
Donnelley Financial Solutions Inc
DFIN · NYSE · Technology / Software - Application
Price History
Full chartMarket Stats
About
Donnelley Financial Solutions, Inc. provides compliance and regulatory software and services in the United States, Asia, Europe, Canada, and internationally. It operates through four segments: 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). The CM-SS segment provides Venue and ActiveDisclosure solutions to public and private companies to manage public and private transactional and compliance processes; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions, including ArcDigital, ArcReporting, ArcPro, and ArcRegulatory, as well as services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators and investors. The IC-CCM segment offers tech-enabled solutions for creating, filing and distributing regulatory communications, and solutions for investor communications, as well as iXBRL-formatted filings pursuant for Investment Company Act through the SEC's EDGAR system. This segment provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, stockholder meeting review, and expert support. The company was founded in 1983 and is headquartered in Lancaster, Pennsylvania.
Company Details
- SectorTechnology
- IndustrySoftware - Application
- CEOMr. Daniel N. Leib
- Employees1.75K
- Headquarters391 Steel Way, Lancaster, PA, United States, 17601, USA
- Websitehttps://www.dfinsolutions.com
Leadership
- Mr. Daniel N. LeibPresident, CEO & Director · b. 1966
- Mr. David A. GardellaExecutive VP & CFO · b. 1970
- Mr. Robert Kirk Williams BA, J.D.Chief People & International Officer · b. 1976
- Mr. Eric J. JohnsonPresident of Key Accounts · b. 1968
- Mr. Jons BeschChief Operations & Production Officer
- Ms. Kami S. TurnerSenior VP, Chief Accounting Officer & Controller · b. 1975
- Mr. Eric W. FosterChief Information Officer · b. 1972
- Mr. Michael ZhaoHead of Investor Relations
- Ms. Leah M. TrzcinskiChief Legal & Compliance Officer and General Counsel · b. 1983
- Ms. Molly McGregorSenior VP of Marketing & Sales Enablement
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy1
- Buy2
Ownership Breakdown
- Institutions
- 96.18%
- Insiders
- 5.53%
- Retail / Other
- 0.00%
Top Institutional Holders
- BlackRock Inc4.00M16.25%
- Thrivent Financial For Lutherans1.24M5.04%
- State Street Corp1.16M4.72%
- Vanguard Capital Management, LLC1.11M4.53%
- Alberta Investment Management Corp1.05M4.28%
- Morgan Stanley - Brokerage Accounts948.62K3.86%
- Rice Hall James & Associates, LLC775.12K3.15%
- Westwood Holdings Group Inc761.16K3.10%
- Dimensional Fund Advisors, Inc.699.08K2.84%
- William Blair Investment Management, LLC631.93K2.57%
- Geode Capital Management, LLC626.42K2.55%
- Algert Global LLC529.98K2.16%
- Vanguard Portfolio Management, LLC502.66K2.04%
- Fuller & Thaler Asset Management Inc462.67K1.88%
- BTIM Corp449.16K1.83%
- Royce & Associates, LP448.95K1.83%
Top Fund Holders
- iShares Core S&P Small-Cap ETF1.52M6.19%
- Vanguard MStar Total Stk Mkt Idx Invest754.85K3.07%
- iShares Russell 2000 ETF636.49K2.59%
- FullerThaler Behavioral Sm-Cp Eq R6603.91K2.46%