NYSE:DFINCapital Markets
Does DFIN’s Q3 Beat and Software Pivot Reshape the Bull Case For Donnelley Financial Solutions (DFIN)?
Donnelley Financial Solutions recently reported Q3 2025 results that surpassed earnings expectations and outlined plans to increase the share of revenue from software solutions to 60% by 2028, while attracting new investment from the RAM Smid Composite fund.
This pivot toward higher-margin software and technology-enabled compliance tools marks a meaningful shift in how the company positions itself within the regulatory and financial reporting ecosystem.
We will now examine how Donnelley...