Recent Insider Transactions • 18h
President recently sold €420k worth of stock On the 19th of August, Daniel Leib sold around 10k shares on-market at roughly €42.89 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Daniel's only on-market trade for the last 12 months. Buy Or Sell Opportunity • Aug 17
Now 21% undervalued Over the last 90 days, the stock has risen 26% to €41.20. The fair value is estimated to be €51.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 27%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 237% in the next 2 years. Reported Earnings • Jul 31
Second quarter 2026 earnings released: EPS: US$1.45 (vs US$1.30 in 2Q 2025) Second quarter 2026 results: EPS: US$1.45 (up from US$1.30 in 2Q 2025). Revenue: US$224.2m (up 2.8% from 2Q 2025). Net income: US$36.4m (flat on 2Q 2025). Profit margin: 16% (in line with 2Q 2025). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Capital Markets industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Announcement • Jul 31
Donnelley Financial Solutions, Inc. Provides Earnings Guidance for the Third Quarter of 2026 Donnelley Financial Solutions, Inc. provided earnings guidance for the third quarter of 2026. For the quarter, the company expects total net sales of $175 million to $185 million. Buy Or Sell Opportunity • Jul 24
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.3% to €40.80. The fair value is estimated to be €52.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 1.7% in a year. Earnings are forecast to grow by 212% in the next year. Announcement • Jul 17
Donnelley Financial Solutions, Inc. to Report Q2, 2026 Results on Jul 30, 2026 Donnelley Financial Solutions, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 30, 2026 Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €39.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Capital Markets industry in Germany. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €50.72 per share. Announcement • Jun 12
Donnelley Financial Solutions Introduces AI-Powered IXBRL Tagging Capability For Sec Filings Donnelley Financial Solutions announced the launch of its AI-powered iXBRL tagging capability, a first-of-its-kind advancement designed to transform how organizations prepare and submit SEC financial filings. The new solution combines advanced AI with expert human oversight to automate the tagging of regulatory filings, helping organizations improve speed, reduce manual effort, and maintain the control required in highly regulated reporting environments. DFIN is initially rolling out AI-powered tagging for Tailored Shareholder Reports (TSR) and N-CSR filings within its Arc Suite software and for filings completed with DFIN's tech-enabled managed services offering for investment companies. The company plans to expand the capability to ActiveDisclosure, with other disclosure filings to follow. iXBRL tagging is a mandatory step in SEC filing preparation, requiring every data element in a financial document to be mapped to the appropriate taxonomy before submission through the SEC's EDGAR system. DFIN's AI-powered tagging capability fundamentally changes this model. By combining large language models with deep SEC taxonomy knowledge and experience, captured within a client-specific knowledge base built on historical filing intelligence, the solution automates initial tag generation while enabling subject matter experts to focus on validation and refinement. The result is a hybrid human-in-the-loop model that delivers both efficiency and precision, with a clear path toward increasingly autonomous, end-to-end AI-driven workflows. DFIN has built its AI tagging capabilities on a secure, enterprise-grade infrastructure designed to protect client data at every stage. Key safeguards include: Never using client data to train third-party LLMs, contractually enforced. Data remains within DFIN's private cloud, with strict isolation. Comprehensive audit logging for full traceability of AI activity. Alignment with SOC 2 and ISO 27001 standards. The AI-powered iXBRL tagging capability is currently in a controlled production pilot for select clients, with broader availability planned for the second half of 2026. AI tagging is a key pillar of DFIN's broader Active Intelligence strategy, which applies AI across the company's software solutions to drive smarter, faster, and more reliable outcomes for clients navigating complex regulatory environments worldwide. Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Ayman Sayed was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • May 16
Dfin Announces Executive Changes DFIN announced the appointment of Ken Napolitano as Chief Revenue Officer. Ken brings more than 25 years of experience scaling commercial organizations within the financial data and technology sector. Most recently, he served as Chief Revenue Officer of Preqin, where he led a global sales team and was a central figure in the executive committee prior to the company's acquisition. Before that, he served as EVP and Chief Sales Officer at Wheels Up, where he grew the business from $200 million to $1.5 billion in revenue and helped lead the company through its IPO. His earlier career includes nearly two decades at Bloomberg LP, where he rose to lead an enterprise sales organization responsible for almost $1 billion in annual revenue. Ken holds an MBA with Distinction from Cornell University's S.C. Johnson Graduate School of Management and a Bachelor of Business Administration from Adelphi University. Ken will start on June 1, 2026. In connection with this appointment, Eric Johnson, who currently oversees the Global Investment Companies business, will transition to a newly created role President, Key Accounts, bringing the full breadth of DFIN's solutions and expertise to bear on customers' most critical needs. Craig Clay, President of Global Capital Markets, will be departing the Company. Announcement • May 07
Donnelley Financial Solutions, Inc. Provides Earnings Guidance for the Second Quarter of 2026 Donnelley Financial Solutions, Inc. provided earnings guidance for the second quarter of 2026. For the period, the company expects Total net sales of $215 million to $225 million. Announcement • Apr 22
Donnelley Financial Solutions, Inc. to Report Q1, 2026 Results on May 05, 2026 Donnelley Financial Solutions, Inc. announced that they will report Q1, 2026 results Pre-Market on May 05, 2026 Announcement • Apr 21
Donnelley Financial Solutions, Inc. (NYSE:DFIN) announces an Equity Buyback for $150 million worth of its shares. Donnelley Financial Solutions, Inc. (NYSE:DFIN) announces a share repurchase program. Under the program, the company will repurchase up to $150 million. The program is valid till December 31, 2027. Announcement • Apr 02
Donnelley Financial Solutions, Inc., Annual General Meeting, May 13, 2026 Donnelley Financial Solutions, Inc., Annual General Meeting, May 13, 2026. Announcement • Feb 17
Donnelley Financial Solutions, Inc. Provides Earnings Guidance for the First Quarter of 2026 Donnelley Financial Solutions, Inc. provided earnings guidance for the first quarter of 2026. for the quarter, the company expects Total net sales of $200 million to $210 million. Announcement • Feb 04
Donnelley Financial Solutions, Inc. to Report Q4, 2025 Results on Feb 17, 2026 Donnelley Financial Solutions, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026 Announcement • Nov 19
Donnelley Financial Solutions Launches Active Intelligence™?, its AI Suite Driving Smarter Compliance Donnelley Financial Solutions introduced Active Intelligence™?, a suite of AI capabilities that will be available across the DFIN software platform driving efficiency, accuracy, and actionable insights for clients navigating complex regulatory and compliance landscapes. Active Intelligence reinforces DFIN's commitment to delivering innovative, secure, and client-focused software solutions. As a first step, select clients currently using ActiveDisclosure will gain exclusive access to AI-enhanced capabilities for streamlining the research, comparison, and analysis of draft SEC filings against their own prior filings and those of selected peers. This capability will help to reduce risk, validate content, and expediate the preparation of quarterly and annual reports, proxy statements, and IPO filings. As a part of its client-centric AI strategy, DFIN is also introducing an exclusive AI Client Advisory Panel. This forum will provide an opportunity for DFIN clients to gain a first look at DFIN's AI initiatives and to provide feedback on future feature development. Announcement • Oct 30
Donnelley Financial Solutions, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 Donnelley Financial Solutions, Inc. provided earnings guidance for the fourth quarter of 2025. For the quarter, the company expects total Net Sales $150 million to $160 million. Announcement • Oct 22
Donnelley Financial Solutions, Inc. to Report Q3, 2025 Results on Oct 29, 2025 Donnelley Financial Solutions, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 29, 2025 Announcement • Sep 24
Donnelley Financial Solutions Introduces the New Venue, the Most Modern Virtual Data Room on the Market-- Designed to Lead the Industry in Speed and Simplicity Donnelley Financial Solutions introduced DFIN Venue, its virtual data room (VDR), following a comprehensive rebuild. The new Venue keeps the familiar name while delivering a modern architecture, streamlined navigation, intelligent permissioning, and real-time insights to speed due diligence and simplify collaboration for M&A, capital raising, and IPO work. The new Venue is designed to simplify the deal process for investment banking, legal, and corporate teams. Built for ease of use with an intuitive user interface and clean navigation, Venue enables users to self-launch new data rooms and manage multiple data rooms on demand, reducing reliance on IT resources and accelerating project timelines. The platform supports large file uploads and high-capacity storage designed to accommodate complex, data-heavy transactions such as mergers and acquisitions, IPO preparations, and other corporate initiatives. By combining intuitive user features with scalability and technical performance, the new Venue provides a differentiated solution to deal teams navigating critical transactions. Venue connects to DFIN's broader software solutions, including ActiveDisclosure, to streamline SEC filings, including IPOs and M&A, as well as financial reporting. As with all DFIN solutions, security is aligned to leading standards, including ISO 27001 and SOC 2 Type 2, plus SSO and MFA options. The new DFIN Venue is available, while legacy Venue remains accessible during the phased client migration planned through 2026. Announcement • Jul 31
Donnelley Financial Solutions, Inc. Provides Earnings Guidance for the Third Quarter of 2025 Donnelley Financial Solutions, Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects total net sales to be $165 million to $175 million. Announcement • Jul 18
Donnelley Financial Solutions, Inc. to Report Q2, 2025 Results on Jul 31, 2025 Donnelley Financial Solutions, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025 Announcement • May 20
Donnelley Financial Solutions, Inc. (NYSE:DFIN) announces an Equity Buyback for $150 million worth of its shares. Donnelley Financial Solutions, Inc. (NYSE:DFIN) announces a share repurchase program. Under the program, the company will repurchase up to $150 million. The program is valid till December 31, 2026. Announcement • Apr 17
Donnelley Financial Solutions, Inc. to Report Q1, 2025 Results on Apr 30, 2025 Donnelley Financial Solutions, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 30, 2025 Announcement • Apr 03
Donnelley Financial Solutions, Inc., Annual General Meeting, May 14, 2025 Donnelley Financial Solutions, Inc., Annual General Meeting, May 14, 2025. Announcement • Mar 16
Donnelley Financial Solutions Announces Board Changes Donnelley Financial Solutions announced the appointment of Ayman Sayed, President and CEO of BMC Software Inc. to its board of directors. Sayed will stand for election at the company's 2025 annual meeting and will serve on the board's compensation committee. Sayed, 62, brings a wealth of experience in software development, product and engineering, and executive management. At BMC Software, a global enterprise software company headquartered in Houston, Texas, he has achieved over 18 consecutive quarters of annual growth and successfully navigated the strategic transformation to separate BMC into two standalone independent companies. Sayed has substantial board experience at FD Technologies, a publicly-traded UK-based software and capital market consulting firm, and at Elisity Security, a private cybersecurity firm. Prior to BMC, Sayed served as Chief Product Officer at CA Technologies, Inc. and in a variety of product and engineering leadership roles at Cisco Systems, Inc. The company also announced that Charles D. Drucker has retired from the Donnelley Financial Board, effective March 13, 2025. Following Mr. Drucker's retirement and Mr. Sayed's appointment, the board will continue to be composed of eight directors, seven of whom are independent. Announcement • Mar 12
Dfin Announces Edgar Next Enrollment Portal to Ease Compliance with New Sec Rules DFIN announced its new EDGAR Next En enrollment Portal, designed to streamline the transition to the SEC's new EDGAR Next filing framework and reduce client administrative burden. Through this new intuitive portal, DFIN clients can quickly meet the new authentication requirements for all filing types, including public company filings, investment company filings, and beneficial owner reporting. The DFIN EDGAR Next Enrollment Portal goes live on March 24, 2025, the opening date of the SEC enrollment window. Benefits of the new DFIN EDGAR Next Portal include: Step-by-Step Guidance - Simplifies both the enrollment process and required post-enrollment tasks; Effortless Transition - Ensures a smooth shift to the new SEC rules without interrupting compliance; Avoids Workflow Disruption - Clients continue to file through DFIN without changes to existing workflows; Ensuring Success - Early client feedback confirms the portal removes complexity and streamlines the EDGAR Next transition. Announcement • Jan 29
Donnelley Financial Solutions, Inc. to Report Q4, 2024 Results on Feb 18, 2025 Donnelley Financial Solutions, Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 18, 2025 Announcement • Nov 22
Donnelley Financial Solutions, Inc. Announces Resignation of Jeffrey Jacobowitz from the Board of Directors and Committees Donnelley Financial Solutions, Inc. on November 19, 2024 announced that Jeffrey Jacobowitz notified the Company of his resignation from the Company’s Board of Directors and all committees thereof, effective as of November 19, 2024. Mr. Jacobowitz’s decision to resign was not the result of any disagreement between Mr. Jacobowitz and the Company. Mr. Jacobowitz has served on the Company’s Board since February 2019. Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €60.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Capital Markets industry in Germany. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €65.51 per share. Reported Earnings • Nov 01
Third quarter 2024 earnings released: EPS: US$0.30 (vs US$0.62 in 3Q 2023) Third quarter 2024 results: EPS: US$0.30 (down from US$0.62 in 3Q 2023). Revenue: US$179.5m (flat on 3Q 2023). Net income: US$8.70m (down 52% from 3Q 2023). Profit margin: 4.8% (down from 10% in 3Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, while revenues in the Capital Markets industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Announcement • Oct 18
Donnelley Financial Solutions, Inc. to Report Q3, 2024 Results on Oct 31, 2024 Donnelley Financial Solutions, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024 Recent Insider Transactions • Aug 14
Insider recently sold €508k worth of stock On the 8th of August, Eric Johnson sold around 9k shares on-market at roughly €57.54 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Insiders have been net sellers, collectively disposing of €3.5m more than they bought in the last 12 months. Reported Earnings • Aug 01
Second quarter 2024 earnings released: EPS: US$1.50 (vs US$1.28 in 2Q 2023) Second quarter 2024 results: EPS: US$1.50 (up from US$1.28 in 2Q 2023). Revenue: US$242.7m (flat on 2Q 2023). Net income: US$44.1m (up 17% from 2Q 2023). Profit margin: 18% (up from 16% in 2Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Capital Markets industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 18
Donnelley Financial Solutions, Inc. to Report Q2, 2024 Results on Jul 31, 2024 Donnelley Financial Solutions, Inc. announced that they will report Q2, 2024 results on Jul 31, 2024 Announcement • Jul 03
Donnelley Financial Solutions, Inc.(NYSE:DFIN) dropped from Russell 2000 Dynamic Index Donnelley Financial Solutions, Inc.(NYSE:DFIN) dropped from Russell 2000 Dynamic Index Recent Insider Transactions • Jun 16
Insider recently sold €1.2m worth of stock On the 12th of June, Eric Johnson sold around 22k shares on-market at roughly €53.99 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months. Recent Insider Transactions • May 08
Chief People & Administrative Officer recently sold €1.1m worth of stock On the 3rd of May, Robert Williams sold around 19k shares on-market at roughly €59.02 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months. Reported Earnings • May 02
First quarter 2024 earnings released: EPS: US$1.14 (vs US$0.54 in 1Q 2023) First quarter 2024 results: EPS: US$1.14 (up from US$0.54 in 1Q 2023). Revenue: US$203.4m (up 2.4% from 1Q 2023). Net income: US$33.3m (up 111% from 1Q 2023). Profit margin: 16% (up from 8.0% in 1Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Capital Markets industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Apr 26
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Chandar Pattabhiram was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Apr 04
Donnelley Financial Solutions, Inc., Annual General Meeting, May 15, 2024 Donnelley Financial Solutions, Inc., Annual General Meeting, May 15, 2024, at 13:30 Central Standard Time. Agenda: To elect the nominees identified in this proxy statement for a one-year term as directors; to approve, on an advisory basis, the Company’s executive compensation; to vote to ratify the appointment by the Audit Committee of Deloitte & Touche LLP as the Company’s independent registered public accounting firm; and to conduct any other business if properly raised. Reported Earnings • Feb 21
Full year 2023 earnings released: EPS: US$2.81 (vs US$3.33 in FY 2022) Full year 2023 results: EPS: US$2.81 (down from US$3.33 in FY 2022). Revenue: US$797.2m (down 4.4% from FY 2022). Net income: US$82.2m (down 20% from FY 2022). Profit margin: 10% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Capital Markets industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 07
Donnelley Financial Solutions, Inc. to Report Q4, 2023 Results on Feb 20, 2024 Donnelley Financial Solutions, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 20, 2024 Recent Insider Transactions • Dec 03
Senior VP recently sold €436k worth of stock On the 29th of November, Kami Turner sold around 8k shares on-market at roughly €53.12 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €945k more than they bought in the last 12 months. Announcement • Nov 03
Donnelley Financial Solutions, Inc. Provides Consolidated Earnings Guidance for the Fourth Quarter of 2023 Donnelley Financial Solutions, Inc. provided consolidated earnings guidance for the fourth quarter of 2023. For the quarter, the company expects net sales to be in the range of $160 million to $180 million. Compared to the fourth quarter of last year, the midpoint of consolidated revenue guidance, $170 million, implies a very modest year-over-year increase in net sales. Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: US$0.62 (vs US$0.64 in 3Q 2022) Third quarter 2023 results: EPS: US$0.62 (down from US$0.64 in 3Q 2022). Revenue: US$180.0m (down 4.6% from 3Q 2022). Net income: US$18.1m (down 5.7% from 3Q 2022). Profit margin: 10% (in line with 3Q 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, while revenues in the Capital Markets industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 19
Donnelley Financial Solutions, Inc. to Report Q3, 2023 Results on Nov 01, 2023 Donnelley Financial Solutions, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Nov 01, 2023 Reported Earnings • Aug 03
Second quarter 2023 earnings released: EPS: US$1.28 (vs US$1.46 in 2Q 2022) Second quarter 2023 results: EPS: US$1.28 (down from US$1.46 in 2Q 2022). Revenue: US$242.1m (down 9.1% from 2Q 2022). Net income: US$37.7m (down 18% from 2Q 2022). Profit margin: 16% (down from 17% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, while revenues in the Capital Markets industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 22
Donnelley Financial Solutions, Inc. to Report Q2, 2023 Results on Aug 02, 2023 Donnelley Financial Solutions, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 02, 2023 Announcement • May 05
An unknown buyer acquired an unknown minority stake in Mediant Communications Inc. from Donnelley Financial Solutions, Inc. (NYSE:DFIN) for $11.8 million. An unknown buyer acquired an unknown minority stake in Mediant Communications Inc. from Donnelley Financial Solutions, Inc. (NYSE:DFIN) for $11.8 million during the first quarter of 2023. The consideration of $11.8 million consists of $8.9 million of cash and common stock of the acquiror.
An unknown buyer completed the acquisition of an unknown minority stake in Mediant Communications Inc. from Donnelley Financial Solutions, Inc. (NYSE:DFIN) for $11.8 million during the first quarter of 2023. Announcement • May 04
Donnelley Financial Solutions, Inc. Provides Consolidated Sales Guidance for Second Quarter Donnelley Financial Solutions, Inc. provided consolidated sales guidance for second quarter. For the period, the company expected sales in the range of $220 million to $240 million. Reported Earnings • May 03
First quarter 2023 earnings released: EPS: US$0.54 (vs US$0.80 in 1Q 2022) First quarter 2023 results: EPS: US$0.54 (down from US$0.80 in 1Q 2022). Revenue: US$198.6m (down 5.9% from 1Q 2022). Net income: US$15.8m (down 40% from 1Q 2022). Profit margin: 8.0% (down from 13% in 1Q 2022). Revenue is forecast to stay flat during the next 2 years compared to a 2.1% growth forecast for the Capital Markets industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has increased by 105% per year, which means it is tracking significantly ahead of earnings growth. Board Change • Apr 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Chandar Pattabhiram was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 22
Full year 2022 earnings released: EPS: US$3.33 (vs US$4.36 in FY 2021) Full year 2022 results: EPS: US$3.33 (down from US$4.36 in FY 2021). Revenue: US$833.6m (down 16% from FY 2021). Net income: US$102.5m (down 30% from FY 2021). Profit margin: 12% (down from 15% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 2.0% growth forecast for the Capital Markets industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 27
Donnelley Financial Solutions, Inc. to Report Q4, 2022 Results on Feb 21, 2023 Donnelley Financial Solutions, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 21, 2023 Board Change • Nov 17
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Chandar Pattabhiram was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Nov 12
OTC Markets Group Inc. (OTCPK:OTCM) acquired EDGAR Online Inc. from Donnelley Financial Solutions, Inc. (NYSE:DFIN). OTC Markets Group Inc. (OTCPK:OTCM) acquired EDGAR Online Inc. from Donnelley Financial Solutions, Inc. (NYSE:DFIN) on November 10, 2022. This acquisition includes substantially all of the assets of EDGAR Online, including proprietary technology, custom code, customer contracts and intellectual property. Bressler, Amery & Ross, P.C. served as legal counsel to OTC Markets Group on this transaction.OTC Markets Group Inc. (OTCPK:OTCM) completed the acquisition of EDGAR Online Inc. from Donnelley Financial Solutions, Inc. (NYSE:DFIN) on November 10, 2022. Valuation Update With 7 Day Price Move • Nov 09
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €34.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Capital Markets industry in Germany. Total returns to shareholders of 237% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €25.06 per share. Reported Earnings • Nov 03
Third quarter 2022 earnings released: EPS: US$0.64 (vs US$1.25 in 3Q 2021) Third quarter 2022 results: EPS: US$0.64 (down from US$1.25 in 3Q 2021). Revenue: US$188.7m (down 24% from 3Q 2021). Net income: US$19.2m (down 55% from 3Q 2021). Profit margin: 10% (down from 17% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 2.9% p.a. on average during the next 2 years, while revenues in the Capital Markets industry in Germany are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth. Announcement • Oct 13
Donnelley Financial Solutions, Inc. to Report Q3, 2022 Results on Nov 02, 2022 Donnelley Financial Solutions, Inc. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 02, 2022 Board Change • Sep 14
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Chandar Pattabhiram was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Aug 24
Donnelley Financial Solutions, Inc. (NYSE:DFIN) announces an Equity Buyback for $150 million worth of its shares. Donnelley Financial Solutions, Inc. (NYSE:DFIN) announces a share repurchase program. Under the program, the company will repurchase up to $150 million. The program is valid till December 31, 2023. Recent Insider Transactions • Aug 12
Executive VP & CFO recently sold €3.1m worth of stock On the 9th of August, David Gardella sold around 74k shares on-market at roughly €41.23 per share. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months. Reported Earnings • Aug 04
Second quarter 2022 earnings released: EPS: US$1.46 (vs US$1.27 in 2Q 2021) Second quarter 2022 results: EPS: US$1.46 (up from US$1.27 in 2Q 2021). Revenue: US$266.2m (flat on 2Q 2021). Net income: US$46.0m (up 7.2% from 2Q 2021). Profit margin: 17% (up from 16% in 2Q 2021). Over the next year, revenue is expected to shrink by 8.9% compared to a 8.1% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth. Announcement • Jul 20
Donnelley Financial Solutions, Inc. to Report Q2, 2022 Results on Aug 03, 2022 Donnelley Financial Solutions, Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 03, 2022 Announcement • Jul 16
Donnelley Financial Solutions Appoints Chandar Pattabhiram to Board of Directors Donnelley Financial Solutions announced the appointment of Chandar Pattabhiram, Chief Marketing Officer for Coupa Software, Inc., to its board of directors. Pattabhiram will stand for election at the company's 2023 annual meeting and will serve on the board's compensation committee. In connection with the appointment of Pattabhiram to the board, the Company also increased the size of the board to nine members effective as of July 14, 2022. Pattabhiram, 53, brings a wealth of experience in marketing leadership. At Coupa, a leading Business Spend Management software provider, he is responsible for all of revenue marketing including go-to-market marketing strategy, product and segment marketing, growth marketing, and corporate/brand marketing. Recent Insider Transactions • Jun 16
President of Global Capital Markets recently sold €120k worth of stock On the 14th of June, Craig Clay sold around 4k shares on-market at roughly €27.07 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €500k more than they bought in the last 12 months. Reported Earnings • May 06
First quarter 2022 earnings released: EPS: US$0.80 (vs US$1.05 in 1Q 2021) First quarter 2022 results: EPS: US$0.80 (down from US$1.05 in 1Q 2021). Revenue: US$211.0m (down 14% from 1Q 2021). Net income: US$26.4m (down 25% from 1Q 2021). Profit margin: 13% (down from 14% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 5.3% compared to a 7.6% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Board Change • Apr 28
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Director Jeff Jacobowitz was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Apr 20
Donnelley Financial Solutions, Inc. to Report Q1, 2022 Results on May 05, 2022 Donnelley Financial Solutions, Inc. announced that they will report Q1, 2022 results Pre-Market on May 05, 2022 Announcement • Apr 05
Donnelley Financial Solutions, Inc., Annual General Meeting, May 18, 2022 Donnelley Financial Solutions, Inc., Annual General Meeting, May 18, 2022, at 13:30 Central Standard Time. Agenda: To elect the nominees identified in this proxy statement for a one-year term as directors; to approve, on an advisory basis, the Company’s executive compensation; to vote to ratify the appointment by the Audit Committee of Deloitte & Touche LLP as the Company’s independent registered public accounting firm; and to conduct any other business if properly raised. Reported Earnings • Feb 24
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$4.36 (up from US$0.76 loss in FY 2020). Revenue: US$993.3m (up 11% from FY 2020). Net income: US$145.9m (up US$171.8m from FY 2020). Profit margin: 15% (up from net loss in FY 2020). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 8.9% compared to a 5.5% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 02
Donnelley Financial Solutions, Inc. to Report Q4, 2021 Results on Feb 22, 2022 Donnelley Financial Solutions, Inc. announced that they will report Q4, 2021 results Pre-Market on Feb 22, 2022 Announcement • Dec 14
Donnelley Financial Solutions, Inc. (NYSE:DFIN) acquired Guardum. Donnelley Financial Solutions, Inc. (NYSE:DFIN) acquired Guardum on December 13, 2021.
Donnelley Financial Solutions, Inc. (NYSE:DFIN) completed the acquisition of Guardum on December 13, 2021. Recent Insider Transactions • Nov 17
Insider recently sold €427k worth of stock On the 11th of November, Eric Johnson sold around 10k shares on-market at roughly €43.74 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €525k more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Nov 10
Investor sentiment improved over the past week After last week's 23% share price gain to €41.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 19x in the Capital Markets industry in Germany. Total returns to shareholders of 181% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.29 per share. Reported Earnings • Nov 06
Third quarter 2021 earnings released: EPS US$1.25 (vs US$0.21 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$247.7m (up 18% from 3Q 2020). Net income: US$42.2m (up 494% from 3Q 2020). Profit margin: 17% (up from 3.4% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings. Board Change • Nov 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Director Jeff Jacobowitz was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 05
Second quarter 2021 earnings released: EPS US$1.27 (vs US$0.038 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$267.5m (up 5.3% from 2Q 2020). Net income: US$42.9m (up US$44.2m from 2Q 2020). Profit margin: 16% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Announcement • Jun 25
Donnelley Financial Solutions Launches ContractTracker for Small and Medium-Sized Businesses Donnelley Financial Solutions announced the launch of ContractTracker, an Al-powered software that can review documents for key contractual language and data in minutes. Part of the company's eBrevia platform, ContractTracker helps small and medium-sized businesses better understand the details of contracts with greater accuracy and speed. With ContractTracker, SMBs can securely manage, store, review and extract critical data from their agreements and contracts involving vendors, NDAs, licenses, loans and more, up to 90% faster while increasing accuracy. This gives companies more time to dedicate to what matters most, running their business. Additional Benefits: Make Better Decisions: With ContractTracker, businesses can now uncover hidden clauses, costs, and opportunities, and make better-informed business decisions that lessen risk and help them build better relationships with customers, vendors, partners and third parties. Easy set up: With an easy and intuitive set up, it is simple to use and onboard in minutes. Contracts can be seamlessly dragged and dropped into the system. Data visualization: An intuitive dashboard along with search and filtering capabilities quickly surface and track contractual data. Data can be exported to reports in multiple formats. Cost effective: Accessible for business owners, executives, and in-house attorneys who need to scan hundreds of contracts. Reported Earnings • May 06
First quarter 2021 earnings released: EPS US$1.05 (vs US$0.12 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$245.3m (up 11% from 1Q 2020). Net income: US$35.2m (up US$31.1m from 1Q 2020). Profit margin: 14% (up from 1.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Announcement • Mar 12
DFIN and FloQast Announce Partnership to Transform Financial Reporting Donnelley Financial Solutions and FloQast, a provider of accounting workflow automation software, announced a strategic partnership to transform the financial close and reporting processes, especially for companies planning to go public. Through the partnership, companies utilizing both FloQast and DFIN's new ActiveDisclosure will be able to streamline the record-to-report process. Working together, this integrated approach will save time and mitigate risk by improving accuracy and transparency in financial reporting while reducing overlapping functions. Recent Insider Transactions • Mar 10
Senior VP recently sold €135k worth of stock On the 4th of March, Kami Turner sold around 6k shares on-market at roughly €22.50 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €15k more than they bought in the last 12 months. Reported Earnings • Feb 26
Full year 2020 earnings released: US$0.76 loss per share (vs US$1.10 profit in FY 2019) The company reported a soft full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$894.5m (up 2.3% from FY 2019). Net loss: US$25.9m (down 169% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 26
Revenue beats expectations Revenue exceeded analyst estimates by 3.3%. Over the next year, revenue is expected to shrink by 16% compared to a 8.6% growth forecast for the Capital Markets industry in Germany. Announcement • Feb 26
Donnelley Financial Solutions, Inc. Announces the Launch of New AD Donnelley Financial Solutions, Inc. announced the launch of new AD, its purpose-built software product for corporate SEC filing. Valuation Update With 7 Day Price Move • Feb 08
Investor sentiment improved over the past week After last week's 16% share price gain to US$16.80, the stock is trading at a trailing P/E ratio of 40.4x, up from the previous P/E ratio of 34.9x. This compares to an average P/E of 19x in the Capital Markets industry in Germany. Total returns to shareholders over the past three years are 5.3%. Announcement • Jan 29
Donnelley Financial Solutions, Inc. to Report Q4, 2020 Results on Feb 25, 2021 Donnelley Financial Solutions, Inc. announced that they will report Q4, 2020 results Pre-Market on Feb 25, 2021 Announcement • Jan 28
Donnelley Financial Solutions, Inc. Launches Innovative Purpose-Built ActiveDisclosure; New Software Transforms SEC Regulatory Reporting Donnelley Financial Solutions announced its new version of ActiveDisclosure. Built from the ground up, this cloud- and browser-based financial reporting software transforms regulatory reporting with seamless integration, simple and fast onboarding, and an array of intelligent core filing tools. ActiveDisclosure gives teams the time-management and collaboration tools they’ve been seeking so they can focus on strategy, analytics and process. It is infused with intelligence, including guided workflows that increase productivity, and style/content libraries that ensure accurate and on-brand reports. Is New 90 Day High Low • Jan 22
New 90-day high: €16.10 The company is up 40% from its price of €11.50 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.30 per share. Is New 90 Day High Low • Dec 05
New 90-day high: €13.60 The company is up 49% from its price of €9.10 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.74 per share. Analyst Estimate Surprise Post Earnings • Nov 06
Revenue beats expectations Revenue exceeded analyst estimates by 8.3%. Over the next year, revenue is expected to shrink by 12% compared to a 3.2% decline forecast for the Capital Markets industry in Germany. Reported Earnings • Nov 06
Third quarter 2020 earnings released: EPS US$0.21 The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: US$209.5m (up 6.9% from 3Q 2019). Net income: US$7.10m (down 52% from 3Q 2019). Profit margin: 3.4% (down from 7.5% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Announcement • Oct 15
Donnelley Financial Solutions, Inc. to Report Q3, 2020 Results on Nov 04, 2020 Donnelley Financial Solutions, Inc. announced that they will report Q3, 2020 results at 9:00 AM, Eastern Standard Time on Nov 04, 2020 Is New 90 Day High Low • Oct 08
New 90-day high: €11.70 The company is up 59% from its price of €7.35 on 09 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.85 per share. 
