Donnelley Financial Solutions, Inc.

Donnelley Financial Solutions, Inc.

DFINยทNYSE

$38.69

-2.8%
Financial ServicesFinancial - Capital Markets

Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets ย– Software Solutions (CM-SS), Capital Markets ย– Compliance and Communications Management (CM-CCM), Investment Companies ย– Software Solutions (IC-SS), and Investment Companies ย– 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.

At a Glance

Live Snapshot
Market Cap$966.57M
EPS1.1800
P/E Ratio32.79
Earnings Date07/30/2026
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Donnelley Financial Solutions, Inc. Street Expectations Map

DFIN ยท NYSE

Wall Street analysts project that DFIN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 62.00, with estimates ranging from a low of 62.00 to a high of 62.00.

Lowest Target
62.00
60.25%
Consensus Target
62.00
60.25%
Highest Target
62.00
60.25%

The consensus 1-year price target stands at 62.00, with estimates ranging from a low of 62.00 to a high of 62.00.

Analyst Consensus Analysis

Upside Potential

+60.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Donnelley Financial Solutions, Inc. Forward Estimates of Revenue

DFIN ยท NYSE
Latest Revenue
767.00M
FY 2025
Avg Estimate
781.26M
FY 2026
Estimate Range
775.19M - 785.99M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Donnelley Financial Solutions, Inc. Forward Estimates of Net Income

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Latest Net Income
32.40M
FY 2025
Avg Estimate
132.43M
FY 2026
Estimate Range
124.73M - 140.13M
Analyst Spread

Forward Growth Analysis

Projected Growth+308.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Donnelley Financial Solutions, Inc. Forward Estimates of EPS

DFIN ยท NYSE
Latest EPS
1.18
FY 2025
Avg Estimate
$4.42
FY 2026
Estimate Range
$4.13 - $4.64
Analyst Spread

Forward Growth Analysis

Projected Growth+274.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Donnelley Financial Solutions, Inc. Forward Estimates of EBIT

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Latest EBIT
57.10M
FY 2025
Avg Estimate
115.13M
FY 2026
Estimate Range
114.24M - 115.83M
Analyst Spread

Forward Growth Analysis

Projected Growth+101.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Donnelley Financial Solutions, Inc. Forward Estimates of EBITDA

DFIN ยท NYSE
Latest EBITDA
123.20M
FY 2025
Avg Estimate
176.92M
FY 2026
Estimate Range
175.55M - 178.00M
Analyst Spread

Forward Growth Analysis

Projected Growth+43.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Donnelley Financial Solutions, Inc. Forward Estimates of SG&A Expense

DFIN ยท NYSE
Latest SG&A Expense
277.90M
FY 2025
Avg Estimate
257.57M
FY 2026
Estimate Range
255.57M - 259.13M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Donnelley Financial Solutions, Inc. Insider Positioning

DFIN ยท NYSE

During the last 12 months, insiders have purchased $388K and sold $2.63M worth of DFIN shares, resulting in $2.24M of net selling activity.

3 Months

Bought

0

0.00

Sold

20.3K

1.02M

Net Activity

-1.0M

-$1.02M

3-6 Months

Bought

0

0.00

Sold

21.9K

1.12M

Net Activity

-1.1M

-$1.12M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

20.0K

388.40K

Sold

8.7K

487.82K

Net Activity

-99K

-$99K

Top Buyers

1
LD

Leib Daniel

Director, Officer: Chief Executive Officer

20.0K sharesโ€ข1 transactions

$388K

Top Sellers

1
JEJ

Johnson Eric J

Officer: President, Gic

20.3K sharesโ€ข1 transactions

$1.02M

2
WRK

Williams Robert Kirk

Officer: Chief People & Admin Officer

11.9K sharesโ€ข2 transactions

$621K

3
LD

Leib Daniel

Director, Officer: Chief Executive Officer

10.0K sharesโ€ข1 transactions

$504K

4
ALA

Aguilar Luis A

Director

7.4K sharesโ€ข1 transactions

$421K

5
TLM

Trzcinski Leah Marie

Officer: Chief Legal Officer

1.2K sharesโ€ข1 transactions

$67K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.24M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.15:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$1.02M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.