Donnelley Financial Solutions, Inc. (DFIN) Stock Price & Analysis
Donnelley Financial Solutions, Inc. (DFIN) closed at USD 53.12 on Wednesday, October 28, 2026, down 0.64% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 53.46; the Oct 28, 2026 session ranged USD 52.44–53.76 on volume of 276,572 shares. Market capitalization is $1.31B, with a 52-week range of USD 36.11–56.33 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 06:55 UTC.
Also available as compact Markdown for AI agents: nexqual.com/DFIN.md
Key facts (DFIN)
- Last four reported quarters (through Jun 30, 2026): revenue $778M, net income $35.2M (4.5% margin), free cash flow $152M (SEC filings).
- Valuation: P/E 37.1x (avg 28.1x at the last 3 fiscal year-ends), EV/EBITDA 7.2x, net debt $179M.
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $1.3M; 3 not under a Rule 10b5-1 plan ($1.3M); 2 by opportunistic insiders (2 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $1000K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Strong Buy (mean 1.33 on a 1–5 scale) (3 analysts), mean target USD 64 (range 60–70).
- Total return with dividends: 1Y +19.5% vs S&P 500 +13.6%; 5Y +38.6% vs S&P 500 +79.8%.
- Next earnings: 2026-10-29, EPS estimate USD 0.84, revenue estimate $180M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (DFIN)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $993M | $834M | $797M | $782M | $767M | $778M |
| Operating income | $219M | $145M | $110M | $137M | $141M | $147M |
| Net income | $146M | $103M | $82.2M | $92.4M | $32.4M | $35.2M |
| EPS (diluted) | $4.14 | $3.17 | $2.69 | $3.06 | $1.15 | — |
| Free cash flow | $138M | $96.0M | $62.2M | $105M | $108M | $152M |
| Operating margin | 22.1% | 17.4% | 13.8% | 17.5% | 18.4% | 18.9% |
| Net margin | 14.7% | 12.3% | 10.3% | 11.8% | 4.2% | 4.5% |
| Revenue growth | +11.0% | -16.1% | -4.4% | -1.9% | -1.9% | — |
| Cash + short-term investments | $54.5M | $34.2M | $23.1M | $57.3M | $24.5M | — |
| Total debt | $124M | $169M | $125M | $125M | $171M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (DFIN)
P/E 37.1x · P/S 1.7x · EV/EBITDA 7.2x · EV/Sales 1.9x · P/FCF 8.6x · P/B 3.4x · FCF yield 11.66% · Earnings yield 2.70% · Buyback yield (TTM) 13.21% · Net debt $179M · EV $1.48B
P/E at fiscal year-ends: Dec 2025 40.6x, Dec 2024 20.5x, Dec 2023 23.2x.
Insider sales (SEC Form 4, open-market, last ~7 months) (DFIN)
0 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-03 | Williams Robert Kirk | Chief People & Intl Officer | 16,450 | $802K | 27.1% | No | Too little history (no open-market trades in 2023) |
| 2026-08-19 | Leib Daniel | Chief Executive Officer | 9,787 | $489K | 1.6% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-14 | Leib Daniel | Chief Executive Officer | 213 | $11K | 0% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (DFIN)
1 purchase, $1000K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-09-01…2026-09-02 | Binz Joseph Leo | Director | 20,780 | $1000K | 48.12 | Too little history (no open-market trades in 2023–2025) |
Analysts (DFIN)
Consensus Strong Buy (mean 1.33 on a 1–5 scale), 3 analysts; mean target USD 64 (low 60, high 70).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-21 | Needham | Reiterated | Buy | $60 |
| 2026-07-31 | Needham | Target raised | Buy | $57 → $60 |
Total return (dividends reinvested) (DFIN)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +19.5% | +38.6% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +19.6% | +6.7% |
| Volatility (annualized) | 44.9% | 45.1% |
| Max drawdown | -33.5% (Jan 2026→Jun 2026) | -47.5% (Nov 2021→May 2022) |
DFIN earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $1.76 | $1.63 | Beat +8.0% | — |
| — | Quarter ended Mar 31, 2026 | $1.45 | $1.35 | Beat +7.4% | — |
| — | Quarter ended Dec 31, 2025 | $0.70 | $0.41 | Beat +70.7% | — |
| — | Quarter ended Sep 30, 2025 | $0.86 | $0.57 | Beat +50.9% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
DFIN recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Jul 31, 2026 | Schedule 13G/A | Vanguard Capital Management: 5.0% of shares, passive 5%+ holder (amended) |
| Jul 30, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Jul 30, 2026 | 8-K | Quarterly results |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
DFIN revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Capital Markets Compliance & Communications Management | $95.9M | 42.8% | +2.6% |
| Capital Markets Software Solutions | $65.7M | 29.3% | +11.2% |
| Investment Companies Software Solutions | $33.7M | 15.0% | +1.8% |
| Investment Companies Compliance & Communications Management | $28.9M | 12.9% | -10.8% |
| Total revenue | $224.2M | 100% | — |
DFIN revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Software Solutions | $99.4M | 44.3% | +7.8% |
| Technology Service | $90.2M | 40.2% | +5.9% |
| Print & Distribution Service | $34.6M | 15.4% | -15.0% |
| Total revenue | $224.2M | 100% | — |
DFIN revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $684.8M | 89.3% | -2.1% |
| Europe | $29.5M | 3.8% | +2.8% |
| Canada | $26.1M | 3.4% | -1.9% |
| Asia | $24.7M | 3.2% | -3.5% |
| Other Geographic Area | $1.9M | 0.2% | +5.6% |
| Total revenue | $767.0M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
DFIN company outlook (results filed Jul 30, 2026)
- “The Company provides the following guidance for the third quarter of 2026.”
- “Total net sales $175 million to $185 million Adjusted EBITDA margin 26% to 28% Capital markets transactional net sales $45 million to $50 million The guidance provided above constitutes forward-looking statements and actual results may differ materially.”
Analysts expect $179.9M for the current quarter, in line with the midpoint of the company's guidance ($180.0M).
Quoted word-for-word from the SEC 8-K results press release.
DFIN analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.84 | $0.91 | -7.7% | $179.9M | 3 |
| Next quarter (ends Dec 2026) | $0.75 | $0.76 | -1.8% | $170.9M | 3 |
| Current fiscal year (ends Dec 2026) | $4.81 | $4.76 | +1.0% | $780.5M | 3 |
| Next fiscal year (ends Dec 2027) | $5.46 | $5.26 | +3.7% | $808.5M | 3 |
Key Statistics (as of October 29, 2026 at 06:55 UTC)
| Price | USD 53.12 |
|---|---|
| Change | ▼ 0.64% (down) |
| Previous Close | USD 53.46 |
| Open | USD 53.13 |
| Day Range | USD 52.44 – 53.76 |
| 52-Week Range | USD 36.11 – 56.33 |
| Volume | 276,572 shares |
| Market Cap | $1.31B |
| Exchange | NYQ |
Technical Analysis (DFIN)
Nexqual's technical model rates DFIN "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 29, 2026 at 06:55 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 59.21 (neutral) |
| vs SMA50 | Above (USD 49.44) |
| MACD | 1.51 (positive) |
Analyst Ratings (DFIN)
Wall Street analysts rate DFIN "Strong Buy" based on 3 analysts, with a mean price target of USD 64 (range USD 60–70), per Nexqual as of October 29, 2026 at 06:55 UTC.
| Consensus Rating | Strong Buy |
|---|---|
| Analyst Count | 3 |
| Mean Target | USD 64 |
| High Target | USD 70 |
| Low Target | USD 60 |
| Buy / Hold / Sell | 3 / 0 / 0 |
Earnings (DFIN)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 0.84 |
| Revenue Estimate | $179.90M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.76 vs est 1.63 ▲ beat |
| 2026-03-31 | USD 1.45 vs est 1.35 ▲ beat |
| 2025-12-31 | USD 0.7 vs est 0.41 ▲ beat |
| 2025-09-30 | USD 0.86 vs est 0.57 ▲ beat |
Source: Nexqual, October 29, 2026 at 06:55 UTC.
Financials & Fundamentals (DFIN)
| Total Revenue | $777.50M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.80% |
| Gross Margin | +64.21% |
| Operating Margin | +25.82% |
| Profit Margin | +4.53% |
| ROE | +8.59% |
| Debt / Equity | 0.55 |
| Current Ratio | 1.33 |
| Total Cash | $25.30M |
| Total Debt | $211.70M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $152.30M (19.6% of revenue) |
Source: Nexqual, October 29, 2026 at 06:55 UTC.
Financial Health Score (DFIN)
Nexqual rates Donnelley Financial Solutions, Inc.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 06:55 UTC.
| Growth | Weak — Revenue -2% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 64%, operating 19% (last 12 months) |
| Balance Sheet | Solid — $25M cash and investments vs $204M debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $152M (last 4 quarters to Jun 2026, SEC), 20% margin |
| Efficiency | Mixed — ROE 9%, ROA 4.2% (last 4 quarters, SEC) |
Ownership (DFIN)
| Insider Ownership | +5.53% |
|---|---|
| Institutional Ownership | +95.84% |
| Shares Outstanding | 24.59M |
| Float | 23.31M |
| Short % of Float | +4.33% |
Source: Nexqual, October 29, 2026 at 06:55 UTC.
Leadership (DFIN)
Donnelley Financial Solutions, Inc. is led by Daniel N. Leib, President, CEO & Director, per Nexqual as of October 29, 2026 at 06:55 UTC.
| President, CEO & Director | Daniel N. Leib |
|---|---|
| Executive VP & CFO | David A. Gardella |
| President of Key Accounts | Eric J. Johnson |
Major Backers & Investors (DFIN)
Notable institutional backers of Donnelley Financial Solutions, Inc. include Alberta Investment Management Corp, Morgan Stanley, Rice, Hall, James & Associates LLC, according to Nexqual as of October 29, 2026 at 06:55 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Alberta Investment Management Corp | 4.28% |
| Morgan Stanley | 3.34% |
| Rice, Hall, James & Associates LLC | 3.15% |
| William Blair Investment Management, LLC | 2.57% |
| Fuller & Thaler Asset Management Inc. | 2.56% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 16.02% |
| State Street | 4.88% |
| Vanguard Group | 4.3% |
| Dimensional Fund Advisors | 2.84% |
| Geode Capital | 2.58% |
Source: Nexqual, October 29, 2026 at 06:55 UTC.
From Donnelley Financial Solutions, Inc.'s Latest SEC 10-K Filing (filed 2026-02-17)
Key Strengths & Strategy (as disclosed to the SEC)
- DFIN is a leading global provider of compliance and regulatory software and services, supporting its clients' complex capital markets transactions and essential financial reporting at every stage of the corporate lifecycle and fueling end-to-end investment company regulatory compliance needs.
- The Company's Arc Suite provides clients with a complete end-to-end solution, incorporating four purpose-built products, ArcReporting® ("ArcReporting"), ArcPro® ("ArcPro"), ArcRegulatory® ("ArcRegulatory") and ArcDigital® ("ArcDigital").
- The Company provides additional compliance solutions through strategic relationships, including a full suite of audit management and compliance solutions for Sarbanes-Oxley Act ("SOX") compliance, operational audits, IT compliance, enterprise risk management and workflow management.
- The Company's compliance offerings, supporting the quarterly and annual public company reporting processes through its filing services and ActiveDisclosure, as well as its Investment Companies segments (IC-SS and IC-CCM) regulatory and stockholder communications offerings, including Arc Suite, are less impacted by market volatility.
Partnerships
- Securities and Exchange Commission ("SEC") regulations and support their corporate financial transactions and regulatory/financial reporting through the use of digital document creation and online content management tools; filing agent services, where applicable; solutions to facilitate clients' communications with their investors; and virtual data rooms and other deal management solutions.
- In partnership with external vendors, the Company provides development for senior leaders in the form of 360 surveys with formal development plans, formal coaching and program specific/skill-based development to support their career growth.
Legal & Regulatory Risks (Item 1A, quoted)
- Increasing regulatory focus on privacy issues and expanding laws could impact DFIN's software solutions and expose the Company to increased liability.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 06:55 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt