Public Sector Pension Investment Board Buys 20,591 Shares of Donnelley Financial Solutions $DFIN

Public Sector Pension Investment Board grew its position in Donnelley Financial Solutions (NYSE:DFIN) by 23.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 107,288 shares of the company’s stock after purchasing an additional 20,591 shares during the quarter. Public Sector Pension Investment Board owned approximately 0.40% of Donnelley Financial Solutions worth $5,518,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of DFIN. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Donnelley Financial Solutions by 13.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,683 shares of the company’s stock valued at $729,000 after buying an additional 2,005 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Donnelley Financial Solutions by 1.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 101,954 shares of the company’s stock worth $4,456,000 after acquiring an additional 1,674 shares during the last quarter. Jane Street Group LLC bought a new stake in Donnelley Financial Solutions during the first quarter valued at about $2,698,000. Intech Investment Management LLC grew its position in shares of Donnelley Financial Solutions by 34.4% in the first quarter. Intech Investment Management LLC now owns 26,290 shares of the company’s stock valued at $1,149,000 after purchasing an additional 6,734 shares during the last quarter. Finally, CWM LLC grew its position in shares of Donnelley Financial Solutions by 53.7% in the second quarter. CWM LLC now owns 690 shares of the company’s stock valued at $43,000 after purchasing an additional 241 shares during the last quarter. 93.84% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

DFIN has been the subject of several research analyst reports. Wall Street Zen raised Donnelley Financial Solutions from a “buy” rating to a “strong-buy” rating in a research report on Saturday, February 7th. CJS Securities upgraded Donnelley Financial Solutions to a “strong-buy” rating in a report on Thursday, December 11th. Needham & Company LLC restated a “buy” rating and issued a $57.00 price objective on shares of Donnelley Financial Solutions in a research note on Wednesday, January 14th. DA Davidson reissued a “buy” rating and issued a $66.00 price target on shares of Donnelley Financial Solutions in a report on Wednesday. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Donnelley Financial Solutions in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $61.50.

Donnelley Financial Solutions Stock Performance

NYSE:DFIN opened at $49.56 on Thursday. The firm has a market capitalization of $1.32 billion, a PE ratio of 46.31 and a beta of 0.92. The company has a quick ratio of 1.13, a current ratio of 1.06 and a debt-to-equity ratio of 0.44. Donnelley Financial Solutions has a 12-month low of $37.07 and a 12-month high of $66.25. The firm has a 50-day moving average price of $48.45 and a 200 day moving average price of $50.32.

Donnelley Financial Solutions (NYSE:DFIN) last released its quarterly earnings data on Tuesday, February 17th. The company reported $0.70 earnings per share for the quarter, beating the consensus estimate of $0.40 by $0.30. Donnelley Financial Solutions had a return on equity of 23.88% and a net margin of 4.22%.The company had revenue of $172.50 million for the quarter, compared to analyst estimates of $155.27 million. During the same period in the prior year, the company posted $0.40 EPS. The company’s revenue was up 10.4% compared to the same quarter last year.

Key Stories Impacting 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)

Donnelley Financial Solutions Profile

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.