Donnelley Financial Solutions (DFIN)
NYSE:DFIN
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DFIN Stock Chart & Stats
$52.46
$0.05(0.09%)
At close: 4:00 PM EST
$52.46
$0.05(0.09%)
Day’s Range― - ―
52-Week Range$36.11 - $66.25
Previous CloseN/A
Volume17.12K
Average Volume (3M)279.72K
Market Cap
$1.01B
Enterprise Value$1.19B
Total Cash (Recent Filing)$26.10M
Total Debt (Recent Filing)$235.70M
Price to Earnings (P/E)29.0
Beta1.32
Next Earnings
Aug 05, 2026EPS Estimate
1.63Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)1.35
Shares Outstanding24,982,374
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 Cap1.19
Enterprise Value/Revenue1.55
Enterprise Value/Gross Profit2.44
Enterprise Value/Ebitda9.40
Forecast
1Y Price Target
$59.50Price Target Upside13.42% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)4.69
Revenue Forecast (FY)$789.43M
Bulls Say, Bears Say
Bulls Say
Cash GenerationConsistent, sizable operating and free cash flow provides durable financial flexibility. Strong cash generation supports debt service, reinvestment in product development, and sustained capital allocation (buybacks/dividends), reducing execution risk during cyclical slowdowns.
Software Mix ShiftA sustained shift toward higher-margin recurring software improves revenue predictability and margin durability. Growing software contribution diversifies away from print/transactional cycles, increasing recurring revenue share and supporting long-term operating leverage as SaaS scales.
Product Momentum & AIRepeated double-digit growth in ActiveDisclosure plus company-wide AI rollout indicate durable product differentiation and higher client stickiness. Expanded AI features can raise average revenue per client and competitive barriers, supporting sustainable organic growth.
Bears Say
Transactional Revenue VolatilityA meaningful portion of revenue is tied to capital markets and M&A activity, which is cyclical and geopolitically sensitive. Persistent volatility can create uneven top-line outcomes and complicate planning, pressuring margins when transactional volumes fall for multiple quarters.
Secular Print DeclineOngoing structural declines in printed communications reduce a historically stable revenue pool. Even with exits from low-margin print work, the secular trend forces continual product and go-to-market shifts, requiring reinvestment to offset lost volume and preserve corporate margins long term.
Weakened Profitability & Rising LeverageLower net margins and normalized ROE imply reduced earnings conversion despite healthy gross margins, exposing the business to below-the-line pressures. A recent uptick in leverage narrows financial flexibility and raises sensitivity to cash-flow swings and slower revenue periods.
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 $36.11 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 $1.01B.
When is Donnelley Financial Solutions’s upcoming earnings report date?
Donnelley Financial Solutions’s upcoming earnings report date is Aug 05, 2026 which is in 48 days.
How were Donnelley Financial Solutions’s earnings last quarter?
Donnelley Financial Solutions released its earnings results on May 05, 2026. The company reported $1.45 earnings per share for the quarter, beating the consensus estimate of $1.347 by $0.103.
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 1.63.
How many shares outstanding does Donnelley Financial Solutions have?
Donnelley Financial Solutions has 24,982,374 shares outstanding.
What happened to Donnelley Financial Solutions’s price movement after its last earnings report?
Donnelley Financial Solutions reported an EPS of $1.45 in its last earnings report, beating expectations of $1.347. Following the earnings report the stock price went down -15.603%.
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
Underperform
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Analyst Consensus
Moderate Buy
Average Price Target:
$59.50 (13.42% Upside)
$59.50 (13.42% Upside)
Hedge Fund Trend
Decreased
By 141.1K Shares
Last Quarter.
Last Quarter.
Technicals
SMA
Negative
20 days / 200 days
Momentum
-19.16%
12-Months-Change
Fundamentals
Return on Equity
8.66%
Trailing 12-Months
Asset Growth
-1.41%
Trailing 12-Months
Company Description
Donnelley Financial Solutions
Donnelley Financial Solutions, Inc. (DFIN) is an international firm specializing in risk management and regulatory compliance solutions. The company organizes its operations across four distinct 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 offers software platforms such as Venue, ActiveDisclosure, and eBrevia. These tools assist both public and private entities in managing various transaction processes, extracting and analyzing contractual data, facilitating collaboration, and handling the tagging, validation, and submission of documents to the SEC. CM-CCM provides technology-driven services, coupled with printing and distribution solutions, to public and private businesses. This support is crucial for executing deals and fulfilling SEC regulatory requirements. IC-SS furnishes investment companies with the Arc Suite, a comprehensive, cloud-based platform encompassing a full set of tools and services. This platform acts as a self-service central hub for the storage, management, access, assembly, editing, translation, rendering, and submission of critical compliance and regulatory documents to various oversight bodies. Finally, IC-CCM delivers technology-powered services for the creation and submission of regulatory and investor communications. This includes specialized XBRL filings, as mandated by the Investment Act, which are channeled through the SEC EDGAR system. Additionally, this segment offers comprehensive, end-to-end proxy services, covering everything from initial discovery and strategic planning to implementation, print and mail management, solicitation, tabulation, shareholder meeting analysis, and expert advisory support. Donnelley Financial Solutions, Inc. was established in 1983 and maintains its corporate headquarters in Chicago, Illinois.
DFIN Company Deck
DFIN Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed constructive progress: revenue growth, meaningful software-led mix shift, repeatable ActiveDisclosure momentum (including AI expansion), margin expansion, improved leverage and an active capital return program. These positives are tempered by near-term market volatility, a March-related slowdown in transaction activity, secular declines in print revenue, and some segment-specific margin pressure. Management provided modest near-term guidance while emphasizing transformation to higher-margin software and continued cost discipline.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
$59.50
▲(13.42% Upside)
Technical Analysis
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Ownership Overview
6.68% Insiders
26.60% Mutual Funds
33.64% Other Institutional Investors
9.60% Public Companies and
Individual Investors