Donnelley Financial Solutions (NYSE:DFIN) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

Key Points

• Needham raised Donnelley Financial Solutions’ price target from $60 to $72 and maintained a Buy rating, implying about 18.9% upside. Analysts overall rate the stock “Moderate Buy,” with a consensus target of $67.
• DFIN exceeded quarterly expectations, reporting $1.07 in EPS and $185 million in revenue, while revenue increased 5.5% year over year. Adjusted EBITDA rose 9.9% to $54.4 million, and free cash flow climbed 44.9% to $85.8 million.
• The stock opened at $60.56, close to its 52-week high of $61.29, and trades at a P/E ratio of about 41.8. Management expects fourth-quarter sales of $175 million to $180 million and an adjusted EBITDA margin of 26% to 27%, suggesting seasonal moderation.

Donnelley Financial Solutions (NYSE:DFIN - Get Free Report) had its price target upped by stock analysts at Needham & Company LLC from $60.00 to $72.00 in a research report issued to clients and investors on Friday, Marketbeat.com reports. The firm currently has a "buy" rating on the stock. Needham & Company LLC's price target suggests a potential upside of 18.89% from the stock's current price.

DFIN has been the subject of a number of other research reports. Zacks Research downgraded shares of Donnelley Financial Solutions from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, July 28th. Weiss Ratings raised shares of Donnelley Financial Solutions from a "hold (c-)" rating to a "hold (c)" rating in a research report on Friday, September 4th. Finally, Wall Street Zen downgraded shares of Donnelley Financial Solutions from a "strong-buy" rating to a "buy" rating in a research report on Sunday, October 11th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $67.00.

Donnelley Financial Solutions Stock Performance

Shares of Donnelley Financial Solutions stock opened at $60.56 on Friday. The business has a 50-day moving average of $49.65 and a 200 day moving average of $47.28. Donnelley Financial Solutions has a 12 month low of $36.11 and a 12 month high of $61.29. The stock has a market capitalization of $1.49 billion, a price-to-earnings ratio of 41.76 and a beta of 0.75. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.33 and a quick ratio of 1.33.

Donnelley Financial Solutions (NYSE:DFIN - Get Free Report) last released its earnings results on Thursday, October 29th. The company reported $1.07 earnings per share for the quarter, beating the consensus estimate of $0.84 by $0.23. Donnelley Financial Solutions had a return on equity of 25.82% and a net margin of 4.53%. The company had revenue of $185.00 million during the quarter, compared to the consensus estimate of $179.90 million. During the same period in the previous year, the company posted $0.86 EPS. Donnelley Financial Solutions's revenue was up 5.5% compared to the same quarter last year. As a group, sell-side analysts forecast that Donnelley Financial Solutions will post 4.41 earnings per share for the current year.

Insider Activity

In other news, Director Joseph Leo Binz acquired 15,000 shares of the firm's stock in a transaction dated Tuesday, September 1st. The stock was acquired at an average cost of $48.27 per share, with a total value of $724,050.00. Following the completion of the acquisition, the director owned 18,924 shares of the company's stock, valued at $913,461.48. The trade was a 382.26% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 5.20% of the company's stock.

Institutional Trading of Donnelley Financial Solutions

Several institutional investors and hedge funds have recently bought and sold shares of DFIN. BlackRock Inc. purchased a new stake in shares of Donnelley Financial Solutions during the 2nd quarter worth about $165,182,000. Alberta Investment Management Corp acquired a new stake in Donnelley Financial Solutions during the 2nd quarter worth approximately $44,157,000. Rice Hall James & Associates LLC raised its holdings in Donnelley Financial Solutions by 1.8% in the first quarter. Rice Hall James & Associates LLC now owns 780,037 shares of the company's stock valued at $36,771,000 after buying an additional 14,098 shares during the period. William Blair Investment Management LLC purchased a new position in Donnelley Financial Solutions in the second quarter valued at approximately $26,510,000. Finally, Algert Global LLC lifted its position in Donnelley Financial Solutions by 90.9% during the second quarter. Algert Global LLC now owns 529,983 shares of the company's stock valued at $22,233,000 after buying an additional 252,383 shares in the last quarter. Hedge funds and other institutional investors own 93.84% of the company's stock.

Donnelley Financial Solutions News Summary

Here are the key news stories impacting Donnelley Financial Solutions this week:

• Positive Sentiment: Third-quarter revenue increased 5.5% year over year to $185.0 million, exceeding the $179.9 million analyst consensus. Earnings per share reached $1.07, above estimates ranging from $0.84 to $0.86 and up from $0.86 a year earlier. DFIN Reports Third-Quarter 2026 Results
• Positive Sentiment: Underlying profitability improved: adjusted EBITDA rose 9.9% to $54.4 million, while the margin expanded 120 basis points to 29.4%. Adjusted non-GAAP net earnings increased 13.1% to $26.8 million. DFIN Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Cash flow was a notable strength. Operating cash flow climbed 32% to $98.2 million, and free cash flow jumped 44.9% to $85.8 million, improving the company’s financial flexibility. DFIN Reports Third-Quarter 2026 Results
• Positive Sentiment: Management forecasts fourth-quarter net sales of $175 million to $180 million and an adjusted EBITDA margin of 26% to 27%, indicating continued solid demand and profitability. Donnelley Financial Forecasts Q4 Results
• Neutral Sentiment: The fourth-quarter revenue outlook is below the third quarter’s $185 million, and the projected EBITDA margin is below the latest 29.4% level, suggesting normal seasonal moderation. With the stock near its 52-week high and trading at a reported P/E of about 41.8, further gains may depend on continued earnings execution.

Donnelley Financial Solutions Company Profile

Donnelley Financial Solutions, Inc NYSE: DFIN provides software, technology-enabled services and communications solutions that help public and private companies, investment firms, financial institutions and other organizations meet regulatory, compliance and reporting requirements.

The company's offerings include cloud-based disclosure and compliance software, filing and reporting services, regulatory data management, virtual data rooms and solutions for capital markets transactions.

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