.42
Revenue Forecast (FY)$781.26M
Bulls Say, Bears Say
Bulls Say
Strong Free Cash FlowConsistent operating cash generation (FCF ~$108M in 2025 and steady OCF historically) provides durable financial flexibility. It supports capex for product development, disciplined buybacks, and cushions against cyclical revenue swings, strengthening long-term execution optionality.
Improved Leverage / Healthier Balance SheetMaterial reduction in leverage and non-GAAP net leverage ~0.6x reduces refinancing and solvency risk. Stronger capital structure enables ongoing buybacks and selective investment while preserving liquidity, a durable support for strategic initiatives over the next several quarters.
Recurring Software Mix & Margin TargetsA structural shift toward recurring SaaS (target ~80% of revenue) plus a long-term margin goal >30% reflects a higher-quality, more predictable revenue base. Combined with product launches and AI embedding, this supports sustainable margin expansion and revenue durability.
Bears Say
Multi-year Revenue DeclineA multi-year downtrend in revenue erodes scale benefits and limits operating leverage over time. Even with margin discipline, sustained top-line softness pressures net income and ROE, requiring consistent SaaS growth to reverse structural declines over the next several quarters.
Declining Transactional Revenue / Capital Markets ExposurePersistent declines in transaction-driven sales and sensitivity to capital-markets activity create lumpy, cyclical revenue. This structural exposure reduces predictability and can mute growth even as recurring SaaS expands, complicating medium-term planning and margin delivery.
Regulatory Timing And Product Ramp DelaysDependence on regulatory catalysts and multiyear product ramps (ArcFlex not meaningful until 2027) makes near-term revenue growth lumpy. Execution and timing risk around regulatory-driven adoption constrain predictable expansion of higher-margin SaaS in the near term.
Donnelley Financial Solutions News
DFIN FAQ
What was Donnelley Financial Solutions’s price range in the past 12 months?
Donnelley Financial Solutions lowest stock price was $37.07 and its highest was $66.25 in the past 12 months.
What is Donnelley Financial Solutions’s market cap?
Donnelley Financial Solutions’s market cap is $1.30B.
When is Donnelley Financial Solutions’s upcoming earnings report date?
Donnelley Financial Solutions’s upcoming earnings report date is May 06, 2026 which is in 64 days.
How were Donnelley Financial Solutions’s earnings last quarter?
Donnelley Financial Solutions released its earnings results on Feb 17, 2026. The company reported $0.7 earnings per share for the quarter, beating the consensus estimate of $0.41 by $0.29.
Is Donnelley Financial Solutions overvalued?
According to Wall Street analysts Donnelley Financial Solutions’s price is currently Undervalued.
Does Donnelley Financial Solutions pay dividends?
Donnelley Financial Solutions does not currently pay dividends.
What is Donnelley Financial Solutions’s EPS estimate?
Donnelley Financial Solutions’s EPS estimate is 1.35.
How many shares outstanding does Donnelley Financial Solutions have?
Donnelley Financial Solutions has 25,619,984 shares outstanding.
What happened to Donnelley Financial Solutions’s price movement after its last earnings report?
Donnelley Financial Solutions reported an EPS of $0.7 in its last earnings report, beating expectations of $0.41. Following the earnings report the stock price went up 12.04%.
Which hedge fund is a major shareholder of Donnelley Financial Solutions?
Currently, no hedge funds are holding shares in DFIN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Donnelley Financial Solutions Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$61.50 (21.06% Upside)
$61.50 (21.06% Upside)
Hedge Fund Trend
Increased
By 142.3K Shares
Last Quarter.
Last Quarter.
Technicals
SMA
Negative
20 days / 200 days
Momentum
-19.16%
12-Months-Change
Fundamentals
Return on Equity
7.49%
Trailing 12-Months
Asset Growth
-0.93%
Trailing 12-Months
Company Description
Donnelley Financial Solutions
Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets Software Solutions (CM-SS), Capital Markets Compliance and Communications Management (CM-CCM), Investment Companies Software Solutions (IC-SS), and Investment Companies Compliance and Communications Management (IC-CCM). The CM-SS segment provides Venue, ActiveDisclosure, eBrevia, and other solutions to public and private companies to manage public and private transaction processes, extract data, and analyze contracts; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions and services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators. The IC-CCM segment offers clients with tech-enabled solutions for creating and filing regulatory communications and solutions for investor communications, as well as XBRL-formatted filings pursuant to the Investment Act, through the SEC EDGAR system. This segment also provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, shareholder meeting review, and expert support. Donnelley Financial Solutions, Inc. was founded in 1983 and is headquartered in Chicago, Illinois.
DFIN Company Deck
DFIN Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlights strong profitability and margin expansion, meaningful software revenue growth, successful product launches and disciplined capital allocation (notably share repurchases), alongside solid free cash flow and a conservative leverage profile. Offsetting these positives are ongoing secular declines in print and distribution, a multi-year reduction in transactional revenue (despite a Q4 rebound), lumpy growth for some products (Arc Suite) tied to regulatory timing, and exposure to capital markets volatility that could affect near-term transaction-driven sales. Overall the company appears to be structurally more profitable and positioned for sustained recurring revenue growth, but near-term results remain partially dependent on transactional activity and regulatory timing.View all DFIN earnings summariesDFIN Net sales Breakdown
44.58% Capital Markets - Compliance and Communications Management
23.32% Capital Markets - Software Solutions
18.70% Investment Companies - Compliance and Communications Management
13.40% Investment Companies - Software Solutions
DFIN Stock 12 Month Forecast
Average Price Target
$61.50
▲(21.06% Upside)
Technical Analysis
Oppenheimer Holdings
―
Siebert Financial
―
Up Fintech Holding
―
Perella Weinberg Partners
―
Marex Group plc
―
Ownership Overview
5.84% Insiders
26.97% Mutual Funds
20.42% Other Institutional Investors
24.92% Public Companies and
Individual Investors