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DHIL Stock Analysis - DIAMOND HILL INVESTMENT GROUP INC AI Rating

DHIL Nasdaq Investment Advice OH CIK: 0000909108
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
HOLD
62% Conf
Pending
Analysis scheduled

📊 DHIL Key Takeaways

Revenue: $147.1M
Net Margin: 33.1%
Free Cash Flow: $-9.1M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $17.91
AI Rating: HOLD with 62% confidence

Investment Thesis

Claude

Diamond Hill demonstrates strong profitability with 33.1% net margins and excellent returns on equity (27.6%), but concerning negative free cash flow (-$9.1M) and declining revenues (-2.6% YoY) raise sustainability questions. The company's balance sheet is clean with no debt, yet operational cash flow deterioration despite net income suggests potential quality of earnings concerns.

DHIL Strengths

Claude
  • + Exceptional net profit margin of 33.1% indicates strong pricing power and operational efficiency
  • + Robust ROE of 27.6% and ROA of 18.7% demonstrate excellent capital efficiency
  • + Zero debt with $42.4M cash provides financial flexibility and downside protection
  • + EPS growth of 14.4% YoY despite flat net income suggests effective share management

DHIL Risks

Claude
  • ! Negative free cash flow of -$9.1M in profitable period indicates operational cash generation issues or significant capital outlays
  • ! Revenue decline of 2.6% YoY suggests business contraction in assets under management or fee pressure
  • ! Operating cash flow deficit of -$6.6M despite $48.8M net income raises quality of earnings concerns
  • ! Single Form 4 filing in 90 days suggests minimal insider confidence signals

Key Metrics to Watch

Claude
  • * Operating cash flow trend - critical to confirm earnings quality
  • * Revenue stabilization or return to growth - indicates AUM stability
  • * Free cash flow conversion - must turn positive to validate profitability
  • * Assets under management levels - core driver of fee-based revenue model

DHIL Financial Metrics

Revenue
$147.1M
Net Income
$48.8M
EPS (Diluted)
$17.91
Free Cash Flow
$-9.1M
Total Assets
$260.4M
Cash Position
$42.4M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

DHIL Profitability Ratios

Gross Margin N/A
Operating Margin 25.0%
Net Margin 33.1%
ROE 27.6%
ROA 18.7%
FCF Margin -6.2%

DHIL vs Default Sector

How DIAMOND HILL INVESTMENT GROUP INC compares to Default sector averages

Net Margin
DHIL 33.1%
vs
Sector Avg 12.0%
DHIL Sector
ROE
DHIL 27.6%
vs
Sector Avg 15.0%
DHIL Sector
Current Ratio
DHIL 0.0x
vs
Sector Avg 1.8x
DHIL Sector
Debt/Equity
DHIL 0.0x
vs
Sector Avg 0.7x
DHIL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

DHIL Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
32.2%
Interest Coverage
N/A
Long-term Debt
N/A

DHIL 5-Year Financial Trend

DHIL 5-year financial data: Year 2021: Revenue $182.2M, Net Income $55.0M, EPS $15.99. Year 2022: Revenue $182.2M, Net Income $38.7M, EPS $12.03. Year 2023: Revenue $182.2M, Net Income $74.2M, EPS $23.34. Year 2024: Revenue $154.5M, Net Income $40.4M, EPS $13.01. Year 2025: Revenue $151.1M, Net Income $42.2M, EPS $14.32.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: DIAMOND HILL INVESTMENT GROUP INC's revenue has declined by 17% over the 5-year period, indicating business contraction. The most recent EPS of $14.32 reflects profitable operations.

DHIL Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-6.2%
Free cash flow / Revenue

DHIL Quarterly Performance

Quarterly financial performance data for DIAMOND HILL INVESTMENT GROUP INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $37.4M $13.6M $4.99
Q2 2025 $36.0M $8.1M $2.93
Q1 2025 $36.3M $10.4M $3.77
Q3 2024 $35.6M $6.5M $2.20
Q2 2024 $33.4M $8.1M $2.93
Q1 2024 $34.0M $12.7M $4.20
Q3 2023 $35.6M $6.5M $2.20
Q2 2023 $33.4M $4.4M $1.40

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

DHIL Capital Allocation

Operating Cash Flow
-$6.6M
Cash generated from operations
Stock Buybacks
$16.9M
Shares repurchased (TTM)
Capital Expenditures
$2.4M
Investment in assets
Dividends Paid
$27.2M
Returned to shareholders

DHIL SEC Filings

Access official SEC EDGAR filings for DIAMOND HILL INVESTMENT GROUP INC (CIK: 0000909108)

📋 Recent SEC Filings

Date Form Document Action
Mar 10, 2026 4 xslF345X05/ownership.xml View →
Mar 4, 2026 8-K dhil-20260304.htm View →
Mar 3, 2026 8-K dp242629_8k.htm View →
Feb 26, 2026 8-K dhil-20260226.htm View →
Feb 26, 2026 10-K dhil-20251231.htm View →

Frequently Asked Questions about DHIL

What is the AI rating for DHIL?

DIAMOND HILL INVESTMENT GROUP INC (DHIL) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are DHIL's key strengths?

Claude: Exceptional net profit margin of 33.1% indicates strong pricing power and operational efficiency. Robust ROE of 27.6% and ROA of 18.7% demonstrate excellent capital efficiency.

What are the risks of investing in DHIL?

Claude: Negative free cash flow of -$9.1M in profitable period indicates operational cash generation issues or significant capital outlays. Revenue decline of 2.6% YoY suggests business contraction in assets under management or fee pressure.

What is DHIL's revenue and growth?

DIAMOND HILL INVESTMENT GROUP INC reported revenue of $147.1M.

Does DHIL pay dividends?

DIAMOND HILL INVESTMENT GROUP INC pays dividends, with $27.2M distributed to shareholders in the trailing twelve months.

Where can I find DHIL SEC filings?

Official SEC filings for DIAMOND HILL INVESTMENT GROUP INC (CIK: 0000909108) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DHIL's EPS?

DIAMOND HILL INVESTMENT GROUP INC has a diluted EPS of $17.91.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI