Donnelley Financial Solutions (DFIN)

• Market cap: $1.28B
• 1 day: -3.03%
• 5 days: -3.12%
• 1 month: -32.87%
• 3 months: -26.83%
• 6 months: -31.71%
• Year to date: -26.28%
• 1 year: -29.45%
• 5 years: 577.16%
• 10 years: 92.52%
• Sector: Financials
• Industry: Miscellaneous Business Services

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 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

107% more call options, than puts

Call options by funds: $508K | Put options by funds: $245K

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

1.81% more ownership

Funds ownership: 95.62% [Q3] → 97.43% (+1.81%) [Q4]

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

3% less capital invested

Capital invested by funds: $1.82B [Q3] → $1.76B (-$59.6M) [Q4]

4% less funds holding

Funds holding: 255 [Q3] → 244 (-11) [Q4]

18% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 44

Research analyst outlook

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

• Low target: $72 61% upside
• Avg. target: $72 61% upside
• High target: $72 61% upside

2 analyst ratings

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

DA Davidson Peter Heckmann 47% 1-year accuracy 22 / 47 met price target	61% upside $72	Buy Maintained	20 Feb 2025
Needham Kyle Peterson 37% 1-year accuracy 22 / 60 met price target	61% upside $72	Buy Maintained	19 Feb 2025