Dun & Bradstreet (DNB)

• Market cap: $5.56B
• 1 day: 1.70%
• 5 days: 3.28%
• 1 month: 13.73%
• 3 months: 6.07%
• 6 months: 20.59%
• Year to date: 7.98%
• 1 year: 23.67%
• 5 years: -42.33%
• 10 years: -42.33%
• Sector: Financials
• Industry: Consumer Credit Reporting, Collection Agencies

About: Dun & Bradstreet Holdings Inc is a provider of business decisioning data and analytics. The company operates in two segments: North America, which offers Finance & Risk and Sales & Marketing data, analytics, and business insights in the United States and Canada; and International, which offers Finance & Risk and Sales & Marketing data, analytics, and business insights directly in the U.K, Europe, Greater China, India and indirectly through its WWN alliances. The company generates maximum revenue from the North American region. Other services provided by the company include digital marketing, sales acceleration, and risk management among others.

Employees: 6,414

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

37% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $2.22M

33% more funds holding in top 10

Funds holding in top 10: 6 [Q2] → 8 (+2) [Q3]

23% more capital invested

Capital invested by funds: $3.88B [Q2] → $4.77B (+$893M) [Q3]

23% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 70

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

3% more funds holding

Funds holding: 230 [Q2] → 238 (+8) [Q3]

0.77% less ownership

Funds ownership: 94.6% [Q2] → 93.84% (-0.77%) [Q3]

Research analyst outlook

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

• Low target: $12 5% downside
• Avg. target: $14.50 15% upside
• High target: $17 35% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Needham Kyle Peterson 61% 1-year accuracy 35 / 57 met price target	35% upside $17	Buy Reiterated	1 Nov 2024
Barclays Manav Patnaik 67% 1-year accuracy 26 / 39 met price target	5% downside $12	Equal-Weight Maintained	13 Sept 2024