Donnelley Financial Solutions Inc. (DFIN)
Donnelley Financial: Q3 2026 Could Be Weak, Downgrade To Hold
Donnelley Financial Solutions is downgraded to HOLD due to anticipated 3Q26 earnings weakness from declining US IPO and M&A activity. DFIN delivered strong 2Q26 results, with software solutions net sales up 7.8% YoY and adjusted EBITDA margin expanding 170 bps YoY. Despite a solid balance sheet and active share repurchases, near-term catalysts are limited, and downside risks outweigh upside potential.
Software & Services: Buy Verisign, Hold Donnelley Financial
Internet Software & Services benefits from digitalization and AI, though disruption and competition temper the outlook. Buy VRSN.
Donnelley Financial Solutions Q2 Earnings Call Highlights
Donnelley Financial Solutions NYSE: DFIN reported second-quarter 2026 net sales of $224.2 million, up 2.8% from a year earlier, as growth in software solutions and capital-markets transaction activity more than offset continued declines in print and distribution revenue. The company also posted adjusted EBITDA of $82.3 million, up 7.9% year over year, while adjusted EBITDA margin expanded 170 basis points to a quarterly record of 36.7%.
Donnelley Financial Solutions, Inc. (DFIN) Q2 2026 Earnings Call Transcript
Donnelley Financial Solutions, Inc. (DFIN) Q2 2026 Earnings Call Transcript
Donnelley Financial Solutions (DFIN) Q2 Earnings and Revenues Top Estimates
Donnelley Financial Solutions (DFIN) came out with quarterly earnings of $1.76 per share, beating the Zacks Consensus Estimate of $1.65 per share. This compares to earnings of $1.49 per share a year ago.
Best Value Stocks to Buy for June 30th
HG, DFIN and EFXT made it to the Zacks Rank #1 (Strong Buy) value stocks list on June 30, 2026.
Are Investors Undervaluing Donnelley Financial Solutions (DFIN) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Should Value Investors Buy Donnelley Financial Solutions (DFIN) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Are Investors Undervaluing Donnelley Financial Solutions (DFIN) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Down 22.3% in 4 Weeks, Here's Why Donnelley Financial (DFIN) Looks Ripe for a Turnaround
Donnelley Financial (DFIN) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Donnelley Financial Solutions (DFIN) Surpasses Q1 Earnings and Revenue Estimates
Donnelley Financial Solutions (DFIN) came out with quarterly earnings of $1.45 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.24 per share a year ago.
Software & Services: Buy Donnelley Financial and Red Violet
Internet Software & Services stocks look attractive on AI growth, subscription revenue and dividends, with DFIN and RDVT standing out despite macro uncertainty.
