Should I Buy DFIN? DFIN 2026 Analysis

Should You Buy Donnelley Financial Solutions Inc (DFIN) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

48.290

1 Day change

1.75%

52 Week Range

69.100

Analysis Updated At

2026/02/04

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Not a good buy right now for an impatient investor: price is in a confirmed downtrend (bearish MAs + worsening MACD).
Oversold conditions (RSI_6 ~22) can produce a bounce, but the trend/structure argues against chasing an immediate entry.
Best stance right now is HOLD/WAIT for either (1) a technical reversal back above the pivot (~51.32) or (2) the upcoming earnings event to reset expectations.
Hedge funds accumulating is a medium-term positive, but insider selling and weak recent quarter results keep near-term risk elevated.

Technical Analysis

Trend: Bearish (SMA_200 > SMA_20 > SMA_5) confirms sustained downside pressure.
Momentum: MACD histogram -0.865 and negatively expanding = bearish momentum is strengthening, not stabilizing.
RSI: RSI_6 at ~21.98 indicates oversold/washed-out conditions (bounce potential), but not a confirmed reversal signal by itself.
Levels: Current price 47.64 is sitting just below S1 (47.783) with next support at S2 (45.597). Resistance/pivot overhead at 51.32, then 54.86.
Practical read: A near-term dead-cat bounce is possible due to oversold RSI, but until price reclaims the pivot (~51.32), the path of least resistance remains down.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Positioning (OI): Put/Call OI ratio 0.32 (calls outweigh puts) = generally bullish skew.
Activity: Option volume is effectively zero today (illiquid/low signal quality), so sentiment from volume is not reliable.
Volatility: IV_30d ~61.13 vs historical vol ~42.09; IV percentile ~88.84 = options are priced rich (market pricing in bigger moves).
Takeaway: OI skew leans bullish, but the lack of volume and very high IV suggests uncertainty and makes options sentiment less actionable.

Technical Summary

Sell

Buy

Positive Catalysts

- Event catalyst: Upcoming Q4 2025 earnings release and conference call on 2026-02-17 (could reset narrative if results/guide surprise positively).
- Flow signal: Hedge funds are buying aggressively (+5936.60% QoQ buying amount), supportive for medium-term demand.
- Business context: Compliance/regulatory software & services focus can be resilient if client activity holds up.
- Pattern-based projection provided: Similar-pattern analysis suggests a modest positive bias over the next month (+3.49% probability-weighted expectation).

Neutral/Negative Catalysts

implies the market is bracing for large moves (risk of sharp downside).

Financial Performance

Latest quarter provided: 2025/Q3.
Revenue: 175.3M, down -2.34% YoY (slight contraction).
Profitability: Net income -40.9M, down -570.11% YoY; EPS -1.49, down -613.79% YoY (sharp deterioration).
Margins: Gross margin 54.08%, up +3.72% YoY (cost/mix improvement, but not offsetting the earnings decline).
Bottom line: Growth/profit trend in the latest reported quarter is negative, which weakens the case for an “immediate buy.”

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

No analyst rating/price target change data was provided, so a recent Wall Street upgrade/downgrade trend cannot be confirmed from the dataset.
Wall Street-style pros (from available data): hedge fund accumulation; improved gross margin; upcoming earnings as a potential upside catalyst.
Wall Street-style cons (from available data): steep YoY decline in net income/EPS; bearish technical trend; increased insider selling.

Intellectia Proprietary Trading Signals

AI Stock Picker: No signal on given stock today.
SwingMax: No signal on given stock recently.

Politics/influencers: No recent congress trading data available (no confirmed politician buys/sells in the last 90 days).

2 Analyst Rating

Wall Street analysts forecast DFIN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DFIN is 61.5 USD with a low forecast of 57 USD and a high forecast of 66 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

2 Buy

0 Hold

0 Sell

Moderate Buy

Current: 47.460

Low

Averages

61.5

High

Current: 47.460

Low

Averages

61.5

High

Needham

Buy

downgrade

$72 -> $57

AI Analysis

2025-10-30

Reason

Needham

Price Target

$72 -> $57

AI Analysis

2025-10-30

downgrade

Buy

Reason

Needham lowered the firm's price target on Donnelley Financial Solutions to $57 from $72 and keeps a Buy rating on the shares. The company reported solid Q3results, beating Street estimates on the top and bottom line, largely due to stronger capital markets activity which lifted tech-enabled services and Active Disclosure revenue during the quarter, but its Q4 guide was below consensus, which reflects a cautious outlook on capital markets activity due to ongoing impacts from the government shutdown, the analyst tells investors in a research note.

DA Davidson

Buy

maintain

$64 -> $74

2025-07-15

Reason

DA Davidson

Price Target

$64 -> $74

2025-07-15

maintain

Buy

Reason

DA Davidson raised the firm's price target on Donnelley Financial Solutions to $74 from $64 and keeps a Buy rating on the shares ahead of its Q2 results. The firm has trimmed its Q2 forecasts to reflect slightly more drag from Transactional Capital Markets activity, cutting its FY25 EBITDA view to $233.5M from $234.1M, but notes that its new modeled price target now reflects the company's 2027 forecasts, the analyst tells investors in a research note.

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DFIN Should I Buy

DFIN Should I Buy

Should You Buy Donnelley Financial Solutions Inc (DFIN) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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