Donnelley Financial Solutions (DFIN)

• Market cap: $1.58B
• 1 day: -1.37%
• 5 days: 0.58%
• 1 month: 2.94%
• 3 months: 31.15%
• 6 months: -8.11%
• Year to date: -6.11%
• 1 year: -1.37%
• 5 years: 553.04%
• 10 years: 148.19%
• Sector: Technology
• Industry: Software - Application

About: Donnelley Financial Solutions Inc is a risk and compliance solutions company. The company provides regulatory filing and deal solutions via its software-as-a-service, technology-enabled services, and print and distribution solutions to public and private companies, mutual funds, and other regulated investment firms. The company operates in four segments: Capital Markets - Software Solutions, Capital Markets - Compliance and Communications Management, Investment Companies - Software Solutions and Investment Companies - Compliance and Communications Management. Its geographical segments are the United States( USA), Europe, Asia, Canada, and others, of which the USA accounts for the vast majority of its total revenue.

Employees: 1,800

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

288% more call options, than puts

Call options by funds: $438K | Put options by funds: $113K

5% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 81

5% less funds holding

Funds holding: 244 [Q4 2024] → 233 (-11) [Q1 2025]

7.08% less ownership

Funds ownership: 97.43% [Q4 2024] → 90.35% (-7.08%) [Q1 2025]

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

36% less capital invested

Capital invested by funds: $1.76B [Q4 2024] → $1.13B (-$633M) [Q1 2025]

40% less funds holding in top 10

Funds holding in top 10: 5 [Q4 2024] → 3 (-2) [Q1 2025]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $64 12% upside
• Avg. target: $68 19% upside
• High target: $72 26% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Needham Kyle Peterson	26% upside $72	Buy Maintained	1 May 2025
DA Davidson Peter Heckmann	12% upside $64	Buy Maintained	17 Apr 2025