Donnelley Financial Solutions $DFIN Stock: Bridge City Capital LLC Grows Position

Key Points

• Bridge City Capital increased its DFIN position by 18.1% in the third quarter to 105,187 shares, while institutional investors collectively owned 93.84% of the company.
• Donnelley Financial Solutions exceeded third-quarter expectations, reporting EPS of $1.07 versus the $0.84 consensus and revenue of $185 million, up 5.5% year over year.
• Analyst sentiment remains moderately bullish: Needham raised its price target from $60 to $72 with a “buy” rating, while the broader analyst consensus target is $67.

Bridge City Capital LLC boosted its holdings in shares of Donnelley Financial Solutions (NYSE:DFIN - Free Report) by 18.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 105,187 shares of the company's stock after buying an additional 16,122 shares during the quarter. Bridge City Capital LLC owned 0.43% of Donnelley Financial Solutions worth $4,964,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in DFIN. Nisa Investment Advisors LLC increased its position in Donnelley Financial Solutions by 78.1% during the third quarter. Nisa Investment Advisors LLC now owns 1,090 shares of the company's stock worth $51,000 after buying an additional 478 shares during the period. Farther Finance Advisors LLC increased its holdings in shares of Donnelley Financial Solutions by 330.5% in the 3rd quarter. Farther Finance Advisors LLC now owns 650 shares of the company's stock worth $31,000 after acquiring an additional 499 shares during the period. NorthCrest Asset Manangement LLC boosted its stake in shares of Donnelley Financial Solutions by 5.2% during the 3rd quarter. NorthCrest Asset Manangement LLC now owns 10,640 shares of the company's stock worth $534,000 after acquiring an additional 528 shares in the last quarter. Sterling Capital Management LLC increased its position in Donnelley Financial Solutions by 310.5% in the 3rd quarter. Sterling Capital Management LLC now owns 743 shares of the company's stock worth $35,000 after purchasing an additional 562 shares during the last quarter. Finally, Keating Financial Advisory Services Inc. acquired a new position in shares of Donnelley Financial Solutions during the second quarter worth approximately $29,000. Hedge funds and other institutional investors own 93.84% of the company's stock.

Insider Transactions at Donnelley Financial Solutions

In other Donnelley Financial Solutions news, Director Joseph Leo Binz acquired 5,780 shares of the business's stock in a transaction on Wednesday, September 2nd. The stock was purchased at an average price of $47.75 per share, with a total value of $275,995.00. Following the acquisition, the director directly owned 24,704 shares of the company's stock, valued at approximately $1,179,616. This trade represents a 30.54% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 5.20% of the company's stock.

Donnelley Financial Solutions Trading Down 0.6%

DFIN opened at $66.48 on Monday. The firm has a market capitalization of $1.63 billion, a P/E ratio of 17.54 and a beta of 0.75. The firm's 50 day moving average is $50.02 and its 200-day moving average is $47.35. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.30. Donnelley Financial Solutions has a 52-week low of $36.11 and a 52-week high of $66.89.

Donnelley Financial Solutions (NYSE:DFIN - Get Free Report) last posted its quarterly earnings results on Thursday, October 29th. The company reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.84 by $0.23. Donnelley Financial Solutions had a return on equity of 26.70% and a net margin of 12.37%. The company had revenue of $185.00 million for the quarter, compared to analysts' expectations of $179.90 million. During the same quarter in the prior year, the company earned $0.86 earnings per share. The firm's revenue was up 5.5% on a year-over-year basis. Analysts expect that Donnelley Financial Solutions will post 4.41 EPS for the current fiscal year.

Key Donnelley Financial Solutions News

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

• Positive Sentiment: Q3 earnings and revenue beat estimates. DFIN reported adjusted EPS of $1.07, above the $0.84 analyst consensus and up from $0.86 a year earlier. Revenue rose 5.5% year over year to $185.0 million, exceeding expectations of approximately $179.9 million. DFIN Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Profitability and cash generation improved materially. Adjusted EBITDA increased 9.9% to $54.4 million, with the margin expanding to 29.4% from 28.2%. Operating cash flow rose 32% to $98.2 million, while free cash flow jumped 44.9% to $85.8 million. GAAP net earnings were $21.3 million, compared with a $40.9 million loss in the prior-year quarter. DFIN Reports Third-Quarter 2026 Results
• Positive Sentiment: Management provided supportive fourth-quarter expectations. DFIN forecast Q4 net sales of $175 million to $180 million and an adjusted EBITDA margin of 26% to 27%, indicating expectations for continued solid operating performance. DFIN Q4 Forecast
• Positive Sentiment: Needham raised its price target. Needham increased its target from $60 to $72 and assigned a “buy” rating, reinforcing bullish analyst sentiment and implying additional upside from the prevailing share price. Needham DFIN Price Target

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. Needham & Company LLC upped their price objective on Donnelley Financial Solutions from $60.00 to $72.00 and gave the stock a "buy" rating in a research note on Friday. Weiss Ratings upgraded Donnelley Financial Solutions from a "hold (c-)" rating to a "hold (c)" rating in a research report on Friday, September 4th. Zacks Research downgraded Donnelley Financial Solutions from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, July 28th. Finally, Wall Street Zen raised shares of Donnelley Financial Solutions from a "buy" rating to a "strong-buy" rating in a research note on Saturday. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $67.00.

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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