Donnelley Financial Solutions, Inc. (DFIN) announced a new share repurchase program authorizing up to $150 million in buybacks, effective April 17, 2026 and valid through December 31, 2027. The board approved the program on April 16, 2026, and the announcement was made on April 21, 2026.
From the beginning of the program to April 16, 2026, DFIN repurchased 794,348 shares for $38.81 million, representing 3.1 % of outstanding shares. Under the prior program announced on May 19, 2025, the company had repurchased 2,708,823 shares, or 10.17 % of its shares, for $135 million.
The buyback follows a strong Q4 2025 earnings report in which DFIN posted revenue of $172.5 million, up 10.4 % year‑over‑year, and a non‑GAAP EPS of $0.70, a 70.7 % beat on the consensus estimate of $0.40. The results were driven by a 47 % contribution from software solutions, up from 42 % in 2024, reflecting the company’s ongoing transformation toward a recurring‑revenue model.
Daniel N. Leib, President, CEO & Director, said, "strong fourth quarter results, highlighted by 10.4% consolidated net sales growth, year‑over‑year growth in adjusted EBITDA and strong adjusted EBITDA margin." David Gardella, Executive VP & CFO, added, "We delivered strong fourth quarter results in an uncertain operating environment, including double‑digit consolidated year‑over‑year net sales growth, higher adjusted EBITDA, adjusted EBITDA margin expansion and an increase in both operating cash flow and free cash flow from last year’s fourth quarter."
The new buyback program signals management’s confidence in DFIN’s long‑term value and its ability to generate cash flow. By reducing the share count, the program is expected to lift earnings per share and enhance shareholder value while the company continues to invest in its software transformation and AI initiatives. Investors have welcomed the announcement, citing the company’s strong earnings performance and strategic shift toward higher‑margin software solutions.
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