PNC Financial Services Group Inc. lowered its stake in shares of Donnelley Financial Solutions (NYSE:DFIN – Free Report) by 34.2% in the first quarter, HoldingsChannel reports. The firm owned 22,982 shares of the company’s stock after selling 11,950 shares during the quarter. PNC Financial Services Group Inc.’s holdings in Donnelley Financial Solutions were worth $1,083,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors have also recently added to or reduced their stakes in the stock. Alliancebernstein L.P. lifted its stake in Donnelley Financial Solutions by 1,842.6% in the second quarter. Alliancebernstein L.P. now owns 592,653 shares of the company’s stock valued at $36,537,000 after buying an additional 562,144 shares during the last quarter. Alberta Investment Management Corp boosted its holdings in shares of Donnelley Financial Solutions by 151.3% during the fourth quarter. Alberta Investment Management Corp now owns 879,600 shares of the company’s stock valued at $41,069,000 after acquiring an additional 529,600 shares during the period. Simcoe Capital Management LLC grew its position in shares of Donnelley Financial Solutions by 34.0% during the second quarter. Simcoe Capital Management LLC now owns 1,037,735 shares of the company’s stock worth $63,976,000 after acquiring an additional 263,570 shares during the last quarter. Shapiro Capital Management LLC grew its position in shares of Donnelley Financial Solutions by 33.1% during the third quarter. Shapiro Capital Management LLC now owns 711,366 shares of the company’s stock worth $36,586,000 after acquiring an additional 176,720 shares during the last quarter. Finally, Royce & Associates LP increased its holdings in shares of Donnelley Financial Solutions by 36.0% in the 4th quarter. Royce & Associates LP now owns 590,136 shares of the company’s stock worth $27,553,000 after acquiring an additional 156,059 shares during the period. 93.84% of the stock is currently owned by institutional investors.
Analyst Ratings Changes
DFIN has been the topic of several recent research reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of Donnelley Financial Solutions in a research report on Friday, June 12th. Zacks Research cut shares of Donnelley Financial Solutions from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. DA Davidson dropped their price target on shares of Donnelley Financial Solutions from $66.00 to $62.00 and set a “buy” rating on the stock in a research note on Wednesday, May 6th. Needham & Company LLC raised their price target on shares of Donnelley Financial Solutions from $57.00 to $60.00 and gave the company a “buy” rating in a research note on Friday. Finally, Wall Street Zen cut Donnelley Financial Solutions from a “strong-buy” rating to a “buy” rating in a report on Saturday, June 27th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Donnelley Financial Solutions presently has an average rating of “Moderate Buy” and a consensus target price of $61.00.
Key Donnelley Financial Solutions News
Here are the key news stories impacting Donnelley Financial Solutions this week:
- Positive Sentiment: DFIN reported second-quarter adjusted earnings of $1.76 per share, exceeding the $1.65 analyst consensus and rising from $1.49 a year earlier. Revenue reached $224.2 million, also ahead of the $221.4 million estimate and up 2.8% year over year. DFIN Reports Second-Quarter 2026 Results
- Positive Sentiment: Profitability and cash generation improved: adjusted EBITDA rose 7.9% to $82.3 million, operating cash flow increased 9.2% to $74.7 million, and free cash flow climbed 18.4% to $61.2 million. Diluted shares outstanding fell 10.3%, which helped support per-share earnings. DFIN Q2 Earnings and Revenues Top Estimates
- Neutral Sentiment: Management’s third-quarter revenue guidance of $175 million to $185 million brackets the $179.4 million consensus estimate. The lack of clearly provided EPS guidance and the roughly flat midpoint may have limited enthusiasm despite the second-quarter beat. DFIN Exceeds Q2 2026 Expectations
- Negative Sentiment: Zacks Research downgraded Donnelley Financial Solutions from “Strong Buy” to “Hold.” The change in analyst sentiment likely added selling pressure and may explain why the stock’s market reaction has been weaker than the earnings beat alone would suggest. DFIN Analyst Downgrade
Donnelley Financial Solutions Trading Up 0.3%
NYSE:DFIN opened at $47.17 on Friday. The stock has a market cap of $1.18 billion, a price-to-earnings ratio of 32.53 and a beta of 0.72. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.41 and a current ratio of 1.33. Donnelley Financial Solutions has a 1 year low of $36.11 and a 1 year high of $61.20. The business has a fifty day moving average of $43.05 and a 200-day moving average of $46.23.
Donnelley Financial Solutions (NYSE:DFIN – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The company reported $1.76 earnings per share for the quarter, beating analysts’ consensus estimates of $1.63 by $0.13. The business had revenue of $224.20 million for the quarter, compared to analysts’ expectations of $221.40 million. Donnelley Financial Solutions had a net margin of 4.53% and a return on equity of 25.82%. The company’s revenue was up 2.8% on a year-over-year basis. During the same period in the previous year, the business earned $1.49 earnings per share. Equities analysts predict that Donnelley Financial Solutions will post 4.46 earnings per share for the current year.
Donnelley Financial Solutions Profile
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.
Among DFIN’s flagship products is ActiveDisclosure, a SaaS application that automates the creation, review and filing of disclosure documents.
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