Latest revenue
$205.5M
as of 2026-03-31
Latest net income
$33.5M
as of 2026-03-31
Net margin
16.3%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Miscellaneous Business Services (7 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Community sentiment
Where do you think DFIN is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $917.0M
- Enterprise value
- $1.16B
- P/E (trailing)
- 28.3×
- Forward P/E
- —
- P/B
- 2.43×
- Dividend yield
- 0.0%
- 52-wk high
- $66.25
- 52-wk low
- $36.22
- Beta
- —
- Shares out
- 25.0M
5-year trend
What this company does
ITEM 1. BUSINESS Company Overview DFIN is a leading global provider of compliance and regulatory software and services, supporting its clients’ complex capital markets transactions and essential financial reporting at every stage of the corporate lifecycle and fueling end-to-end investment company regulatory compliance needs. The Company provides regulatory filing and deal solutions via its software, technology-enabled services and print and distribution solutions to public and private companies, mutual funds and other regulated investment firms, to serve its clients’ regulatory and compliance needs. DFIN helps its clients comply with applicable regulations where and how they want to work…
AI summary unavailable — showing raw filing excerpt
Generated from DFIN's filing dated 2026-02-17
Key risks
ITEM 1A. RISK FACTORS The Company’s consolidated results of operations, financial position and cash flows can be adversely affected by various risks. These risks include the principal factors listed below and other matters set forth in the Annual Report. You should carefully consider all of these risks. Technology Risks The Company’s failure to maintain the confidentiality, integrity and availability of its systems, software and solutions could seriously damage the Company’s reputation and affect its ability to retain clients and attract new business. Maintaining the confidentiality, integrity and availability of DFIN’s systems, software and solutions is an issue of critical importance for…
AI summary unavailable — showing raw filing excerpt
Generated from DFIN's filing dated 2026-02-17
Profitability
Operating margin
18.4%
5.3%Net margin
4.2%
64.3%Return on equity
8.5%
59.7%Return on assets
4.0%
63.1%Leverage
Debt / equity
1.11×
19.5%Long-term debt / equity
0.44×
52.6%Debt / assets
52.6%
9.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $205.5M | +2.2% | $33.5M | +8.1% | 16.3% |
Q4 2025 2025-12-31 | $172.5M | +10.4% | $-60.9M | -1066.7% | -35.3% |
Q3 2025 2025-09-30 | $175.3M | -2.3% | $26.2M | +201.1% | 14.9% |
Q2 2025 2025-06-30 | $218.1M | -10.1% | $36.1M | -18.1% | 16.6% |
Q1 2025 2025-03-31 | $201.1M | -1.1% | $31.0M | -6.9% | 15.4% |
Q4 2024 2024-12-31 | $156.3M | — | $6.3M | — | 4.0% |
Q3 2024 2024-09-30 | $179.5M | -0.3% | $8.7M | -51.9% | 4.8% |
Q2 2024 2024-06-30 | $242.7M | +0.2% | $44.1M | +17.0% | 18.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Miscellaneous Business Services · SIC 7380
Your notes
Keep private notes on DFIN — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$4.2M
Net activity
−$4.2M
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns DFIN
Institutional value
$586.2M
Total shares held
13.9M
Distinct holders
153
-78 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.0M | $188.3M | +49.2K (+1.2%) | Added |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $52.6M | — | New |
| 3 | Alberta Investment Management Corp | 852.6K | $40.2M | -906.6K (-51.5%) | Trimmed |
| 4 | DIMENSIONAL FUND ADVISORS LP | 686.3K | $32.4M | -10.4K (-1.5%) | Trimmed |
| 5 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 545.5K | $25.7M | +26.7K (+5.1%) | Added |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 502.7K | $23.7M | — | New |
| 7 | Boston Trust Walden Corp | 467.1K | $22.0M | -52.8K (-10.2%) | Trimmed |
| 8 | ROYCE & ASSOCIATES LP | 448.9K | $21.2M | -141.2K (-23.9%) | Trimmed |
| 9 | Mawer Investment Management Ltd. | 423.7K | $20.0M | -435.9K (-50.7%) | Trimmed |
| 10 | JPMORGAN CHASE & CO | 335.2K | $15.6M | -31.2K (-8.5%) | Trimmed |
| 11 | VANGUARD FIDUCIARY TRUST CO | 180.5K | $8.5M | — | New |
| 12 | Marathon Asset Management Ltd | 154.5K | $7.3M | +18.3K (+13.4%) | Added |
| 13 | Bank of New York Mellon Corp | 146.4K | $6.9M | -5.4K (-3.6%) | Trimmed |
| 14 | UBS Group AG | 146.3K | $6.9M | +12.0K (+8.9%) | Added |
| 15 | JANE STREET GROUP, LLC | 144.9K | $6.8M | +35.4K (+32.4%) | Added |
| 16 | abrdn plc | 138.9K | $6.5M | -52.8K (-27.5%) | Trimmed |
| 17 | PRINCIPAL FINANCIAL GROUP INC | 129.5K | $6.1M | +2.8K (+2.2%) | Added |
| 18 | Invesco Ltd. | 109.5K | $5.2M | +22.8K (+26.3%) | Added |
| 19 | Russell Investments Group, Ltd. | 108.0K | $5.1M | +27.0K (+33.3%) | Added |
| 20 | Public Sector Pension Investment Board | 95.0K | $4.5M | +3.1K (+3.4%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once DFIN's latest filing finishes processing.
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