Liontrust Investment Partners LLP Invests $645,000 in Donnelley Financial Solutions $DFIN

Key Points

• Liontrust Investment Partners LLP has acquired a new stake of 14,766 shares in Donnelley Financial Solutions, valued at approximately $645,000, representing a 0.05% ownership as of the end of the most recent quarter.
• Analysts from Needham & Company LLC have reiterated a "buy" rating for Donnelley Financial Solutions with a target price of $72.00, while Wall Street Zen recently downgraded it from "buy" to "hold."
• The company's shares have traded down by 2.1% recently and reported a 10.1% year-over-year revenue decline, with the last quarterly earnings exceeding estimates at $1.49 EPS.

Liontrust Investment Partners LLP bought a new position in shares of Donnelley Financial Solutions (NYSE:DFIN - Free Report) during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 14,766 shares of the company's stock, valued at approximately $645,000. Liontrust Investment Partners LLP owned 0.05% of Donnelley Financial Solutions at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in DFIN. PNC Financial Services Group Inc. boosted its position in shares of Donnelley Financial Solutions by 0.7% during the 1st quarter. PNC Financial Services Group Inc. now owns 37,922 shares of the company's stock worth $1,658,000 after acquiring an additional 261 shares in the last quarter. Versant Capital Management Inc raised its position in Donnelley Financial Solutions by 197.2% during the first quarter. Versant Capital Management Inc now owns 743 shares of the company's stock valued at $32,000 after purchasing an additional 493 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Donnelley Financial Solutions by 3.8% during the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,678 shares of the company's stock worth $921,000 after purchasing an additional 540 shares during the last quarter. Nuveen Asset Management LLC boosted its holdings in shares of Donnelley Financial Solutions by 0.4% in the 4th quarter. Nuveen Asset Management LLC now owns 150,204 shares of the company's stock valued at $9,422,000 after purchasing an additional 616 shares in the last quarter. Finally, BOKF NA increased its stake in shares of Donnelley Financial Solutions by 7.6% in the 4th quarter. BOKF NA now owns 8,762 shares of the company's stock valued at $510,000 after purchasing an additional 617 shares during the last quarter. 93.84% of the stock is currently owned by institutional investors.

Insider Transactions at Donnelley Financial Solutions

In other Donnelley Financial Solutions news, insider Craig Clay sold 11,022 shares of the firm's stock in a transaction that occurred on Friday, May 23rd. The stock was sold at an average price of $54.03, for a total value of $595,518.66. Following the completion of the sale, the insider owned 143,448 shares of the company's stock, valued at approximately $7,750,495.44. This trade represents a 7.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 4.30% of the company's stock.

Donnelley Financial Solutions Trading Down 0.2%

Shares of NYSE:DFIN traded down $0.13 during midday trading on Thursday, hitting $54.12. 37,966 shares of the stock were exchanged, compared to its average volume of 287,193. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.29 and a current ratio of 1.29. Donnelley Financial Solutions has a 12 month low of $37.80 and a 12 month high of $70.55. The business's 50-day moving average price is $59.52 and its 200 day moving average price is $53.51. The stock has a market capitalization of $1.49 billion, a price-to-earnings ratio of 19.19 and a beta of 1.07.

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

Analyst Ratings Changes

Several analysts recently weighed in on the company. Wall Street Zen downgraded Donnelley Financial Solutions from a "buy" rating to a "hold" rating in a research report on Saturday, August 2nd. Needham & Company LLC reissued a "buy" rating and issued a $72.00 target price on shares of Donnelley Financial Solutions in a report on Thursday, May 1st. Three research analysts have rated the stock with a Buy rating, According to MarketBeat, Donnelley Financial Solutions currently has an average rating of "Buy" and an average price target of $71.33.

About Donnelley Financial Solutions

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).