Donnelley Financial Solutions $DFIN Shares Acquired by Alberta Investment Management Corp
Alberta Investment Management Corp significantly increased its stake in Donnelley Financial Solutions (NYSE: DFIN) by 75% in Q3, now owning 350,000 shares worth $18 million. The company recently exceeded Q4 earnings expectations with $0.70 EPS and $172.5 million in revenue, leading analysts to maintain a "Moderate Buy" consensus with an average price target of $61.50. DFIN anticipates approximately 80% recurring revenue in 2026 due to accelerated software and AI investments, contributing to increased investor bullishness.
Donnelley Financial Solutions (DFIN) Stock Report: Analyzing A 30% Upside Potential
Donnelley Financial Solutions (DFIN), a technology company specializing in compliance and regulatory software, is attracting investor interest due to a potential 30.31% upside based on analyst target prices. Currently trading at $49.37, DFIN benefits from a positive analyst outlook with three buy ratings, an attractive forward P/E of 9.64, and a strong revenue growth rate of 10.40%. Despite not offering a dividend, the company's reinvestment of earnings into growth, coupled with its strategic positioning in the evolving market for compliance software, makes it a compelling consideration for growth-oriented investors.
Public Sector Pension Investment Board Buys 20,591 Shares of Donnelley Financial Solutions $DFIN
The Public Sector Pension Investment Board has increased its stake in Donnelley Financial Solutions (DFIN) by 23.8%, purchasing an additional 20,591 shares to hold a total of 107,288 shares valued at approximately $5.52 million. This move comes as DFIN surpassed Q4 earnings and revenue estimates, showing improved margins and free cash flow growth. Wall Street analysts generally hold a "Moderate Buy" consensus rating for DFIN, with an average price target of $61.50.
Aberdeen Group plc Lowers Stock Position in Donnelley Financial Solutions $DFIN
Aberdeen Group plc reduced its stake in Donnelley Financial Solutions (DFIN) by 28.3% during the third quarter, selling 130,139 shares and retaining 330,195 shares valued at approximately $16.98 million. Donnelley Financial Solutions exceeded Q4 revenue and EPS expectations, reporting $0.70 EPS against a $0.40 consensus and $172.5 million in revenue, driven by improved margins and a projected 80% recurring revenue for 2026. The stock holds a "Moderate Buy" consensus rating with an average price target of $61.50, and multiple analysts have upgraded their coverage.
Donnelley Financial Solutions, Inc. SEC 10-K Report
Donnelley Financial Solutions, Inc. (DFIN) released its annual 10-K report, detailing a 1.9% decrease in total net sales to $767.0 million, alongside an increase in income from operations but a significant 64.9% drop in net earnings due to a pension plan settlement charge. The company emphasizes its shift towards digital software solutions, strategic investments in technology, and ongoing capital management activities like stock repurchases, while navigating market volatility and cybersecurity risks. DFIN aims to maintain its market position through continued innovation in software offerings and a service-oriented approach.
Donnelley Financial Solutions (NYSE:DFIN) Earns Buy Rating from DA Davidson
DA Davidson has reiterated a "Buy" rating on Donnelley Financial Solutions (NYSE:DFIN) with a price target of $66.00, suggesting a potential 31.83% upside. This follows the company's strong fourth-quarter performance, which surpassed revenue and EPS expectations, along with increased adjusted EBITDA and free cash flow. Donnelley Financial Solutions anticipates approximately 80% of its 2026 revenue to be recurring, driven by investments in software and AI.
Donnelley Financial Solutions (NYSE:DFIN) Trading Up 10.3% on Better-Than-Expected Earnings
Donnelley Financial Solutions (NYSE:DFIN) saw its shares rise by 10.3% after reporting better-than-expected Q4 earnings, with EPS of $0.70 against an estimate of $0.40 and revenue of $172.5 million. The company's adjusted EBITDA increased significantly, and management projects 80% recurring revenue in 2026 due to software and AI investments. Despite these positive adjusted results, full-year GAAP net earnings declined and conflicting EPS reports could lead to near-term volatility.
Why Are Donnelley Financial Solutions (DFIN) Shares Soaring Today
Donnelley Financial Solutions (DFIN) shares jumped 14.1% after the company reported stronger-than-expected fourth-quarter earnings and revenue. The financial regulatory software provider posted revenue of $172.5 million and adjusted earnings of $0.70 per share, significantly surpassing analyst expectations. Despite slightly lower revenue guidance for the upcoming quarter, the strong performance in the reported quarter drove a positive investor reaction.
Donnelley Financial Solutions, Inc. (NYSE:DFIN) Q4 2025 Earnings Call Transcript
Donnelley Financial Solutions (NYSE: DFIN) reported strong Q4 2025 results, exceeding earnings expectations despite a reported EPS of $0.2296 against an expected $0.4. The company achieved 10.4% consolidated net sales growth and a 26.6% adjusted EBITDA margin, driven by double-digit growth in software solutions and event-driven transactional offerings, as well as a significant share buyback program. DFIN highlighted its successful shift towards a more profitable sales mix, ongoing investments in AI and new product development like ArcFlex and Active Intelligence, and a positive outlook for sustained profitable growth in 2026, despite anticipated declines in print and distribution revenue.
Stocks making big moves yesterday: Somnigroup, LKQ, Donnelley Financial Solutions, Xerox, and Norwegian Cruise Line
This article details the stock performance of five companies based on their activities on the previous trading day. Somnigroup and LKQ saw declines due to missed forecasts and competitor issues, respectively. Donnelley Financial Solutions, Xerox, and Norwegian Cruise Line experienced gains following strong earnings, a new joint venture with TPG, and activist investor interest, respectively.
Donnelley Financial Solutions (DFIN) One Off US$95.5M Loss Reshapes Margin Narratives
Donnelley Financial Solutions (DFIN) reported its FY 2025 results, including a US$95.5 million one-off loss that significantly impacted its net profit margin, bringing it down to 4.2% from 11.8% a year prior. Despite this, the company remained profitable with a trailing basic EPS of US$1.18. Analysts forecast substantial earnings growth of 50.7% per year over the next three years, outpacing the 2.8% revenue growth, suggesting a rebuild of margins through a shift to higher-margin software platforms.
Donnelley Financial expects 80% of 2026 revenue to be recurring amid software growth and AI investments
Donnelley Financial (DFIN) is projecting that 80% of its revenue by 2026 will come from recurring sources, driven by strategic software growth and significant investments in artificial intelligence. The company is bolstering its software offerings and leveraging AI to enhance its market position and secure a more stable revenue stream.
Earnings call transcript: Donnelley Financial Solutions beats Q4 2025 earnings expectations
Donnelley Financial Solutions (DFIN) significantly surpassed Q4 2025 earnings and revenue forecasts, reporting an EPS of $0.70 and revenue of $172.5 million. This strong performance, driven by new product launches and strategic initiatives, led to a 7.36% increase in pre-market trading and investor confidence. The company anticipates continued growth in its software solutions, aiming for sustained profitable revenue growth and increased predictability in its revenue profile, with recurring revenue nearing 80% of total revenue.
Donnelley Financial Solutions Q4 Earnings Call Highlights
Donnelley Financial Solutions (DFIN) reported strong Q4 and full-year 2025 results, exceeding guidance with a 10.4% rise in Q4 net sales to $172.5M, driven by capital markets transactions and software growth. The company achieved a record adjusted EBITDA margin of 31.3% for the full year, with software solutions accounting for 47% of total sales, indicating a strategic shift towards higher-margin recurring revenue. DFIN also aggressively repurchased $172M of stock in 2025 and provided positive Q1 2026 guidance, emphasizing continued margin expansion and returns to shareholders.
DFIN’s Software Pivot Pays Off: High Margins and Recurring Revenue Lead the Way
Donnelley Financial Solutions Inc (DFIN) successfully transitioned into a software-led organization in 2025, with software solutions accounting for 47% of total net sales by year-end. This strategic pivot resulted in higher margins and predictable recurring revenue streams, despite a slight decline in overall net sales. Management anticipates continued growth and stable performance in 2026, driven by regulatory compliance demand and efficient operations.
Donnelley Financial (DFIN) Earnings Transcript
Donnelley Financial Solutions (DFIN) reported strong Q4 and full-year 2025 results, driven by double-digit growth in software solutions and event-driven transactional revenue. The company achieved a record consolidated adjusted EBITDA margin of 31.3% for the full year and reduced outstanding shares by approximately 12% through buybacks. DFIN is transitioning to a "sustained growth chapter" in 2026, focusing on accelerating recurring SaaS revenue and benefiting from AI integration in products and operations.
Why Are Donnelley Financial Solutions (DFIN) Shares Soaring Today
Donnelley Financial Solutions (DFIN) shares jumped 7.3% after the company reported strong fourth-quarter earnings and revenue, significantly beating analyst expectations. However, the company's outlook for the next quarter was slightly below Wall Street's projections. Despite the recent surge, DFIN stock is down 6% year-to-date and trades 34.6% below its 52-week high.
Donnelley Financial Solutions (NYSE:DFIN) Surprises With Strong Q4 CY2025
Donnelley Financial Solutions (DFIN) reported stronger-than-expected Q4 CY2025 revenues, with sales up 10.4% year-on-year to $172.5 million and adjusted EPS significantly beating estimates. However, the projected revenue guidance for Q1 CY2026 of $205 million fell slightly below analysts' expectations. Despite past revenue declines, the company's recent performance shows positive momentum, with management anticipating continued sales growth next quarter.
Donnelley Financial Solutions (NYSE:DFIN) Issues Quarterly Earnings Results, Beats Estimates By $0.30 EPS
Donnelley Financial Solutions (NYSE:DFIN) announced its quarterly earnings, beating analyst estimates with an EPS of $0.70 against a projected $0.40, and reporting revenue of $172.50 million versus $155.27 million expected. The company maintains a "Moderate Buy" consensus rating from analysts with a target price of $61.50, despite mixed recent analyst actions including both upgrades and downgrades. Institutional investors hold a significant 93.84% stake in the company, which has a market cap of $1.04 billion.
Donnelley Financial Solutions beats Q4 expectations, shares flat
Donnelley Financial Solutions (DFIN) reported fourth-quarter earnings that significantly exceeded analyst expectations, driven by strong performance in its software solutions and tech-enabled services segments. The company posted adjusted earnings of $0.70 per share and revenue of $172.5 million, beating estimates, while its shares remained flat in pre-market trading. DFIN also provided upbeat first-quarter 2026 revenue guidance and reported substantial growth in adjusted EBITDA and margins due to a shift towards higher-margin digital offerings.
Donnelley Financial Solutions beats Q4 expectations, shares flat By Investing.com
Donnelley Financial Solutions (DFIN) reported fourth-quarter earnings and revenue that significantly exceeded analyst expectations, driven by strong growth in its software solutions and tech-enabled services segments. Despite the impressive financial performance, the company's shares remained flat in pre-market trading. DFIN also provided optimistic revenue guidance for the first quarter of 2026, aligning with consensus estimates.
(DFIN) Donnelley Financial Solutions, Inc. Expects Q1 Revenue Range $200.0M - $210.0M
Donnelley Financial Solutions, Inc. (DFIN) anticipates its Q1 revenue to fall within the range of $200.0 million to $210.0 million. This financial outlook accompanies other recent news from the company, including its Q4 adjusted earnings and net sales increases, and its Q4 revenue and adjusted EPS exceeding analyst estimates. DFIN also announced the launch of its AI suite, Active Intelligence.
DFIN Reports Fourth-Quarter and Full-Year 2025 Results
Donnelley Financial Solutions, Inc. (DFIN) announced its financial results for the fourth quarter and full year of 2025, showing a 10.4% increase in Q4 net sales despite a slight decrease in net earnings. The company's software solutions segment experienced robust growth, becoming a significant portion of total net sales. DFIN also highlighted strong shareholder value return through share repurchases and provided an optimistic outlook for the first quarter of 2026.
Donnelley Financial Solutions (NYSE:DFIN) Surprises With Strong Q4 CY2025
Donnelley Financial Solutions (DFIN) reported strong Q4 CY2025 results, with revenue of $172.5 million exceeding analyst estimates by 11.1% and non-GAAP EPS of $0.70 significantly beating expectations. While the company's revenue growth has been weak over the past five years, its recent performance shows positive momentum. However, next quarter's revenue guidance of $205 million was slightly below analysts' estimates.
Donnelley Financial: Q4 Earnings Snapshot
Donnelley Financial Solutions Inc. (DFIN) reported a fourth-quarter profit of $6.2 million, or 23 cents per share, with adjusted earnings of 70 cents per share. The company generated revenue of $172.5 million in the quarter. For the full year, Donnelley Financial reported a profit of $32.4 million on revenue of $767 million and expects first-quarter revenue between $200 million and $210 million.
Donnelley Financial: Q4 Earnings Snapshot
Donnelley Financial Solutions Inc. (DFIN) reported a profit of $6.2 million, or 23 cents per share, in its fourth quarter. Adjusted earnings were 70 cents per share, with revenue reaching $172.5 million for the period. For the full year, the company had a profit of $32.4 million on $767 million in revenue, and projects first-quarter revenue between $200 million and $210 million.
A Look At Donnelley Financial Solutions (DFIN) Valuation After Recent Share Price Weakness
Donnelley Financial Solutions (DFIN) has experienced recent share price weakness, despite a 1.8% gain over the last day, with significant declines over the past one and three months. The company is currently trading at US$39.12, which is significantly below the analyst price target of US$64.33, suggesting it is undervalued by 39.2% based on a narrative of digitalization and software growth. However, its P/E ratio of 31.9x is higher than the industry average, signaling potential valuation risk depending on whether a cash flow model or earnings multiple is prioritized.
Donnelley Financial Solutions (DFIN) To Report Earnings Tomorrow: Here Is What To Expect
Donnelley Financial Solutions (DFIN) is scheduled to announce its earnings results tomorrow before market open. Analysts anticipate the company's revenue to remain flat year-on-year at $155.3 million, with adjusted earnings expected to reach $0.41 per share. Despite missing revenue estimates five times in the last two years and underperforming the diversified financial services segment recently, the average analyst price target for DFIN is significantly higher than its current share price.
Donnelley Financial Solutions (DFIN) Set to Announce Earnings Tomorrow: What You Should Know
Donnelley Financial Solutions (DFIN) is set to announce its latest earnings before market open this Tuesday. Analysts predict flat year-over-year revenue at $155.3 million and adjusted earnings per share of $0.41, despite the company having missed revenue targets five times in the past two years. The stock has seen a significant decline recently, dropping 26.4% in the last month, against an average analyst price target of $64.33 compared to its current price of $39.12.
Donnelley Financial Solutions (DFIN) To Report Earnings Tomorrow: Here Is What To Expect
Donnelley Financial Solutions (DFIN) is set to announce its earnings this Tuesday before market open. Analysts anticipate flat year-on-year revenue of $155.3 million and adjusted earnings of $0.41 per share. Despite beating revenue expectations last quarter, the company has missed Wall Street's revenue estimates five times in the last two years, and its stock has underperformed peers recently.
Donnelley Financial Solutions Set to Release Q4 Earnings
Donnelley Financial Solutions (DFIN) is scheduled to announce its Q4 earnings on Tuesday, February 17, before the market opens. The company faces mixed expectations with an anticipated EPS increase of 2.5% year-over-year to $0.41, but a projected revenue decline of 0.7% to $155.27 million. Historically, DFIN has a strong track record of exceeding EPS estimates (88% of the time) and revenue estimates (50% of the time) over the past two years.
What You Can Learn From Donnelley Financial Solutions, Inc.'s (NYSE:DFIN) P/E After Its 27% Share Price Crash
Donnelley Financial Solutions (NYSE:DFIN) has experienced a 27% share price drop, contributing to a 42% decline over the past year. Despite this, its high P/E ratio of 31.4x suggests investors anticipate strong future earnings growth,
Donnelley Financial Solutions, Inc.'s (NYSE:DFIN) 27% Cheaper Price Remains In Tune With Earnings
Donnelley Financial Solutions (NYSE:DFIN) has experienced a 27% share price drop recently, adding to a 42% decline over the past year. Despite a P/E ratio of 31.4x which is higher than many US companies, analysts predict a significant earnings growth of 169% for the coming year, justifying its valuation to some extent. The company's past earnings performance has been poor, with EPS declining by 65% last year and 67% over three years, but the strong future outlook supports its current market pricing.
Donnelley Financial Solutions, Inc.'s (NYSE:DFIN) 27% Cheaper Price Remains In Tune With Earnings
Donnelley Financial Solutions (NYSE: DFIN) shares recently dropped 27%, bringing the 12-month decline to 42%. Despite this, its P/E ratio of 31.4x is still high compared to the market average of 19x, especially given a 65% decline in EPS last year. However, analysts forecast a 169% earnings growth for DFIN in the next year, significantly outpacing the market's predicted 16%, which helps explain its elevated P/E ratio.
Donnelley Financial Solutions stock hits 52-week low at $37.77 By Investing.com
Donnelley Financial Solutions (DFIN) stock has dropped to a new 52-week low of $37.77, marking a significant decline of 37.09% over the past year. Despite its high P/E ratio, InvestingPro analysis suggests the stock might be undervalued, with management actively buying back shares. The company is set to release earnings on February 17, and has introduced new AI capabilities for its compliance software, Active Intelligence, while DA Davidson recently reiterated a Buy rating with a $66 price target.
Donnelley Financial Solutions' (NYSE:DFIN) Five-year Total Shareholder Returns Outpace the Underlying Earnings Growth
Donnelley Financial Solutions (NYSE:DFIN) has demonstrated a five-year total shareholder return of 97%, which has outpaced its underlying earnings per share growth of 20% annually over the same period. Despite a recent 33% decline in share price over the past year and a 14% drop in the last month, the long-term performance remains strong. This discrepancy suggests that the market's enthusiasm for the stock may have waned recently, despite solid fundamental growth.
RSI Alert: Donnelley Financial Solutions (DFIN) Now Oversold
Donnelley Financial Solutions (DFIN) has entered oversold territory according to its Relative Strength Index (RSI), hitting 29.6. This technical indicator suggests that recent heavy selling might be exhausting, potentially signaling an entry opportunity for bullish investors. The stock's current price of $42.87 is above its 52-week low of $37.80 but well below its high of $67.18.
Donnelley Financial Solutions (NYSE:DFIN) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Donnelley Financial Solutions (NYSE:DFIN) has received a consensus "Moderate Buy" rating from analysts, with two hold ratings, two buy ratings, and one strong buy rating. The average 12-month price target is set at $61.50. Recent analyst actions include a reaffirmed "buy" from Needham & Company LLC and upgrades to "strong-buy" from CJS Securities and Wall Street Zen, while the stock recently traded down 4.8% at $44.39.
Donnelley Financial Solutions (NYSE:DFIN) Upgraded to Strong-Buy at Wall Street Zen
Wall Street Zen has upgraded Donnelley Financial Solutions (NYSE:DFIN) from a "buy" to a "strong-buy" rating, indicating increased analyst confidence. Despite a mixed overall analyst view, the company currently holds a "Moderate Buy" consensus rating with a target price of $61.50. DFIN, trading around $48.37, has a market cap of $1.28 billion; institutional investors own a significant 93.84% of its shares, and it specializes in risk/compliance software, including the ActiveDisclosure SaaS platform.
DFIN to Announce Fourth-Quarter Results and Host Investor Conference Call on February 17, 2026
Donnelley Financial Solutions (DFIN) will hold a conference call and webcast on February 17, 2026, at 9:00 a.m. Eastern time to discuss its fourth-quarter fiscal year 2025 financial results and provide a business update. The financial report will be released before market open on the same day via an 8-K filing and posted on the company's investor relations website. DFIN is a global provider of compliance and regulatory software and services.
DFIN to Announce Fourth-Quarter Results and Host Investor Conference Call on February 17, 2026
Donnelley Financial Solutions (DFIN) will announce its fourth-quarter fiscal year 2025 financial results on Tuesday, February 17, 2026, before the market opens. The company will also host a conference call and webcast at 9:00 a.m. Eastern time on the same day to discuss the results, provide a business update, and answer analyst questions. DFIN specializes in compliance and regulatory software and services for investment companies and capital markets.
DFIN to Announce Fourth-Quarter Results and Host Investor Conference Call on February 17, 2026
Donnelley Financial Solutions (DFIN) will hold a conference call and webcast on Tuesday, February 17, 2026, at 9:00 a.m. Eastern time to discuss its fourth-quarter fiscal year 2025 financial results. The company will also provide a general business update and respond to analyst questions. The financial report for the fourth quarter will be released before the market opens on the same day.
Donnelley Financial Solutions to Host Q4 2025 Earnings Call
Donnelley Financial Solutions (DFIN) will host a conference call on February 17, 2026, at 9:00 a.m. Eastern time to discuss its Q4 fiscal year 2025 financial results. The financial report will be released before market open on the same day via an SEC Form 8-K filing. DFIN is a global provider of compliance and regulatory software and services, and analysts currently have a "Moderate Buy" rating with an average 1-year price target of $61.50.
Donnelley Financial Solutions $DFIN Shares Sold by Mawer Investment Management Ltd.
Mawer Investment Management Ltd. reduced its stake in Donnelley Financial Solutions (NYSE:DFIN) by 19.6% in the third quarter of 2025, selling over 210,000 shares. Despite this sale, several other institutional investors increased or initiated positions in DFIN, contributing to 93.84% institutional ownership. Wall Street analysts maintain a "Moderate Buy" consensus rating with an average target price of $61.50, significantly higher than the current trading price.
Thrivent Financial for Lutherans Grows Position in Donnelley Financial Solutions $DFIN
Thrivent Financial for Lutherans increased its stake in Donnelley Financial Solutions (NYSE: DFIN) by 8.0% during the third quarter, bringing its total holdings to 1,237,306 shares valued at approximately $63.63 million. This represents 4.66% ownership of the company. Donnelley Financial Solutions currently holds a "Moderate Buy" consensus rating from analysts with a target price of $61.50, and institutional investors own 93.84% of its stock.
Donnelley Financial Solutions, Inc. (DFIN): A bear case theory
This article presents a bear case theory for Donnelley Financial Solutions, Inc. (DFIN). It likely discusses potential downsides, risks, or negative factors that could impact the company's performance and stock value, suggesting reasons for investors to be cautious or to short the stock.
Trading Systems Reacting to (DFIN) Volatility
This article analyzes Donnelley Financial Solutions Inc. (DFIN) with a focus on its current volatility and sentiment. It details key findings including weak near-term sentiment and a high risk-reward setup targeting a 16.4% gain. The piece also outlines three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles.
DFIN Maintains Buy Rating by DA Davidson with Price Target Uncha
DA Davidson has reaffirmed its Buy rating for Donnelley Financial Solutions (DFIN), keeping the price target at $66.00 USD. This decision reflects continued positive prospects for the company, consistent with previous Buy ratings from both DA Davidson and Needham. The average analyst target price for DFIN is $64.33, implying an upside of 23.93% from its current price, with a consensus "Outperform" status.
Does DFIN’s Q3 Beat and Software Pivot Reshape the Bull Case For Donnelley Financial Solutions (DFIN)?
Donnelley Financial Solutions (DFIN) recently exceeded Q3 2025 earnings expectations and announced a strategic pivot to increase software revenue to 60% by 2028, attracting new investment. This shift aims to transform the company from a cyclical service provider to a software-led compliance platform. While this move enhances DFIN's long-term investment narrative, potential risks include execution challenges, pricing, and the stock's current rich valuation.
Does DFIN’s Q3 Beat and Software Pivot Reshape the Bull Case For Donnelley Financial Solutions (DFIN)?
Donnelley Financial Solutions (DFIN) recently reported strong Q3 2025 results and plans to increase software solution revenue to 60% by 2028, attracting new investment. This strategic shift aims to transform the company from a cyclical services provider into a software-led compliance platform, though risks like execution, pricing, and sluggish top-line growth remain. Investors are evaluating this pivot against the company's current valuation and modest upside potential.
