NYSE: DFIN

Donnelley Financial Solutions (DFIN) Stock Analysis & Forecast

Oct 12 close

$48.69+0.23 (+0.5%)

Gekko Brief

AI summaryOct 12 close

This week's attention on DFIN centers on analyst commentary and a looming earnings question. Argus raised its target price to $52.00, citing the company's role as a risk and compliance solutions provider, while DA Davidson reiterated a Buy rating with a $62 price target, anticipating third-quarter results will align with management's guidance. Separately, one downgrade to Hold points to anticipated weakness in the third quarter tied to declining US IPO and M&A activity, even as the piece notes that second-quarter software solutions net sales rose 7.8% year-over-year with adjusted EBITDA margin expanding 170 basis points year-over-year.

DFIN closed at $48.69, up 0.5%, sitting above both its 50-day average of $48.40 and 200-day average of $46.96, with the 50-day above the 200-day. The GekkoIndex reads 56, placing it in the Neutral zone, down 2.1 over five days. Price remains 18.9% below Gekko Fair Value of $60.02. Over the past year the stock is down 6.4%, though the three-month return stands at 4.4%, within a 52-week range of $36.11 to $56.26.

Earnings are scheduled for 4 November 2026, before the open, 23 days away and inside a typical 20-trading-day holding window; the last report produced an 8% reaction, against an average absolute reaction of 16% and 4 beats in the last 8 quarters. Smart money activity over the past 90 days shows 3 insider purchases totaling $999,990. Seasonally, the next 20 trading days have averaged a 0.1% return over 5 years, rising in 1 of those years. Consensus among 2 firms stands at Buy, with a consensus target of $64, or 31.4% upside.

Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.

Donnelley Financial Solutions price vs fair value

$60.02$48.69Oct ’25Apr ’26Oct ’26
Close $48.69200-day averageGekko Fair Value $60.02

Donnelley Financial Solutions quick facts

Market cap
$1.20B
P/E ratio
34
Forward P/E
7.8
EPS, TTM
$1.46
Revenue, TTM
$777.5M
Profit margin
4.5%
Dividend yield
—
Beta
0.75
Volume
203,629 avg 230,446
1-year return
−6.4%
Typical daily move
±3.2%
Typical 20-day move
±6.4%
50-day average
$48.40
200-day average
$46.96
Next earnings
Nov 4 before open
Shares outstanding
24.59M
52-week range
$36.11$56.26

Donnelley Financial Solutions swing-trade checklist

Donnelley Financial Solutions scores 3 supportive, 2 mixed and 1 headwind across the 6 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive2 mixed1 headwind

  • Trendsupportive

    Above 50 and 200-day

    Close $48.69 is above the 50-day ($48.40) and 200-day ($46.96) averages, and the 50-day is above the 200-day.

    See the chart
  • GekkoIndexmixed

    56, Neutral

    Reading 56 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuesupportive

    18.9% below

    Price is 18.9% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneysupportive

    Leans bullish

    Last 90 days: 3 open-market insider purchases.

    See smart money
  • Earnings riskheadwind

    Reports in 23 days

    Reports on Nov 4, 2026, 23 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitymixed

    +0.1% on average

    From this point in the calendar, the next 20 trading days averaged +0.1% over 5 years, rising in 1 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Donnelley Financial Solutions stock chart and price history

Donnelley Financial Solutions closed at $48.69 on Oct 12, 2026, −6.4% over the past year, inside a 52-week range of $36.11 to $56.26.

Close50-day average200-day averageVolume
Donnelley Financial Solutions share price, past year, with 50-day and 200-day moving averages and volume$40$45$50$55NovDecJan 2026FebMarAprMayJunJulAugSepOct48.69

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
+1.5%
3 months
+4.4%
6 months
−0.4%
1 year
−6.4%
The full DFIN chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open DFIN in Gekko

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About Donnelley Financial Solutions

Donnelley Financial Solutions provides tools and services that help organizations manage regulatory filings and compliance work. Its platforms, including Venue, ActiveDisclosure and eBrevia, support tasks such as managing deal-related transactions, pulling and reviewing data from contracts, and preparing documents for submission to the SEC. The company works with both public and private entities that need to meet disclosure and reporting obligations.

The business is structured around four areas. Two focus on capital markets clients, pairing software with technology-driven services such as printing and distribution to support deal execution and SEC compliance. The other two serve investment companies, offering the cloud-based Arc Suite for storing, editing and submitting compliance documents, along with services for regulatory and investor communications, including XBRL filings through SEC EDGAR and full proxy services such as planning, mailing, solicitation and shareholder meeting support.

Donnelley Financial Solutions traces back to 1983 and is headquartered in Chicago, Illinois. Its shares are listed on the NYSE under the ticker DFIN.

Listed
NYSE
Sector
Technology services
Industry
Packaged software
Website
dfinsolutions.com

Donnelley Financial Solutions GekkoIndex: the smart money zone

Donnelley Financial Solutions’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 56, in the Neutral zone, down 2.1 points over five sessions.

010056Neutral

Down 2.1 points over five sessions.

Reading for Oct 12, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying51+2.0%+1.2%+3.2%+16.1%
Accumulation220+0.6%+2.2%+4.8%+5.9%
Neutral (current zone)373−0.6%−1.2%−2.8%−6.3%
Distribution31−1.0%−3.3%−8.3%−12.7%
Selling7Too few readings yet

Average DFIN share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the DFIN price, zone by zone.Track DFIN in Gekko

Is Donnelley Financial Solutions stock overvalued? Gekko Fair Value

Donnelley Financial Solutions trades 18.9% below Gekko Fair Value of $60.02, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Donnelley Financial Solutions shares are worth, recalculated every trading day.

$60.02

Gekko Fair Value, Oct 9, 2026

18.9% Undervalued

At the end of Aug 2026 the price was 23.2% below the estimate.

Gekko Fair ValueShare price, month end
$60$50Aug 2026SepOct 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open DFIN in Gekko

Donnelley Financial Solutions insider and Congress trading

Insiders filed 3 open-market purchases in Donnelley Financial Solutions worth $1,000K, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

$1,000Kin 3 open-market purchases

FiledInsiderTypeSharesValue
Sep 3BINZ JOSEPH LEO
director
Purchase10,000$485K
Sep 3BINZ JOSEPH LEO
director
Purchase5,780$276K
Sep 3BINZ JOSEPH LEO
director
Purchase5,000$239K

From Form 4 filings, dated to when each was filed.

Congress trades last 90 days

No trades in DFIN were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for DFIN, plotted on the chart in Gekko.Open DFIN in Gekko

Buybacks

Donnelley Financial Solutions has been buying back its own shares.

Latest authorization
$150.0M, Apr 21, 2026
Bought back, quarter ended Jun 30, 2026
$35.30M
As a share of market cap
2.95%
Trailing four quarters
$172.5M

From company filings.

Donnelley Financial Solutions earnings: next date and track record

Donnelley Financial Solutions reports on Nov 4, 2026, before the open (23 days away), and beat the EPS estimate in 4 of its last 8 reports.

4 of 8reports beat the EPS estimate
±16%average move across the report
2 of 8reports followed by a gain

Share-price move across each report

−11.6%Oct ’24−26.4%Feb ’25+9.2%Apr ’25−20.0%Jul ’25−11.7%Oct ’25+26.2%Feb ’26−15.1%May ’26−8.0%Jul ’26

Last earnings call, Jul 30, 2026 AI summary

What they said
DFIN reported Q2 2026 net sales of $224.2 million, up 2.8% year-over-year. Software solutions hit a record ~$100 million in quarterly revenue, growing ~8% YoY and representing 44.3% of total sales. ActiveDisclosure grew ~29% YoY for the fourth consecutive quarter of 20%+ growth. Adjusted EBITDA reached $82.3 million with a 36.7% margin, both exceeding prior year levels.
Guidance
Management expects continued consolidated revenue growth as print/distribution declines are more than offset by software and tech-enabled services growth. ActiveDisclosure migration trends and New Venue adoption are expected to continue contributing positively. Arc Suite growth expected to be modest absent major regulatory changes.
ReportedEPSSurpriseRevenueSurpriseMove
Jul 30, 2026$1.50
est $1.53
−2.0%$224.2M
est $221.4M
+1.3%−8.0%
May 5, 2026$1.45
est $1.34
+8.2%$205.5M
est $204.8M
+0.3%−15.1%
Feb 17, 2026$0.70
est $0.41
+70.7%$172.5M
est $155.3M
+11.1%+26.2%
Oct 29, 2025$0.86
est $0.57
+50.9%$175.3M
est $155.3M
+12.9%−11.7%
Jul 31, 2025$1.49
est $1.56
−4.5%$218.1M
est $176.4M
+23.6%−20.0%
Apr 30, 2025$1.24
est $0.79
+57.0%$201.1M
est $241.9M
−16.9%+9.2%
Feb 18, 2025$0.40
est $0.49
−17.8%$156.3M
est $203.5M
−23.2%−26.4%
Oct 31, 2024$0.48
est $0.76
−36.8%$179.5M
est $169.7M
+5.8%−11.6%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Donnelley Financial Solutions stock forecast and analyst price targets

Analysts’ average 12-month price target for Donnelley Financial Solutions is $64.00, +31.4% from the last close, from 2 firms rating the stock in the last 90 days.

$64.00consensus 12-month target, +31.4% from the last close
Buy2
Hold0
Sell0

Each firm’s latest rating in the last 90 days: 2 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 21NeedhamBuy, reiterated$60+23.2%
Jul 31D.A. DavidsonBuy, maintained——
Jul 31NeedhamBuy, reiterated$60+23.2%
−2.8%average 20-day move after past Neutral readings
+0.1%average move over the next 20 trading days in the last 5 years
±3.2%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Donnelley Financial Solutions seasonality: the next 20 trading days

Over the next 20 trading days from Oct 10, Donnelley Financial Solutions averaged +0.1% across the last 5 years, rising in 1 of them.

Next 20 trading days, by year

+32.8%2021−8.6%2022−4.4%2023−3.1%2024−11.2%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+0.9%4 of 5
Next 10 trading days−0.7%3 of 5
Next 15 trading days0.0%2 of 5
Next 20 trading days+0.1%1 of 5
Next 30 trading days+1.4%2 of 5

For scale, DFIN’s typical 20-trading-day move in either direction is about 6.4%.

Donnelley Financial Solutions market cap and key statistics

Donnelley Financial Solutions’s market cap is $1.20B, with a P/E ratio of 34 and revenue of $777.5M over the last twelve months.

Valuation

Market cap
$1.20B
P/E ratio
34
Forward P/E
7.8
EPS, TTM
$1.46
Gekko Fair Value
$60.02

Trading

Volume
203,629
Avg volume, 20 days
230,446
52-week high
$56.26
52-week low
$36.11
Shares outstanding
24.59M

Financials

Revenue, TTM
$777.5M
Profit margin
4.5%
Return on equity
8.6%
Quarterly earnings growth, YoY
+12.5%

Risk and income

Beta
0.75
Typical daily move
±3.2%
Typical 20-day move
±6.4%

Donnelley Financial Solutions stock news this week

Coverage of Donnelley Financial Solutions this week reads neutral: 2 positive, 4 neutral and 0 negative headlines.

News sentiment neutral

Donnelley Financial Solutions peers

Donnelley Financial Solutions’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
MSFTMicrosoft+0.7%Neutral21.7% above
PLTRPalantir Technologies+0.1%Distribution22.3% above
ORCLOracle−2.9%Neutral24.3% below
PANWPalo Alto Networks−4.2%Neutral21.6% above
CRWDCrowdStrike−4.8%Neutral23.7% above
CRMSalesforce−1.1%Neutral3.6% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Donnelley Financial Solutions stock FAQ

What is Donnelley Financial Solutions’s market cap?

Donnelley Financial Solutions’s market cap is $1.20B at the Oct 12, 2026 close of $48.69, with 24.59M shares outstanding. The shares trade on a P/E ratio of 34.

What is the Donnelley Financial Solutions stock forecast?

The consensus analyst 12-month price target for Donnelley Financial Solutions is $64.00, +31.4% from the last close. Of the 2 firms that rated the stock in the last 90 days, 2 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Donnelley Financial Solutions stock overvalued or undervalued?

On Gekko’s estimate Donnelley Financial Solutions is undervalued: the Oct 12, 2026 close of $48.69 is 18.9% below Gekko Fair Value of $60.02. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Donnelley Financial Solutions report earnings next?

Donnelley Financial Solutions is expected to report on Nov 4, 2026, before the market opens (23 days away). Analysts expect earnings of $0.84 per share on revenue of $179.9M. Donnelley Financial Solutions beat the earnings estimate in 4 of its last 8 reports, moving 16% on average across the report.

What is Donnelley Financial Solutions’s 52-week high and low?

Donnelley Financial Solutions’s 52-week high is $56.26 and its 52-week low is $36.11; it closed at $48.69 on Oct 12, 2026, −6.4% over the past year. Over the last five years the shares peaked at $71.01 on Jul 31, 2024.

Is Donnelley Financial Solutions stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 6 items with data read as supportive (trend, fair value and smart money), 2 as mixed (gekkoindex and seasonality) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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