Donnelley Financial Solutions (DFIN) Aperçu de l'action
Donnelley Financial Solutions, Inc. fournit des logiciels et des services de conformité et de réglementation aux États-Unis, en Asie, en Europe, au Canada et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 3/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
DFIN Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Donnelley Financial Solutions, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$48.23 |
| Plus haut sur 52 semaines | US$57.37 |
| Plus bas sur 52 semaines | US$36.11 |
| Bêta | 0.71 |
| Variation sur 1 mois | -0.062% |
| Variation sur 3 mois | 24.69% |
| Variation sur 1 an | -14.03% |
| Variation sur 3 ans | 1.15% |
| Variation sur 5 ans | 44.83% |
| Évolution depuis l'introduction en bourse | 107.44% |
Nouvelles et mises à jour récentes
Recent updates
Seeking Alpha • Jul 21
Donnelley Financial Solutions: Software Shift Drives Earnings
Summary Donnelley Financial Solutions drives growth through compliance-focused software for regulatory filings, capital markets, and financial reporting. Software solutions now comprise 44.6% of net sales, with a long-term target of 60%, supported by strong customer adoption and AI-enhanced workflows. ActiveDisclosure and Arcflex platforms are key growth drivers, benefiting from regulatory trends and increasing recurring subscription revenues. 2Q26 earnings are also likely to be robust due to strong IPO and M&A markets. Low valuations and a recent history of beating EPS forecasts could be share price catalysts. Read the full article on Seeking AlphaArticle d’analyse • Jun 18
Donnelley Financial Solutions (DFIN) Stock Could Be 37% Undervalued After AI Filing Launch
How Donnelley Financial Solutions stock is reacting to its new AI iXBRL launch Donnelley Financial Solutions (DFIN) has drawn fresh attention after unveiling an AI-powered iXBRL tagging capability for SEC filings, initially focused on Tailored Shareholder Reports and N-CSR submissions within its Arc Suite platform. The product combines large language models with SEC taxonomy expertise and human review, aiming to cut manual tagging work while maintaining strict control over regulatory accuracy...
Mise à jour du récit • Jun 16
DFIN: AI Filing Automation And Buybacks Will Support Future Share Price Upside
Analysts have reduced their price target on Donnelley Financial Solutions by $4. They cited updated assumptions on discount rates, revenue growth, profit margins, and future P/E expectations, which modestly adjust their valuation framework.Mise à jour du récit • Jun 01
DFIN: Share Repurchases And Margin Resilience Will Support Future Upside Potential
Analysts have reduced their price target on Donnelley Financial Solutions by $4 to $63, citing updated assumptions regarding discount rates, revenue growth, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts view the revised US$63 target as still implying upside potential relative to current trading levels, even after factoring in more conservative assumptions.Article d’analyse • May 07
Donnelley Financial Solutions, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
There's been a notable change in appetite for Donnelley Financial Solutions, Inc. ( NYSE:DFIN ) shares in the week...Mise à jour du récit • Apr 29
DFIN: Share Repurchases Will Support 2026 Sales Outlook And Future Upside Potential
Analysts have adjusted their price target for Donnelley Financial Solutions only marginally, reflecting small tweaks to assumptions like the discount rate, long term revenue growth, profit margins and future P/E multiples, while keeping the overall fair value estimate steady at about $64.33 per share. What's in the News The Board of Directors authorized a share repurchase plan on April 16, 2026, giving the company approval to buy back its own stock under defined parameters (Key Developments).Mise à jour du récit • Apr 13
DFIN: Share Repurchases Will Support 2026 Sales Outlook And Future Upside Potential
Analysts have kept their $64.33 price target for Donnelley Financial Solutions broadly unchanged, citing steady assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Donnelley Financial Solutions issued earnings guidance for the first quarter of 2026, projecting total net sales in a range of $200 million to $210 million for the quarter (Key Developments).Mise à jour du récit • Mar 29
DFIN: Share Repurchases And 2026 Sales Guidance Will Drive Future Upside Potential
Analysts have kept their price target for Donnelley Financial Solutions effectively unchanged at about $64.33. This reflects largely consistent assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E.Mise à jour du récit • Mar 13
DFIN: Share Repurchases And Earnings Guidance Will Drive Future Upside Potential
Analysts have maintained their fair value estimate for Donnelley Financial Solutions at $64.33 per share while making only very small adjustments to assumptions around the discount rate, revenue growth, profit margins, and future P/E. This indicates that their overall view on the stock remains largely unchanged.Mise à jour du récit • Feb 25
DFIN: Share Repurchases And Guidance Will Support Future Upside Potential
Analysts have modestly adjusted their price target on Donnelley Financial Solutions to a fair value of $64.33, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Donnelley Financial Solutions issued earnings guidance for the first quarter of 2026, with expected total net sales in a range of $200 million to $210 million.Article d’analyse • Feb 13
Donnelley Financial Solutions, Inc.'s (NYSE:DFIN) 27% Cheaper Price Remains In Tune With Earnings
Donnelley Financial Solutions, Inc. ( NYSE:DFIN ) shares have had a horrible month, losing 27% after a relatively good...Mise à jour du récit • Feb 11
DFIN: Active Intelligence Rollout Will Support Future Upside Potential
Analysts have kept their fair value estimate for Donnelley Financial Solutions broadly unchanged at about $64.33 per share. They point to only slight tweaks in the discount rate and long term assumptions around revenue growth, profit margins, and future P/E as the main drivers behind the muted price target adjustment.Mise à jour du récit • Jan 27
DFIN: AI Tools And Buybacks Will Support Future Upside Potential
Analysts have kept their fair value estimate for Donnelley Financial Solutions steady at about US$64.33 per share, with only slight refinements to discount rate, revenue growth, profit margin, and future P/E inputs guiding this unchanged target. What's in the News Donnelley Financial Solutions launched Active Intelligence, a suite of AI tools intended to improve efficiency, accuracy, and insights across its software platform for clients working with complex regulatory and compliance requirements (Key Developments).Mise à jour du récit • Jan 12
DFIN: AI Rollout And Buybacks Will Support Future Upside Potential
Analysts have kept their fair value estimate for Donnelley Financial Solutions steady at about $64.33 per share, with only very small tweaks to inputs such as the discount rate, long term revenue growth, profit margin, and future P/E assumptions that guide the updated price target narrative. What's in the News Donnelley Financial Solutions launched Active Intelligence, a suite of AI capabilities intended to improve efficiency, accuracy, and insights across its software platform for regulatory and compliance workflows (Key Developments).Mise à jour du récit • Dec 26
DFIN: AI Integration Will Drive Margin Resilience And Strong Future Returns
Analysts have modestly adjusted their price target on Donnelley Financial Solutions to reflect a slightly lower discount rate. While this leaves fair value effectively unchanged near 64.33 dollars per share, it signals incremental confidence in the company’s steady revenue growth, resilient profit margins, and a marginally lower expected future price to earnings multiple.Mise à jour du récit • Dec 12
DFIN: AI Adoption And Share Repurchases Will Drive Strong Future Returns
Narrative Update on Donnelley Financial Solutions Analysts have modestly raised their price target on Donnelley Financial Solutions to approximately $64.33 per share, reflecting fine tuned assumptions around the discount rate, long term revenue growth, profit margins, and future earnings multiples that collectively support a slightly higher implied valuation. What's in the News Donnelley Financial Solutions launched Active Intelligence, a suite of AI capabilities embedded across its software platform to boost efficiency, accuracy, and insight for clients navigating complex regulatory and compliance workflows (Key Developments) Select ActiveDisclosure clients are receiving early access to AI enhanced tools that compare draft SEC filings against prior company and peer filings, with the goal of reducing risk and speeding preparation of 10 Qs, 10 Ks, proxy statements, and IPO documents (Key Developments) The company introduced an AI Client Advisory Panel to give clients an early view of upcoming AI features and direct input into future product development priorities (Key Developments) DFIN issued fourth quarter 2025 guidance, projecting total net sales in the range of 150 million dollars to 160 million dollars, reflecting expectations for steady revenue performance (Key Developments) From July 1 to September 30, 2025, DFIN repurchased 659,367 shares, or about 2.4 percent of shares, for 35.47 million dollars, completing the buyback program announced on May 19, 2025 (Key Developments) Valuation Changes Fair Value Estimate remained unchanged at approximately $64.33 per share, indicating no net impact from the updated assumptions.Mise à jour du récit • Nov 28
DFIN: Share Buyback and AI Suite Launch Will Drive Future Value
Analysts have maintained their price target for Donnelley Financial Solutions at $64.33, citing stable key valuation metrics and ongoing confidence in the company's financial outlook. What's in the News Donnelley Financial Solutions launched Active Intelligence, a suite of AI capabilities designed to enhance efficiency, accuracy, and actionable insights across its software platform.Mise à jour du récit • Nov 14
DFIN: Share Buyback Program Will Drive Future Shareholder Value
Analysts have maintained their price target for Donnelley Financial Solutions at $64.33, citing minimal shifts in underlying assumptions such as profit margins and discount rates. What's in the News Donnelley Financial Solutions provided earnings guidance for the fourth quarter of 2025, expecting total net sales between $150 million and $160 million (Key Developments).Mise à jour du récit • Oct 30
DFIN: Platform Advancements And Margin Expansion Will Drive Outperformance
Analysts have lowered their price target for Donnelley Financial Solutions from $70.67 to $64.33, citing revised expectations around profit margins and future earnings multiples. What's in the News Donnelley Financial Solutions introduced a rebuilt DFIN Venue virtual data room.Article d’analyse • May 04
Donnelley Financial Solutions, Inc.'s (NYSE:DFIN) P/E Is Still On The Mark Following 30% Share Price Bounce
Those holding Donnelley Financial Solutions, Inc. ( NYSE:DFIN ) shares would be relieved that the share price has...Article d’analyse • Feb 23
The Market Doesn't Like What It Sees From Donnelley Financial Solutions, Inc.'s (NYSE:DFIN) Earnings Yet As Shares Tumble 28%
Donnelley Financial Solutions, Inc. ( NYSE:DFIN ) shareholders won't be pleased to see that the share price has had a...Seeking Alpha • Feb 21
Donnelley Financial Solutions: Sitting This One Out On Heightened Risks
Summary Donnelley Financial Solutions reported disappointing Q4 results and Q1 guidance, causing a 20%+ stock pullback. Despite a strong end-market for compliance software, DFIN's Capital Markets business remains challenged, impacting revenue and profitability. Improved execution and a potential rebound in Capital Markets could provide upside, but current risks warrant a cautious approach. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Donnelley Financial: Current Valuation Reflects Skepticism, DFIN Is Undervalued
Summary Donnelley Financial Solutions (DFIN) is a market leader in compliance, regulatory, and transaction solutions, offering end-to-end services across Capital Markets and Investment Companies segments. Recurring revenue from software solutions is growing rapidly, with management projecting mid-teens growth, supported by improved retention rates and new SEC mandates. The stock is undervalued due to near-term selling pressure and market skepticism, but successful strategy execution could lead to significant EPS growth and a $140+ stock price by 2027. Key catalysts include the completion of share overhang, recovery in M&A and IPO activity, and continued improvement in ARR and retention rates. Read the full article on Seeking Alpha
Nouveau récit • Sep 24
Shifting To High-Margin Software Solutions Fuels Stability And Growth Amidst Market Volatility
Transitioning to a solution-centric approach with a focus on high-margin software offerings is poised to positively impact earnings through improved net margins.Article d’analyse • Sep 08
Some Confidence Is Lacking In Donnelley Financial Solutions, Inc.'s (NYSE:DFIN) P/E
It's not a stretch to say that Donnelley Financial Solutions, Inc.'s ( NYSE:DFIN ) price-to-earnings (or "P/E") ratio...Article d’analyse • Jul 05
Donnelley Financial Solutions (NYSE:DFIN) Ticks All The Boxes When It Comes To Earnings Growth
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Rendement pour les actionnaires
| DFIN | US Capital Markets | US Marché | |
|---|---|---|---|
| 7D | 1.1% | 1.2% | -1.2% |
| 1Y | -14.0% | 6.0% | 18.3% |
Rendement vs Industrie: DFIN a sous-performé le secteur US Capital Markets qui a rapporté 6 % au cours de l'année écoulée.
Rendement vs marché: DFIN a sous-performé le marché US qui a rapporté 18.3 % au cours de l'année écoulée.
Volatilité des prix
| DFIN volatility | |
|---|---|
| DFIN Average Weekly Movement | 5.9% |
| Capital Markets Industry Average Movement | 3.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: DFIN n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de DFIN ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1983 | 1,750 | Dan Leib | www.dfinsolutions.com |
Donnelley Financial Solutions, Inc. fournit des logiciels et des services de conformité et de réglementation aux États-Unis, en Asie, en Europe, au Canada et dans le monde entier. Elle opère à travers quatre segments : Marchés des capitaux - Solutions logicielles (CM-SS) ; Marchés des capitaux - Gestion de la conformité et des communications (CM-CCM) ; Sociétés d'investissement - Solutions logicielles (IC-SS) ; et Sociétés d'investissement - Gestion de la conformité et des communications (IC-CCM). Le segment CM-SS fournit des solutions Venue et ActiveDisclosure aux entreprises publiques et privées pour gérer les processus transactionnels et de conformité, collaborer et marquer, valider et déposer des documents SEC.
Donnelley Financial Solutions, Inc. Résumé des fondamentaux
| DFIN statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.19b |
| Bénéfices(TTM) | US$35.20m |
| Recettes(TTM) | US$777.50m |
33.7x
Ratio P/E1.5x
Ratio P/SLe site DFIN est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| DFIN compte de résultat (TTM) | |
|---|---|
| Recettes | US$777.50m |
| Coût des recettes | US$278.30m |
| Marge brute | US$499.20m |
| Autres dépenses | US$464.00m |
| Les revenus | US$35.20m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 1.43 |
| Marge brute | 64.21% |
| Marge bénéficiaire nette | 4.53% |
| Ratio dettes/capitaux propres | 52.7% |
Quelles ont été les performances à long terme de DFIN?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/24 18:10 |
| Cours de l'action en fin de journée | 2026/08/21 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Donnelley Financial Solutions, Inc. est couverte par 7 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Ridley-Lane | BofA Global Research |
| Mark Palmer | BTIG |
| Charles Strauzer | CJS Securities, Inc. |