DFIN Successfully Completes Pension Plan Termination
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 23 2025
0mins
Should l Buy DFIN?
Source: PRnewswire
Pension Plan Termination: Donnelley Financial Solutions has successfully terminated its defined benefit pension plan, which had been frozen since 2011, completing the process in the third quarter of 2025.
Financial Impact: The company made a $12.5 million cash contribution to fully fund the plan and will recognize an $83 million pre-tax non-cash settlement charge in its financial results due to the settlement.
Balance Sheet Changes: The plan settlement resulted in the removal of a net liability of approximately $10 million from the company's balance sheet, reflecting a significant reduction in plan obligations.
Commitment to Shareholders: CFO Dave Gardella emphasized the company's commitment to prudent financial management and securing future benefits for plan participants while enhancing financial flexibility.
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Analyst Views on DFIN
Wall Street analysts forecast DFIN stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 38.410
Low
57.00
Averages
61.50
High
66.00
Current: 38.410
Low
57.00
Averages
61.50
High
66.00
About DFIN
Donnelley Financial Solutions, Inc. is a provider of software and technology-enabled financial regulatory and compliance solutions. The Company provides regulatory filing and deal solutions through its software, technology-enabled services and print and distribution solutions. Its segments include Capital Markets-Software Solutions (CM-SS), Capital Markets-Compliance and Communications Management (CM-CCM), Investment Companies-Software Solutions (IC-SS), and Investment Companies-Compliance and Communications Management (IC-CCM). CM-SS segment provides software solutions to public and private companies. CM-CCM segment provides technology-enabled services and print and distribution solutions to public and private companies. IC-SS segment provides software solutions that enable clients to store and manage compliance and regulatory information. IC-CCM segment provides clients with tech-enabled solutions for creating, filing and distributing regulatory communications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Expectations: The consensus revenue estimate is $155.27 million, representing a 0.7% year-over-year decline, suggesting challenges in revenue growth for the company.
- Historical Performance: Over the past two years, Donnelley Financial Solutions has exceeded EPS estimates 88% of the time and revenue estimates 50% of the time, demonstrating a strong track record in meeting earnings forecasts.
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- Webcast Availability: The call will be available via a live webcast on the company's investor relations website, with investors required to register at least 15 minutes prior and install necessary audio software to ensure smooth participation.
- Report Release Timing: DFIN will release its fourth-quarter financial report before the market opens on February 17, 2026, through an SEC filing on Form 8-K, ensuring timely access to key information for investors.
- Company Background: Donnelley Financial Solutions is a leading global provider of compliance and regulatory software and services, focused on meeting investment company compliance needs and complex capital markets transactions while enhancing transparency and efficiency throughout the corporate lifecycle.
See More
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- Webcast Availability: The call will be available via a live webcast on the company's investor relations website, where investors are advised to register at least 15 minutes prior to the event to download any necessary audio software for smooth participation.
- Financial Report Release: DFIN's financial report for Q4 will be released before the market opens on February 17, 2026, through an SEC Form 8-K filing, with related financial tables and press releases also posted on the investor relations website to ensure transparency and timeliness.
- Company Overview: Donnelley Financial Solutions is a leading global provider of compliance and regulatory software and services, addressing investment company regulatory needs, complex capital markets transactions, and essential financial reporting throughout the corporate lifecycle, aiming to enhance client workflow efficiency and transparency.
See More
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- Software Sales Target: Donnelley Financial Solutions aims to derive 60% of its sales from software solutions by 2028, with accelerating SaaS momentum expected to drive revenue growth.
- Financial Performance Beats Expectations: Donnelley Financial Solutions reported a non-GAAP EPS of $0.86, beating estimates by $0.29, and revenue of $175.3 million, exceeding expectations by $5.6 million, showcasing the company's competitive strength in the market.
See More
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- Live Webcast: The company will provide a link to the live webcast of the fireside chat on its Investor Relations homepage, enabling investors who cannot attend in person to access information, thereby enhancing interaction and transparency with stakeholders.
- Mission Reaffirmation: Donnelley Financial Solutions is committed to providing compliance and regulatory software and services that support complex capital market transactions and financial reporting, ensuring the company maintains its leadership position in compliance, further solidifying its market dominance.
- Workflow Efficiency Enhancement: By offering comprehensive solutions for investment company compliance needs, Donnelley aims to improve clients' workflow efficiency and enhance customer trust, which will drive long-term business growth.
See More
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- Live Webcast: The discussion is scheduled for 8:45 AM EST, allowing investors to tune in via the company's Investor Relations website, enhancing engagement and transparency with stakeholders.
- Replay Availability: For those unable to listen live, a replay of the session will be archived on DFIN's Investor Relations site post-event, ensuring broad dissemination and accessibility of information.
- Company Mission: Donnelley Financial Solutions is committed to providing clients with compliance and regulatory software and services that support complex capital market transactions and financial reporting, reinforcing its market position by addressing regulatory needs throughout the corporate lifecycle.
See More
