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Companies / Technology / Donnelley Financial Solutions, Inc.
DFIN

Donnelley Financial Solutions, Inc.

TechnologyBusiness Services & Software
Ticker DFINLANCASTER, PAFiscal year ends DecemberBook value per share $15.07Diluted shares 25.7M

Donnelley Financial Solutions, Inc. (NYSE: DFIN) operates as a leading global provider of compliance and regulatory software and services supporting complex capital markets transactions and essential financial reporting throughout the corporate lifecycle. The company maintains its website at www.dfinsolutions.com. From the company’s description.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$767.00M
−1.9% year over year
Last 12 mo $777.50M
18.40%
+0.9 percentage points
Last 12 mo 18.91%
$32.40M
−64.9% year over year
Last 12 mo $35.20M
9.72%
−12.5 percentage points
Last 12 mo 9.09%
Cash & financing
$164.90M
−3.6% year over year
Last 12 mo $203.30M
$107.80M
+2.5% year over year
Last 12 mo $152.30M
0.45
Was 0.29× a year earlier
Last 12 mo 0.53
28.2M
−6.6% year over year
Last 12 mo 25.7M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Donnelley Financial Solutions, Inc. does

In the company’s own words

Donnelley Financial Solutions, Inc. (NYSE: DFIN) operates as a leading global provider of compliance and regulatory software and services supporting complex capital markets transactions and essential financial reporting throughout the corporate lifecycle. The company maintains its website at www.dfinsolutions.com.

DFIN serves public and private companies, mutual funds, and other regulated investment firms by providing regulatory filing and deal solutions through software, technology-enabled services, and print and distribution capabilities. The company helps clients comply with Securities and Exchange Commission regulations and other applicable requirements across multiple jurisdictions, including the United States, Europe, and Canada.

The company operates through four reportable segments: Capital Markets – Software Solutions, Capital Markets – Compliance and Communications Management, Investment Companies – Software Solutions, and Investment Companies – Compliance and Communications Management. In 2025, capital markets software solutions represented approximately 44% of capital markets net sales, while tech-enabled services and print and distribution accounted for 56%. For investment companies, software solutions comprised approximately 53% of net sales, with tech-enabled services and print and distribution representing 47%.

DFIN's primary software platforms include ActiveDisclosure for compliance filing, Arc Suite for investment company regulatory management, and Venue for virtual data rooms and deal management. The company supports clients throughout their lifecycles, including initial public offerings, secondary offerings, mergers and acquisitions, debt offerings, and ongoing regulatory compliance filings such as Form 10-K, Form 10-Q, and proxy statements.

As of December 31, 2025, the company employed approximately 1,750 people, with roughly 84% located in the United States and 16% in international locations. The workforce is approximately 40% female and 60% male, with an average tenure of approximately 14 years.

DFIN became an independent publicly traded company on October 1, 2016, through separation from R.R. Donnelley & Sons Company. Since the separation, the company has grown primarily through organic development, focusing resources on software solutions and targeted investments to enhance product capabilities while maintaining its market-leading position in compliance and communications management services.

Company details
Sector
Technology
Industry
Business Services & Software
Headquarters
LANCASTER, PA
Fiscal year end
December
CIK
1669811
SIC
7380

Financial performance, year by year

Fiscal 2016–2025 · USD
$-128.98M$180.26M$489.50M$798.74M$1.11B2016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Donnelley Financial Solutions, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

274
funds hold it
0 of 35
superinvestors hold it
$481.64M
held by funds, at market
44.8%
of shares held by funds

Largest fund holders · Donnelley Financial Solutions, Inc.’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.06%of fund net assets
THRIVENT SMALL CAP STOCK FUND
AASMX · Thrivent Mutual Funds
1.15%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.03%of fund net assets
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
FTHNX · Capitol Series Trust
0.20%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Donnelley Financial Solutions, Inc. and its peers compare on margins and cash generation over ten years?”
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  • “What changed in Donnelley Financial Solutions, Inc.'s last four quarterly filings that the numbers alone won't show?”
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