Donnelley Financial Solutions (DFIN)

• Market cap: $2.01B
• 1 day: 3.11%
• 5 days: 3.74%
• 1 month: 19.54%
• 3 months: 20.37%
• 6 months: 14.77%
• Year to date: 14.56%
• 1 year: 11.99%
• 5 years: 643.96%
• 10 years: 199.18%
• Sector: Financials
• Industry: Miscellaneous Business Services

About: Donnelley Financial Solutions Inc is a global 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( US), Europe, Asia, Canada, and others, of which the US accounts for the vast majority of its total revenue.

Employees: 1,900

Fund manager confidence

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

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $1.7B [Q2] → $1.82B (+$125M) [Q3]

2% more funds holding

Funds holding: 248 [Q2] → 254 (+6) [Q3]

4% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 89

0% more funds holding in top 10

Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]

1.73% less ownership

Funds ownership: 97.36% [Q2] → 95.63% (-1.73%) [Q3]

28% less call options, than puts

Call options by funds: $566K | Put options by funds: $783K

Research analyst outlook

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

• Low target: $70 1% upside
• Avg. target: $75 7% upside
• High target: $79 14% upside

2 analyst ratings

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

Needham Kyle Peterson 58% 1-year accuracy 36 / 62 met price target	14% upside $79	Buy Reiterated	15 Jan 2025
B. Riley Securities Raj Sharma 92% 1-year accuracy 11 / 12 met price target	1% upside $70	Buy Maintained	5 Nov 2024