Aberdeen Group plc Lowers Stock Position in Donnelley Financial Solutions $DFIN

Aberdeen Group plc trimmed its holdings in shares of Donnelley Financial Solutions (NYSE:DFIN) by 28.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 330,195 shares of the company’s stock after selling 130,139 shares during the quarter. Aberdeen Group plc owned approximately 1.24% of Donnelley Financial Solutions worth $16,979,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the stock. Caitong International Asset Management Co. Ltd increased its holdings in shares of Donnelley Financial Solutions by 1,107.1% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 507 shares of the company’s stock valued at $31,000 after acquiring an additional 465 shares during the period. CWM LLC grew its stake in 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. Wealth Enhancement Advisory Services LLC purchased a new position in Donnelley Financial Solutions in the third quarter valued at about $52,000. Versant Capital Management Inc raised its holdings in Donnelley Financial Solutions by 28.9% in the third quarter. Versant Capital Management Inc now owns 1,528 shares of the company’s stock worth $79,000 after purchasing an additional 343 shares in the last quarter. Finally, Huntington National Bank lifted its position in shares of Donnelley Financial Solutions by 48.5% during the second quarter. Huntington National Bank now owns 1,584 shares of the company’s stock valued at $98,000 after buying an additional 517 shares during the last quarter. Hedge funds and other institutional investors own 93.84% of the company’s stock.

Donnelley Financial Solutions Price Performance

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

Donnelley Financial Solutions (NYSE:DFIN) last released its quarterly earnings data on Tuesday, February 17th. The company reported $0.70 EPS for the quarter, beating the consensus estimate 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 business had revenue of $172.50 million for the quarter, compared to the consensus estimate of $155.27 million. During the same period in the prior year, the firm earned $0.40 EPS. The business’s revenue for the quarter was up 10.4% on a year-over-year basis.

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 Analyst Weigh In

DFIN has been the subject of a number of analyst reports. Wall Street Zen raised shares of 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 reissued a “buy” rating and issued a $57.00 price objective on shares of Donnelley Financial Solutions in a research report on Wednesday, January 14th. DA Davidson reaffirmed a “buy” rating and set a $66.00 target price on shares of Donnelley Financial Solutions in a research report on Wednesday. Finally, Zacks Research downgraded Donnelley Financial Solutions from a “strong-buy” rating to a “hold” rating in a report on Friday, December 19th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Donnelley Financial Solutions currently has a consensus rating of “Moderate Buy” and a consensus price target of $61.50.

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.