Donnelley Financial Solutions, Inc. filings document the disclosure record of a Delaware operating company whose common stock trades on the NYSE under DFIN. Current reports on Form 8-K record operating results, financial condition updates, earnings releases, share repurchase authorizations, and material corporate events affecting items such as pension plan obligations.
The company’s definitive proxy materials disclose annual-meeting governance matters, executive compensation, equity awards, pay-versus-performance data, and shareholder voting topics. Its filings also identify the registered common stock, capital-allocation actions, and formal reporting controls around a business that provides regulatory filing, compliance software, and communications management services to capital markets and investment company clients.
GREENFIELD GARY G reported acquisition or exercise transactions in this Form 4 filing.
Donnelley Financial Solutions director Gary G. Greenfield received a grant of 4,265 restricted stock units as equity compensation. These RSUs are payable in shares of common stock on the first anniversary of the grant date or when he ceases to be a director, if earlier. After this award, he holds 51,643.5 equity-linked interests, including 30,123.5 shares held directly and 21,520 RSUs.
Donnelley Financial Solutions is updating its leadership team and reporting results from its recent stockholder meeting. Craig Clay, Executive Vice President and President of Global Capital Markets, will transition out of his role and serve as an advisor through December 31, 2026, receiving previously disclosed severance benefits under the Executive Severance Plan.
The company appointed Ken Napolitano as its first Chief Revenue Officer, effective June 1, 2026, and will move Eric Johnson to a new role as President, Key Accounts. At the May 13, 2026 Annual Meeting, all nine director nominees were elected, stockholders approved the advisory vote on executive compensation, and ratified Deloitte & Touche LLP as independent auditor for fiscal 2026.
Donnelley Financial Solutions reported higher results for the quarter ended March 31, 2026. Net sales rose to $205.5 million from $201.1 million, as growth in software solutions and print and distribution more than offset lower tech-enabled services.
Income from operations increased to $48.5 million from $45.8 million, helped by higher sales and lower restructuring charges. Net earnings were $33.5 million versus $31.0 million, with diluted EPS improving to $1.27 from $1.05, reflecting stronger profitability and a lower share count.
Software solutions revenue grew to $91.7 million, driven by higher ActiveDisclosure and Venue sales, while tech-enabled services declined to $70.1 million. The company used $5.6 million of cash in operations, repurchased 594,782 shares for $28.3 million, and ended the quarter with $26.1 million in cash and $229.9 million of total debt.
Donnelley Financial Solutions reported first-quarter 2026 net sales of $205.5 million, up 2.2% from 2025, with net earnings rising to $33.5 million, or $1.27 per diluted share, from $1.05. Adjusted EBITDA reached $70.6 million with a 34.4% margin, about 50 basis points higher year over year.
Software solutions net sales grew 8.4% to $91.7 million and made up 44.6% of total net sales, up from 42.1%. Operating cash flow improved to $(5.6) million from $(37.7) million, and free cash flow improved to $(16.0) million from $(51.0) million. Gross leverage stood at 0.9x and net leverage at 0.8x as of March 31, 2026.
The company repurchased 594,782 shares for about $28.3 million at an average price of $47.58, and the Board approved a new share repurchase authorization of up to $150 million through December 31, 2027, replacing the prior program. Second-quarter 2026 guidance calls for net sales of $215–$225 million, adjusted EBITDA margin of 34–36%, and capital markets transactional net sales of $40–$45 million.
Vanguard Capital Management reports beneficial ownership of 1,310,499 shares of Donnelley Financial Solutions Inc common stock, representing 5.11% of the class. The filing shows sole dispositive power over 1,310,499 shares and sole voting power over 195,579 shares, signed 04/29/2026.
BlackRock, Inc. amends its Schedule 13G/A to report beneficial ownership of 3,882,805 shares of Donnelley Financial Solutions, Inc. The filing shows this equals 15.2% of the class and records 3,830,550 shares as sole voting power and 3,882,805 as sole dispositive power as of 03/31/2026.
The cover indicates the filing is Amendment No. 5 and the signature block is dated 04/28/2026. The filing states the holding reflects securities held by certain Reporting Business Units of BlackRock, and it identifies iShares Core S&P Small-Cap ETF as a >5% indirect interest holder.
Donnelley Financial Solutions, Inc. announced that its Board of Directors authorized a new share repurchase program for up to $150 million of outstanding common stock. Repurchases may begin on April 17, 2026 and can occur on the open market or through privately negotiated transactions.
This authorization replaces a prior $150 million program that had approximately $15 million remaining and will be effective through December 31, 2027. Management will decide the timing and amount of repurchases based on market conditions and other factors, and may use a Rule 10b5-1 plan. The program can be suspended or discontinued at any time.
Donnelley Financial Solutions is asking stockholders to elect nine directors, approve 2025 executive compensation on an advisory basis and ratify Deloitte & Touche LLP as independent auditor at its 2026 virtual annual meeting.
In 2025 the company generated net sales of $767.0 million, with software solutions revenue of $358.4 million, about 47% of net sales, reflecting its transformation toward a software-first model. Operating cash flow was $176 million and free cash flow $119 million excluding a one-time pension-related cash item, supporting an active capital return program.
The company repurchased over $172 million of common stock in 2025, about 3.6 million shares at an average price of $48.36, and has bought back 11.8 million shares for $448.8 million since 2020. The board emphasizes governance practices such as an independent chair, a majority-independent board, annual director elections, majority voting, no poison pill, robust clawback and stock ownership policies, and annual say-on-pay votes. 2025 incentives paid above target, with annual bonuses at 109.5% of target and 2023 performance share units vesting at 126.9% of target based on Adjusted EBITDA, software sales growth, recurring revenue and free cash flow conversion.
Donnelley Financial Solutions Inc: The Vanguard Group filed Amendment No. 9 to a Schedule 13G/A stating it beneficially owns 0 shares of Common Stock, representing 0%. The filing explains an internal realignment on January 12, 2026 that caused certain Vanguard subsidiaries or business divisions to report holdings separately in reliance on SEC Release No. 34-39538 (January 12, 1998).
The filing lists Vanguard's address and notes that those subsidiaries pursue the same investment strategies as before the realignment. The report is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.