Dun & Bradstreet Holdings Stock Price, News & Analysis

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%).

Dun & Bradstreet (NYSE:DNB) has announced it will release its fourth quarter and full-year 2024 financial results before the market opens on February 20, 2025. The company will host a conference call to discuss the results at 8:30 a.m. Eastern Time on the same day.

Participants can join the conference call through an online registration link, and analysts who wish to participate in the Q&A session can register in advance. The presentation will include accompanying slides, which will be available on Dun & Bradstreet's investor relations website. Attendees are advised to access the website at least 15 minutes before the call to register and install any necessary software. A replay of the conference call will be available via webcast through the company's investor relations website.

Dun & Bradstreet (NYSE:DNB) has announced that its Board of Directors has declared a quarterly cash dividend of $0.05 per share. The dividend will be paid on March 20, 2025, to shareholders who are on record as of March 6, 2025. Dun & Bradstreet operates as a leading global provider of business decisioning data and analytics.

Dun & Bradstreet (NYSE:DNB) released its Q1 2025 Global Business Optimism Insights report, revealing a 12.9% quarter-over-quarter decline in the Global Business Optimism Index. The survey, conducted in November 2024, reflects growing concerns over weak economic growth, geopolitical risks, and trade uncertainties.

Key findings show that while all 32 surveyed economies experienced a downturn, 30 economies maintain optimism levels above Q1 2024. The Global Supply Chain Continuity Index fell by 10.4%, while the Business Financial Confidence Index declined by 8.9%. Large businesses showed improved optimism (+10.7%), but medium-sized businesses faced significant challenges with a 36% decline in optimism. Small businesses experienced a moderate 3.5% decline.

The Global Business Investment Confidence Index decreased by 4.7%, though remaining 12% above the 5-quarter average. The Global Business ESG Index rose by 2.4%, indicating continued focus on sustainability despite economic challenges.

Dun & Bradstreet (NYSE:DNB) has received TrustArc's TRUSTe Responsible AI Certification, validating its commitment to responsible artificial intelligence governance. The certification confirms that DNB's AI systems meet strict criteria for being valid, reliable, explainable, transparent, privacy-enhanced, fair, safe, and secure.

The company recently launched two new Generative AI solutions: ChatD&B™, an AI assistant providing instant business insights, and D&B Ask Procurement™, designed for supply chain risk analysis. The certification aligns with major AI frameworks including OECD AI Principles, NIST AI Risk Management Framework, and the EU AI Act.

DNB's certification demonstrates its adherence to responsible data and AI principles in developing and deploying AI-fueled solutions, emphasizing the importance of quality data in AI applications for their customers' success.