Envestnet Portfolio Solutions Inc. Makes New $521,000 Investment in Donnelley Financial Solutions $DFIN

Key Points

• Envestnet Portfolio Solutions Inc. has acquired a new position in Donnelley Financial Solutions, purchasing 8,453 shares valued at approximately $521,000.
• Institutional investors now collectively own 93.84% of Donnelley Financial Solutions' stock, reflecting significant confidence in the company's potential.
• Despite a year-over-year revenue decline of 10.1%, the company reported EPS of $1.49 for the last quarter, beatings analysts' estimates of $1.42.

Envestnet Portfolio Solutions Inc. purchased a new position in shares of Donnelley Financial Solutions (NYSE:DFIN - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 8,453 shares of the company's stock, valued at approximately $521,000.

A number of other large investors also recently bought and sold shares of DFIN. Burgundy Asset Management Ltd. purchased a new position in Donnelley Financial Solutions during the first quarter worth approximately $8,304,000. Nuveen LLC purchased a new position in Donnelley Financial Solutions during the first quarter worth approximately $4,861,000. Aberdeen Group plc raised its stake in Donnelley Financial Solutions by 19.4% during the first quarter. Aberdeen Group plc now owns 430,553 shares of the company's stock worth $18,819,000 after purchasing an additional 70,012 shares during the period. Jane Street Group LLC purchased a new position in Donnelley Financial Solutions during the first quarter worth approximately $2,698,000. Finally, Moran Wealth Management LLC purchased a new position in Donnelley Financial Solutions during the first quarter worth approximately $2,636,000. Hedge funds and other institutional investors own 93.84% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on DFIN shares. Wall Street Zen downgraded shares of Donnelley Financial Solutions from a "buy" rating to a "hold" rating in a research note on Saturday, August 2nd. Weiss Ratings reissued a "hold (c)" rating on shares of Donnelley Financial Solutions in a research note on Wednesday, October 8th. DA Davidson reissued a "buy" rating and issued a $70.00 target price on shares of Donnelley Financial Solutions in a research note on Tuesday, October 14th. Finally, Needham & Company LLC reissued a "buy" rating and issued a $72.00 target price on shares of Donnelley Financial Solutions in a research note on Monday, October 6th. Three research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $70.67.

Insiders Place Their Bets

In related news, Director Luis A. Aguilar sold 7,421 shares of the firm's stock in a transaction on Wednesday, August 27th. The shares were sold at an average price of $56.71, for a total transaction of $420,844.91. Following the completion of the sale, the director directly owned 53,343 shares of the company's stock, valued at approximately $3,025,081.53. This trade represents a 12.21% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 11.90% of the company's stock.

Donnelley Financial Solutions Price Performance

DFIN opened at $51.48 on Wednesday. The company has a fifty day simple moving average of $54.02 and a 200 day simple moving average of $54.35. The firm has a market cap of $1.42 billion, a price-to-earnings ratio of 18.19 and a beta of 1.07. Donnelley Financial Solutions has a twelve month low of $37.80 and a twelve month high of $69.93. The company has a current ratio of 1.29, a quick ratio of 1.29 and a debt-to-equity ratio of 0.43.

Donnelley Financial Solutions (NYSE:DFIN - Get Free Report) last released its quarterly earnings results on Thursday, July 31st. The company reported $1.49 earnings per share for the quarter, beating analysts' consensus estimates of $1.42 by $0.07. The business had revenue of $218.10 million during the quarter, compared to analyst estimates of $226.13 million. Donnelley Financial Solutions had a net margin of 10.87% and a return on equity of 20.03%. The business's revenue was down 10.1% on a year-over-year basis. During the same period last year, the business earned $1.47 EPS. Donnelley Financial Solutions has set its Q3 2025 guidance at EPS.

Donnelley Financial Solutions Company Profile

Donnelley Financial Solutions, Inc provides innovative software and technology-enabled financial regulatory and compliance solutions in the United States, Asia, Europe, Canada, and internationally. It operates through four segments: Capital Markets Software Solutions (CM-SS); Capital Markets Compliance and Communications Management (CM-CCM); Investment Companies Software Solutions (IC-SS); and Investment Companies Compliance and Communications Management (IC-CCM).

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