What is the 13F Pro Quality Score for DFIN?

13F Pro ranks Donnelley Financial Solutions, Inc. (DFIN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View DFIN's current score at https://13fpro.ai/company/DFIN (free sign-up required for the full ranking).

Which hedge funds own the most DFIN stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of DFIN include BlackRock,, STATE STREET, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/DFIN as soon as new 13F filings post.

Where does 13F Pro source DFIN data?

All Donnelley Financial Solutions, Inc. fundamentals and ownership data come directly from SEC EDGAR. Donnelley Financial Solutions, Inc. files with the SEC under CIK 1669811. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is DFIN in?

Donnelley Financial Solutions, Inc. (DFIN) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What are DFIN's largest expenses?

Donnelley Financial Solutions, Inc.'s latest 10-Q reports these as the largest expense items: Cost of sales ($76.2M, -3.8% YoY); Selling, general and administrative expenses ($74.7M, +6.7% YoY); Depreciation and amortization ($15.0M, -0.7% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is DFIN research updated on 13F Pro?

DFIN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Donnelley Financial Solutions, Inc.(DFIN)Stock Analysis

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13F Pro Quality Score

43.6/100

Rank #1,962 of 2,962 stocks

View Industrials peers →

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

Revenue Growth

12.4/100

Profitability

33.8/100

Balance Sheet

65.6/100

Earnings Quality

95.5/100

Free Cash Flow

72.1/100

Institutional Flow

10.4/100

Revenue Scale

45.3/100

Dilution Risk

27.6/100

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Why DFIN Scores 44/100

exact factor attribution · 2026-09-11

DFIN's composite is driven by earnings quality and free cash flow, held back by revenue growth and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Earnings quality

+4.5 pts

96th pct

Free cash flow

+3.3 pts

72th pct

Capital efficiency

+1.6 pts

66th pct

Scale

-0.7 pts

45th pct

Shareholder dilution

-1.1 pts

28th pct

Institutional flow

-2.0 pts

10th pct

Earnings growth

-2.1 pts

8th pct

Profitability

-2.4 pts

34th pct

Revenue growth

-7.5 pts

12th pct

Latest change (2026-08-03): 44 → 45 · ↑ Free cash flow 52→78; despite ↓ Capital efficiency 80→65

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

DFIN Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 43.6/100 on a 32-signal composite quality model, placing it at rank #1,962 of 2,962 stocks — the bottom half of the AI-ranked universe. DFIN scores in the top quartile across earnings quality (95.5). Areas of concern include institutional flow (10.4) and revenue growth (12.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 27.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Donnelley Financial Solutions, Inc. reports quarterly revenue of $224.2M, net income of $36.4M, free cash flow of $61.2M. 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 43.6 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving DFIN's Business? Latest 10-Q Breakdown

✓ 19/19 datapoints verified

AI-extracted from Donnelley Financial Solutions, Inc.'s 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue grew 2.8% YoY to $224.2M, driven by software solutions (+7.8%) and tech-enabled services (+5.9%), offset by print and distribution decline (-15.0%).

Biggest Revenue Drivers

Capital Markets - Compliance and Communications Management$95.9M+2.6% YoY

Higher transactional volumes partially offset by lower compliance volumes

Capital Markets - Software Solutions$65.7M+11.2% YoY

Higher ActiveDisclosure net sales of $6.4M driven by higher sales volumes

Biggest Revenue Drivers

Total revenue: $224.2M+2.8% YoY

Capital Markets - Compliance and Communications Management$95.9M+2.6% YoY

Higher transactional volumes partially offset by lower compliance volumes

Capital Markets - Software Solutions$65.7M+11.2% YoY

Higher ActiveDisclosure net sales of $6.4M driven by higher sales volumes

Investment Companies - Software Solutions$33.7M+1.8% YoY

Price increases

Investment Companies - Compliance and Communications Management$28.9M-10.8% YoY

Lower compliance volumes

Largest Expense Items

Cost of sales$76.2M-3.8% YoY

Lower print and distribution sales volumes and cost control initiatives

Selling, general and administrative expenses$74.7M+6.7% YoY

Higher share-based compensation, selling expense, bad debt expense and incentive compensation

Depreciation and amortization$15.0M-0.7% YoY

Minimal change from prior year

Margins: Operating income increased 6.1% YoY to $56.0M despite higher SG&A expenses, supported by gross margin improvement from lower print and distribution costs. Segment Adjusted EBITDA was $90.4M with overall margin of 40.3%.

Watch Items from the Filing

Print and distribution revenue declined 15.0% YoY to $34.6M; long-term secular shift away from print may pressure margins unless software and services grow faster.
Bad debt expense increased $1.2M in Q2 and $2.1M YTD; CECL reserve rose to $23.2M (10.7% of accounts receivable) from $20.9M year-end.
Capital Markets segments, accounting for ~75% of revenue, remain exposed to IPO/M&A volatility; recent U.S. government shutdowns disrupted capital markets activity.
Adjusted EBITDA increased 7.8% YoY to $82.3M; strong software growth (+7.8%) and improving operational leverage support near-term margin expansion.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$224.2M

Net Income

Q2 2026

$36.4M

Free Cash Flow

Q2 2026

$61.2M

ROIC

Q2 2026

37.5%

D/E Ratio

Q2 2026

0.54

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

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

Free Cash Flow

+2.5% YoY

$107.8MFY 2025

FY22 $96.0MFY23 $62.2MFY24 $105.2MFY25 $107.8M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$767.0M -1.9%	$781.9M -1.9%	$797.2M -4.4%	$833.6M -16.1%	$993.3M +11.0%	$894.5M
Net Income	$32.4M -64.9%	$92.4M +12.4%	$82.2M -19.8%	$102.5M -29.7%	$145.9M +663.3%	$-25.9M
Operating Income	$141.1M +3.3%	$136.6M +24.2%	$110.0M -24.1%	$145.0M -33.9%	$219.3M +5991.7%	$3.6M
EPS (Diluted)	$1.15 -62.4%	$3.06 +13.8%	$2.69 -15.1%	$3.17 -23.4%	$4.14 +644.7%	$-0.76
Total Assets	$800.4M -4.9%	$841.6M +4.3%	$806.9M -2.6%	$828.3M -6.2%	$883.3M +2.0%	$865.6M
Total Debt	$177.1M +42.0%	$124.7M +0.2%	$124.5M -26.4%	$169.2M +36.5%	$124.0M -46.2%	$230.5M
Operating Cash Flow	$164.9M -3.6%	$171.1M +38.0%	$124.0M -17.4%	$150.2M -16.6%	$180.0M +16.7%	$154.2M
Free Cash Flow	$107.8M +2.5%	$105.2M +69.1%	$62.2M -35.2%	$96.0M -30.3%	$137.7M +11.9%	$123.1M

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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

BlackRock, Inc.
$165.2M3,937,601 sh
STATE STREET CORP
$50.4M1,200,445 sh
VANGUARD CAPITAL MANAGEMENT LLC
$44.3M1,056,961 sh
Alberta Investment Management Corp
$44.2M1,052,611 sh
MORGAN STANLEY
$34.4M820,801 sh
RICE HALL JAMES & ASSOCIATES, LLC
$32.5M775,119 sh
DIMENSIONAL FUND ADVISORS LP
$29.3M699,080 sh
GEODE CAPITAL MANAGEMENT, LLC
$26.6M633,806 sh
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$26.5M631,933 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$26.4M629,252 sh

Fund	Value	Shares
BlackRock, Inc.	$165.2M	3,937,601
STATE STREET CORP	$50.4M	1,200,445
VANGUARD CAPITAL MANAGEMENT LLC	$44.3M	1,056,961
Alberta Investment Management Corp	$44.2M	1,052,611
MORGAN STANLEY	$34.4M	820,801
RICE HALL JAMES & ASSOCIATES, LLC	$32.5M	775,119
DIMENSIONAL FUND ADVISORS LP	$29.3M	699,080
GEODE CAPITAL MANAGEMENT, LLC	$26.6M	633,806
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$26.5M	631,933
FULLER & THALER ASSET MANAGEMENT, INC.	$26.4M	629,252

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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. DFIN is classified as a small company.

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.