DA Davidson Reiterates Buy Rating for Donnelley Financial Solutions (NYSE:DFIN)

Donnelley Financial Solutions (NYSE:DFIN)‘s stock had its “buy” rating reaffirmed by equities researchers at DA Davidson in a research note issued on Wednesday,Benzinga reports. They presently have a $66.00 price objective on the stock. DA Davidson’s target price would suggest a potential upside of 31.83% from the stock’s current price.

DFIN has been the topic of several other research reports. CJS Securities raised Donnelley Financial Solutions to a “strong-buy” rating in a research note on Thursday, December 11th. Needham & Company LLC reiterated a “buy” rating and set a $57.00 price objective on shares of Donnelley Financial Solutions in a research report on Wednesday, January 14th. Weiss Ratings restated a “hold (c-)” rating on shares of Donnelley Financial Solutions in a research report on Monday, December 29th. Zacks Research cut shares of Donnelley Financial Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 19th. Finally, Wall Street Zen upgraded shares of Donnelley Financial Solutions from a “buy” rating to a “strong-buy” rating in a report on Saturday, February 7th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $61.50.

Donnelley Financial Solutions Price Performance

NYSE:DFIN traded up $6.24 during trading hours on Wednesday, hitting $50.07. 185,548 shares of the stock traded hands, compared to its average volume of 268,104. The company has a market cap of $1.33 billion, a price-to-earnings ratio of 47.85 and a beta of 0.92. Donnelley Financial Solutions has a 1 year low of $37.07 and a 1 year high of $66.25. The stock has a 50 day moving average price of $48.37 and a 200 day moving average price of $50.32. The company has a quick ratio of 1.13, a current ratio of 1.13 and a debt-to-equity ratio of 0.35.

Donnelley Financial Solutions (NYSE:DFIN) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $0.70 EPS for the quarter, beating the consensus estimate of $0.40 by $0.30. Donnelley Financial Solutions had a net margin of 4.33% and a return on equity of 22.46%. The firm had revenue of $172.50 million for the quarter, compared to the consensus estimate of $155.27 million. During the same period last year, the firm earned $0.40 EPS. The company’s revenue was up 10.4% on a year-over-year basis.

Institutional Trading of Donnelley Financial Solutions

A number of large investors have recently made changes to their positions in DFIN. Caitong International Asset Management Co. Ltd raised its position in shares of Donnelley Financial Solutions by 1,107.1% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 507 shares of the company’s stock valued at $31,000 after buying an additional 465 shares in the last quarter. CWM LLC increased its stake in Donnelley Financial Solutions by 53.7% during the second quarter. CWM LLC now owns 690 shares of the company’s stock worth $43,000 after acquiring an additional 241 shares during the last quarter. Wealth Enhancement Advisory Services LLC purchased a new stake in Donnelley Financial Solutions during the third quarter valued at approximately $52,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new stake in Donnelley Financial Solutions during the fourth quarter valued at approximately $70,000. Finally, Versant Capital Management Inc lifted its stake in shares of Donnelley Financial Solutions by 28.9% in the 3rd quarter. Versant Capital Management Inc now owns 1,528 shares of the company’s stock valued at $79,000 after purchasing an additional 343 shares during the last quarter. 93.84% of the stock is currently owned by institutional investors.

Donnelley Financial Solutions News Summary

Here are the key news stories impacting Donnelley Financial Solutions this week:

• Positive Sentiment: Q4 results beat on revenue and showed strong adjusted profitability — Net sales of $172.5M topped consensus, adjusted EBITDA rose to $45.8M (up 44.5% YoY) and free cash flow improved, signaling healthier underlying margins. DFIN Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Company expects ~80% of 2026 revenue to be recurring as software and AI investments accelerate — a shift toward higher-margin, predictable revenue that investors typically reward. Donnelley Financial expects 80% of 2026 revenue to be recurring amid software growth and AI investments
• Positive Sentiment: Management provided supportive slide deck and commentary emphasizing margin expansion and cash generation (slides/press release available) — helps validate the reported adjusted metrics. Q4 Results Slide Deck
• Neutral Sentiment: Q1 2026 revenue guidance was given as a range ($200M–$210M) that roughly brackets consensus (~$207M); not a clear beat or miss, so near-term reaction may hinge on where management skews commentary. DFIN Reports Fourth-Quarter and Full-Year 2025 Results
• Negative Sentiment: There is conflicting reporting on EPS in transcripts — some transcripts cite an EPS miss (InsiderMonkey shows $0.2296 vs $0.40 est.) while company/MarketBeat headlines reference a larger beat; the inconsistency can increase volatility and sow confusion among investors. Q4 2025 Earnings Call Transcript
• Negative Sentiment: On a GAAP basis full‑year net earnings fell materially year-over-year (reported decline), and full‑year net sales were slightly down — underscores that adjusted gains are driving sentiment more than GAAP recovery. DFIN Reports Fourth-Quarter and Full-Year 2025 Results

About Donnelley Financial Solutions

Donnelley Financial Solutions (NYSE:DFIN) offers risk and compliance software and managed services designed to help corporations, financial institutions and legal firms meet regulatory and reporting requirements worldwide. Headquartered in Chicago, the company delivers a cloud-based platform for regulatory filings, content automation, virtual data rooms and board communications. Its solutions are tailored to support public companies with SEC, FCA and other global filing obligations, as well as banks, asset managers and credit unions seeking to streamline compliance workflows.

Among DFIN’s flagship products is ActiveDisclosure, a SaaS application that automates the creation, review and filing of disclosure documents.