Donaldson stock holds its business profile. Investors await a fresh catalyst.
Donaldson Company, Inc. maintains its position as a key filtration supplier for industrial and mobile markets, trading on Nasdaq under DCI. The company's business model relies on recurring replacement demand and equipment cycles, with its stock viewed within the U.S. large-cap industrial sector. Investors are currently focused on its core operations and await fresh catalysts, as no new significant company updates were found in recent searches.
Fideuram Intesa Sanpaolo Private Banking S.P.A. Makes New Investment in Donaldson Company, Inc. $DCI
Fideuram Intesa Sanpaolo Private Banking S.P.A. has initiated a new position in Donaldson Company, Inc. (NYSE:DCI), purchasing 12,120 shares valued at approximately $1.03 million in the first quarter. Donaldson reported strong quarterly results, with EPS of $1.06 and revenue of $995.1 million, surpassing analyst expectations, and subsequently raised its dividend to $0.32 per share. The company currently holds a "Moderate Buy" consensus rating from analysts, with an average price target of $97.83.
Y Intercept Hong Kong Ltd Has $7.25 Million Position in Donaldson Company, Inc. $DCI
Y Intercept Hong Kong Ltd significantly increased its holdings in Donaldson Company, Inc. to 85,383 shares, valued at $7.25 million, representing a 123% stake increase in the first quarter. This comes as Donaldson reported strong quarterly earnings and raised its full-year guidance, along with increasing its quarterly dividend. The stock currently holds a "Moderate Buy" rating from analysts with an average price target of $97.83, despite some recent downgrades and price target reductions from other firms.
Donaldson (DCI) Up 3.9% Since Last Earnings Report: Can It Continue?
Donaldson (DCI) has seen its shares increase by 3.9% since its last earnings report, outperforming the S&P 500. The company reported strong Q3 fiscal 2026 results, with earnings and revenues topping estimates and showing year-over-year growth across all segments except for a slight decline in a sub-section of Industrial Solutions. Despite a downward trend in recent analyst estimates, Donaldson holds a Zacks Rank #3 (Hold), suggesting an in-line return expectation for the coming months.
DCI Forecast — Price Target — Prediction for 2027
This article provides a forecast and price target for Donaldson Company, Inc. (DCI) stock, including analyst opinions, historical performance data, and financial metrics. It highlights DCI's current stock price, volatility, and market capitalization, along with details on earnings, revenue, and dividend payments. The article also encourages investors to conduct their own research and provides frequently asked questions about DCI.
Pictet Asset Management Holding SA Raises Holdings in Donaldson Company, Inc. $DCI
Pictet Asset Management Holding SA significantly increased its stake in Donaldson Company, Inc. (NYSE:DCI) by 10,438.1% in the first quarter, now owning 1.8 million shares valued at approximately $152.9 million. This increase follows Donaldson's strong quarterly results, beating EPS and revenue expectations, raising its dividend, and providing positive FY2026 EPS guidance. Analysts currently rate Donaldson as a "Moderate Buy" with an average price target of $97.83.
Hsbc Holdings PLC Decreases Stock Holdings in Donaldson Company, Inc. $DCI
HSBC Holdings PLC significantly reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by 42.6% in the fourth quarter, selling over 28,000 shares. Despite this, Donaldson reported strong quarterly results, exceeding EPS and revenue expectations, and increased its quarterly dividend. Other institutional investors, such as William Blair Investment Management LLC and Norges Bank, increased their holdings in the industrial products company.
Louisiana State Employees Retirement System Invests $2.83 Million in Donaldson Company, Inc. $DCI
The Louisiana State Employees Retirement System recently invested $2.83 million in Donaldson Company, Inc. (NYSE: DCI), purchasing 33,400 shares in the first quarter. This investment follows strong financial performance from Donaldson, including better-than-expected earnings and a raised quarterly dividend. Analysts maintain a "Moderate Buy" consensus rating for the company, despite some recent target trims.
Price to earnings forward of Donaldson Company, Inc. – NYSE:DCI
This article provides financial information for Donaldson Company, Inc. (NYSE: DCI), specifically its price to earnings forward metric. The content indicates market status and offers various links to financial data, news, and community discussions related to the company's stock performance.
Enterprise value to EBITDA forward of Donaldson Company, Inc. – TRADEGATE:DNZ
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The Bull Case For Donaldson Company (DCI) Could Change Following Earnings Beat And Upbeat Guidance In Filtration Markets
Donaldson Company (DCI) recently reported strong quarterly earnings, exceeding analyst expectations with revenue growth and solid performance in its gas and liquid handling segment. This financial outperformance and positive management guidance are shaping a new investment narrative for the company. While the stock's recent lift suggests some optimism is already priced in, the earnings ease growth concerns, though valuation sensitivity and end-market demand remain key risks.
Is Donaldson Co Inc (DCI) Overvalued After 3.5% Rally? GF Value Says Overvalued
Donaldson Co Inc (DCI) shares recently rallied 3.5%, but GuruFocus's GF Value suggests the stock is overvalued by 9.9% at its current price of $89.11, compared to an intrinsic value of $81.11. Despite a strong GF Score of 94/100, indicating good profitability and growth, recent insider selling of $3.5 million without corresponding buys raises concerns about future price movement and current valuation. Investors are advised to consider this overvaluation and insider sentiment.
Price to sales forward of Donaldson Company, Inc. – NYSE:DCI
This article provides the "Price to sales forward" value for Donaldson Company, Inc. (NYSE: DCI). The content is primarily a data point presentation from TradingView, focusing on financial metrics for the company.
Enterprise value to EBIT forward of Donaldson Company, Inc. – NYSE:DCI
This article provides financial information for Donaldson Company, Inc. (NYSE: DCI), focusing on its enterprise value to EBIT forward metric. It appears to be a stub or a section of a larger financial data page, as it lacks detailed narrative content but highlights the company's financial indicators within the TradingView platform context.
AEGON ASSET MANAGEMENT UK Plc Grows Holdings in Donaldson Company, Inc. $DCI
AEGON ASSET MANAGEMENT UK Plc significantly increased its stake in Donaldson Company, Inc. (NYSE:DCI) by 433.9% in the first quarter, now holding 120,663 shares valued at $10.2 million. This comes after Donaldson reported strong quarterly results, beating EPS expectations and showing a 5.9% year-over-year revenue increase. The company also raised its quarterly dividend to $0.32 per share, and analysts maintain a "Moderate Buy" rating with a consensus price target of $97.83.
Concentric Capital Strategies LP Acquires New Position in Donaldson Company, Inc. $DCI
Concentric Capital Strategies LP has acquired a new position in Donaldson Company, Inc. (NYSE:DCI), purchasing 117,103 shares valued at approximately $10.4 million. This move comes as Donaldson reported better-than-expected quarterly earnings, with EPS of $1.06 and revenue of $995.1 million, and subsequently raised its quarterly dividend to $0.32 per share. The stock currently holds a "Moderate Buy" rating from analysts with an average target price of $97.83, despite recent insider selling by Director James Owens.
Aptus Capital Advisors LLC Makes New Investment in Donaldson Company, Inc. $DCI
Aptus Capital Advisors LLC has made a new investment in Donaldson Company, Inc. (NYSE:DCI), purchasing 54,035 shares worth approximately $4.79 million in the fourth quarter. Donaldson recently reported stronger-than-expected quarterly results, raised its full-year FY2026 EPS guidance, and increased its quarterly dividend. Analysts currently maintain a "Moderate Buy" consensus rating for the company.
Stifel Lowers Donaldson (DCI) Target as Company Tightens Organic Growth Guidance
Stifel lowered its price target for Donaldson Company, Inc. (DCI) to $91 from $96, while maintaining a Hold rating, after the company reported strong fiscal Q3 earnings and narrowed its organic growth guidance. During the quarter, Donaldson achieved record sales, adjusted operating margin, and adjusted earnings per share, with CEO Richard Lewis highlighting significant improvements and strategic acquisitions like Facet Filtration. The company also progressed in its cost structure initiatives by closing two facilities.
Stifel Lowers Donaldson (DCI) Target as Company Tightens Organic Growth Guidance
Stifel lowered its price target for Donaldson Company, Inc. (DCI) to $91 from $96, while maintaining a Hold rating, following the company's strong fiscal Q3 earnings beat and tightened organic growth guidance. Donaldson's President and CEO, Richard Lewis, highlighted a record-breaking quarter for sales, adjusted operating margin, and adjusted EPS, alongside progress on cost structure initiatives and the strategic acquisition of Facet Filtration. CFO Brad Pogalz reported a 6% year-over-year increase in total sales and a 7% rise in adjusted EPS to $1.06.
Donaldson Co Inc (DCI) Stock Down 3.0% but Still Overvalued -- G
Donaldson Co Inc (DCI) shares fell 3.0% to $83.56, marking a 5.5% year-to-date drop, though showing a 20.1% increase over the past year. GuruFocus assesses DCI as overvalued, trading 7.7% above its GF Value™ of $77.56, despite a strong GF Score™ of 94/100, which reflects robust financial strength, profitability, and growth. Insider selling of $3.5 million over the past three months further suggests a cautious outlook among company insiders.
Donaldson Q1 2026 Earnings Preview
This article provides a preview of Donaldson's Q1 2026 earnings. It is sourced from MSN, but the content of the preview itself is not provided in the input.
40,521 Shares in Donaldson Company, Inc. $DCI Purchased by BI Asset Management Fondsmaeglerselskab A S
BI Asset Management Fondsmaeglerselskab A S recently purchased a new stake of 40,521 shares in Donaldson Company, Inc. (NYSE:DCI) during the fourth quarter, valued at approximately $3.59 million. Donaldson reported strong quarterly earnings, beating estimates with $1.06 EPS and revenue growth of 5.9%. The company also increased its quarterly dividend to $0.32 per share, and analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $97.83.
Donaldson Company, Inc. (NYSE:DCI) Receives Consensus Rating of "Moderate Buy" from Analysts
Donaldson Company, Inc. (NYSE:DCI) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $97.83. The company recently exceeded quarterly earnings expectations, reporting EPS of $1.06 on revenues of $995.1 million, a 5.9% year-over-year increase. Additionally, Donaldson announced an increased quarterly dividend of $0.32 per share and provided positive FY2026 EPS guidance.
Donaldson's Q3 Earnings & Revenues Top Estimates, Increase Y/Y
Donaldson Company, Inc. (DCI) reported strong third-quarter fiscal 2026 results, surpassing earnings and revenue estimates with year-over-year growth. The company posted adjusted earnings of $1.06 per share on total revenues of $995.1 million, driven by increased sales in Mobile Solutions and Life Sciences segments across most regions. Donaldson also provided an optimistic outlook for fiscal 2026, forecasting EPS in the range of $3.94-$4.01 and organic sales growth of 3-5%.
Stifel cuts Donaldson stock price target on margin pressures
Stifel lowered its price target for Donaldson Company (NYSE:DCI) shares to $91 from $96, maintaining a Hold rating due to margin pressures despite the company beating Q3 fiscal 2026 expectations. The filtration systems manufacturer saw strong growth in Mobile and Life Sciences but experienced a 10 basis point gross margin decline due to short-term operating inefficiencies in the Industrial segment. However, Donaldson’s operational normalization efforts and a 30-year track record of increasing dividends suggest potential for future margin improvement.
What Did Donaldson Highlight at the William Blair Conference
Donaldson Company, Inc. (DCI) presented at the 46th Annual William Blair Growth Stock Conference, highlighting record Q3 fiscal 2026 sales and earnings, a raised full-year outlook, and strategic expansion into high-margin Life Sciences through the Facet Filtration acquisition. The company emphasized its resilient "razor-and-blade" business model, with 66% of revenue from high-margin replacement consumables, ensuring stable cash flows and consistent dividend growth. DCI's robust fundamentals, strategic growth catalysts, and disciplined capital allocation suggest a positive long-term investment outlook despite its valuation being slightly above the peer median.
Donaldson Co Price Target Cut to $91.00/Share From $96.00 by Stifel
Stifel has lowered its price target for Donaldson Co (NYSE: DCI) to $91.00 per share, down from the previous $96.00. This adjustment reflects a change in the firm's outlook for the company's valuation.
Donaldson's Q3 Earnings & Revenues Top Estimates, Increase Y/Y
Donaldson Company, Inc. (DCI) reported strong third-quarter fiscal 2026 results, with adjusted earnings of $1.06 per share and total revenues of $995.1 million, both surpassing Zacks Consensus Estimates. The company saw year-over-year growth across all its geographic segments and provided an optimistic outlook for fiscal 2026, including anticipated EPS in the range of $3.94-$4.01 and organic sales growth of 3-5%.
TD Asset Management Inc Sells 82,610 Shares of Donaldson Company, Inc. $DCI
TD Asset Management Inc. reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by 7.5% in the fourth quarter of 2025, selling 82,610 shares and retaining 1,025,579 shares valued at approximately $90.9 million. This adjustment follows Donaldson's strong financial performance, including beating earnings and revenue estimates and raising its quarterly dividend. The stock currently holds a "Moderate Buy" rating from analysts with an average target price of $97.83.
Donaldson rewards shareholders with 6.7% dividend increase
Donaldson Company (DCI) has announced a 6.7% increase in its quarterly cash dividend, raising it from $0.23 to $0.245 per common share. This marks the company's 27th consecutive year of dividend increases, underscoring its long-standing commitment to returning value to shareholders. The new dividend is payable on June 24, 2024, to shareholders of record as of June 10, 2024.
Earnings Flash (DCI) Donaldson Company, Inc. Posts Q3 Adjusted EPS $1.06 per Share, Vs. FactSet Est of $1.05
Donaldson Company, Inc. (DCI) reported its Q3 adjusted EPS of $1.06 per share, surpassing the FactSet estimate of $1.05 per share.
Donaldson Earnings: Solid Growth in Life Sciences and Mobile Solutions
Donaldson's fiscal third-quarter adjusted EPS of $1.06 surpassed the FactSet consensus estimate, and its revenue of $995 million also beat expectations by $21 million. This strong performance highlights solid growth, particularly in the Life Sciences and Mobile Solutions segments. The company aims to spur profitable growth through continued investments in its Life Sciences division.
Is Donaldson Co Inc (DCI) Overvalued After 4.7% Rally? GF Value
Donaldson Co Inc (DCI) shares rallied 4.7% to $85.64, which is 11.0% above its GF Value™ of $77.15, indicating it is modestly overvalued. The company has a strong GF Score™ of 91/100, though insider activity shows $3.5 million in sales with no buying over the last three months, suggesting potential caution for investors. Its current valuation is also higher than its historical P/E ratio.
Donaldson Looks to Spur Profitable Growth Through Investments in New Life Sciences Segment
Donaldson, a manufacturer of air and liquid filtration systems, has established a strong market position through its installed base and a razor-and-blade business model, leading to consistent high-margin recurring revenue. The company is actively investing in and acquiring businesses for its new life sciences segment to further increase proprietary solutions and customer retention. This strategy is expected to continue the trend of increasing recurring revenue, which reached approximately 65% in fiscal 2025.
Donaldson Company (NYSE:DCI) Stock Forecast & Analyst Predictions
Donaldson Company (NYSE:DCI) is projected to see annual earnings growth of 9.9% and revenue growth of 6.1%, with EPS expected to increase by 10.6% per annum. Recent updates include record Q3 2026 sales, an increased quarterly dividend, and the acquisition of Facet Filtration for $820 million. Analysts maintain a mixed view, adjusting price targets based on various factors like market conditions, AI infrastructure demand, and integration of acquisitions.
Donaldson Rewards Shareholders With 6.7% Dividend Increase
Donaldson Company, Inc. (DCI) has announced a 6.7% increase in its quarterly dividend to 32 cents per share, marking its 30th consecutive year of annual dividend increases. This move highlights the company's strong financial health and commitment to shareholder returns through effective use of free cash flow, including dividends, share repurchases, and acquisitions. DCI's operational strength is driven by growth in its aftermarket and filtration solutions businesses, despite some weakness in the on-road sector.
DONALDSON Co INC 3Q 2026: Revenue $995.1M, EPS $1— 10-Q Summary
Donaldson Co Inc (DCI) reported strong third-quarter 2026 results, with revenue reaching $995.1 million and diluted EPS of $1, demonstrating significant year-over-year gains. The growth was primarily fueled by the Mobile Solutions segment and robust performance in Life Sciences, which saw a 12.7% increase. Despite some temporary gross margin pressure, the company optimized its operating expenses through strategic footprint and R&D actions.
Donaldson (DCI) boosts earnings and adds Facet in $828.7M cash deal
Donaldson Company, Inc. reported significantly improved financial results for the quarter and nine months ended April 30, 2026, with net earnings more than doubling quarterly and diluted EPS rising to $2.75 for the nine-month period. The company completed the acquisition of Facet Filtration for $828.7 million in cash, funded by new variable-rate debt, which expanded its Industrial Solutions portfolio but also increased its total long-term debt. Despite strong performance driven by Mobile Solutions and Life Sciences segments and healthy cash generation, management highlighted potential macro risks from U.S. tariff developments and geopolitical conflicts in Iran.
Earnings call transcript: Donaldson Q3 2026 earnings beat expectations
Donaldson Company Inc. reported strong Q3 FY2026 earnings, exceeding analyst expectations with an EPS of $1.06 and revenue of $995.1 million. The company achieved record sales and an all-time high operating margin of 16.6%, driven by robust performance in Mobile Solutions and Life Sciences segments. Despite ongoing operational challenges in the Industrial segment and supply chain constraints in Aerospace and Defense, Donaldson revised its full-year guidance upwards, anticipating organic sales growth between 3% and 5% and significant margin expansion in future periods.
Donaldson Company, Inc. 2026 Q3 - Results - Earnings Call Presentation (NYSE:DCI) 2026-06-02
Donaldson Company, Inc. (DCI) announced its Q3 2026 earnings, reporting an EPS of $1.06, beating estimates by $0.01, and revenue of $995.10M, exceeding expectations by $21.45M with a 5.85% year-over-year increase. The company published a slide deck in conjunction with its earnings call to provide further details on its performance.
Donaldson (NYSE:DCI) Hits Record Q3, Raises Full-Year Guidance
Donaldson (NYSE:DCI) reported record third-quarter fiscal 2026 results, with sales and adjusted EPS aligning closely with analyst expectations. The company saw strong growth in its Mobile Solutions and Life Sciences segments, leading to a raised full-year fiscal 2026 outlook for both organic adjusted EPS and sales growth. This positive performance and confident guidance have been met with a moderately positive market response.
DCI - Donaldson Co Inc Stock Price and Quote
This article provides a detailed financial overview of Donaldson Co Inc (DCI), including its stock performance, key financial metrics, market capitalization, and insider transaction data. It highlights recent earnings reports, analyst ratings, and various corporate activities such as dividend increases and acquisitions. The company's business segments and executive leadership are also mentioned.
Donaldson Co Sees FY26 Adj EPS $3.94-Adj EPS $4.01 >DCI
Donaldson Co. (DCI) has released its adjusted earnings per share outlook for fiscal year 2026. The company anticipates an adjusted EPS in the range of $3.94 to $4.01.
ETFs Investing in Donaldson Company, Inc. Stocks
This article lists various ETFs that include Donaldson Company, Inc. (DNZ) stocks in their holdings. The ETFs are sorted by market value and provide details such as weight, issuer, management style, expense ratio, AUM, price, and 3-year NAV total return. The information helps investors identify funds with exposure to Donaldson Company, Inc. for diversified investment opportunities.
Record Q3 results and Facet deal lift Donaldson (NYSE: DCI) 2026 outlook
Donaldson Company reported record fiscal third-quarter 2026 sales of $995.1 million and GAAP net earnings of $118.1 million, with diluted EPS rising to $1.00. The company also completed the $829 million acquisition of Facet Filtration. This strong performance, combined with the acquisition, led Donaldson to narrow its fiscal 2026 guidance, expecting organic adjusted EPS of $3.94–$4.01 and organic sales growth of 3–5%.
Donaldson Gears Up to Report Q3 Earnings: What's in the Offing?
Donaldson Company, Inc. (DCI) is expected to report its third-quarter fiscal 2026 earnings before market open on June 2. The company anticipates revenue growth in its Industrial Solutions, Life Sciences, and Mobile Solutions segments, contributing to an estimated 4.2% increase in total revenues to $979.1 million and a projected adjusted EPS of $1.1. Despite potential headwinds from increased SG&A expenses and foreign currency fluctuations, Zacks' model predicts an earnings beat for DCI.
Donaldson has lifted its dividend for 30 years—and just did it again
Donaldson Company, Inc. (NYSE: DCI) announced a 6.7% increase in its quarterly cash dividend to 32.0 cents per share, payable on June 30, 2026. This marks the 30th consecutive year of annual dividend increases for the company, a member of the S&P High-Yield Dividend Aristocrats Index, which has paid a cash dividend every quarter for 70 years. Donaldson specializes in technology-led filtration products and solutions across various industries.
Donaldson Company, Inc. $DCI Shares Purchased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. significantly increased its stake in Donaldson Company by 3,094.9% in the fourth quarter, now holding 44,377 shares valued at $3.9 million. The company recently reported quarterly earnings of $0.83 per share, missing analyst expectations, with revenue slightly below estimates but up 3% year-over-year. Analyst sentiment for Donaldson (NYSE: DCI) is cautious, with a consensus "Hold" rating and an average price target of $100.20.
Arjuna Capital Takes Position in Donaldson Company, Inc. $DCI
Arjuna Capital initiated a new position in Donaldson Company, Inc. (NYSE:DCI) during the fourth quarter, purchasing over 29,900 shares valued at approximately $2.66 million. This move is part of broader institutional interest, with institutional investors now holding 82.81% of the company's stock. Despite mixed analyst ratings and the company missing recent quarterly EPS estimates, several other institutional investors also increased their stakes in Donaldson.
DCI PE Ratio & Valuation, Is DCI Overvalued
Donaldson Company Inc (DCI) is currently in the "Fair zone" with a forward PE ratio of 19.76, which is comparable to its five-year average. Its fair price is estimated to be between $73.86 and $87.98 based on relative valuation. However, its P/S ratio of 2.42 is significantly above the industry average, suggesting that this premium may be unsustainable given its 3.02% revenue growth.
