Donnelley Financial Solutions, INC

Market Movers (8-K)

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NYSE
Donnelley Financial Solutions (DFIN) announced robust second-quarter 2026 financial results, showcasing a 2.8% increase in net sales and a 7.9% rise in Adjusted EBITDA, driven by strong performance in software solutions and capital markets transactional activity.
NYSE
Donnelley Financial Solutions (DFIN) announced leadership changes, including the appointment of Ken Napolitano as Chief Revenue Officer and the departure of Craig Clay.
NYSE
Donnelley Financial Solutions (DFIN) announced first-quarter 2026 results, showing a 2.2% increase in net sales to $205.5 million, driven by robust software solutions performance.
NYSE
Donnelley Financial Solutions announced a new $150 million share repurchase program, effective April 17, 2026, through December 31, 2027.
NYSE
Donnelley Financial Solutions reported robust fourth-quarter performance driven by software and tech-enabled services, alongside full-year Adjusted EBITDA growth despite a GAAP net earnings decline.
Capital raise
Better than expected
NYSE
Donnelley Financial Solutions reported a third-quarter GAAP net loss of $40.9 million due to a pension settlement charge, but saw strong non-GAAP earnings and software solutions growth.
Delay expected
Better than expected

Quarterly Earnings (10-Q)

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NYSE
Donnelley Financial Solutions, Inc. (DFIN) reported a 2.2% increase in net sales for the first quarter of 2026, driven by strong performance in software solutions.
NYSE
Donnelley Financial Solutions reports a Q3 net loss of $40.9 million due to a pension settlement charge, despite strong software growth and improved operational efficiency.
Capital raise
Worse than expected
NYSE
Donnelley Financial Solutions experienced a significant revenue and net earnings decrease in the second quarter and year-to-date 2025, primarily due to lower tech-enabled services and print volumes, despite continued growth in its software solutions segment.
Worse than expected
Capital raise
NYSE
Donnelley Financial Solutions' Q1 2025 net sales decreased slightly, with software solutions growth partially offsetting a decline in tech-enabled services.
Worse than expected
NYSE
Donnelley Financial Solutions (DFIN) experienced a slight decrease in net sales for the third quarter of 2024, with a notable shift towards software solutions and away from print and distribution.
Worse than expected
NYSE
Donnelley Financial Solutions (DFIN) saw a slight increase in net sales and a significant jump in income from operations for the second quarter of 2024, primarily driven by its software solutions segment.
Better than expected

Annual Reports (10-K)

NYSE
Donnelley Financial Solutions (DFIN) saw a slight dip in overall net sales for 2024, but experienced growth in its software solutions segment and increased income from operations.
Worse than expected
NYSE
Donnelley Financial Solutions has amended its real estate sale agreement, providing the buyer with further options to extend the closing date in exchange for additional fees.
Delay expected
Worse than expected

Insider Trading (Form 4)

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NYSE
Leah Marie Trzcinski, Chief Legal Officer of Donnelley Financial Solutions, Inc., reported a transaction in 1,234 shares of common stock on August 17, 2026.
NYSE
Daniel Leib, Chief Executive Officer and a Director of Donnelley Financial Solutions, Inc., sold 213 shares of common stock on August 14, 2026 for $50.00 per share.
NYSE
Joseph L. Binz, a Director at Donnelley Financial Solutions, Inc. (DFIN), acquired 3,924 restricted stock units on July 1, 2026.
NYSE
Donnelley Financial Solutions director Juliet S. Ellis acquired 4,265 restricted stock units as part of a standard equity grant.
NYSE
Director Richard L. Crandall was granted 5,864 restricted stock units by Donnelley Financial Solutions, Inc.
NYSE
Donnelley Financial Solutions director Lois Martin acquired 4,265 restricted stock units as part of an equity grant.

Proxy Statements (Def-14A)

NYSE
Donnelley Financial Solutions reports strong 2025 operating performance, significant software growth, and substantial share repurchases, while expanding its Board and leveraging AI for future value.
Delay expected
NYSE
Donnelley Financial Solutions, Inc. will hold its annual stockholders meeting on May 14, 2025, to elect directors, vote on executive compensation, amend the incentive plan, and ratify the appointment of Deloitte & Touche LLP as the independent auditor.
NYSE
Donnelley Financial Solutions' proxy statement outlines the company's strategic shift towards becoming a software-centric business, executive compensation details, and proposals for the upcoming annual meeting.
NYSE
Donnelley Financial Solutions will hold its annual stockholders meeting on May 15, 2024, to elect directors, approve executive compensation, and ratify the appointment of its auditor.
NYSE
Donnelley Financial Solutions (DFIN) is holding its annual shareholder meeting on May 15, 2024, to vote on director elections, executive compensation, and auditor ratification.

Schedule 13G - Passive Investments

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NYSE
Vanguard Capital Management has disclosed a beneficial ownership of 4.98% in Donnelley Financial Solutions Inc., holding 1,245,123 shares as of June 30, 2026.
NYSE
Vanguard Capital Management has filed a Schedule 13G reporting a 5.11% beneficial ownership stake in Donnelley Financial Solutions Inc.
NYSE
BlackRock, Inc. has filed a Schedule 13G, reporting beneficial ownership of 15.2% of Donnelley Financial Solutions, Inc. common stock as of March 31, 2026.
NYSE
The Vanguard Group, Inc. filed an amended Schedule 13G, reporting 0% beneficial ownership in Donnelley Financial Solutions Inc. due to an internal realignment.
NYSE
BlackRock, Inc. has reported a significant beneficial ownership of 13.8% in Donnelley Financial Solutions, Inc., holding over 3.8 million common shares.
NYSE
Mawer Investment Management Ltd. has filed an amended Schedule 13G, disclosing a beneficial ownership of 4.67% of Donnelley Financial Solutions, Inc.'s common stock as of March 31, 2025.