DFINDonnelley Financial Solutions, Inc.(DFIN)Stock Analysis

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SEC EDGAR: CIK 1669811DFIN stock profile & AI dashboard →

13F Pro Quality Score

44.1/100

Rank #1,785 of 2,879 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

27.6/100

Profitability

45.5/100

Balance Sheet

80.1/100

Earnings Quality

15.8/100

Free Cash Flow

52.3/100

Institutional Flow

12.9/100

Revenue Scale

45.3/100

Dilution Risk

28.8/100

DFIN Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Donnelley Financial Solutions, Inc. (DFIN), a Industrials sector company. 13F Pro's AI-powered ranking engine scores DFIN at 44.1/100 on a 32-signal composite quality model, placing it at rank #1,785 of 2,879 stocks — the bottom half of the AI-ranked universe. DFIN scores in the top quartile across balance sheet strength (80.1). Areas of concern include institutional flow (12.9) and earnings quality (15.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 28.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Donnelley Financial Solutions, Inc. reports quarterly revenue of $205.5M, net income of $33.5M, an operating margin of 23.6%. Top institutional holders of DFIN by reported 13-F value include BlackRock,, STATE STREET, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. DFIN trades on the NYSE exchange and files with the SEC under CIK 1669811. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DFIN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Donnelley Financial Solutions, Inc. directly from SEC EDGAR. Donnelley Financial Solutions, Inc.'s 13F Pro composite quality score has ranged between 38 and 67 since 2021, currently 44.1 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.

Revenue

Q1 2026

$205.5M

Net Income

Q1 2026

$33.5M

Free Cash Flow

Q1 2026

$-16.0M

Operating Margin

Q1 2026

23.6%

ROIC

Q1 2026

8.0%

D/E Ratio

Q1 2026

0.63

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

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Revenue

-1.9% YoY
$767.0MFY 2025
FY22 $833.6MFY23 $797.2MFY24 $781.9MFY25 $767.0M

Net Income

-64.9% YoY
$32.4MFY 2025
FY22 $102.5MFY23 $82.2MFY24 $92.4MFY25 $32.4M

Operating Income

+3.3% YoY
$141.1MFY 2025
FY22 $145.0MFY23 $110.0MFY24 $136.6MFY25 $141.1M

EPS (Diluted)

-62.4% YoY
$1.15FY 2025
FY22 $3.17FY23 $2.69FY24 $3.06FY25 $1.15

Total Assets

-4.9% YoY
$800.4MFY 2025
FY22 $828.3MFY23 $806.9MFY24 $841.6MFY25 $800.4M

Total Debt

+42.0% YoY
$177.1MFY 2025
FY22 $169.2MFY23 $124.5MFY24 $124.7MFY25 $177.1M

Op. Cash Flow

-3.6% YoY
$164.9MFY 2025
FY22 $150.2MFY23 $124.0MFY24 $171.1MFY25 $164.9M

AI Insight: DFIN Ratio Trends

DFIN exhibits extreme quarterly volatility with operating margins swinging from 5.9% to 26.6% and a massive Q3 2025 loss driving negative returns.

Operating margin highly volatile, ranging from 5.9% in Q4 2024 to 26.6% in Q2 2024.

Q3 2025 produced severe losses with -23.3% net margin and -38.7% ROE.

Q1 2026 recovery showed 23.6% operating margin and 35.6% ROE, returning to prior peak levels.

Debt-to-equity increased from 0.38 in Q3 2025 to 0.63 in Q1 2026.

Extreme earnings volatility creates unpredictable quarterly swings in profitability and returns.

Rising leverage coinciding with volatile earnings could pressure financial flexibility during weak quarters.

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Available Research

13F Pro tracks comprehensive data for Donnelley Financial Solutions, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of DFIN

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Is DFIN a good stock to buy?

13F Pro's AI-powered analysis of Donnelley Financial Solutions, Inc. (DFIN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DFIN are available on the DFIN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own DFIN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DFIN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Donnelley Financial Solutions, Inc.'s investment landscape.