Donnelley Financial Solutions (NYSE:DFIN) Issues Quarterly Earnings Results, Beats Expectations By $0.10 EPS

05 May 2026, 11:00 by Teresa Graham · The Cerbat Gem

Donnelley Financial Solutions (NYSE:DFIN – Get Free Report) announced its earnings results on Tuesday. The company reported $1.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.10, FiscalAI reports. The business had revenue of $205.50 million for the quarter, compared to analysts’ expectations of $204.80 million. Donnelley Financial Solutions had a return on equity of 23.88% and a net margin of 4.22%.The business’s revenue for the quarter was up 2.2% on a year-over-year basis. During the same period last year, the firm posted $1.24 earnings per share.

Here are the key takeaways from Donnelley Financial Solutions’ conference call:

Q1 results showed resilience — net sales $205.5M (+2.2% YoY), Adjusted EBITDA $70.6M with a 34.4% margin (≈+50 bps YoY), free cash flow improved to -$16M YoY, and non-GAAP net leverage of 0.8x.
Software solutions are driving the mix shift (software net sales +8.4%; 44.6% of sales in Q1 and 47.4% on a trailing-four-quarter basis) with ActiveDisclosure up ~21% (sixth straight double-digit quarter) and full rollout of AI capability Active Intelligence.
Product momentum continues — Venue grew ~7% YoY driven by adoption of the rebuilt product, and new module ArcFlex signed its first contract with management forecasting meaningful incremental revenue beginning in 2027.
Secular decline in print and distribution (company expects ~5–6% annual decline) weighed on some compliance and investment-company revenues and contributed to segment margin pressure; management expects this decline to continue in Q2.
Q2 outlook calls for net sales of $215M–$225M and Adjusted EBITDA margin of 34%–36%, while the board authorized a new $150M share repurchase program, supporting near-term capital return and signaling confidence in cash generation.

Donnelley Financial Solutions Price Performance

Shares of DFIN stock traded down $5.40 during mid-day trading on Tuesday, hitting $45.24. 102,488 shares of the stock were exchanged, compared to its average volume of 250,660. Donnelley Financial Solutions has a 52-week low of $37.07 and a 52-week high of $66.25. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.44. The company has a market cap of $1.16 billion, a PE ratio of 41.49 and a beta of 0.83. The firm has a fifty day moving average of $49.10 and a 200 day moving average of $48.52.

Insider Activity

In related news, insider Eric J. Johnson sold 20,280 shares of Donnelley Financial Solutions stock in a transaction on Friday, March 6th. The shares were sold at an average price of $50.16, for a total value of $1,017,244.80. Following the sale, the insider owned 116,814 shares of the company’s stock, valued at approximately $5,859,390.24. This trade represents a 14.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 5.20% of the stock is owned by company insiders.

Institutional Trading of Donnelley Financial Solutions

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Simcoe Capital Management LLC lifted its stake in Donnelley Financial Solutions by 34.0% in the 2nd quarter. Simcoe Capital Management LLC now owns 1,037,735 shares of the company’s stock valued at $63,976,000 after buying an additional 263,570 shares in the last quarter. Shapiro Capital Management LLC increased its stake in Donnelley Financial Solutions by 33.1% during the 3rd quarter. Shapiro Capital Management LLC now owns 711,366 shares of the company’s stock worth $36,586,000 after buying an additional 176,720 shares in the last quarter. Alliancebernstein L.P. raised its holdings in shares of Donnelley Financial Solutions by 1,842.6% during the second quarter. Alliancebernstein L.P. now owns 592,653 shares of the company’s stock valued at $36,537,000 after acquiring an additional 562,144 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Donnelley Financial Solutions by 18.0% during the second quarter. Invesco Ltd. now owns 500,100 shares of the company’s stock valued at $30,831,000 after acquiring an additional 76,217 shares during the last quarter. Finally, JPMorgan Chase & Co. lifted its position in shares of Donnelley Financial Solutions by 2.3% in the fourth quarter. JPMorgan Chase & Co. now owns 366,378 shares of the company’s stock valued at $17,106,000 after acquiring an additional 8,078 shares in the last quarter. Hedge funds and other institutional investors own 93.84% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently issued reports on DFIN. Needham & Company LLC reissued a “buy” rating and issued a $57.00 target price on shares of Donnelley Financial Solutions in a report on Wednesday, January 14th. Zacks Research downgraded shares of Donnelley Financial Solutions from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. DA Davidson reaffirmed a “buy” rating and issued a $66.00 target price on shares of Donnelley Financial Solutions in a report on Thursday, April 16th. Finally, Wall Street Zen upgraded shares of Donnelley Financial Solutions from a “buy” rating to a “strong-buy” rating in a report on Saturday, February 7th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Donnelley Financial Solutions presently has an average rating of “Moderate Buy” and an average target price of $61.50.

Get Our Latest Analysis on DFIN

Donnelley Financial Solutions Company Profile

(Get Free Report)

Donnelley Financial Solutions (NYSE:DFIN) offers risk and compliance software and managed services designed to help corporations, financial institutions and legal firms meet regulatory and reporting requirements worldwide. Headquartered in Chicago, the company delivers a cloud-based platform for regulatory filings, content automation, virtual data rooms and board communications. Its solutions are tailored to support public companies with SEC, FCA and other global filing obligations, as well as banks, asset managers and credit unions seeking to streamline compliance workflows.