Moran Wealth Management LLC Cuts Stake in Donnelley Financial Solutions $DFIN

Key Points

• Moran Wealth Management LLC reduced its stake in Donnelley Financial Solutions (DFIN) by 13.7% in Q2, now holding 52,072 shares valued at approximately $3.21 million.
• Several institutional investors are actively buying and selling DFIN shares, with hedge funds owning 93.84% of the company's stock.
• Analyst ratings for DFIN are mixed, with three analysts giving it a "buy" rating and a consensus target price of $70.67, while shares are currently trading down 1.6%.

Moran Wealth Management LLC trimmed its stake in Donnelley Financial Solutions (NYSE:DFIN - Free Report) by 13.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 52,072 shares of the company's stock after selling 8,239 shares during the quarter. Moran Wealth Management LLC owned about 0.19% of Donnelley Financial Solutions worth $3,210,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the stock. BI Asset Management Fondsmaeglerselskab A S acquired a new position in shares of Donnelley Financial Solutions in the 1st quarter valued at $43,000. CWM LLC raised its position in shares of Donnelley Financial Solutions by 53.7% in the 2nd quarter. CWM LLC now owns 690 shares of the company's stock worth $43,000 after buying an additional 241 shares during the period. SVB Wealth LLC acquired a new position in Donnelley Financial Solutions in the first quarter valued at $49,000. Meeder Asset Management Inc. boosted its holdings in Donnelley Financial Solutions by 100.5% in the first quarter. Meeder Asset Management Inc. now owns 2,484 shares of the company's stock valued at $109,000 after acquiring an additional 1,245 shares during the last quarter. Finally, Gallacher Capital Management LLC purchased a new stake in Donnelley Financial Solutions during the first quarter valued at about $204,000. Hedge funds and other institutional investors own 93.84% of the company's stock.

Insider Activity at Donnelley Financial Solutions

In other news, Director Luis A. Aguilar sold 7,421 shares of the stock in a transaction that occurred on Wednesday, August 27th. The stock was sold at an average price of $56.71, for a total transaction of $420,844.91. Following the sale, the director directly owned 53,343 shares in the company, valued at approximately $3,025,081.53. This represents a 12.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 4.30% of the company's stock.

Analyst Upgrades and Downgrades

DFIN has been the topic of a number of research reports. Needham & Company LLC restated a "buy" rating and issued a $72.00 price objective on shares of Donnelley Financial Solutions in a report on Monday, October 6th. Wall Street Zen lowered shares of Donnelley Financial Solutions from a "buy" rating to a "hold" rating in a report on Saturday, August 2nd. DA Davidson reaffirmed a "buy" rating and set a $70.00 price target on shares of Donnelley Financial Solutions in a research report on Tuesday. Finally, Weiss Ratings reissued a "hold (c)" rating on shares of Donnelley Financial Solutions in a research report on Wednesday, October 8th. Three equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $70.67.

Donnelley Financial Solutions Trading Down 1.6%

Shares of NYSE DFIN opened at $54.63 on Thursday. The stock has a market capitalization of $1.50 billion, a P/E ratio of 19.30 and a beta of 1.07. The stock's 50 day moving average price is $54.15 and its two-hundred day moving average price is $54.04. The company has a quick ratio of 1.29, a current ratio of 1.29 and a debt-to-equity ratio of 0.43. Donnelley Financial Solutions has a 52-week low of $37.80 and a 52-week high of $69.93.

Donnelley Financial Solutions (NYSE:DFIN - Get Free Report) last issued 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. Donnelley Financial Solutions had a return on equity of 20.03% and a net margin of 10.87%.The business had revenue of $218.10 million during the quarter, compared to the consensus estimate of $226.13 million. During the same period in the previous year, the business earned $1.47 EPS. The business's quarterly revenue was down 10.1% on a year-over-year basis. Donnelley Financial Solutions has set its Q3 2025 guidance at EPS.

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).

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