Donnelley Financial Solutions, Inc. (DFIN)

Over the past six months, DFIN's stock price has experienced fluctuations. As of December 31, 2025, the share price was $46.69, a decline of 23.11% from January 2, 2025. On January 2, 2026, the stock closed at $45.63, which was 2.27% less than the previous trading day. Key events impacting the stock include a revenue miss in Q2 2025, despite a strong EPS beat, and the Q3 2025 earnings report, with EPS of $0.86 and revenue of $175.3M. The company completed a pension plan termination and launched Active Intelligence™ in November 2025. Concerns about customer retention and slowing ActiveDisclosure subscription growth in December 2025 also impacted the stock.

The demand for Donnelley Financial Solutions' products and services is sensitive to external factors such as interest rates, regulatory policies, economic conditions, and political changes. While specific seasonal patterns are not detailed, the company's services are tied to financial communications and regulatory compliance needs, which can fluctuate with market activity and regulatory cycles. The company's shift towards a recurring revenue software model aims to mitigate potential seasonality or volatility.

Donnelley Financial Solutions, Inc. (DFIN) is a financial compliance company based in Chicago, Illinois, specializing in innovative software and technology-enabled financial regulatory and compliance solutions. DFIN operates within the financial services sector, providing SaaS products, software-enabled services, print, and compliance services primarily related to US SEC regulations. The company's major products and services are categorized into two main business segments: Global Capital Markets (GCM) and Global Investment Markets (GIM). GCM offers software and services to corporate and financial services clients, including ActiveDisclosure and Venue. GIM provides software and services to investment management businesses, including FundSuiteArc and Mediant. DFIN also offers an ESG Fact Sheet solution.

Donnelley Financial Solutions, Inc. has a global presence, with solutions provided in the United States, Asia, Europe, Canada, and internationally. In 2018, approximately 84% of the company's revenue came from the United States, 6% from Europe, 6% from Asia, 3% from Canada, and 1% from the rest of the world. The company's headquarters are located in Chicago, Illinois, United States.

DFIN maintains a reputation as a leading global provider of innovative, software and technology-enabled financial regulatory and compliance solutions. Events affecting DFIN's reputation include the strategic pivot to software, product launches and enhancements like Active Intelligence™, industry engagement through events like Activate 2025, and offering ESG solutions. Customer retention concerns in December 2025 could negatively impact brand reputation.

Donnelley Financial Solutions, Inc. has a diverse ownership structure, with institutional investors holding a significant portion of the company's stock. Approximately 84.63% of the company's stock is owned by Institutional Investors, 5.89% by Insiders, and 9.48% by Public Companies and Individual Investors. Major institutional owners and shareholders include BlackRock, Inc., Vanguard Group Inc, and iShares Core S&P Small-Cap ETF.