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DFIN

Donnelley Financial Solutions, Inc.

Donnelley Financial Solutions, Inc. (DFIN) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.

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Key Takeaways

• Donnelley Financial Solutions is quietly turning into a software company: it builds the regulatory compliance and SEC-filing tools public companies and dealmakers must use, and its software solutions segment grew to about 45% of revenue, led by ActiveDisclosure up roughly 21% in the most recent quarter [Source: Q1 2026 results, May 2026]. • The biggest risk is the cyclical leg the software is replacing: the transactional and Venue data-room business depends on ⟦"the global market for IPOs, sec

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Institutional ownership

235 institutional managers reported holding DFIN in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 49%. 29 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 958k shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2.2 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

DFIN has cut its share count 23.7% over the past five years, spending $534.30M on repurchases. It pays no dividend. Cash returned over the past three years: $327.20M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at DFIN over the trailing three years: 2025: 1 buy totaling $49k. 16 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

DFIN's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-03+1.0%+15.4%
2023-11-02+1.8%+7.9%
2024-02-21+3.2%+2.6%
2024-05-02-0.6%-4.3%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

DFIN's latest 8-K filings: 2026-05-14 (items 5.02, 5.07, 8.01, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-04-21 (items 8.01, 9.01); 2026-02-17 (items 2.02, 9.01); 2025-10-29 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.