Inside the research

Donnelley Financial Solutions, Inc.

DFIN Research profile · latest available data

Price overview

$48.92

▼ -0.30 (-0.6%)

52w hi$55.53
52w lo$36.74
Vol203.40K
As of25 Sep 2026

The Verdict

Hold

Our score +0.40

Short+0.01
Medium+0.67
Long+0.62

computed 2026-09-27

Key fundamentals

Donnelley Financial Solutions, Inc.

Technology · Software - Application

Market cap$1.20B
Enterprise value$1.39B
Trailing P/E31.77x
Forward P/E8.96x
EV / EBITDA8.73x
P / S (ttm)1.55x
Profit margin4.5%
Return on equity8.6%
Revenue growth+2.8%
Earnings growth+12.5%
Debt / equity54.65

Layer Breakdown

LayerRawContribution
Fundamental+0.24
Sector+0.19
Technical+0.11
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Donnelley Financial Solutions, Inc. provides compliance and regulatory software and services in the United States, Asia, Europe, Canada, and internationally. It operates through four 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 provides Venue and ActiveDisclosure solutions to public and private companies to manage public and private transactional and compliance processes; 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, including ArcDigital, ArcReporting, ArcPro, and ArcRegulatory, as well as 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 and investors. The IC-CCM segment offers tech-enabled solutions for creating, filing and distributing regulatory communications, and solutions for investor communications, as well as iXBRL-formatted filings pursuant for Investment Company Act through the SEC's EDGAR system. This segment provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, stockholder meeting review, and expert support. The company was founded in 1983 and is headquartered in Lancaster, Pennsylvania.

United States · www.dfinsolutions.com

Risk Metrics

Beta vs SPX0.98
Corr SPX0.35
Annual vol45.3%
Annual ret-5.1%
Sharpe-0.11
Max DD-47.0%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-07-30Earnings Release, Exhibitsread
2026-05-14Officer / Director Change, Shareholder Vote…read
2026-05-05Earnings Release, Exhibitsread
2026-04-21Other Material Event, Exhibitsread
2026-02-17Earnings Release, Exhibitsread
2025-10-29Earnings Release, Exhibitsread
2025-10-23Earnings Release, Exhibitsread
2025-07-31Earnings Release, Exhibitsread
2025-05-19Shareholder Vote, Other Material Event…read
2025-04-30Earnings Release, Exhibitsread
2025-03-14Material Obligation, Officer / Director Change…read
2025-02-18Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-05-13CRANDALL RICHARD LDirectorGrant5.86K—
2026-05-13MARTIN LOIS MDirectorGrant4.26K—
2026-05-13Aguilar Luis ADirectorGrant4.26K—
2026-05-13Pattabhiram ChandarDirectorGrant4.26K—
2026-05-13Sayed AymanDirectorGrant4.26K—
2026-05-13GREENFIELD GARY GDirectorGrant4.26K—
2026-03-06Johnson Eric JOfficer, President, GICSell20.28K$1.02M
2026-03-04Turner KamiOfficer, Chief AccountingWithheld for tax269$14.25K
2026-03-03Turner KamiOfficer, Chief AccountingWithheld for tax753$38.98K
2026-03-03Turner KamiOfficer, Chief AccountingGrant3.34K$173.12K

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

SEC Filings

DateFormDoc
2026-07-3010-Qview
2026-07-308-Kview
2026-07-064view
2026-07-063view
2026-05-154view
2026-05-154view
2026-05-154view
2026-05-154view
2026-05-154view
2026-05-154view
2026-05-154view
2026-05-148-Kview
2026-05-058-Kview
2026-05-0510-Qview
2026-04-218-Kview

The Long Run

FY 2016–2025 · 10 years

LineLatestCAGRTrend
Revenue$797.20M-3.0%
Operating income$110.00M+0.4%
Net income$82.20M-3.3%
Cash from ops$124.00M+9.4%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$48.99$49.61$48.42$48.92203.40K
Sep 24$48.90$49.26$48.35$49.22123.60K
Sep 23$48.11$49.25$47.76$48.61182.80K
Sep 22$49.10$49.10$47.34$48.49167.10K
Sep 21$47.78$48.85$47.74$48.41183.90K

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