Dun & Bradstreet Holdings Stock Price, News & Analysis

Dun & Bradstreet (NYSE:DNB), a global business data and analytics provider, is helping organizations navigate supply chain disruptions through comprehensive risk analysis and tariff impact assessments. The company's supply chain solutions have mapped 27 billion confirmed supplier relationships and provide visibility into approximately 30% of global trade flows.

A recent survey of 10,000 businesses revealed a 10.4% drop in supply chain continuity optimism from Q4 2024 to Q1 2025, attributed to challenges including freight costs, container shortages, route disruptions, and payment delays. To address these challenges, Dun & Bradstreet offers data-driven insights spanning multiple tiers of supply chain risk management, leveraging their database of over 600 million public and private companies.

Dun & Bradstreet (NYSE:DNB) has announced it will release its first quarter 2025 financial results on Thursday, May 1, 2025, at approximately 7:30 a.m. Eastern Time. The results will be published via press release and will be accessible on the company's Investor Relations website at investor.dnb.com.

Due to a previously announced proposed transaction on March 24, 2025, the company will not conduct a conference call or provide forward-looking guidance alongside its quarterly results release.

Dun & Bradstreet (NYSE:DNB) has launched a complimentary supply chain evaluation service to help businesses assess potential risks and opportunities within their supply chains. The service leverages D-U-N-S® Number entity identifier and proprietary data to analyze tariff impacts and supplier dependencies.

The company's analysis of Fortune 1000 companies' supply chains reveals key insights across three tiers:

• Tier 1: 56% U.S.-based suppliers, 37% foreign suppliers subject to U.S. tariffs
• Tier 2: 48% U.S.-based, 45% foreign suppliers with tariffs
• Tier 3: 46% U.S.-based, 45% foreign suppliers with tariffs

The evaluation includes shipping insights, beneficial ownership, ESG data, supplier scores, cyber risk assessment, and covers 28 million companies with 21 billion connected relationships across supply chain tiers.

Dun & Bradstreet (NYSE:DNB) has released its Q2 2025 Global Business Optimism Insights report, revealing continued decline in business sentiment. The survey of 10,000 business leaders shows a 1.3% quarter-over-quarter decline in business optimism, following a previous 12.9% drop.

Key findings include:

• Global Business Financial Confidence Index declined 8.6%
• Supply Chain Continuity Index remained flat after a 10.7% decline last quarter
• Business Investment Confidence Index fell 0.6%
• Global Business ESG Index dropped 3.3%

The report highlights that 86% of businesses view inflation resurgence as significantly disruptive, while 70% consider tighter domestic monetary policy a significant risk. Capital expenditure optimism dropped from 77% to 69%, with metals and mining sectors most impacted by U.S. tariffs. Export-driven sectors, including automotive and electrical industries, experienced sharp declines in optimism, particularly in the U.S., Mexico, South Korea, and Japan.

Dun & Bradstreet (NYSE: DNB) has entered into a definitive agreement to be acquired by Clearlake Capital Group in a transaction valued at $7.7 billion, including outstanding debt, with an equity value of $4.1 billion. Under the agreement, DNB shareholders will receive $9.15 in cash per share.

The company has demonstrated strong performance over the past six years, with revenue growth of approximately 40%, EBITDA growth of 60%, margin expansion of nearly 600 basis points, and leverage reduction from 9x to 3.6x. The transaction includes a 30-day 'go-shop' period and is expected to close in the third quarter of 2025, subject to shareholder approval and regulatory clearances. Upon completion, DNB will become a privately held company.

Dun & Bradstreet (NYSE:DNB) has launched D&B ID Graph Plus, an advanced identity solution that combines B2B2C intelligence with consumer insights for enhanced marketing capabilities. The solution leverages comprehensive data including:

- Over 50,000 attributes covering digital signals, demographics, and lifestyle data
- 136 million B2B professional contacts
- 250 million consumer contacts
- 83 million B2B2C contacts with linked professional-consumer personas

The platform integrates with major cloud services like Google Cloud, Amazon, and Snowflake, and marketing platforms including LiveRamp, The Trade Desk, Salesforce, and Adobe. It features B2C and C2B connectivity, person-level persistent key tracking, and business identification through D-U-N-S® Numbers.

Dun & Bradstreet (NYSE:DNB) reports growing supply chain risks as global tariff uncertainties persist. A survey of 10,000 businesses showed business optimism for supply chain continuity dropped 10.4% from Q4 2024 to Q1 2025, following declines in Q3 2024.

The company's supply chain solutions have mapped 27 billion confirmed supplier relationships and visibility into approximately 30% of global trade flows. Key challenges include freight costs, container shortages, route disruptions, and payment delays, with new tariffs adding complexity to the environment.

DNB's comprehensive risk analysis leverages data on over 600 million public and private companies to help organizations identify alternative suppliers, manage tariff impacts, and maintain essential operations. The company emphasizes the importance of supply chain agility and visibility in proactively mitigating disruptions.

Dun & Bradstreet (NYSE: DNB) reported its Q4 and full-year 2024 financial results. Q4 revenue reached $631.9 million, a slight increase of 0.2% year-over-year, with organic revenue up 0.3%. Q4 GAAP net income was $7.8 million ($0.02 per share), compared to $1.7 million in Q4 2023.

For full-year 2024, revenue totaled $2,381.7 million, up 2.9% from 2023, with organic revenue growing 3.0%. The company reported a full-year GAAP net loss of $28.6 million (-$0.07 per share). Adjusted EBITDA increased 3.9% to $926.6 million, with a margin of 38.9%.

Looking ahead to 2025, DNB expects revenues between $2,440-$2,500 million (2.5-5.0% growth), organic revenue growth of 3.0-5.0%, and adjusted EBITDA of $955-985 million. The company repurchased 961,360 shares during 2024 at an average price of $9.71 per share.

Dun & Bradstreet (NYSE: DNB) has released findings from an AI survey revealing that while 88% of organizations are implementing artificial intelligence, more than half (54%) express concerns about data quality and trustworthiness for AI applications.

Key findings show that organizations face multiple challenges in AI implementation, including data security (46%), privacy violations (43%), and information disclosure risks (42%). Only 52% of companies believe they have a solid data foundation for generative AI success.

Companies are at various implementation stages, with 29% in exploration, 25% deploying solutions, and 24% developing AI products. The survey identifies intelligent automation (51%) and conversational AI (46%) as top emerging trends for 2025. For agentic AI, 64% of respondents cite task automation as the primary use case, followed by augmenting human capabilities (42%) and strengthening data management (36%).