Donnelley Financial Solutions (NYSE:DFIN) Receives $61.50 Average Target Price from Brokerages

Donnelley Financial Solutions (NYSE:DFIN) has been assigned a consensus recommendation of “Moderate Buy” from the five research firms that are currently covering the company, Marketbeat reports. Two research analysts have rated the stock with a hold rating, two have assigned a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price target among brokers that have issued a report on the stock in the last year is $61.50.

DFIN has been the topic of several analyst reports. Wall Street Zen raised shares of Donnelley Financial Solutions from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 7th. DA Davidson restated a “buy” rating and set a $66.00 target price on shares of Donnelley Financial Solutions in a research note on Friday, January 30th. CJS Securities raised Donnelley Financial Solutions to a “strong-buy” rating in a research report on Thursday, December 11th. Zacks Research cut Donnelley Financial Solutions from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 19th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $57.00 price target on shares of Donnelley Financial Solutions in a report on Wednesday, January 14th.

Key Stories Impacting Donnelley Financial Solutions

Here are the key news stories impacting Donnelley Financial Solutions this week:

• Positive Sentiment: Q4 beat on both EPS and revenue — DFIN reported $0.70 EPS vs. $0.40 consensus and $172.5M revenue vs. ~$155M expected; revenue rose 10.4% YoY and adjusted EBITDA and adjusted net earnings expanded materially, signaling improving operating leverage. DFIN Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: Strong cash flow — Q4 operating cash flow and free cash flow increased vs. prior year (free cash flow up ~16% Q/Q comparison cited), supporting balance-sheet stability and potential capital allocation flexibility. DFIN Reports Fourth-Quarter and Full-Year 2025 Results
• Neutral Sentiment: Management is guiding Q1 revenue to $200M–$210M (consensus ~ $207.2M) — range overlaps consensus but leans slightly conservative at the low end; Q1 EPS guidance was not clearly specified in the release, leaving near-term earnings visibility limited.
• Neutral Sentiment: Strategic shift to software-led, compliance-focused offerings may drive higher-margin recurring revenue over time, but investors should view this as a medium-term story rather than an immediate revenue lever. Is Donnelley Financial (DFIN) Quietly Shifting…
• Negative Sentiment: Full-year GAAP results show a large decline in GAAP net earnings (down ~64.9% YoY), reflecting non‑recurring items or restructuring impacts — a reminder that GAAP volatility still exists and could pressure headline metrics. DFIN Reports Fourth-Quarter and Full-Year 2025 Results

Institutional Trading of Donnelley Financial Solutions

Several institutional investors have recently added to or reduced their stakes in the stock. AQR Capital Management LLC grew its holdings in Donnelley Financial Solutions by 9.9% during the 4th quarter. AQR Capital Management LLC now owns 26,112 shares of the company’s stock worth $1,219,000 after acquiring an additional 2,360 shares in the last quarter. Laurion Capital Management LP bought a new position in shares of Donnelley Financial Solutions during the fourth quarter worth about $730,000. Russell Investments Group Ltd. lifted its position in shares of Donnelley Financial Solutions by 37.2% during the fourth quarter. Russell Investments Group Ltd. now owns 81,019 shares of the company’s stock worth $3,783,000 after purchasing an additional 21,955 shares during the last quarter. Rice Hall James & Associates LLC grew its stake in Donnelley Financial Solutions by 0.9% in the fourth quarter. Rice Hall James & Associates LLC now owns 765,939 shares of the company’s stock worth $35,762,000 after purchasing an additional 6,871 shares in the last quarter. Finally, Alberta Investment Management Corp increased its holdings in Donnelley Financial Solutions by 151.3% in the fourth quarter. Alberta Investment Management Corp now owns 879,600 shares of the company’s stock valued at $41,069,000 after buying an additional 529,600 shares during the last quarter. 93.84% of the stock is owned by institutional investors and hedge funds.

Donnelley Financial Solutions Stock Performance

Donnelley Financial Solutions stock opened at $43.79 on Wednesday. The firm has a market capitalization of $1.16 billion, a PE ratio of 41.71 and a beta of 0.92. Donnelley Financial Solutions has a one year low of $37.07 and a one year high of $66.25. The stock’s 50 day moving average price is $48.37 and its 200 day moving average price is $50.32. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.13 and a current ratio of 1.13.

Donnelley Financial Solutions (NYSE:DFIN) last issued its quarterly earnings data on Tuesday, February 17th. The company reported $0.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.40 by $0.30. Donnelley Financial Solutions had a net margin of 4.33% and a return on equity of 22.46%. The company had revenue of $172.50 million during the quarter, compared to the consensus estimate of $155.27 million. During the same quarter last year, the company earned $0.40 earnings per share. Donnelley Financial Solutions’s revenue for the quarter was up 10.4% on a year-over-year basis.

Donnelley Financial Solutions Company 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.