DFIN

Donnelley Financial Solutions Inc

DFIN.US dfinsolutions.com
47.95
-0.42 (-0.87%)
USD · NYSE
52-week range
36.11
56.26
Trading at 59% of the 52-week range
Market Cap
1.19B
P/E Ratio
31.82
Forward P/E
7.82
Book Value
15.68
Div. Yield
N/A
% Institutions
96.16%
% Insiders
5.53%

1 Year

-14.2%

3 Year

-0.6%

10 Year

+106.2%
Description

Donnelley Financial Solutions, Inc. provides compliance and regulatory software and services in the United States, Asia, Europe, Canada, and internationally. It operates through four segments: Capital Markets " Software Solutions (CM-SS); Capital Markets " Compliance and Communications Management (CM-CCM); Investment Companies " Software Solutions (IC-SS); and Investment Companies " Compliance and Communications Management (IC-CCM). The CM-SS segment provides Venue and ActiveDisclosure solutions to public and private companies to manage public and private transactional and compliance processes; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions, including ArcDigital, ArcReporting, ArcPro, and ArcRegulatory, as well as services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators and investors. The IC-CCM segment offers tech-enabled solutions for creating, filing and distributing regulatory communications, and solutions for investor communications, as well as iXBRL-formatted filings pursuant for Investment Company Act through the SEC's EDGAR system. This segment provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, stockholder meeting review, and expert support. The company was founded in 1983 and is headquartered in Lancaster, Pennsylvania.

Company Information

Company Name
Donnelley Financial Solutions Inc
Sector
Technology
Industry
Software - Application
Exchange
NYSE
ISIN: US25787G1004
CIK: 0001669811
CUSIP: 25787G100
Currency: USD
Full Time Employees: 1,750
Phone: 800 823 5304
Fiscal Year End: December
IPO Date: Oct 03, 2016
Description:

Donnelley Financial Solutions, Inc. provides compliance and regulatory software and services in the United States, Asia, Europe, Canada, and internationally. It operates through four segments: Capital Markets " Software Solutions (CM-SS); Capital Markets " Compliance and Communications Management (CM-CCM); Investment Companies " Software Solutions (IC-SS); and Investment Companies " Compliance and Communications Management (IC-CCM). The CM-SS segment provides Venue and ActiveDisclosure solutions to public and private companies to manage public and private transactional and compliance processes; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions, including ArcDigital, ArcReporting, ArcPro, and ArcRegulatory, as well as services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators and investors. The IC-CCM segment offers tech-enabled solutions for creating, filing and distributing regulatory communications, and solutions for investor communications, as well as iXBRL-formatted filings pursuant for Investment Company Act through the SEC's EDGAR system. This segment provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, stockholder meeting review, and expert support. The company was founded in 1983 and is headquartered in Lancaster, Pennsylvania.

Address:

391 Steel Way, Lancaster, PA, United States, 17601

People

Directors & Officers

Name Title Year Born
Mr. Daniel N. Leib President, CEO & Director 1966
Mr. David A. Gardella Executive VP & CFO 1970
Mr. Robert Kirk Williams BA, J.D. Chief People & International Officer 1976
Mr. Eric J. Johnson President of Key Accounts 1968
Mr. Jons Besch Chief Operations & Production Officer NA
Ms. Kami S. Turner Senior VP, Chief Accounting Officer & Controller 1975
Mr. Eric W. Foster Chief Information Officer 1972
Mr. Michael Zhao Head of Investor Relations NA
Ms. Leah M. Trzcinski Chief Legal & Compliance Officer and General Counsel 1983
Ms. Molly McGregor Senior VP of Marketing & Sales Enablement NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 06, 2026 Eric J Johnson N/A Sale 20.28K $50.16 $1.02M
Aug 27, 2025 Luis A Aguilar N/A Sale 7.42K $56.71 $420.84K
May 23, 2025 Craig Clay N/A Sale 11.02K $54.03 $595.52K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 4.00M Mar 31, 2026 16.25% $0.00 1.25%
Thrivent Financial For Lutherans 1.24M Mar 31, 2026 5.04% $0.11 -0.06%
State Street Corp 1.16M Mar 31, 2026 4.72% $0.00 -3.69%
Vanguard Capital Management, LLC 1.11M Mar 31, 2026 4.53% $0.00 0.00%
Alberta Investment Management Corp 1.05M Jun 30, 2026 4.28% $0.25 23.46%
Morgan Stanley - Brokerage Accounts 948.62K Mar 31, 2026 3.86% $0.00 -9.44%
Rice Hall James & Associates, LLC 775.12K Jun 30, 2026 3.15% $1.58 -0.63%
Westwood Holdings Group Inc 761.16K Mar 31, 2026 3.10% $0.26 -2.20%
Dimensional Fund Advisors, Inc. 699.08K Jun 30, 2026 2.84% $0.01 1.86%
William Blair Investment Management, LLC 631.93K Jun 30, 2026 2.57% $0.08 15.85%
Geode Capital Management, LLC 626.42K Mar 31, 2026 2.55% $0.00 2.75%
Vanguard Portfolio Management, LLC 502.66K Mar 31, 2026 2.04% $0.00 0.00%
Fuller & Thaler Asset Management Inc 462.67K Mar 31, 2026 1.88% $0.07 -20.34%
BTIM Corp 449.16K Jun 30, 2026 1.83% $0.14 -3.84%
Royce & Associates, LP 448.95K Mar 31, 2026 1.83% $0.21 -23.92%
Charles Schwab Investment Management Inc 432.92K Mar 31, 2026 1.76% $0.00 10.46%
Shapiro Capital Management Co Inc 425.42K Jun 30, 2026 1.73% $1.08 -5.12%
Frontier Capital Management CO Inc 419.47K Jun 30, 2026 1.71% $0.16 -35.84%
Northern Trust Corp 418.68K Mar 31, 2026 1.70% $0.00 0.19%
The Goldman Sachs Group Inc 414.31K Mar 31, 2026 1.69% $0.00 107.81%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 1.52M 6.19% ▲ 0.03% Aug 31, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 754.85K 3.07% ▲ 1.31% Jul 31, 2026
3 iShares Russell 2000 ETF 636.49K 2.59% ▼ 0.57% Aug 31, 2026
4 FullerThaler Beh Small-Cap Equity SMA 603.91K 2.46% ▲ 117.08% Jun 30, 2026
5 FullerThaler Behavioral Sm-Cp Eq R6 603.91K 2.46% ▲ 14.31% Jun 30, 2026
6 FullerThaler Behavioral Small-Cap Equity 603.91K 2.46% ▲ 36.48% Jun 30, 2026
7 Shapiro Capital Mgt Sm-Cap Val 389.66K 1.58% ▲ 0.13% Jun 30, 2026
8 Mawer Global Small Cap F 317.15K 1.29% ▼ 0.95% Jun 30, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 287.96K 1.17% ▲ 0.18% Jul 31, 2026
10 Fidelity Small Cap Index 268.89K 1.09% ▲ 5.96% Jun 30, 2026

Financial Highlights

Market Cap: $1.19B
EBITDA: $159.10M
P/E Ratio: $31.82
PEG Ratio: $0.97
Book Value: $15.68
Earnings/Share: $1.52
Profit Margin: 4.53%
Operating Margin: 25.83%
ROA (TTM): 11.29%
ROE (TTM): 8.59%
Revenue (TTM): $777.50M
Revenue/Share (TTM): $29.79
Earnings Growth (YOY): 12.50%
Revenue Growth (YOY): 2.80%

Valuation Metrics

Enterprise Value: $1.39B
Trailing P/E: 31.82
Forward P/E: 7.82

Shares Statistics

Shares Outstanding: 24.59M
Shares Float: 23.29M
% Insiders: 5.53%
% Institutions: 96.16%
Short % Float: 5.45%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$767.00M
Cost of Goods Sold
adjust
$-280.40M
Gross Profit
subtotal
$486.60M
SG&A
adjust
$-277.90M
Other Operating Expense
adjust
$-57.20M
Operating Income
subtotal
$151.50M
Other / Non-Operating Items
adjust
$-119.10M
Net Income
subtotal
$32.40M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about DFIN.US!