Donnelley Financial Solutions, Inc.
In the published model solve dated 2026-Q2, anchored at $50.92, Donnelley Financial Solutions, Inc. (DFIN) is priced for -1.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Reported profit fell by about two thirds last year, but essentially all of that fall sits in an $82.8 million non-cash charge for settling the company pension plan, and operating profit actually rose [Source: FY2025 10-K]. • Software is now 47% of the business against 14% still in print and distribution, and software net sales grew $28.7 million in a year when total net sales slipped to $767.0 million [Source: FY2025 10-K]. • Second-quarter results land July 30, 2026, and the open question is
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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.
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.
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.
DFIN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next 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.
DFIN's latest 8-K filings: 2026-07-30 (items 2.02, 9.01); 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).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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