Donnelley Financial Solutions (NYSE:DFIN) Trading 10.3% Higher on Better-Than-Expected Earnings

Donnelley Financial Solutions (NYSE:DFIN)’s share price shot up 10.3% during mid-day trading on Wednesday after the company announced better than expected quarterly earnings. The stock traded as high as $49.09 and last traded at $48.3650. 115,612 shares traded hands during mid-day trading, a decline of 57% from the average session volume of 266,230 shares. The stock had previously closed at $43.83.

The company reported $0.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.40 by $0.30. The business had revenue of $172.50 million for the quarter, compared to the consensus estimate of $155.27 million. Donnelley Financial Solutions had a net margin of 4.22% and a return on equity of 23.88%. The business’s revenue was up 10.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.40 EPS.

Trending Headlines about Donnelley Financial Solutions

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

• Positive Sentiment: Q4 results beat revenue and adjusted-profit expectations; net sales rose ~10.4% year-over-year and adjusted EBITDA/margins and free cash flow improved materially — a core reason investors are bullish. DFIN Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Management flagged stronger adjusted non‑GAAP net earnings and ~16% year-over-year free cash flow growth, supporting valuation upside and buyback/capital allocation optionality. DFIN Results (cash flow & adjusted metrics)
• Positive Sentiment: Company expects ~80% of 2026 revenue to be recurring as software and AI investments accelerate—this increases revenue predictability and supports higher multiples for the stock. DFIN expects 80% of 2026 revenue to be recurring
• Positive Sentiment: DA Davidson reaffirmed a “buy” rating and set a $66 price target (material upside to the current level), which likely amplified buying interest. DA Davidson buy rating / $66 PT
• Neutral Sentiment: Q1 revenue guidance was updated to $200M–$210M versus consensus ~$207.2M — the midpoint is close to estimates but slightly below some expectations, so guidance is mixed rather than a clear positive or negative. Q4 results & guidance presentation
• Neutral Sentiment: Several news write-ups explain the share move (earnings + analyst call) and initially described shares as little changed before the later upside — useful context on how the market digested the print. MSN coverage
• Negative Sentiment: Some earnings-call transcripts and coverage reported a much lower EPS figure (claims of a miss), creating confusion over GAAP vs. adjusted EPS; this inconsistency can spur short-term volatility until investors reconcile the numbers. Verify GAAP vs. non‑GAAP figures in the company release and slide deck. Earnings call transcript (conflicting EPS)

Wall Street Analysts Forecast Growth

DFIN has been the topic of several research analyst reports. DA Davidson reiterated a “buy” rating and issued a $66.00 price objective on shares of Donnelley Financial Solutions in a report on Wednesday. CJS Securities upgraded shares of Donnelley Financial Solutions to a “strong-buy” rating in a research note on Thursday, December 11th. Zacks Research cut shares of Donnelley Financial Solutions from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 19th. Weiss Ratings reissued a “hold (c-)” rating on shares of Donnelley Financial Solutions in a research note on Monday, December 29th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $57.00 target price on shares of Donnelley Financial Solutions in a research note on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $61.50.

Institutional Investors Weigh In On Donnelley Financial Solutions

Large investors have recently modified their holdings of the company. Loomis Sayles & Co. L P grew its holdings in shares of Donnelley Financial Solutions by 27.0% during the second quarter. Loomis Sayles & Co. L P now owns 180,427 shares of the company’s stock worth $11,123,000 after purchasing an additional 38,413 shares during the last quarter. Westwood Holdings Group Inc. purchased a new stake in shares of Donnelley Financial Solutions in the 2nd quarter valued at about $37,603,000. Frontier Capital Management Co. LLC boosted its position in shares of Donnelley Financial Solutions by 5.7% in the 2nd quarter. Frontier Capital Management Co. LLC now owns 554,828 shares of the company’s stock valued at $34,205,000 after purchasing an additional 29,849 shares during the period. First Citizens Bank & Trust Co. purchased a new position in Donnelley Financial Solutions during the 2nd quarter worth approximately $537,000. Finally, Isthmus Partners LLC increased its position in Donnelley Financial Solutions by 65.2% during the second quarter. Isthmus Partners LLC now owns 54,987 shares of the company’s stock worth $3,390,000 after buying an additional 21,700 shares during the period. 93.84% of the stock is owned by hedge funds and other institutional investors.

Donnelley Financial Solutions Stock Performance

The company has a market cap of $1.32 billion, a PE ratio of 46.31 and a beta of 0.92. The stock has a 50 day simple moving average of $48.45 and a two-hundred day simple moving average of $50.32. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.06 and a quick ratio of 1.13.

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.