DFIN
Donnelley Financial Solutions, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 26 to Mar 6 4 days of insider sells: $2.1M by 3 insiders, avg $50.76
- R Jul 30 DFIN reported Q2 2026 results with net sales of $224.2M (+2.8% YoY)…
- S Aug 14 to Aug 19 2 days of insider sells: $500.0K by 1 insider, avg $50.00
- B Sep 1 to Sep 2 2 days of insider buys: $1000.0K by 1 insider, avg $48.12
- S Sep 3 1 insider sell $802.2K at $48.77
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $1000.0K at an average $48.12. 3 insiders sold $3.4M. Price is 13% above their cost.
- InstitutionsBULLISH
Q2 2026: 21 added (0 new), 12 trimmed or exited.
- AnalystsBULLISH
8 of 9 rate it Buy or better.
- EstimatesFALLING
Current-quarter EPS estimate $0.913 → $0.843 over 90 days. 0 up, 1 down in 30 days.
- TrendUPTREND
10% above its 50-day average. New closing high $55.99 on Oct 22.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | $26.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $23.6M |
| Qube Research & Technologies Ltd | DOUBLED | $22.2M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | TRIM | $17.6M |
| JANE STREET GROUP, LLC | TRIM | $4.1M |
| UBS Group AG | TRIM | $4.1M |
| PRUDENTIAL FINANCIAL INC | ADD | $3.6M |
| ExodusPoint Capital Management, LP | DOUBLED | $3.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
9 analysts| Date | Firm | Rating |
|---|---|---|
| Sep 21, 2026 | Needham REITERATE | Buy |
| Jul 31, 2026 | Needham MAINTAIN | Buy |
| May 6, 2026 | DA Davidson MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 15, 2026 | Clay Craig Senior Advisor | GIFT | 4,364 sh |
| Sep 3, 2026 | Williams Robert Kirk Chief People & Intl Officer | SELL | $802.2K |
| Sep 2, 2026 | BINZ JOSEPH LEO Director | BUY | $276.0K |
| Sep 1, 2026 | BINZ JOSEPH LEO Director | BUY | $238.8K |
| Sep 1, 2026 | BINZ JOSEPH LEO Director | BUY | $485.2K |
| Aug 19, 2026 | Leib Daniel Chief Executive Officer | SELL | $489.4K |
| Aug 17, 2026 | Trzcinski Leah Marie Chief Legal Officer | TAX W/H | $58.9K |
| Aug 14, 2026 | Leib Daniel Chief Executive Officer | SELL | $10.7K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.84 | $0.80–$0.87 | -1.6% | $179.9M |
| Next Q | $0.75 | $0.63–$0.88 | +0.9% | $170.9M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
9 filings · 1 bullish · 1 bearish · 1 mixed · 6 neutral- NEUTRAL PRESS-RELEASEOct 15, 2026
Donnelley Financial LLC announced it will report its Q3 results on October 29, 2026.
- MIXED CLUSTERSep 8, 2026
Director Joseph Leo Binz made an open-market purchase of $276K in DFIN shares at $47.75, while…
The director buy is a modest positive signal, but the larger officer sale (likely routine diversification) offsets it. Monitor for additional insider activity or a material corporate event (e.g…
- BULLISH INSIDER-BUYSep 3, 2026
Director Joseph Leo Binz made a significant open-market purchase of DFIN shares totaling $724K…
The director's $724K open-market buy is a clear bullish signal, especially given the 89% analyst buy consensus. Traders should watch for additional insider buying or a catalyst (e.g., earnings) to…
- BEARISH 8-KJul 30, 2026
DFIN reported Q2 2026 results with net sales of $224.2M (+2.8% YoY) and GAAP diluted EPS of $1.44…
The sharp Q3 guidance drop (revenue down ~18% sequentially, margin halving) signals a pronounced seasonal trough and likely lower capital markets activity. The EPS miss vs consensus adds downside…
All DFIN filing & press-release reports (9)
- PRESS-RELEASE reportOct 15, 2026
- CLUSTER reportSep 8, 2026
- INSIDER-BUY reportSep 3, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 16, 2026
- 8-K reportMay 5, 2026
- 8-K reportApr 21, 2026
- DEFA14A reportApr 1, 2026
- CLUSTER reportFeb 26, 2026