Dun & Bradstreet (DNB) came out with quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -20.83%. A quarter ago, it was expected that this company would post earnings of $0.2 per share when it actually produced earnings of $0.21, delivering a surprise of +5%.Over the last four quarters, the company has ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 1-39361 Dun & Bradstreet Holdings, Inc. (Exact name of registrant as specified in its charter) (State of incorporation) Delaware 83-2008699 (I.R.S. Employer Identifica ...

Core Insights - Chorus Intelligence Ltd has partnered with Dun & Bradstreet to integrate extensive global business data into the Chorus Intelligence Suite, enhancing investigative capabilities for various sectors [1][2][6] Company Overview - Chorus Intelligence is a provider of digital intelligence and investigation software, serving banking, financial services, law enforcement, and government organizations globally [8] - Dun & Bradstreet is a leading global provider of business decisioning data and analytics, with a history dating back to 1841, helping companies manage risk and reveal opportunities [9] Integration Benefits - The collaboration allows users in banking, financial services, law enforcement, and government to access Dun & Bradstreet's Data Cloud, which contains over 600 million business records, directly within the Chorus Intelligence Suite [2][3] - This integration enhances the ability to identify hidden connections, verify beneficial ownership, and map complex corporate networks, which is crucial for detecting financial crime risks [4] Product Features - The Chorus Intelligence Suite is an all-in-one platform designed to manage every stage of a digital investigation, featuring data cleansing, analysis, search, enrichment, and evidential reporting tools [5][8] - The self-serve suite empowers professionals of varying expertise to extract immediate answers from data, simplifying and accelerating complex investigations [5] Strategic Importance - The partnership is seen as a significant milestone for Chorus, expanding its data connectors and solidifying its position as a comprehensive digital investigation platform [6] - As financial crime and systemic risks evolve, the integration of trusted global data is essential for making smarter, data-driven decisions in government and financial services [7]

Core Insights - DNB Bank ASA (DNBBY) is expected to announce its second-quarter 2025 results, with net interest income (NII) showing an increase in the last reported quarter, alongside growth in loan and deposit balances, although total operating expenses rose as a challenge [1] Group 1: NII and Lending Activity - In Q2 2025, average interest rates were lower, leading to reduced deposit margins, which likely pressured NII for Nordic banks like DNBBY [2] - Overall lending activity improved across regions in Q2 2025, which is expected to support loan growth for DNBBY during the quarter [2] Group 2: Fee Income and Investment Banking - Global mergers and acquisitions (M&A) activity in Q2 2025 exceeded expectations, with a rebound in deal-making following initial market volatility due to tariffs announced by Trump [3] - DNBBY's investment banking revenues, which accounted for 83% of total commission and fees as of March 31, 2025, are anticipated to show modest growth in the quarter [3] Group 3: Asset Management and Expenses - Increased market uncertainty has likely led to lower asset levels, impacting DNBBY's assets under management and associated management fees [4] - Higher personnel expenses, employee benefits, and restructuring costs are expected to keep DNBBY's expense base elevated in Q2 [4]

Core Insights - A global survey conducted by Dun & Bradstreet involving 10,000 executives reveals that strategic risks in supply chains, trade, and investment processes are intensifying [1] Group 1: Strategic Risks - The survey indicates a growing concern among executives regarding the strategic risks associated with supply chain management [1] - Executives are increasingly aware of the complexities and vulnerabilities in trade processes that could impact their operations [1] - Investment processes are also highlighted as facing heightened strategic risks, necessitating a reevaluation of current strategies [1]

Group 1 - The article emphasizes the importance of a proven ranking system that focuses on earnings estimates and revisions to identify winning stocks, while also considering trends in value, growth, and momentum [1] - Value investing is highlighted as a beloved strategy that seeks to identify companies undervalued by the market using fundamental analysis and traditional valuation metrics [2] - Zacks has developed a Style Scores system to identify stocks with specific traits, with Dun & Bradstreet (DNB) being noted as a strong value stock with a Zacks Rank 2 (Buy) and a Value grade of A [3] Group 2 - DNB has a PEG ratio of 1.87, which is lower than its industry's average PEG of 2.52, indicating potential undervaluation [4] - The P/S ratio for DNB is 1.69, significantly lower than the industry's average P/S of 4, suggesting that revenue performance is a strong indicator of its value [5] - The combination of DNB's favorable valuation metrics and strong earnings outlook positions it as an impressive value stock currently [6]

Core Viewpoint - Dun & Bradstreet (DNB) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in stock price movements [4]. Recent Performance and Outlook - For the fiscal year ending December 2025, Dun & Bradstreet is expected to earn $1.05 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 1.4% over the past three months [8]. - The upgrade to Zacks Rank 2 places Dun & Bradstreet in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7]. - The system maintains a balanced distribution of ratings, ensuring that only the top 5% of stocks receive a "Strong Buy" rating, while the next 15% receive a "Buy" rating [9].

Core Viewpoint - The article emphasizes the effectiveness of value investing as a strategy that consistently yields positive results across various market conditions, highlighting the importance of key valuation metrics in identifying undervalued stocks [2]. Company Analysis - Dun & Bradstreet (DNB) is identified as a strong candidate for value investors, currently holding a Zacks Rank of 2 (Buy) and a Value grade of A, indicating its potential as a solid investment opportunity [3]. - DNB has a PEG ratio of 1.87, which is lower than the industry average of 2.48, suggesting that it may be undervalued relative to its expected earnings growth [4]. - The company’s P/S ratio stands at 1.69, significantly lower than the industry average of 3.96, reinforcing the notion that DNB is likely undervalued [5]. - Overall, the combination of DNB's strong earnings outlook and favorable valuation metrics positions it as an impressive value stock at the moment [6].

Core Viewpoint - Kaskela Law LLC is investigating the fairness of the proposed buyout of Dun & Bradstreet Holdings, Inc. (DNB) by Clearlake Capital Group at a price of $9.15 per share, questioning whether shareholders are receiving adequate compensation and if there were any breaches of fiduciary duties by the company's officers or directors [1][3]. Summary by Sections Buyout Details - On March 24, 2025, DNB announced an agreement to be acquired by Clearlake Capital at a cash price of $9.15 per share, resulting in current stockholders being cashed out and the company's shares ceasing to be publicly traded [2]. Investigation Focus - The investigation aims to assess if DNB shareholders are receiving sufficient monetary consideration for their shares, especially considering that DNB's stock traded above $12.00 per share as recently as February 2025, and analysts had price targets above the buyout price at the time of the announcement [3]. Shareholder Communication - DNB shareholders are encouraged to contact Kaskela Law LLC for information regarding their legal rights and options related to the investigation [4].

Financial Performance - Revenue reached $579.8 million, showing a 2.7% increase, or 3.6% on a constant currency basis[9, 10] - Adjusted EBITDA was $210.9 million, a 4.8% increase, with an Adjusted EBITDA Margin of 36.4%[10] - Adjusted net income was $90.9 million, resulting in adjusted net earnings per diluted share of $0.21[10] Segment Performance - North America - North America revenue increased to $398.0 million, with organic revenue growing by 3.1%[12, 16] - Finance & Risk revenues in North America increased by 4% due to increased revenue from Finance solutions and Third Party Risk and Supply Chain Management solutions[12, 16] - Sales and Marketing revenues in North America increased by 2% due to higher revenues from Master Data Management ("MDM") solutions[12, 16] Segment Performance - International - International revenue increased to $181.8 million, with organic revenue growing by 4.7%[18, 20] - Finance & Risk solutions in International saw 5% BFX growth[18, 20] - Sales & Marketing in International grew 4% on a BFX basis, primarily due to higher revenue from product royalties with the WWN alliances[18, 20] Debt and Liquidity - The company holds $241 million in cash[21] - Total debt amounts to $3.548 billion, with net debt at $3.307 billion[21] - Net Debt / EBITDA ratio is 3.5x[21]