Donnelley Financial Solutions, Inc.
DFIN · Services-Miscellaneous Business Services · 25.0M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $18M (gross $40M, SBC $22M)
Reference price $50.16 · est. market cap ~$1.3B — last insider sale, 2026-03-06 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B79gen composite 71pct→79
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Buying back stockNet buyback — share count -3%/yr over 4y
- Notable holderHeld by 4 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC +1 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
63.4%
Operating margin
18.4%
Net margin
4.2%
Return on equity
8.5%
Return on assets
4.0%
ROIC
20.2%
Revenue growth (QoQ)
2.2%
Net-income growth
-64.9%
Debt / equity
0.5×
Net debt / EBITDA
0.7×
Interest coverage
10.9×
Current ratio
1.1×
Free cash flow
$108M
EBITDA
$200M
Tangible book value
-$27M
Cash & investments
$24M
Stock comp / revenue
4.1%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Daniel N. Leib | Chief Executive Officer | $9M FY2025 |
| Craig D. Clay | President, GCM | $3M FY2025 |
| David A. Gardella | Chief Financial Officer | $4M FY2025 |
| Eric J. Johnson | President, GIC | $3M FY2025 |
| Robert K. Williams | Chief People & Admin Officer | $2M FY2025 |
| Trzcinski Leah Marie | Chief Legal Officer | — |
| Turner Kami | Chief Accounting Officer | — |
| Ayman Sayed | Director | $355K FY2025 |
| Chandar Pattabhiram | Director | $311K FY2025 |
| Gary G. Greenfield | Director | $341K FY2025 |
| Juliet S. Ellis | Director | $316K FY2025 |
| Lois M. Martin | Director | $336K FY2025 |
| Luis A. Aguilar | Director | $336K FY2025 |
| Richard L. Crandall | Director | $435K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-13 | Pattabhiram Chandar | Grant | 4.3K | — |
| 2026-05-13 | Aguilar Luis A | Grant | 4.3K | — |
| 2026-05-13 | Sayed Ayman | Grant | 4.3K | — |
| 2026-05-13 | MARTIN LOIS M | Grant | 4.3K | — |
| 2026-05-13 | GREENFIELD GARY G | Grant | 4.3K | — |
| 2026-05-13 | Ellis Juliet S | Grant | 4.3K | — |
| 2026-05-13 | CRANDALL RICHARD L | Grant | 5.9K | — |
| 2026-03-06 | Johnson Eric J | Sell | 20K | $50.16 |
| 2026-03-04 | Clay Craig | Tax withheld | 2.1K | $52.97 |
| 2026-03-04 | Trzcinski Leah Marie | Tax withheld | 406 | $52.97 |
| 2026-03-04 | Williams Robert Kirk | Tax withheld | 954 | $52.97 |
| 2026-03-04 | Williams Robert Kirk | Sell | 7.7K | $52.03 |
| 2026-03-04 | Johnson Eric J | Tax withheld | 1.4K | $52.97 |
| 2026-03-04 | Turner Kami | Tax withheld | 269 | $52.97 |
| 2026-03-04 | Gardella David A | Tax withheld | 1.8K | $52.97 |
| 2026-03-04 | Leib Daniel | Tax withheld | 4.6K | $52.97 |
| 2026-03-03 | Williams Robert Kirk | Tax withheld | 7.5K | $51.77 |
| 2026-03-03 | Williams Robert Kirk | Grant | 13K | — |
| 2026-03-03 | Leib Daniel | Grant | 51K | $51.77 |
| 2026-03-03 | Leib Daniel | Tax withheld | 42K | $51.77 |
| 2026-03-03 | Johnson Eric J | Tax withheld | 3.4K | $51.77 |
| 2026-03-03 | Johnson Eric J | Grant | 15K | $51.77 |
| 2026-03-03 | Johnson Eric J | Tax withheld | 12K | $51.77 |
| 2026-03-03 | Johnson Eric J | Grant | 1.5K | — |
| 2026-03-03 | Johnson Eric J | Grant | 15K | — |
| 2026-03-03 | Leib Daniel | Grant | 5.3K | — |
| 2026-03-03 | Clay Craig | Tax withheld | 5.3K | $51.77 |
| 2026-03-03 | Clay Craig | Grant | 22K | $51.77 |
| 2026-03-03 | Clay Craig | Tax withheld | 21K | $51.77 |
| 2026-03-03 | Clay Craig | Grant | 1.9K | — |
| 2026-03-03 | Clay Craig | Grant | 20K | — |
| 2026-03-03 | Trzcinski Leah Marie | Tax withheld | 805 | $51.77 |
| 2026-03-03 | Turner Kami | Tax withheld | 753 | $51.77 |
| 2026-03-03 | Turner Kami | Grant | 3.3K | $51.77 |
| 2026-03-03 | Turner Kami | Tax withheld | 2.8K | $51.77 |
| 2026-03-03 | Turner Kami | Grant | 262 | — |
| 2026-03-03 | Turner Kami | Grant | 2.6K | — |
| 2026-03-03 | Leib Daniel | Grant | 55K | — |
| 2026-03-03 | Gardella David A | Tax withheld | 4.8K | $51.77 |
| 2026-03-03 | Gardella David A | Grant | 22K | $51.77 |
| 2026-03-03 | Gardella David A | Tax withheld | 18K | $51.77 |
| 2026-03-03 | Gardella David A | Grant | 2.0K | — |
| 2026-03-03 | Gardella David A | Grant | 24K | — |
| 2026-03-03 | Williams Robert Kirk | Grant | 1.2K | — |
| 2026-03-03 | Trzcinski Leah Marie | Grant | 600 | — |
| 2026-03-03 | Trzcinski Leah Marie | Grant | 8.1K | — |
| 2026-03-03 | Leib Daniel | Tax withheld | 12K | $51.77 |
| 2026-03-03 | Williams Robert Kirk | Sell | 4.2K | $52.29 |
| 2026-03-03 | Williams Robert Kirk | Tax withheld | 2.4K | $51.77 |
| 2026-03-03 | Williams Robert Kirk | Grant | 10K | $51.77 |
| 2026-02-26 | Leib Daniel | Sell | 10K | $50.36 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-14 | Exec/director changeShareholder voteOtherExhibits | filing ↗ |
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-04-21 | OtherExhibits | filing ↗ |
| 2026-02-17 | ResultsExhibits | filing ↗ |
| 2025-10-29 | ResultsExhibits | filing ↗ |
| 2025-10-23 | ResultsExhibits | filing ↗ |
| 2025-07-31 | ResultsExhibits | filing ↗ |
| 2025-05-19 | Shareholder voteOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-14 | 2026-05-13 | 0001193125-26-224048 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001193125-26-204994 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001193125-26-206350 ↗ |
| 8-K | 2026-04-21 | 2026-04-16 | 0001193125-26-165048 ↗ |
| DEF 14A | 2026-04-01 | 2026-05-13 | 0001193125-26-135712 ↗ |
| 10-K | 2026-02-17 | 2025-12-31 | 0001193125-26-054586 ↗ |
| 8-K | 2026-02-17 | 2026-02-17 | 0001193125-26-052959 ↗ |
| 10-Q | 2025-10-29 | 2025-09-30 | 0001193125-25-256296 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001193125-25-254603 ↗ |
| 8-K | 2025-10-23 | 2025-10-23 | 0001193125-25-247649 ↗ |
| 10-Q | 2025-07-31 | 2025-06-30 | 0000950170-25-100884 ↗ |
| 8-K | 2025-07-31 | 2025-07-31 | 0000950170-25-100549 ↗ |