Donnelley Financial (DFIN) Launches a $150 Million Buyback as Its Software Revenue Climbs

10 hours ago 3

Neha Gupta

Wed, May 20, 2026 astatine 7:34 AM CDT 2 min read

Donnelley Financial Solutions, Inc. (NYSE:DFIN) is one of the oversold bundle stocks to bargain according to Wall Street analysts. On May 5, Donnelley Financial Solutions, Inc. (NYSE:DFIN) reported its first-quarter 2026 fiscal results, wherever it posted full gross of $205.5 million, up 2.2% twelvemonth implicit year. The gross maturation was powered chiefly by the company’s bundle solutions segment, which brought successful $91.7 million, an 8.4% twelvemonth implicit year. Management said connected the net telephone that this conception present accounts for 44.6% of full revenue, up from 42.1% a twelvemonth earlier.

Donnelley Financial (DFIN) Launches a $150 Million Buyback arsenic Its Software Revenue Climbs

The institution said that the standout performer wrong the bundle solutions conception was ActiveDisclosure. ActiveDisclosure is Donnelley’s fiscal reporting and compliance platform, which grew astir 21% twelvemonth implicit year.

The quarter’s adjusted EPS came successful astatine $1.45, arsenic compared to $1.24 successful Q1 2025. According to David A. Gardella, the company’s Executive VP and CFO, the betterment was driven by the increasing stock of higher-margin bundle gross and imperishable reductions successful the company’s outgo structure. These 2 expanded the company’s adjusted EBITDA borderline by 50 ground points twelvemonth implicit twelvemonth to 34.4%.

The Board of Directors recovered these results to beryllium bully capable to enactment a caller $150 cardinal stock repurchase program. This programme replaced the anterior authorization that had $25.5 cardinal remaining. During Q1, the institution bought backmost astir 595,000 shares for $28.3 cardinal astatine an mean terms of $47.58 per share.

Donnelley Financial Solutions, Inc. (NYSE:DFIN) is simply a fiscal bundle and regulatory compliance company. It provides cloud-based and technology-enabled solutions for superior markets transactions, concern reporting, and regulatory filings. Its level supports nationalist and backstage companies, concern firms, and fiscal institutions with SEC filings, net reports, virtual information rooms, and compliance absorption tools.

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