Donnelley Financial Solutions (DFIN) Panoramica del titolo
Donnelley Financial Solutions, Inc. fornisce software e servizi per la conformità e la regolamentazione negli Stati Uniti, in Asia, Europa, Canada e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
DFIN Community Fair Values
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Analyst Price Targets
Concorrenti di Donnelley Financial Solutions, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$50.25 |
| Massimo di 52 settimane | US$65.78 |
| Minimo di 52 settimane | US$36.11 |
| Beta | 0.72 |
| Variazione di 1 mese | 23.92% |
| Variazione a 3 mesi | -1.59% |
| Variazione di 1 anno | -22.85% |
| Variazione a 3 anni | 6.24% |
| Variazione a 5 anni | 55.77% |
| Variazione dall'IPO | 116.13% |
Notizie e aggiornamenti recenti
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 AlphaArticolo di analisi • 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...
Aggiornamento narrativa • 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.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 AlphaArticolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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
Nuova narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • May 09
We Take A Look At Why Donnelley Financial Solutions, Inc.'s (NYSE:DFIN) CEO Has Earned Their Pay Packet
Key Insights Donnelley Financial Solutions' Annual General Meeting to take place on 15th of May CEO Dan Leib's total...Rendimenti per gli azionisti
| DFIN | US Capital Markets | US Mercato | |
|---|---|---|---|
| 7D | 2.5% | 1.4% | -0.7% |
| 1Y | -22.8% | 1.1% | 15.3% |
Ritorno vs Industria: DFIN ha avuto una performance inferiore rispetto al US Capital Markets che ha registrato un rendimento 1.1 % nell'ultimo anno.
Rendimento vs Mercato: DFIN ha avuto una performance inferiore al mercato US che ha registrato un rendimento 15.3 % nell'ultimo anno.
Volatilità dei prezzi
| DFIN volatility | |
|---|---|
| DFIN Average Weekly Movement | 7.0% |
| Capital Markets Industry Average Movement | 3.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: DFIN non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di DFIN è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1983 | 1,750 | Dan Leib | www.dfinsolutions.com |
Donnelley Financial Solutions, Inc. fornisce software e servizi per la conformità e la regolamentazione negli Stati Uniti, in Asia, Europa, Canada e a livello internazionale. Opera attraverso quattro segmenti: Capital Markets - Software Solutions (CM-SS); Capital Markets - Compliance and Communications Management (CM-CCM); Investment Companies - Software Solutions (IC-SS); e Investment Companies - Compliance and Communications Management (IC-CCM). Il segmento CM-SS fornisce soluzioni Venue e ActiveDisclosure a società pubbliche e private per gestire i processi transazionali e di conformità pubblici e privati, collaborare, etichettare, convalidare e archiviare i documenti SEC.
Donnelley Financial Solutions, Inc. Riepilogo dei fondamenti
| DFIN statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.21b |
| Utili (TTM) | US$34.90m |
| Ricavi(TTM) | US$771.40m |
36.0x
Rapporto P/E1.6x
Rapporto P/SDFIN è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| DFIN Conto economico (TTM) | |
|---|---|
| Ricavi | US$771.40m |
| Costo del fatturato | US$281.30m |
| Profitto lordo | US$490.10m |
| Altre spese | US$455.20m |
| Utili | US$34.90m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 30, 2026
| Utile per azione (EPS) | 1.40 |
| Margine lordo | 63.53% |
| Margine di profitto netto | 4.52% |
| Rapporto debito/patrimonio netto | 61.0% |
Come si è comportato DFIN nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/27 19:28 |
| Prezzo dell'azione a fine giornata | 2026/07/27 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Donnelley Financial Solutions, Inc. è coperta da 7 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Ridley-Lane | BofA Global Research |
| Mark Palmer | BTIG |
| Charles Strauzer | CJS Securities, Inc. |