A 336-share award brings director Rautio’s Donaldson (DCI) direct holdings to 28,541 shares.
Donaldson Co. director Trudy A. Rautio received a direct award of 336 common shares on October 2, 2026, at a price of $88.65 per share. Following this award, her direct holdings in Donaldson common shares increased to 28,541. This transaction was reported in an SEC Form 4 filing on October 5, 2026.
A 268-share award brings director James Owens’ direct Donaldson (DCI) holdings to 23,261 shares.
Donaldson Co Inc. director James Owens received a grant of 268 shares of common stock on October 2, 2026, priced at $88.65 per share. This transaction increased his direct holdings to 23,261 shares. The filing, categorized as neutral in impact and sentiment by Rhea-AI, details this award-related acquisition rather than a market purchase.
Donaldson Co Director Christopher M. Hilger Purchases 402 Shares of Common Stock
Donaldson Co Director Christopher M. Hilger purchased 402 shares of common stock on October 2, 2026, at $88.65 per share. This transaction increased his direct beneficial ownership to 16,692 shares. The filing was made on October 5, 2026, by Amy C. Becker, acting as Attorney-in-Fact for Hilger.
14,800 stock options go to Donaldson (DCI) legal chief Amy C. Becker at an $87.76 exercise price.
Donaldson Company, Inc.'s Chief Legal Officer, Amy C. Becker, was granted 14,800 employee stock options on October 1, 2026. These options have an exercise price of $87.76 and will expire on October 1, 2036. The options will vest in three equal annual installments, commencing October 1, 2027.
Confluence Investment Management LLC Sells 26,300 Shares of Donaldson Company, Inc. $DCI
Confluence Investment Management LLC reduced its stake in Donaldson Company, Inc. by 10.6% during the third quarter, selling 26,300 shares and retaining 220,992 shares valued at approximately $19.2 million. Other institutional investors also modified their holdings, with 82.81% of the stock currently owned by institutions. Donaldson recently reported strong quarterly earnings and revenue, exceeding analyst estimates, and announced a quarterly dividend of $0.32 per share.
Donaldson (DCI) CEO receives a share award and delivers or withholds 18,761 shares for exercise costs or taxes.
Donaldson Co Inc CEO Tod E. Carpenter received an award of 38,131 common shares on September 24, 2026. On the same date, 18,761 of these shares were delivered or withheld to cover exercise costs or tax liabilities, valued at $86.60 per share. The filing indicates no Rule 10b5-1 plan and also notes indirect holdings through Benefit Plan Trusts.
Donaldson President Awarded 4,465 Shares
Donaldson Co. Inc. President Bart C. Driesen was awarded 4,465 shares of common stock on September 24, 2026. On the same date, 2,661 shares were delivered or withheld for tax liability at a price of $86.60 per share. Following these transactions, Driesen directly holds 11,916 shares of common stock.
Donaldson (NYSE: DCI) legal chief receives a share award; 2,944 shares are delivered or withheld for payment.
Donaldson Co. (DCI) Chief Legal Officer Amy C. Becker received a grant/award of 5,983 common shares on September 24, 2026. On the same date, 2,944 shares were delivered or withheld for tax liability or exercise payment at $86.60 per share. Becker's holdings after the transaction include 50,503 direct common shares and additional indirect holdings through a Benefit Plan Trust.
DONALDSON Co INC FY 2026: Revenue $3.89B, EPS $3.85— 10-K Summary
DONALDSON Co INC (DCI) reported strong fiscal year 2026 results, with revenue reaching $3.89 billion and diluted earnings per share (EPS) of $3.85. This growth was fueled by increased pricing, higher sales volumes, and positive foreign-exchange impacts, leading to a significant 23.7% rise in net income to $453.8 million. The Mobile Solutions and Life Sciences segments were key drivers of this performance.
Bank of America Corp DE Buys New Shares in Donaldson Company, Inc. $DCI
Bank of America Corp DE has acquired 520,056 shares of Donaldson Company, Inc. (NYSE:DCI) during the second quarter, valued at approximately $46.7 million, representing 0.45% of the company. Donaldson exceeded quarterly earnings expectations with an EPS of $1.15 and revenue of $1.06 billion, an 8% increase year-over-year. The company maintains a "Moderate Buy" consensus rating from analysts and pays a quarterly dividend of $0.32 per share.
14,280 Shares in Donaldson Company, Inc. $DCI Acquired by Engineers Gate Manager LP
Engineers Gate Manager LP acquired 14,280 shares of Donaldson Company, Inc. (NYSE:DCI) during the second quarter, valued at approximately $1.28 million. Institutional investors now own 82.81% of the company, which recently exceeded quarterly expectations with $1.15 EPS and $1.06 billion in revenue. Donaldson maintains a quarterly dividend of $0.32 per share, and analysts have assigned a "Moderate Buy" rating with an average target price of $101.00.
Donaldson Company, Inc. $DCI Shares Purchased by Corient Private Wealth LP
Corient Private Wealth LP significantly increased its stake in Donaldson Company, Inc. (NYSE:DCI) during the second quarter, nearly doubling its shares to 117,441, valued at approximately $10.5 million. This comes as Donaldson exceeded its quarterly earnings and revenue expectations, reporting $1.15 EPS and $1.06 billion in revenue, an 8% year-over-year increase. The company also maintained its FY 2027 EPS guidance and offers a quarterly dividend of $0.32, with analysts holding a "Moderate Buy" consensus rating and an average price target of $101.
Donaldson Company, Inc. (NYSE:DCI) Given Consensus Rating of "Moderate Buy" by Brokerages
Donaldson Company, Inc. (NYSE:DCI) has received a "Moderate Buy" consensus rating from five brokerages, with an average 12-month price target of $101. The company recently surpassed quarterly earnings expectations with $1.15 EPS on $1.06 billion in revenue, an 8% increase year-over-year. Donaldson also declared a quarterly dividend of $0.32, contributing to an annual yield of 1.5%, while institutional investors hold a significant 82.81% of its shares.
California State Teachers Retirement System Increases Stock Holdings in Donaldson Company, Inc. $DCI
The California State Teachers Retirement System significantly increased its stake in Donaldson Company, Inc. (NYSE:DCI) by 9,050% during the second quarter, now holding 12.1 million shares valued at $1.08 billion. Donaldson reported strong quarterly results, exceeding EPS and revenue expectations, and analysts maintain a "Moderate Buy" rating with a target price of $101. The company also offers a quarterly dividend of $0.32, yielding approximately 1.4% annually.
Donaldson Co. CEO Tod Carpenter sells $2.9 million in DCI stock
Donaldson Co. CEO Tod Carpenter sold 31,968 shares of DCI stock for $2.91 million on September 4, 2026, after exercising employee stock options for the same number of shares at a lower price. Following these transactions, Carpenter retains a significant holding in the company. This news follows Donaldson's strong fiscal fourth-quarter results, which led Stifel to raise its price target for DCI shares.
Donaldson (NYSE: DCI) CEO sells shares after option exercise outside trading plan
Donaldson's CEO, Tod E. Carpenter, exercised 31,968 employee stock options at $42.72 per share and subsequently sold an equal number of common shares at $91.10 per share on September 4, 2026. This transaction generated an approximate pre-tax spread of $1.55 million, and it was noted that no Rule 10b5-1 trading plan was involved. Following these actions, Carpenter retains 131,500 options directly and holds additional common stock indirectly through benefit plan trusts.
Donaldson Co. CEO Tod Carpenter sells $2.9 million in DCI stock
Donaldson Co. CEO Tod Carpenter sold approximately $2.91 million worth of DCI stock after exercising employee stock options. He acquired 31,968 shares at $42.72 per share and then sold them at $91.1 per share. Following these transactions, Mr. Carpenter still directly and indirectly holds a significant number of shares and employee stock options.
Hsbc Holdings PLC Has $6.31 Million Stock Position in Donaldson Company, Inc. $DCI
HSBC Holdings PLC increased its stake in Donaldson Company, Inc. (DCI) by 21.4% in the second quarter, bringing its total holdings to 70,448 shares valued at approximately $6.31 million. Donaldson reported strong quarterly results, beating EPS estimates with $1.15 and achieving $1.06 billion in revenue, an 8% year-over-year increase. The company also pays a quarterly dividend of $0.32 and has a "Moderate Buy" consensus rating from analysts, with an average price target of $101.
Empowered Funds LLC Invests $1.17 Million in Donaldson Company, Inc. $DCI
Empowered Funds LLC has invested $1.17 million in Donaldson Company, Inc. (NYSE:DCI) by purchasing 13,076 shares. Donaldson recently reported strong quarterly earnings, beating estimates with $1.15 EPS and an 8% revenue increase to $1.06 billion, while institutional investors collectively own 82.81% of the stock. Analysts maintain a "Moderate Buy" rating with an average price target of $101, and the company offers a quarterly dividend of $0.32 per share.
Tod Carpenter (NYSE: DCI) exercises 3,032 options, then sells matching shares
Tod E. Carpenter, Chairman, President, and CEO of Donaldson Co Inc (NYSE: DCI), exercised 3,032 employee stock options at $42.72 per share and subsequently sold all 3,032 acquired shares at $91.00 per share on August 31, 2026. This transaction resulted in an approximate pre-tax spread of $146,000. Following these transactions, Carpenter directly holds 163,468 employee stock options and indirectly owns additional common shares through benefit plan trusts.
Susquehanna Fundamental Investments LLC Grows Stake in Donaldson Company, Inc. $DCI
Susquehanna Fundamental Investments LLC significantly increased its stake in Donaldson Company, Inc. by 75.8% in the second quarter, now owning 152,315 shares valued at $13.7 million. This move is supported by a "Moderate Buy" consensus from analysts, with some setting price targets as high as $110. Donaldson also reported strong quarterly earnings, beating expectations with $1.15 EPS and $1.06 billion in revenue, alongside announcing a $0.32 quarterly dividend.
Deutsche Bank AG Invests $1.79 Million in Donaldson Company, Inc. $DCI
Deutsche Bank AG has acquired a new stake of $1.79 million in Donaldson Company, Inc., purchasing 19,929 shares during the second quarter. This move comes as institutional investors now own 82.81% of the company. Donaldson reported strong quarterly results, exceeding analyst expectations, and declared a quarterly dividend, while analysts maintain a "Moderate Buy" rating for the stock.
Quantbot Technologies LP Invests $975,000 in Donaldson Company, Inc. $DCI
Quantbot Technologies LP recently invested $975,000 in Donaldson Company, Inc. by acquiring 10,864 shares. This investment comes as Donaldson reported strong fourth-quarter results, beating analyst expectations with $1.15 adjusted EPS and $1.06 billion in revenue, leading to record fiscal 2026 earnings. While the fiscal 2027 revenue outlook is consistent with estimates, the EPS guidance of $4.22 to $4.38 falls slightly below analyst consensus, impacting further upside.
Donaldson earnings on deck as filtration demand builds By Investing.com
Donaldson Company Inc. is set to announce its Q4 fiscal 2026 results, with analysts anticipating earnings of $1.13 per share on $1.04 billion in revenue. Key areas of focus for investors include the performance of its aerospace and defense and Life Sciences segments, as well as the integration of the recently acquired Facet Filtration business. The company operates in an industrial filtration market poised for strong growth due to environmental mandates and smart factory trends.
Meiji Yasuda Asset Management Co Ltd. Purchases Shares of 33,845 Donaldson Company, Inc. $DCI
Meiji Yasuda Asset Management Co Ltd. recently acquired 33,845 shares of Donaldson Company, Inc. (NYSE:DCI) for approximately $3.038 million during the second quarter. Other institutional investors have also adjusted their positions in DCI, which has a market capitalization of $10.71 billion. Analysts have a "Moderate Buy" rating for Donaldson, with a consensus price target of $99.50.
Bank of New York Mellon Corp Takes $95.54 Million Position in Donaldson Company, Inc. $DCI
Bank of New York Mellon Corp has acquired a new position in Donaldson Company, Inc. (NYSE:DCI) during the 2nd quarter, purchasing over 1 million shares valued at approximately $95.54 million. This move positions Bank of New York Mellon Corp as a significant institutional investor in Donaldson, owning about 0.92% of the company's stock. Other institutional investors also adjusted their holdings, and analysts have issued varied ratings and price targets for Donaldson, which recently beat earnings estimates and declared a quarterly dividend.
William Blair Investment Management LLC Takes Position in Donaldson Company, Inc. $DCI
William Blair Investment Management LLC has acquired a new position in Donaldson Company, Inc. (NYSE:DCI), purchasing 34,964 shares valued at approximately $3.14 million. This move aligns with generally positive analyst sentiment, as Donaldson holds a "Moderate Buy" consensus rating and recently exceeded its quarterly earnings and revenue expectations. The company also declared a quarterly dividend of $0.32 per share, reflecting a 1.4% annual yield.
First Nebraska Trust Co Buys Shares of 81,307 Donaldson Company, Inc. $DCI
First Nebraska Trust Co acquired 81,307 shares of Donaldson Company, Inc. (NYSE:DCI) in Q2, valued at $7.3 million, representing 0.07% of the company. Donaldson reported strong Q2 earnings, beating analyst estimates with $1.06 EPS and $995.1 million in revenue. The company also declared a quarterly dividend of $0.32, with analysts maintaining a "Moderate Buy" rating and an average price target of $99.50.
43,988 Shares in Donaldson Company, Inc. $DCI Acquired by Callan Family Office LLC
Callan Family Office LLC recently acquired 43,988 shares of Donaldson Company, Inc. (NYSE:DCI) worth approximately $3.95 million. This acquisition is part of broader institutional ownership, with 82.81% of the company's stock held by such investors. Donaldson has a "Moderate Buy" consensus rating from analysts, a $99.50 average price target, and recently exceeded quarterly earnings expectations with an EPS of $1.06 and revenue of $995.1 million, while also announcing a quarterly dividend of $0.32 per share.
Donaldson Exhibits Strong Prospects Despite Persisting Headwinds
Donaldson Company, Inc. (DCI) is demonstrating strong potential due to robust performance in its Mobile Solutions and Life Sciences segments, driven by aftermarket demand, off-road business growth, and increased demand for disk drives and food & beverage products. The company is strategically expanding through acquisitions, such as Filtration Group's Facet Filtration and a minority stake in Medica S.p.A., while also rewarding shareholders with consistent dividend increases and share buybacks. Despite facing headwinds like weakness in the Industrial Solutions segment, soft demand in aerospace & defense, and increased manufacturing costs, DCI maintains a Zacks Rank #3 (Hold) and its shares have outperformed the industry.
Sumitomo Life Insurance Co. Purchases Shares of 12,875 Donaldson Company, Inc. $DCI
Sumitomo Life Insurance Co. acquired 12,875 shares of Donaldson Company, Inc. (NYSE:DCI) valued at approximately $1.16 million during the second quarter. This acquisition is part of a trend where institutional investors and hedge funds now own 82.81% of Donaldson stock. The company has a "Moderate Buy" consensus rating from analysts, a $99.50 average price target, and recently reported strong quarterly earnings and declared a quarterly dividend.
Donaldson Company, Inc. (NYSE:DCI) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Donaldson Company, Inc. (NYSE:DCI) has received a "Moderate Buy" consensus recommendation from brokerages, with an average 12-month price target of $99.50. The company recently surpassed quarterly earnings expectations, reporting $1.06 EPS and $995.1 million in revenue, a 5.9% increase year-over-year. Institutional investors hold a significant 82.81% stake, and Donaldson declared a quarterly dividend of $0.32 per share.
Heartland Advisors Inc. Acquires Shares of 132,479 Donaldson Company, Inc. $DCI
Heartland Advisors Inc. recently acquired 132,479 shares of Donaldson Company, Inc. (NYSE:DCI) for approximately $11.9 million, increasing institutional ownership to 82.81%. Other hedge funds also bought new stakes, reflecting a positive outlook from analysts who rate Donaldson a "Moderate Buy" with a $99.50 target price. The company surpassed recent earnings and revenue expectations and declared a quarterly dividend of $0.32 per share.
40,987 Shares in Donaldson Company, Inc. $DCI Purchased by B. Metzler seel. Sohn & Co. AG
B. Metzler seel. Sohn & Co. AG recently acquired 40,987 shares of Donaldson Company, Inc. (NYSE:DCI) valued at approximately $3.68 million, contributing to institutional investors' 82.81% ownership of the company. Donaldson reported strong quarterly results, beating EPS and revenue estimates, and declared a $0.32 quarterly dividend. Analysts maintain a "Moderate Buy" consensus with a $99.50 price target.
Advisors Capital Management LLC Takes $4.01 Million Position in Donaldson Company, Inc. $DCI
Advisors Capital Management LLC has acquired a new stake of 44,638 shares in Donaldson Company, Inc. (NYSE:DCI), valued at approximately $4.01 million. This move is part of broader institutional interest, with several other hedge funds also increasing their positions in the industrial products company. Analysts currently rate Donaldson as a "Moderate Buy" with an average target price of $99.50, following recent upgrades and price target adjustments.
Donaldson Exhibits Strong Prospects Despite Persisting Headwinds
Donaldson Company, Inc. (DCI) is positioned for growth due to strong performance in its Mobile Solutions and Life Sciences segments, supported by strategic acquisitions and shareholder returns. Despite these positives, the company faces headwinds in its Industrial Solutions segment and rising operating costs. Analysts recommend other companies like Generac Holdings Inc., Applied Industrial Technologies, and Helios Technologies as better-ranked alternatives.
NewEdge Wealth LLC Purchases Shares of 19,769 Donaldson Company, Inc. $DCI
NewEdge Wealth LLC has acquired 19,769 shares of Donaldson Company, Inc. (NYSE:DCI), valued at approximately $1.775 million. This purchase is part of broader institutional investment, with hedge funds collectively owning 82.81% of the company. Donaldson recently reported strong quarterly earnings, exceeding revenue and EPS estimates, and announced a quarterly dividend of $0.32 per share.
Ceredex Value Advisors LLC Takes $33.54 Million Position in Donaldson Company, Inc. $DCI
Ceredex Value Advisors LLC has acquired a new position in Donaldson Company, Inc. (NYSE:DCI) during the second quarter, purchasing 373,600 shares valued at approximately $33.54 million. This makes Ceredex Value Advisors LLC the owner of 0.32% of Donaldson's stock. Other institutional investors have also adjusted their holdings in the company, which analysts currently rate as a "Moderate Buy" with an average price target of $99.50.
11,385 Shares in Donaldson Company, Inc. $DCI Purchased by Aurora Investment Counsel
Aurora Investment Counsel has acquired 11,385 shares of Donaldson Company, Inc. (NYSE:DCI) during the second quarter, valued at approximately $1.02 million. Institutional investors and hedge funds collectively own 82.81% of DCI's outstanding stock. The company recently exceeded quarterly expectations, reporting $1.06 in EPS and $995.1 million in revenue, and analysts have a "Moderate Buy" rating with an average target price of $99.50.
WCM Small Cap Growth Fund's Donaldson Co Inc(DCI) Holding History
This article details the WCM Small Cap Growth Fund's investment in Donaldson Co Inc (DCI). As of Q1 2026, the fund holds 8,371 shares of DCI, valued at $710,450, representing 1.63% of its portfolio. The fund has an estimated loss of -3.90% on this holding based on the current stock price.
64,958 Shares in Donaldson Company, Inc. $DCI Bought by SFE Investment Counsel
SFE Investment Counsel has acquired a new stake of 64,958 shares in Donaldson Company, Inc. (NYSE:DCI), valued at approximately $5.83 million. Institutional investors collectively own a significant 82.81% of the stock. The company recently reported strong quarterly earnings and declared a dividend, while analysts maintain a "Moderate Buy" rating with a consensus price target of $97.83.
Donaldson Company, Inc. to Issue Quarterly Dividend of $0.32 (NYSE:DCI)
Donaldson Company, Inc. (NYSE:DCI) has declared a quarterly dividend of $0.32 per share, payable on August 31st to shareholders of record by August 17th. The company boasts a 38-year history of increasing its dividend and maintains a conservative payout ratio of 33.3%, which is well-covered by earnings. Donaldson recently surpassed analyst expectations for both earnings and revenue, reporting $1.06 EPS and $995.1 million in revenue for its latest quarter.
Donaldson Company (NYSE:DCI): Is Its Momentum Built To Last?
Donaldson Company (NYSE:DCI), a global filtration technology specialist, recently declared a regular dividend, highlighting its financial discipline and ongoing expansion in a market driven by industrial activity and environmental regulations. The company's business is supported by recurring filtration demand, operational efficiency, and diversified end markets, though challenges include evolving technological demands and valuation expectations. Its future performance hinges on converting industry trends into sustained revenue, margin strength, and cash generation.
Diversified Management Inc. Cuts Stock Position in Donaldson Company, Inc. $DCI
Diversified Management Inc. significantly reduced its stake in Donaldson Company, Inc. by 82.6% in the second quarter, selling 15,629 shares and retaining 3,293 shares. Despite this reduction, Donaldson exceeded quarterly expectations with $1.06 EPS and $995.1 million revenue, and institutional investors still own a substantial 82.81% of the company's stock. Analysts maintain a "Moderate Buy" consensus with an average price target of $97.83 for DCI.
Donaldson Co Inc (DNZ.DU) stock price, news, quote and history
This page provides financial information for Donaldson Co Inc (DNZ.DU), including its current stock price, dividend announcements, and performance overview. The stock closed at EUR 83.00, up 0.61%, on August 7, 2026. The company also announced a cash dividend of EUR 0.32 with an ex-date of August 17, 2026.
Donaldson Q4 FY2026 Earnings Call Set Aug. 26
Donaldson Company, Inc. (NYSE: DCI) will webcast its fourth-quarter fiscal 2026 earnings conference call on Wednesday, August 26, 2026, at 9:00 a.m. CT. Investors can listen to the live webcast via the "Events & Presentations" section of Donaldson’s Investor Relations website, with a replay available by approximately 12:00 p.m. CT on the same day. The company is a global leader in filtration products, serving various industries with innovative solutions.
Confluence Investment Management LLC Reduces Position in Donaldson Company, Inc. $DCI
Confluence Investment Management LLC reduced its stake in Donaldson Company, Inc. by 6.9% in the second quarter, selling 18,431 shares and retaining 247,292 shares valued at approximately $22.2 million. Despite this reduction, institutional investors collectively own a significant 82.81% of DCI. Donaldson reported strong financial results, with quarterly EPS exceeding estimates and revenue increasing by 5.9% year-over-year, alongside a declared quarterly dividend of $0.32 per share.
First Nebraska Trust Co Takes $6.92 Million Position in Donaldson Company, Inc. $DCI
First Nebraska Trust Co has acquired a significant stake of 81,512 shares, valued at approximately $6.92 million, in Donaldson Company, Inc. This investment represents about 0.07% of the industrial products company. Donaldson recently reported strong quarterly earnings, exceeding expectations with adjusted earnings per share of $1.06 and revenue of $995.1 million, and also increased its quarterly dividend.
Donaldson Company, Inc. Declares Regular Cash Dividend, Payable on August 31, 2026
Donaldson Company, Inc. announced that its Board of Directors has declared a regular cash dividend of 32.0 cents per share. This dividend is scheduled to be payable on August 31, 2026, to shareholders who are on record as of August 17, 2026. The announcement was published on July 31, 2026, at 03:50 pm EDT.
Donaldson declares 32-cent dividend, notes 70 years of payments
Donaldson Company, Inc. (NYSE: DCI) announced a regular cash dividend of 32.0 cents per share, payable on August 31st, 2026, to shareholders of record on August 17th, 2026. This marks the 30th consecutive year of annual dividend increases for the company, which is a member of the S&P High-Yield Dividend Aristocrats Index, and the 70th consecutive year of quarterly cash dividend payments. Donaldson is a global leader in filtration products and solutions.
