Donnelley Financial Solutions Q1 Earnings Preview
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy DFIN?
Source: seekingalpha
- Earnings Announcement Date: Donnelley Financial Solutions (DFIN) is set to announce its Q1 earnings on May 5 before market open, with a consensus EPS estimate of $1.35, reflecting a significant year-over-year increase of 28.6%, indicating strong profitability potential.
- Revenue Expectations: The anticipated Q1 revenue is $204.8 million, representing a modest year-over-year growth of 1.8%, which, while limited, underscores the company's efforts to maintain stable revenue streams amid investments in software and AI.
- Historical Performance Review: Over the past two years, DFIN has exceeded EPS estimates 88% of the time and revenue estimates 50% of the time, demonstrating a degree of reliability and market confidence in the company's financial performance.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have also experienced one upward revision and two downward adjustments, reflecting a cautious market sentiment regarding the company's future performance.
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Analyst Views on DFIN
Wall Street analysts forecast DFIN stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 50.800
Low
57.00
Averages
61.50
High
66.00
Current: 50.800
Low
57.00
Averages
61.50
High
66.00
About DFIN
Donnelley Financial Solutions, Inc. is a provider of software and technology-enabled financial regulatory and compliance solutions. The Company provides regulatory filing and deal solutions through its software, technology-enabled services and print and distribution solutions. Its segments include 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). CM-SS segment provides software solutions to public and private companies. CM-CCM segment provides technology-enabled services and print and distribution solutions to public and private companies. IC-SS segment provides software solutions that enable clients to store and manage compliance and regulatory information. IC-CCM segment provides clients with tech-enabled solutions for creating, filing and distributing regulatory communications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Donnelley Financial Solutions Q1 Earnings Preview
- Earnings Announcement Date: Donnelley Financial Solutions (DFIN) is set to announce its Q1 earnings on May 5 before market open, with a consensus EPS estimate of $1.35, reflecting a significant year-over-year increase of 28.6%, indicating strong profitability potential.
- Revenue Expectations: The anticipated Q1 revenue is $204.8 million, representing a modest year-over-year growth of 1.8%, which, while limited, underscores the company's efforts to maintain stable revenue streams amid investments in software and AI.
- Historical Performance Review: Over the past two years, DFIN has exceeded EPS estimates 88% of the time and revenue estimates 50% of the time, demonstrating a degree of reliability and market confidence in the company's financial performance.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have also experienced one upward revision and two downward adjustments, reflecting a cautious market sentiment regarding the company's future performance.
See More
Donnelley Financial Solutions to Host Q1 2026 Earnings Call
- Earnings Call Scheduled: Donnelley Financial Solutions will hold a conference call on May 5, 2026, at 9:00 a.m. Eastern Time to discuss its Q1 2026 financial results, provide a business update, and answer analyst questions, reflecting the company's commitment to transparency and investor communication.
- Webcast Availability: The call will be available via a live webcast on the company's investor relations website, requiring investors to register at least 15 minutes prior and install necessary audio software, enhancing accessibility for participants to obtain critical information.
- Financial Report Release: DFIN will release its Q1 financial report before market open on May 5, 2026, via an SEC Form 8-K filing and will also post related financial tables on its website, ensuring timely access to key information for investors and enhancing market transparency.
- Company Overview: Donnelley Financial Solutions is a leading global provider of compliance and regulatory software and services, addressing investment company compliance needs and complex capital markets transactions, emphasizing its capabilities in financial reporting at every stage of the corporate lifecycle, showcasing its significant role in the industry.
See More
Donnelley Financial Solutions to Host Q1 2026 Earnings Call
- Earnings Call Announcement: Donnelley Financial Solutions will hold a conference call on May 5, 2026, at 9:00 a.m. Eastern Time to discuss its Q1 2026 financial results, which is expected to attract significant attention from analysts and investors.
- Webcast Availability: The call will be available via a live webcast on the company's investor relations website, with participants required to register at least 15 minutes prior and install necessary audio software to ensure smooth participation.
- Financial Report Release: DFIN will release its Q1 financial report prior to the call through an SEC Form 8-K filing, ensuring that market participants receive timely updates on the latest financial data and related information.
- Company Overview: Donnelley is a leading global provider of compliance and regulatory software and services, focused on meeting investment company compliance needs and complex capital market transactions, thereby enhancing clients' workflow efficiency and transparency.
See More
Eric Johnson Sells $1.02 Million in Shares, Largest Open-Market Sale
- Transaction Scale: On March 6, 2026, Eric J Johnson, President of Donnelley Financial Solutions, sold 20,280 shares for approximately $1.02 million, marking his largest open-market sale on record, reducing his direct holdings from 107,753 to 87,473 shares.
- Trading Arrangement: This transaction was executed without a 10b5-1 pre-planned trading arrangement, indicating that Johnson's timing was discretionary, which may influence investor perceptions regarding the company's future performance.
- Financial Performance: Donnelley Financial Solutions reported record software solutions revenue of $358 million in 2025, up roughly 9% year-over-year, despite a slight overall revenue decline, highlighting challenges faced during the company's transformation, particularly in print and tech-enabled services.
- Market Outlook: While Johnson's investment companies division saw a 10.6% growth in software revenue, compliance and communications revenue fell nearly 14%, reflecting structural shifts in the industry, with the company guiding for Q1 2026 revenue between $200 million and $210 million, continuing margin expansion.
See More
Donnelley Executive's Major Share Sale Analysis
- Transaction Scale Analysis: Eric J Johnson, President of Donnelley Financial Solutions, sold 20,280 shares on March 6, 2026, valued at approximately $1 million, marking his largest sale since June 2024, indicating a focus on liquidity strategy.
- Impact on Ownership: Following the transaction, Johnson's direct holdings decreased from 107,753 shares to 87,473 shares, with a direct equity exposure of about $4.39 million, reflecting a reduction in his stake in the company.
- Price Evaluation: The weighted average sale price was $50.16 per share, slightly above the market close of $49.64 on March 6, 2026, suggesting that Johnson executed the sale under favorable market conditions.
- Strategic Implications: Notably, this transaction was not executed under a 10b5-1 pre-planned trading arrangement, indicating that the timing was a discretionary choice by Johnson, which may reflect confidence in the company's future performance or sensitivity to market dynamics.
See More
Donnelley Financial Solutions Reports Strong Q4 2025 Earnings with Strategic Growth Focus
- Significant Performance Growth: Donnelley Financial Solutions achieved consolidated net sales of $172.5 million in Q4 2025, reflecting a 10.4% year-over-year increase, with software solutions net sales reaching $358.4 million, up 8.7%, indicating strong performance and rising market demand in the software sector.
- Accelerated Shareholder Returns: The company repurchased approximately 1.3 million shares in Q4, totaling 3.6 million shares repurchased in 2025 for $172.3 million, demonstrating management's confidence in future growth and commitment to enhancing shareholder value.
- Strategic Transformation Upgrade: Management announced the transition from
See More
Donnelley Financial Solutions Q1 Earnings Preview
- Earnings Announcement Date: Donnelley Financial Solutions (DFIN) is set to announce its Q1 earnings on May 5 before market open, with a consensus EPS estimate of $1.35, reflecting a significant year-over-year increase of 28.6%, indicating strong profitability potential.
- Revenue Expectations: The anticipated Q1 revenue is $204.8 million, representing a modest year-over-year growth of 1.8%, which, while limited, underscores the company's efforts to maintain stable revenue streams amid investments in software and AI.
- Historical Performance Review: Over the past two years, DFIN has exceeded EPS estimates 88% of the time and revenue estimates 50% of the time, demonstrating a degree of reliability and market confidence in the company's financial performance.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have also experienced one upward revision and two downward adjustments, reflecting a cautious market sentiment regarding the company's future performance.
See More
Donnelley Financial Solutions to Host Q1 2026 Earnings Call
- Earnings Call Scheduled: Donnelley Financial Solutions will hold a conference call on May 5, 2026, at 9:00 a.m. Eastern Time to discuss its Q1 2026 financial results, provide a business update, and answer analyst questions, reflecting the company's commitment to transparency and investor communication.
- Webcast Availability: The call will be available via a live webcast on the company's investor relations website, requiring investors to register at least 15 minutes prior and install necessary audio software, enhancing accessibility for participants to obtain critical information.
- Financial Report Release: DFIN will release its Q1 financial report before market open on May 5, 2026, via an SEC Form 8-K filing and will also post related financial tables on its website, ensuring timely access to key information for investors and enhancing market transparency.
- Company Overview: Donnelley Financial Solutions is a leading global provider of compliance and regulatory software and services, addressing investment company compliance needs and complex capital markets transactions, emphasizing its capabilities in financial reporting at every stage of the corporate lifecycle, showcasing its significant role in the industry.
See More
Donnelley Financial Solutions to Host Q1 2026 Earnings Call
- Earnings Call Announcement: Donnelley Financial Solutions will hold a conference call on May 5, 2026, at 9:00 a.m. Eastern Time to discuss its Q1 2026 financial results, which is expected to attract significant attention from analysts and investors.
- Webcast Availability: The call will be available via a live webcast on the company's investor relations website, with participants required to register at least 15 minutes prior and install necessary audio software to ensure smooth participation.
- Financial Report Release: DFIN will release its Q1 financial report prior to the call through an SEC Form 8-K filing, ensuring that market participants receive timely updates on the latest financial data and related information.
- Company Overview: Donnelley is a leading global provider of compliance and regulatory software and services, focused on meeting investment company compliance needs and complex capital market transactions, thereby enhancing clients' workflow efficiency and transparency.
See More
Eric Johnson Sells $1.02 Million in Shares, Largest Open-Market Sale
- Transaction Scale: On March 6, 2026, Eric J Johnson, President of Donnelley Financial Solutions, sold 20,280 shares for approximately $1.02 million, marking his largest open-market sale on record, reducing his direct holdings from 107,753 to 87,473 shares.
- Trading Arrangement: This transaction was executed without a 10b5-1 pre-planned trading arrangement, indicating that Johnson's timing was discretionary, which may influence investor perceptions regarding the company's future performance.
- Financial Performance: Donnelley Financial Solutions reported record software solutions revenue of $358 million in 2025, up roughly 9% year-over-year, despite a slight overall revenue decline, highlighting challenges faced during the company's transformation, particularly in print and tech-enabled services.
- Market Outlook: While Johnson's investment companies division saw a 10.6% growth in software revenue, compliance and communications revenue fell nearly 14%, reflecting structural shifts in the industry, with the company guiding for Q1 2026 revenue between $200 million and $210 million, continuing margin expansion.
See More
Donnelley Executive's Major Share Sale Analysis
- Transaction Scale Analysis: Eric J Johnson, President of Donnelley Financial Solutions, sold 20,280 shares on March 6, 2026, valued at approximately $1 million, marking his largest sale since June 2024, indicating a focus on liquidity strategy.
- Impact on Ownership: Following the transaction, Johnson's direct holdings decreased from 107,753 shares to 87,473 shares, with a direct equity exposure of about $4.39 million, reflecting a reduction in his stake in the company.
- Price Evaluation: The weighted average sale price was $50.16 per share, slightly above the market close of $49.64 on March 6, 2026, suggesting that Johnson executed the sale under favorable market conditions.
- Strategic Implications: Notably, this transaction was not executed under a 10b5-1 pre-planned trading arrangement, indicating that the timing was a discretionary choice by Johnson, which may reflect confidence in the company's future performance or sensitivity to market dynamics.
See More
Donnelley Financial Solutions Reports Strong Q4 2025 Earnings with Strategic Growth Focus
- Significant Performance Growth: Donnelley Financial Solutions achieved consolidated net sales of $172.5 million in Q4 2025, reflecting a 10.4% year-over-year increase, with software solutions net sales reaching $358.4 million, up 8.7%, indicating strong performance and rising market demand in the software sector.
- Accelerated Shareholder Returns: The company repurchased approximately 1.3 million shares in Q4, totaling 3.6 million shares repurchased in 2025 for $172.3 million, demonstrating management's confidence in future growth and commitment to enhancing shareholder value.
- Strategic Transformation Upgrade: Management announced the transition from
See More
