PNC Financial Services Group Inc. Decreases Stake in Donnelley Financial Solutions $DFIN

PNC Financial Services Group Inc. cut its holdings in shares of Donnelley Financial Solutions (NYSE:DFIN) by 34.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,982 shares of the company’s stock after selling 11,950 shares during the period. PNC Financial Services Group Inc. owned about 0.09% of Donnelley Financial Solutions worth $1,083,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Assetmark Inc. grew its stake in Donnelley Financial Solutions by 6.0% during the 1st quarter. Assetmark Inc. now owns 53,171 shares of the company’s stock valued at $2,506,000 after purchasing an additional 3,024 shares in the last quarter. Allspring Global Investments Holdings LLC boosted its stake in shares of Donnelley Financial Solutions by 6.0% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 64,995 shares of the company’s stock valued at $2,994,000 after buying an additional 3,702 shares during the last quarter. Principal Financial Group Inc. grew its position in shares of Donnelley Financial Solutions by 2.2% during the first quarter. Principal Financial Group Inc. now owns 129,497 shares of the company’s stock worth $6,104,000 after buying an additional 2,784 shares in the last quarter. Fifth Third Bancorp grew its position in shares of Donnelley Financial Solutions by 13,834.6% during the first quarter. Fifth Third Bancorp now owns 21,738 shares of the company’s stock worth $1,025,000 after buying an additional 21,582 shares in the last quarter. Finally, Isthmus Partners LLC increased its stake in shares of Donnelley Financial Solutions by 2.5% in the first quarter. Isthmus Partners LLC now owns 72,901 shares of the company’s stock worth $3,437,000 after buying an additional 1,808 shares during the last quarter. Institutional investors and hedge funds own 93.84% of the company’s stock.

Donnelley Financial Solutions Stock Performance

Donnelley Financial Solutions stock opened at $47.17 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.33 and a quick ratio of 1.41. Donnelley Financial Solutions has a 12 month low of $36.11 and a 12 month high of $61.20. The company has a fifty day moving average price of $43.05 and a two-hundred day moving average price of $46.23. The company has a market cap of $1.18 billion, a PE ratio of 32.53 and a beta of 0.72.

Donnelley Financial Solutions (NYSE:DFIN) last issued its earnings results on Thursday, July 30th. The company reported $1.76 earnings per share for the quarter, topping analysts’ consensus estimates of $1.63 by $0.13. Donnelley Financial Solutions had a net margin of 4.53% and a return on equity of 25.82%. The company had revenue of $224.20 million for the quarter, compared to analysts’ expectations of $221.40 million. During the same period in the prior year, the company earned $1.49 earnings per share. The firm’s revenue was up 2.8% compared to the same quarter last year. Research analysts expect that Donnelley Financial Solutions will post 4.46 earnings per share for the current year.

Donnelley Financial Solutions News Roundup

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

• Positive Sentiment: DFIN reported second-quarter adjusted earnings of $1.76 per share, exceeding the $1.65 analyst consensus and rising from $1.49 a year earlier. Revenue reached $224.2 million, also ahead of the $221.4 million estimate and up 2.8% year over year. DFIN Reports Second-Quarter 2026 Results
• Positive Sentiment: Profitability and cash generation improved: adjusted EBITDA rose 7.9% to $82.3 million, operating cash flow increased 9.2% to $74.7 million, and free cash flow climbed 18.4% to $61.2 million. Diluted shares outstanding fell 10.3%, which helped support per-share earnings. DFIN Q2 Earnings and Revenues Top Estimates
• Neutral Sentiment: Management’s third-quarter revenue guidance of $175 million to $185 million brackets the $179.4 million consensus estimate. The lack of clearly provided EPS guidance and the roughly flat midpoint may have limited enthusiasm despite the second-quarter beat. DFIN Exceeds Q2 2026 Expectations
• Negative Sentiment: Zacks Research downgraded Donnelley Financial Solutions from “Strong Buy” to “Hold.” The change in analyst sentiment likely added selling pressure and may explain why the stock’s market reaction has been weaker than the earnings beat alone would suggest. DFIN Analyst Downgrade

Analyst Ratings Changes

A number of research firms have commented on DFIN. Weiss Ratings reiterated a “hold (c-)” rating on shares of Donnelley Financial Solutions in a research note on Friday, June 12th. Wall Street Zen downgraded shares of Donnelley Financial Solutions from a “strong-buy” rating to a “buy” rating in a research report on Saturday, June 27th. DA Davidson cut their target price on shares of Donnelley Financial Solutions from $66.00 to $62.00 and set a “buy” rating on the stock in a research note on Wednesday, May 6th. Needham & Company LLC increased their price target on shares of Donnelley Financial Solutions from $57.00 to $60.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Zacks Research downgraded Donnelley Financial Solutions from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. One research 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. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $61.00.

Donnelley Financial Solutions Company Profile

Donnelley Financial Solutions (NYSE:DFIN) offers risk and compliance software and managed services designed to help corporations, financial institutions and legal firms meet regulatory and reporting requirements worldwide. Headquartered in Chicago, the company delivers a cloud-based platform for regulatory filings, content automation, virtual data rooms and board communications. Its solutions are tailored to support public companies with SEC, FCA and other global filing obligations, as well as banks, asset managers and credit unions seeking to streamline compliance workflows.

Among DFIN’s flagship products is ActiveDisclosure, a SaaS application that automates the creation, review and filing of disclosure documents.