DFIN at a glance
Donnelley Financial Solutions, Inc. (DFIN, SEC CIK 1669811) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Donnelley Financial Solutions, Inc. (DFIN) reported revenue of $767.0 million (down 1.9% from FY2024) and net income of $32.4 million. Diluted EPS was $1.15.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Donnelley Financial Solutions, Inc. (DFIN) shares worth $449.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Williams Robert Kirk on September 3, 2026 of 16,450 shares at $48.77 per share.
- In the last 90 days, DFIN insiders reported 3 open-market purchases ($1000K) and 3 open-market sales ($1.3M) on Form 4, a net sale of $302K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $767.0M
- −1.9% vs prior year
- Insiders · 90 days
- 3 buys · 3 sells
- Net −$302K
- 13F holders
- 31 funds
- $449.9M · +0 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Provider of tech-enabled services, print and distribution, and software solutions to capital markets and compliance sectors
- Emphasis on higher software solutions sales, up $28.7M, driven by ActiveDisclosure (+$12.7M) and Arc Suite (+$12.3M)
- Strategic shift: Lower capital markets compliance volumes impacting print and tech-enabled services segments
- Pension plan termination and settlement triggered $82.8M non-cash charge and $11.3M net cash contribution in 2025
- Operating income rose 3.3% to $141.1M despite 1.9% net sales decline to $767.0M, aided by $17.5M lower cost of sales and $13.0M lower SG&A
Risk Factors
- Cybersecurity risk management with monthly phishing simulations and quarterly IT training in 2025 to detect and respond to attacks targeting employees
- AI governance program including AI Oversight Committee and risk reviews in vendor security and development to ensure compliant AI integration
- Chief Information Security Officer with 30 years experience leads multiple cybersecurity functions and reports directly to CIO and Board
- Board oversight includes cybersecurity expert, regular briefings, and executive sessions to monitor evolving cyber threats and mitigation efforts
Management Discussion & Analysis
- Revenue $767.0M, down $14.9M YoY from $781.9M in 2024
- Net earnings $32.4M vs $92.4M with operating margin approx. 4.2% vs 11.8% (calculated from net earnings/net sales)
- Best performing segment goodwill: CM-CCM with $252.7M; worst not explicitly stated but includes impairments of $3.9M software charges
- Operating cash flow $164.9M down $6.2M YoY, capex $57.1M, stock repurchases $185.0M, dividends max $20.0M authorized
- Management expects 2026 capex $55-60M, monitors tax law changes (OECD Pillar Two, One Big Beautiful Bill), believes sufficient liquidity, risks from market and demand volatility
AI summary of the DFIN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes to Annual Report risk factors during quarter ended June 30, 2026
- No newly added regulatory, legal, or compliance risk identified
- No newly disclosed operational, competitive, or market risk identified
- No newly disclosed liquidity, debt, currency, or customer-concentration risk identified
AI summary of the DFIN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Press release issued July 30, 2026, containing the Company’s financial results
Item EX-99.1: Item EX-99.1
- Q2 net sales $224.2M, up 2.8%, led by software solutions $99.4M, up 7.8%, while print declined 15.0%
- Adjusted EBITDA $82.3M, up 7.9%, with margin expanding approximately 170 basis points to 36.7%
Item 8.01: Other Events
- Ken Napolitano joining DFIN as Chief Revenue Officer on June 1, 2026
- Financial data and technology experience supports commercial organization scaling
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Craig Clay transitioning from Executive Vice President, President of Global Capital Markets
- Advisory role through December 31, 2026, preserving transition support
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected, preserving current board composition and governance continuity
- Advisory executive-compensation proposal approved, with 22,326,855 votes for and 486,473 against
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 31, 2026
- Press release issued May 5, 2026; detailed financial figures in accompanying exhibit
Item EX-99.1: Item EX-99.1
- Q1 net sales rose 2.2% to $205.5M, led by Software Solutions growth of 8.4% and ActiveDisclosure growth of approximately 21%
- Software Solutions reached 44.6% of sales versus 42.1%, reinforcing DFIN’s recurring, software-focused mix shift
AI summaries of DFIN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DFIN
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Clay Craig | G | Sep 15, 2026 | 4,364 | - |
| Williams Robert Kirk | Sell | Sep 3, 2026 | 16,450 | $48.77 |
| BINZ JOSEPH LEO | Buy | Sep 2, 2026 | 5,780 | $47.75 |
| BINZ JOSEPH LEO | Buy | Sep 1, 2026 | 10,000 | $48.52 |
| BINZ JOSEPH LEO | Buy | Sep 1, 2026 | 5,000 | $47.75 |
| Leib Daniel | Sell | Aug 19, 2026 | 9,787 | $50.00 |
| Trzcinski Leah Marie | F | Aug 17, 2026 | 1,234 | $47.72 |
| Leib Daniel | Sell | Aug 14, 2026 | 213 | $50.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $781.9M | $767.0M |
| Operating Income | - | $136.6M | $141.1M |
| Net Income | $82.2M | $92.4M | $32.4M |
| Op. Margin | - | 17.5% | 18.4% |
| Net Margin | - | 11.8% | 4.2% |
| Balance Sheet | |||
| Total Assets | $806.9M | $841.6M | $800.4M |
| Equity | - | $436.1M | $379.2M |
| ROE | - | 21.2% | 8.5% |
| Per Share | |||
| EPS | $2.69 | $3.06 | $1.15 |
| Cash Flow | |||
| Operating CF | - | $171.1M | $164.9M |
| CapEx | $61.8M | $65.9M | $57.1M |
Source: XBRL data in Donnelley Financial Solutions, Inc. (DFIN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DFIN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $449.9M |
| Q1 2026 | 31 | $542.8M |
| Q4 2025 | 29 | $544.3M |
| Q3 2025 | 30 | $668.1M |
| Q2 2025 | 30 | $785.1M |
| Q1 2025 | 25 | $337.1M |
| Q4 2024 | 22 | $430.8M |
| Q3 2024 | 18 | $302.5M |
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- Ameriprise Financial+32.2K (+69%)
- Morgan Stanley−127.8K (-13%)
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- WESTWOOD HOLDINGS GROUP INC−761.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 216 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DFIN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 8-K | May 14, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 21, 2026 | - | Analysis | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
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DFIN SEC filings: frequently asked questions
Are DFIN insiders buying or selling?
In the last 90 days, Donnelley Financial Solutions, Inc. (DFIN) officers, directors and 10% owners reported 3 open-market purchases worth $999,990 by 1 insider and 3 open-market sales worth $1.3 million by 2 insiders on Form 4, a net sale of $302,201. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DFIN stock?
As of June 30, 2026, the largest Donnelley Financial Solutions, Inc. (DFIN) holders among the 13F filers tracked by SignalX were BlackRock ($165.2 million), State Street Corp ($50.4 million), Vanguard Capital Management LLC ($44.3 million), Morgan Stanley ($34.4 million), Dimensional Fund Advisors ($29.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DFIN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Donnelley Financial Solutions, Inc. (DFIN) reported revenue of $767.0 million (down 1.9% from FY2024) and net income of $32.4 million. Diluted EPS was $1.15. The figures come from the XBRL data in the 10-K.
What are the main risks in DFIN's latest 10-K?
In the 10-K filed February 17, 2026, Donnelley Financial Solutions, Inc. (DFIN) flagged: Cybersecurity risk management with monthly phishing simulations and quarterly IT training in 2025 to detect and respond to attacks targeting employees. AI governance program including AI Oversight Committee and risk reviews in vendor security and development to ensure compliant AI integration. (AI summary of the Risk Factors section.)
What did DFIN report in its latest 8-K?
Donnelley Financial Solutions, Inc. (DFIN) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results covered quarter ended June 30, 2026.
What are the latest DFIN SEC filings?
Donnelley Financial Solutions, Inc. (DFIN) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on September 17, 2026.
What is DFIN's SEC CIK number?
Donnelley Financial Solutions, Inc. (DFIN)'s SEC Central Index Key (CIK) is 1669811. EDGAR lists every DFIN filing under that number.
Ask anything about DFIN
The research agent reads DFIN's filings, financials, insider trades and 13F holders, then answers with sources.