Donnelley Financial Solutions, Inc.(DFIN)Stock Analysis
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Rank #1,785 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
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
Export Financial Table · Pro+Revenue
-1.9% YoYNet Income
-64.9% YoYOperating Income
+3.3% YoYEPS (Diluted)
-62.4% YoYTotal Assets
-4.9% YoYTotal Debt
+42.0% YoYOp. Cash Flow
-3.6% YoY| 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 |
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:
Top Institutional Holders of DFIN
BlackRock, Inc.
$188.3M3,995,329 shSTATE STREET CORP
$54.7M1,160,874 shVANGUARD CAPITAL MANAGEMENT LLC
$52.6M1,114,920 shMORGAN STANLEY
$44.7M948,619 shAlberta Investment Management Corp
$40.2M852,611 shRICE HALL JAMES & ASSOCIATES, LLC
$36.8M780,037 shWESTWOOD HOLDINGS GROUP INC
$35.9M761,163 shDIMENSIONAL FUND ADVISORS LP
$32.4M686,331 shFRONTIER CAPITAL MANAGEMENT CO LLC
$30.8M653,818 shGEODE CAPITAL MANAGEMENT, LLC
$29.5M626,417 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $188.3M | 3,995,329 |
| STATE STREET CORP | $54.7M | 1,160,874 |
| VANGUARD CAPITAL MANAGEMENT LLC | $52.6M | 1,114,920 |
| MORGAN STANLEY | $44.7M | 948,619 |
| Alberta Investment Management Corp | $40.2M | 852,611 |
| RICE HALL JAMES & ASSOCIATES, LLC | $36.8M | 780,037 |
| WESTWOOD HOLDINGS GROUP INC | $35.9M | 761,163 |
| DIMENSIONAL FUND ADVISORS LP | $32.4M | 686,331 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $30.8M | 653,818 |
| GEODE CAPITAL MANAGEMENT, LLC | $29.5M | 626,417 |
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Popular Research
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.