Donnelley Financial Solutions, Inc. (DFIN)

In October 2025, DFIN's stock experienced pressure due to a revenue decline, completed the termination of its pension plan, introduced its revamped Venue platform, and received a "buy" rating from Needham & Company LLC. In August 2025, DFIN reported Q2 earnings per share that surpassed estimates, but revenue missed estimates, and the stock broke above its 200-day moving average. In July 2025, the stock crossed below a key moving average level and was considered oversold. In June 2025, the Chief People & Admin Officer sold 10,000 shares, and the stock crossed above a key moving average level. In April 2025, DFIN reported Q1 2025 results, repurchased approximately 5% of its outstanding shares, and experienced lower market demand for certain event-driven filings due to M&A market softness.

Donnelley Financial Solutions' business experiences both seasonal and cyclical fluctuations in demand for its products and services. The company has implemented strategies to manage these variations, such as optimizing its cost structure, downsizing print production platforms, and reducing its physical footprint.

Donnelley Financial Solutions, Inc. (DFIN) is a global provider of risk and compliance solutions, offering software and technology-enabled services. It operates in the Technology sector, specifically in the Software - Application industry, and provides a suite of products and services for regulatory reporting, deal management, and strategic communications. Major products include ActiveDisclosure for SEC filings, Venue for virtual data rooms, Arc Suite for financial compliance management, FundSuiteArc for investment management information, Mediant for shareholder communications, eBrevia for AI-based data extraction, Guardum for data security, and EDGAR Online for SEC filing data access.

Donnelley Financial Solutions, Inc. has a global presence, providing its solutions in the United States, Asia, Europe, Canada, and internationally. In 2018, approximately 84% of its revenue came from the United States, 6% from Europe, 6% from Asia, 3% from Canada, and 1% from the rest of the world.

DFIN has maintained a positive brand reputation, driven by its commitment to innovation, client focus, and corporate responsibility. The company was recognized with the 2024 NOVA Award for Industry Innovation for its ArcReporting® solution. DFIN emphasizes a values-based culture and has been undergoing a "client-focused transformation journey," investing in product development and improving the employee value proposition. In 2022, DFIN expanded its Safety Pinnacle Awards to recognize employee contributions in ESG categories and purchased renewable energy credits to offset electricity used by its print manufacturing facilities. The launch of the revamped Venue platform in October 2025 underscores management's dedication to long-term transformation and innovation.

Donnelley Financial Solutions, Inc. is a publicly traded company with ownership distributed among institutional investors, mutual funds, individual shareholders, and company insiders. Institutional investors hold a significant portion of the stock, ranging from approximately 27.09% to 99.31%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, iShares Core S&P Small-Cap ETF, Morgan Stanley, State Street Corp, Thrivent Financial For Lutherans, Mawer Investment Management Ltd., and Simcoe Capital Management, LLC. Insiders hold approximately 8.68% of the stock, and public companies and individual investors hold around 43.08%.