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Donnelley Financial Solutions/$DFIN

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About Donnelley Financial Solutions

Donnelley Financial Solutions Inc is a risk and compliance software solutions and related services provider. The company provides regulatory filing and deal solutions via its software-as-a-service, technology-enabled services, and print and distribution solutions to public and private companies, mutual funds, and other regulated investment firms. It operates in four reportable segments: Capital Markets - Software Solutions, Capital Markets - Compliance and Communications Management (its key revenue-generating segment), Investment Companies - Software Solutions, and Investment Companies - Compliance and Communications Management. Its geographical segments are the United States (USA), Europe, Asia, Canada, and Others, of which the USA accounts for the vast majority of its total revenue.
Ticker
$DFIN
Sector
Finance
Primary listing
NYSE
Employees
1,750

DFIN Metrics

BasicAdvanced
$1.5B
16.25
$3.76
-
-

What the Analysts think about DFIN

Analyst ratings (Buy, Hold, Sell) for Donnelley Financial Solutions stock.
Analyst projections of the future price of Donnelley Financial Solutions stock.

Bulls say / Bears say

DFIN’s shift towards software is gaining traction: software made up 51.5% of Q3 sales, while ActiveDisclosure grew about 24% year on year for a fifth straight quarter of growth above 20%. This gives the company a growing, more recurring revenue base. (StockAnalysis)
Recent results show improving operating leverage: Q3 sales rose 5.5%, adjusted EBITDA grew 9.9% and its margin expanded by about 120 basis points year on year. Free cash flow also improved by $26.6 million from the prior-year quarter. (PR Newswire)
New AI tools for Venue and the early-stage ArcFlex product give DFIN potential growth avenues beyond its established filing business. The Venue tools bring AI-assisted review into secure deal workflows, while management expects ArcFlex’s commercial ramp to continue into 2027. (DFIN, StockAnalysis)
Deal-related revenue remains exposed to market swings: management said deal volumes moderated from the first half, with fewer large US IPOs than a year earlier. Its Q4 estimate for capital-markets transactional sales is only about $1 million above the prior year. (StockAnalysis)
The legacy print business is shrinking quickly and weighs on the transition: Q2 print and distribution sales fell 15% year on year, as clients shift towards digital delivery. Continued declines could offset growth in software and services. (Donnelley Financial Solutions)
Growth outside ActiveDisclosure looks less convincing: Venue sales were roughly flat in Q3 and ArcSuite sales fell about 2%. DFIN’s Q4 guidance implies around 3% sales growth, with adjusted EBITDA margin expected to be flat year on year. (StockAnalysis)
Data summarised monthly by Lightyear AI. Last updated on 29 Oct 2026.

DFIN Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

DFIN Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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