Donnelley Financial Solutions, Inc. (DFIN)

Over the past year, DFIN's stock has experienced a -17.55% change, with its 52-week trading range between $37.80 and $69.93. The all-time high closing price for DFIN stock was $69.90 on September 17, 2024. As of February 5, 2026, the closing stock price was $47.46. Recent earnings reports have shown mixed results. In Q3 2025, DFIN reported an EPS of $0.86, surpassing analysts' expectations by 50.88%. In Q2 2025, the company reported an EPS of $1.49, beating estimates by 4.93%, with software solutions net sales increasing by 7.7%. In Q1 2025, DFIN's EPS was $1.24, exceeding estimates by 77.14%, with software solutions accounting for 42.1% of total net sales. In Q4 2024, the company reported an EPS of $0.40, missing the estimate by 18.37%, but full-year software solutions net sales increased approximately 14% organically.

Donnelley Financial Solutions, Inc. experiences some demand seasonality, with operating income by quarter dipping partly due to seasonal effects. While specific product demand seasonality is not detailed, the company's financial trends indicate that seasonal factors can influence its quarterly operating income.

Donnelley Financial Solutions, Inc. (DFIN) is a financial compliance company providing software and technology-enabled financial regulatory and compliance solutions, operating within the financial services sector, focusing on capital markets and investment companies. DFIN offers regulatory filing and deal solutions through software, technology-enabled services, and print and distribution solutions to public and private companies, mutual funds, and other regulated investment firms. Major products and services include software solutions like ActiveDisclosure, Venue Virtual Data Room, Arc Suite (FundSuiteArc), and Mediant, as well as services for IPOs & Capital Markets, M&A Transactions, Financial Reporting, SEC & Regulatory Compliance, Proxy & Shareholder Communications, and ESG & Sustainability reporting.

Donnelley Financial Solutions, Inc. has a global presence, providing its solutions in the United States, Asia, Europe, and Canada. In 2018, an estimated 84% of the company's revenue originated from the United States, with 6% from Europe, 6% from Asia, 3% from Canada, and 1% from the rest of the world.

DFIN's brand recognition and reputation are crucial for attracting and retaining clients. The company maintains a strong commitment to ethical professionalism and receives high ratings for Corporate Governance and Business Ethics from Institutional Shareholder Services (ISS). In 2024, DFIN received the NOVA Award for Industry Innovation in Product Development for its ArcReporting® solution. The company emphasizes its commitment to sustainability, sourcing 100% of the electricity for its manufacturing facilities from renewable wind energy and participating in the Carbon Disclosure Project (CDP).

Donnelley Financial Solutions, Inc. has 518 institutional owners and shareholders holding a total of 35,248,170 shares, representing approximately 91.00% of the total shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, iShares Core S&P Small-Cap ETF (IJR), Morgan Stanley, Thrivent Financial For Lutherans, State Street Corp, Simcoe Capital Management, LLC, Mawer Investment Management Ltd., and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX).