Feed / DFIN

Donnelley Financial Solutions, Inc.

DFIN

Technology · 47.95 -0.8% today

Participation confirmed · construction unavailableMarket checked 11 Sept, 15:55 GMT-4

Market read

Donnelley Financial Solutions, Inc.'s move is being confirmed by its market group.

No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-0.8% todayVolume comparison unavailable
Market group5 of 35 activeSoftware Stocks · inactive
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ASAN begins moving with the group.

Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.

Watch this read

Research brief

The story so far

Technology · Software - Application

No new filing conclusion is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 23 of 35 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ASAN begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements179
Verified relationships0
Evidence supporting the case
  • Operating cash flow covered net income at 5.09x in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -1.9% year over year.
  • Net margin changed -7.6 percentage points in the latest annual period.
  • Foreign exchange has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

47.95
6m-5.6%12m-15.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$993.3M+11.0%$4.14+3.8%
2022-12-31$833.6M-16.1%$3.17-8.2%
2023-12-31$797.2M-4.4%$2.69-5.3%
2024-12-31$781.9M-1.9%$3.06-1.3%
2025-12-31$767.0M-1.9%$1.15-6.6%

What management says matters

Persistent and emerging business drivers

Foreign exchangenegative · 4 filings
Executive Overview First Quarter Overview Net sales for the three months ended March 31, 2026 increased by $4.4 million, or 2.2%, to $205.5 million from $201.1 million for the three months ended March 31, 2025, including a $1.1 million, or 0.5%, increase due…
10-Q · May 5, 2026
Legal and regulatory exposurenegative · 4 filings
Investment Companies – Compliance and Communications Management Three Months Ended March 31, 2026 2025 $ Change % Change (in millions, except percentages) Net sales $ 31.0 $ 32.6 $ (1.6 ) (4.9 %) Segment Adjusted EBITDA 12.1 12.2 (0.1 ) (0.8 %) Segment Adjust…
10-Q · May 5, 2026
Capital investment and capacitymixed · 3 filings
Net cash used in investing activities was $53.3 million for the year ended December 31, 2024, which primarily consisted of $65.9 million of capital expenditures, substantially all related to investments in software development, partially offset by $12.4 milli…
10-K · Feb 17, 2026
Credit and interest ratesmixed · 3 filings
A decrease in interest expense due to a 1.0% decrease in the weighted-average interest rate on borrowing under both the Term Loan A Facility and the Revolving Facility was offset by higher average borrowing of $14.5 million during the year ended December 31,…
10-K · Feb 17, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

47.95-0.8% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for DFIN. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for DFIN. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind DFIN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

DFIN is currently a Participant in the organic co-movement group Software Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.