Donnelley Financial Solutions’ (DFIN) Buy Rating Reaffirmed at DA Davidson

DA Davidson reiterated their buy rating on shares of Donnelley Financial Solutions (NYSE:DFIN) in a report released on Wednesday,Benzinga reports. The brokerage currently has a $66.00 target price on the stock.

DFIN has been the subject of several other research reports. Needham & Company LLC reaffirmed a “buy” rating and issued a $57.00 price target on shares of Donnelley Financial Solutions in a report on Wednesday, January 14th. Wall Street Zen upgraded Donnelley Financial Solutions from a “buy” rating to a “strong-buy” rating in a report on Saturday, February 7th. CJS Securities raised shares of Donnelley Financial Solutions to a “strong-buy” rating in a report on Thursday, December 11th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Donnelley Financial Solutions in a research note on Monday, December 29th. Finally, Zacks Research downgraded shares of Donnelley Financial Solutions from a “strong-buy” rating to a “hold” rating in a report on Friday, December 19th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Donnelley Financial Solutions currently has a consensus rating of “Moderate Buy” and an average target price of $61.50.

Donnelley Financial Solutions Price Performance

Donnelley Financial Solutions stock opened at $49.56 on Wednesday. The company has a fifty day simple moving average of $48.45 and a 200-day simple moving average of $50.32. The firm has a market capitalization of $1.32 billion, a price-to-earnings 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 52-week low of $37.07 and a 52-week high of $66.25.

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

Hedge Funds Weigh In On Donnelley Financial Solutions

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

Key Donnelley Financial Solutions News

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)

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.