Donnelley Financial Solutions Future Growth
Future criteria checks 3/6
Donnelley Financial Solutions is forecast to grow earnings and revenue by 52.8% and 2.7% per annum respectively while EPS is expected to grow by 54.5% per annum.
Key information
52.8%
Earnings growth rate
54.48%
EPS growth rate
| Capital Markets earnings growth | 12.6% |
| Revenue growth rate | 2.7% |
| Future return on equity | n/a |
| Analyst coverage | Low |
| Last updated | 06 May 2026 |
Recent future growth updates
Recent updates
Analysis Article • 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...
Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Seeking Alpha • Feb 24
Donnelley Financial Solutions: Positive Update, But Remaining Cautious (Rating Upgrade)
Summary Donnelley Financial Solutions delivered strong quarterly results, with 10.4% YoY revenue growth and a notable beat on consensus expectations. DFIN's transition toward recurring Software Solutions revenue continues, but this segment remains under 50% of total revenue, limiting overall growth acceleration. Gross margin improved to 63.4%, and adjusted EBITDA margin reached 31.3%, driven by the increasing mix of higher-margin software revenues. I am neutral, awaiting further quarterly updates and positive estimate revisions before considering DFIN a buy, given persistent bearish sentiment in software stocks. Read the full article on Seeking AlphaAnalysis Article • 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...Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Analysis Article • 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...Analysis Article • 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
New Narrative • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2027 | 808 | 118 | N/A | N/A | 3 |
| 12/31/2026 | 777 | 106 | N/A | N/A | 3 |
| 3/31/2026 | 771 | 35 | 143 | 197 | N/A |
| 12/31/2025 | 767 | 32 | 108 | 165 | N/A |
| 9/30/2025 | 751 | 33 | 101 | 162 | N/A |
| 6/30/2025 | 755 | 82 | 109 | 174 | N/A |
| 3/31/2025 | 780 | 90 | 94 | 161 | N/A |
| 12/31/2024 | 782 | 92 | 105 | 171 | N/A |
| 9/30/2024 | 802 | 97 | 120 | 190 | N/A |
| 6/30/2024 | 803 | 106 | 114 | 184 | N/A |
| 3/31/2024 | 802 | 100 | 84 | 148 | N/A |
| 12/31/2023 | 797 | 82 | 62 | 124 | N/A |
| 9/30/2023 | 788 | 83 | 65 | 123 | N/A |
| 6/30/2023 | 797 | 84 | 72 | 125 | N/A |
| 3/31/2023 | 821 | 92 | 96 | 151 | N/A |
| 12/31/2022 | 834 | 103 | 96 | 150 | N/A |
| 9/30/2022 | 899 | 117 | 100 | 154 | N/A |
| 6/30/2022 | 958 | 140 | 132 | 181 | N/A |
| 3/31/2022 | 959 | 137 | 122 | 166 | N/A |
| 12/31/2021 | 993 | 146 | 138 | 180 | N/A |
| 9/30/2021 | 971 | 85 | 170 | 205 | N/A |
| 6/30/2021 | 933 | 49 | 137 | 170 | N/A |
| 3/31/2021 | 919 | 5 | 121 | 153 | N/A |
| 12/31/2020 | 895 | -26 | 123 | 154 | N/A |
| 9/30/2020 | 875 | 17 | 77 | 111 | N/A |
| 6/30/2020 | 861 | 25 | 62 | 96 | N/A |
| 3/31/2020 | 866 | 43 | 49 | 86 | N/A |
| 12/31/2019 | 875 | 38 | N/A | 55 | N/A |
| 9/30/2019 | 885 | 30 | N/A | 52 | N/A |
| 6/30/2019 | 906 | 63 | N/A | 51 | N/A |
| 3/31/2019 | 937 | 65 | N/A | 52 | N/A |
| 12/31/2018 | 963 | 74 | N/A | 66 | N/A |
| 9/30/2018 | 988 | 51 | N/A | 68 | N/A |
| 6/30/2018 | 993 | 8 | N/A | 81 | N/A |
| 3/31/2018 | 993 | 8 | N/A | 76 | N/A |
| 12/31/2017 | 1,005 | 10 | N/A | 91 | N/A |
| 9/30/2017 | 1,001 | 33 | N/A | 83 | N/A |
| 6/30/2017 | 1,003 | 38 | N/A | 100 | N/A |
| 3/31/2017 | 1,011 | 55 | N/A | 112 | N/A |
| 12/31/2016 | 984 | 59 | N/A | 106 | N/A |
| 9/30/2016 | 1,001 | 83 | N/A | 119 | N/A |
| 6/30/2016 | 1,008 | 90 | N/A | 95 | N/A |
| 3/31/2016 | 1,019 | 94 | N/A | 131 | N/A |
| 12/31/2015 | 1,050 | 104 | N/A | 121 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: DFIN's forecast earnings growth (52.8% per year) is above the savings rate (3.5%).
Earnings vs Market: DFIN's earnings (52.8% per year) are forecast to grow faster than the US market (18.8% per year).
High Growth Earnings: DFIN's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: DFIN's revenue (2.7% per year) is forecast to grow slower than the US market (12.9% per year).
High Growth Revenue: DFIN's revenue (2.7% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if DFIN's Return on Equity is forecast to be high in 3 years time
Discover growth companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/02 11:53 |
| End of Day Share Price | 2026/07/02 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Donnelley Financial Solutions, Inc. is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| David Ridley-Lane | BofA Global Research |
| Mark Palmer | BTIG |
| Charles Strauzer | CJS Securities, Inc. |