Donaldson Co (DCI) director granted 279 shares in routine equity award
Donaldson Company director James Owens received a routine equity grant of 279 shares of common stock, valued at $85.23 per share, as compensation. This grant increased his direct holdings to 22,565 shares and is characterized as a standard non-derivative acquisition, not an open-market trade. The transaction carries neutral sentiment and limited informational value regarding company performance, reflecting typical board compensation.
Director at Donaldson (NYSE: DCI) gets 349-share stock award
Donaldson Co Inc director Trudy A. Rautio was awarded 349 shares of common stock, valued at $85.23 per share, as compensation. This grant increased her direct holdings in the company to 27,673 shares. The transaction was an acquisition through a grant and not an open-market purchase, as detailed in a Form 4 SEC filing.
Donaldson (DCI) director granted 279 shares of stock at $85.23 value
Donaldson Co. director Jacinth C. Smiley was granted 279 shares of common stock at a value of $85.23 per share, categorized as a non-derivative, direct ownership transaction. This stock award increased her total direct holdings to 7,948 shares and is considered routine compensation. The Form 4 filing indicates this was a grant and not an open-market purchase or sale.
Donaldson Co president Briseno sells $1.75 million in stock By Investing.com
Donaldson Co President Guillermo Briseno sold 20,600 shares of company stock worth approximately $1.75 million on March 26, 2026, after exercising options to acquire an equal number of shares. Following these transactions, Briseno directly owns 29,267 shares. The company has strong fundamentals, including a 24% return on equity and 30 consecutive years of dividend increases, despite recently missing fiscal Q2 2026 earnings and revenue expectations.
Donaldson (NYSE: DCI) president sells 20,600 shares after option exercise
Donaldson Co. president Guillermo Briseño completed an exercise-and-sell transaction involving 20,600 shares of common stock. On March 26, 2026, he exercised fully vested employee stock options across two tranches and subsequently sold all 20,600 shares at $84.97 per share. Following these transactions, Briseño directly holds 29,267 shares of Donaldson common stock.
Vanguard (DCI) disaggregates holdings; reports 0 shares after realignment
The Vanguard Group has filed an Amendment No. 14 to a Schedule 13G/A, reporting 0 shares of Donaldson Co Inc Common Stock, representing 0% of the class. This change is due to an internal realignment effective January 12, 2026, where Vanguard's subsidiaries will now report their beneficial ownership separately. The filing clarifies that this is an administrative reallocation of reported ownership, not a sale of shares.
[144] DONALDSON Co INC SEC Filing
This SEC filing (Form 144) for Donaldson Co INC (DCI) indicates a proposed sale of 20,600 common shares acquired through the exercise of options under a registered plan. The aggregate market value of these shares is approximately $1,750,408.78. The sale is scheduled for March 26, 2026, through Morgan Stanley Smith Barney LLC.
Donaldson Company, Inc. (NYSE:DCI) Given Average Recommendation of "Moderate Buy" by Analysts
Analysts have issued an average "Moderate Buy" recommendation for Donaldson Company, Inc. (NYSE:DCI), with three buy ratings and two hold ratings. The consensus 12-month target price is $102.00. The company recently reported Q1 EPS of $0.83, missing the $0.90 consensus, and revenue of $896.3 million, slightly below estimates, but provided FY2026 EPS guidance above analyst expectations.
JGP Wealth Management LLC Takes Position in Donaldson Company, Inc. $DCI
JGP Wealth Management LLC initiated a new stake in Donaldson Company, Inc. (NYSE:DCI) during the fourth quarter, acquiring 18,554 shares valued at approximately $1.645 million. This move comes as several other hedge funds have also adjusted their positions in Donaldson, and institutional ownership collectively stands at 82.8%. Despite missing recent EPS estimates, the company reported 3% year-over-year revenue growth and offers a quarterly dividend of $0.30, with a "Moderate Buy" consensus rating from analysts.
Mairs & Power Inc. Has $49.56 Million Stock Position in Donaldson Company, Inc. $DCI
Mairs & Power Inc. reduced its stake in Donaldson Company, Inc. by 27% in Q3, now holding shares valued at approximately $49.56 million. Other institutional investors like Victory Capital Management Inc. and Norges Bank significantly increased their positions. Donaldson recently reported an EPS miss for the quarter and provided FY2026 guidance, while analysts maintain a "Moderate Buy" consensus with an average target price of $102.
17,715 Shares in Donaldson Company, Inc. $DCI Purchased by iSAM Funds UK Ltd
iSAM Funds UK Ltd initiated a new position in Donaldson Company, Inc. (NYSE:DCI) during Q3, purchasing 17,715 shares valued at approximately $1.45 million. Despite missing quarterly EPS and revenue estimates, analysts maintain a "Moderate Buy" rating with an average price target of $102.00, and the company offers a quarterly dividend of $0.30, representing a 1.4% yield. The article also details other institutional investors' recent activities in Donaldson stock and provides financial performance metrics and analyst forecasts.
Morgan Stanley Lowers its Price Target on Donaldson Company, Inc. (DCI) to $91 from $93 and Maintains an Equal Weight Rating
Morgan Stanley analyst Angel Castillo lowered the price target on Donaldson Company, Inc. (DCI) to $91 from $93, maintaining an Equal Weight rating, following the company's Q2 2026 earnings report. Donaldson reported adjusted EPS of 83c and revenue of $896M, both slightly below consensus estimates, and revised its fiscal 202
Cresset Asset Management LLC Acquires 13,167 Shares of Donaldson Company, Inc. $DCI
Cresset Asset Management LLC significantly increased its stake in Donaldson Company, Inc. (NYSE:DCI) by 103.3% in the third quarter, acquiring an additional 13,167 shares, bringing its total holdings to 25,908 shares valued at $2.12 million. This increase in institutional ownership comes as Donaldson missed quarterly earnings and revenue expectations, reporting $0.83 EPS against a $0.90 consensus and $896.3 million in revenue. Despite a recent insider sale by CFO Bradley J. Pogalz, institutional investors now own 82.81% of the industrial products company's stock, with analysts giving it a "Moderate Buy" rating.
Donaldson Co. Earns CARB Verification
Donaldson Co. Inc. has received verification from the California Air Resources Board (CARB) for its diesel particulate matter low-temperature filter (LTF) muffler. This product, designed for 1994-2006 non-EGR diesel engines using ultra-low sulfur diesel, achieves at least an 85% reduction in particulate matter, qualifying it as an ARB Level 3 device. The LTF muffler, which can be used with or without the Spiracle crankcase filter system, is now available nationwide due to EPA CARB Verification Reciprocity.
Donaldson Gets DaimlerChrysler Contract Through 2009
Donaldson Co. Inc. has secured a contract with DaimlerChrysler to supply all exhaust and emission aftertreatment device packaging for its MBE 900 medium-duty engines in the U.S. market from 2007 through 2009. This agreement represents the largest medium-duty business order awarded by an OEM to an emissions control systems provider for the U.S. market in 2007. Donaldson will provide diesel oxidation catalysts (DOC) and diesel particulate filter (DPF) packaging to help meet U.S. EPA requirements.
Donaldson (DCI) president receives 15,500-share stock option grant
Donaldson Company President Richard Brent Lewis has received an employee stock option grant to purchase 15,500 shares of common stock at an exercise price of $0.00 per share. These options will vest in three equal annual installments starting on March 2, 2027. This grant is part of his long-term equity-based compensation and also updates his beneficial ownership of both direct and indirect holdings.
Donaldson Earns EPA OK for Diesel Engine Retrofits
Donaldson Company Inc. announced that its Diesel Oxidation Catalyst (DOC) muffler and Spiracle crankcase ventilation filter have received approval from the EPA's Office of Transportation and Air Quality. This combined system significantly reduces diesel engine emissions by 25 to 50% from both tailpipes and crankcase vents, enabling retrofitting for a wide range of diesel engines manufactured since 1991. Donaldson is the only company approved for this comprehensive approach, which addresses emissions from both sources.
Donaldson Co. Opens with 8.96% Gap Down Amid Market Concerns
Donaldson Co., Inc. opened with a significant 8.96% gap down, continuing a month-long trend of underperformance compared to the S&P 500. Despite strong financial metrics like a P/E ratio of 28.00 and a 29.06% return on equity, the stock experienced an 11.73% drop in one day. Technical indicators show a mixed outlook with bullish MACD but bearish Bollinger Bands on weekly charts.
Donaldson Company (DCI) Is Down 10.3% After Earnings Miss, Tighter Guidance And Major Acquisition
Donaldson Company (DCI) shares dropped 10.3% following its fiscal second-quarter earnings report, which revealed an earnings miss, tightened full-year guidance due to margin pressures, and announced its largest-ever acquisition. Despite record sales of US$896.3 million, net income was slightly lower at US$92.5 million. The company is strategically moving into higher-value filtration applications, exemplified by its new ArmorSeal technology, though immediate market focus is on cost control and pricing to mitigate margin headwinds.
Donaldson Profit Falls Slightly in Most Recent Quarter
Donaldson Co. Inc. reported a 14% drop in net earnings for its fiscal second quarter ending January, totaling $50 million, despite a 3% increase in net sales to $597 million. The decline in earnings was primarily attributed to a strengthened U.S. dollar, payments to its U.S. pension plan, and a tax audit settlement from the previous year. The company expects continued challenges from global economic conditions and a strong dollar, forecasting flat to a 3% decline in full-year sales for fiscal 2015.
Analysts Offer Insights on Industrial Goods Companies: QXO Inc (QXO) and Donaldson Company (DCI)
This article provides analyst insights into two industrial goods companies: QXO Inc and Donaldson Company. Citi analyst Anthony Pettinari reiterated a Buy rating for QXO Inc with a $31.00 price target, while William Blair also maintained a Buy rating, contributing to a Strong Buy consensus. For Donaldson Company, William Blair analyst Brian Drab maintained a Hold rating, and TipRanks – xAI downgraded the stock to Hold with a $114.00 price target, resulting in a Moderate Buy consensus.
Why Donaldson Stock Sank This Week, But You Shouldn't Sell in Panic
Donaldson's stock dropped 18.2% after its fiscal Q2 2026 earnings missed analysts' estimates, despite reporting record numbers. The decline was attributed to decreased sales volumes in on-road equipment and aerospace/defense, and a trimmed adjusted earnings per share guidance. However, the article suggests this dip is a buying opportunity due to the company's upcoming $820 million acquisition of Facet, which is expected to expand its presence in critical filtration markets.
Donaldson Company to Present at the Raymond James 47th Annual Institutional Investors Conference
Donaldson Company, Inc. announced that its President and CEO, Rich Lewis, will present at the Raymond James 47th Annual Institutional Investors Conference in Orlando, Florida, on March 4th. The filtration leader will share insights at the event, highlighting its role as a global provider of filtration products and solutions across various industries. This presentation offers investors an opportunity to learn more about Donaldson's operations and financial outlook.
Donaldson Company, Inc. (NYSE:DCI) Q2 2026 Earnings Call Transcript
Donaldson Company, Inc. (NYSE:DCI) reported Q2 2026 earnings, missing EPS expectations with $0.785 against an anticipated $0.90, despite achieving record sales of $896 million. The company faced short-term operational challenges, particularly in its Industrial segment, which impacted gross margins. However, Donaldson reaffirms its fiscal 2026 outlook for record sales of $3.8 billion and anticipates operating margin expansion, driven by strong backlogs and an expected pick-up in volume in the second half of the year.
6 Analysts Assess Donaldson: What You Need To Know
Six analysts have recently evaluated Donaldson (NYSE:DCI), providing a range of opinions from bullish to bearish. Their 12-month price targets average $106.50, marking a 7.76% increase from the previous average. The company shows strong financial performance with impressive net margins, return on equity, and return on assets, alongside a prudent debt management strategy.
Donaldson Introduces ArmorSeal™: The New Era of Air Filtration Technology for On‑Road and Off‑Road Heavy‑Duty Equipment
Donaldson Company, Inc. has launched ArmorSeal™, a next-generation air filtration technology designed for heavy-duty equipment operating in demanding environments. This new technology aims to improve reliability, durability, and service consistency by integrating a precision spin-welded joint and engineered seal interface, addressing common challenges like high vibration and dust loads. ArmorSeal™ is expected to reduce unplanned downtime, lower total cost of ownership, and enhance user experience for OEMs and equipment owners in industries such as construction and mining.
Donaldson Aims to Spur Profitable Growth Through Investments in New Life Sciences Segment
Donaldson, a leading manufacturer of air and liquid filtration systems, plans to fuel profitable growth by investing in a new life sciences segment. The company has a strong business model, generating a steady stream of recurring revenue from aftermarket parts, and expects this trend to continue with the expansion of its life sciences segment through organic investments and acquisitions. This strategy aims to build upon its already high customer retention rates and increase proprietary solution sales.
DONALDSON Co INC SEC 10-Q Report
Donaldson Co Inc (DCI) has released its Form 10-Q report for the first quarter of fiscal year 2026, detailing a 3.0% increase in net sales to $896.3 million, driven by foreign currency impacts and pricing benefits. Despite increased net sales, net earnings and diluted EPS saw slight decreases due to operational inefficiencies and higher interest expenses. The company noted growth in its Mobile Solutions and Life Sciences segments, with continued challenges in Industrial Solutions, while also planning a shift in Power Generation equipment production for optimization.
Why Donaldson (DCI) Shares Are Falling Today
Shares of Donaldson (DCI) fell 11.6% after the company reported fourth-quarter 2025 results, missing earnings per share estimates and lowering its full-year profit forecast. Adjusted earnings of $0.83 per share were below analysts' expectations of $0.89, partly due to a decrease in gross margin from 35.2% to 33.4%. This negative market reaction comes despite the company's 3% year-on-year sales growth and a previous boost to guidance three months prior.
Donaldson's (NYSE:DCI) Q4 CY2025 Earnings Results: Revenue In Line With Expectations But Stock Drops
Donaldson (NYSE:DCI) reported Q4 CY2025 earnings with revenue meeting Wall Street expectations at $896.3 million, a 3% year-on-year increase. However, its non-GAAP profit of $0.83 per share missed analyst estimates by 6.6%, and the company lowered its full-year Adjusted EPS guidance. Following these results, the stock dropped, reflecting a softer quarter for the filtration equipment manufacturer despite record sales and ongoing optimization initiatives.
Donaldson Company Reports Second Quarter Fiscal Year 2026 Sales and Earnings
Donaldson Company, Inc. announced record sales for the second quarter of fiscal year 2026, with sales reaching $896 million, a 3.0% increase year-over-year. Despite the sales growth, GAAP net earnings and EPS saw slight declines, mainly due to operating inefficiencies and footprint optimization costs. The company also disclosed the acquisition of Facet for approximately $820 million, expected to close in the latter half of fiscal 2026, and updated its full-year fiscal 2026 outlook, projecting record sales, operating margin, and adjusted EPS.
Stifel maintains Hold on Donaldson stock, $96 target on survey data
Stifel maintained a Hold rating on Donaldson Company (NYSE:DCI) with a $96 price target, citing deceleration in key metrics based on a distributor survey. The survey results for Q2 fiscal 2026 showed sales, inventory, and price growth all below prior expectations, and a rising number of distributors anticipate a recession. Despite recent positive news like strong Q1 fiscal 2026 earnings, a strategic acquisition, and a CEO transition, Stifel's maintained rating reflects concerns about weakening demand.
Earnings To Watch: Donaldson (DCI) Reports Q4 Results Tomorrow
Donaldson (NYSE:DCI), a filtration equipment manufacturer, is set to report its Q4 earnings before market hours on Thursday. The market anticipates a 3.2% year-on-year revenue growth for the company, following a satisfactory last quarter where Donaldson beat revenue expectations. Positive investor sentiment in the gas and liquid handling segment, with average share price increases of 5.7% over the last month, sets the stage for Donaldson's earnings report.
New Donaldson filter tech targets costly downtime in heavy equipment
Donaldson Company, Inc. (NYSE: DCI) has announced the launch of ArmorSeal™, a new air filtration technology designed for heavy-duty equipment. This technology aims to reduce downtime by improving seal reliability and durability in demanding operating environments, addressing common failure modes in high-vibration and dusty conditions. ArmorSeal™ integrates a precision spin-welded joint and engineered seal interface, resulting in a 30% reduction in filter removal force compared to previous technologies.
Donaldson launches next-gen air filtration tech
Donaldson Company, Inc. has introduced ArmorSeal, its new air filtration technology specifically designed for on- and off-highway heavy-duty equipment. This next-generation system improves seal reliability by using a spin-welded joint and engineered seal interface, replacing traditional snaps and adhesives. ArmorSeal aims to extend machine life, reduce downtime, and lower the total cost of ownership through enhanced durability and ease of installation.
Vanguard Group Inc. Has $985.41 Million Position in Donaldson Company, Inc. $DCI
Vanguard Group Inc. reduced its stake in Donaldson Company, Inc. by 3.5% in the third quarter, now holding 12,039,174 shares valued at $985.41 million, representing 10.39% ownership. Analysts maintain a "Moderate Buy" rating with an average target price of $103.25, while corporate insiders have recently sold shares. The company reported strong financial performance, exceeding analyst estimates for EPS and revenue, and announced a quarterly dividend of $0.30 per share.
Industrial Filtration Market Size, Share | Industry Report 2033
The global industrial filtration market is projected to reach USD 53.81 billion by 2033, growing at a CAGR of 4.6% from 2025 to 2033, driven by increasing industrial activity, stricter environmental regulations, and demand for cleaner air and water. North America currently dominates the market, with the U.S. leading the region, while Asia Pacific is expected to be the fastest-growing market. Key trends include the integration of smart technologies, a focus on sustainability, and customized filtration solutions, with liquid filtration holding the largest market share and air filtration anticipated to experience the fastest growth.
Donaldson Co Inc Appoints New CEO
Donaldson Company, Inc. has announced that Richard B. Lewis will become President and CEO, effective March 2, 2026. He will succeed Tod E. Carpenter, who is retiring but will remain as Executive Chairman. Lewis has been COO since August 2025 and joined the company in 2002.
Short Interest in Donaldson Company, Inc. (NYSE:DCI) Drops By 13.6%
Short interest in Donaldson Company, Inc. (NYSE:DCI) decreased by 13.6% in January, totaling 1,500,403 shares as of January 30th. This translates to a days-to-cover ratio of 2.0 days, with approximately 1.3% of the company's stock currently sold short. The company recently reported strong earnings, beating analyst estimates, and declared a quarterly dividend of $0.30 per share.
Heartland Advisors Inc. Cuts Holdings in Donaldson Company, Inc. $DCI
Heartland Advisors Inc. reduced its stake in Donaldson Company, Inc. by 20.7% in Q3, now owning 203,469 shares valued at approximately $16.65 million. While some insiders recently sold shares, institutional ownership remains high at 82.81%, with many large investors increasing their holdings. Donaldson slightly exceeded quarterly earnings estimates and declared a quarterly dividend, maintaining a consensus "Moderate Buy" rating from analysts.
15,363 Shares in Donaldson Company, Inc. $DCI Bought by Caprock Group LLC
Caprock Group LLC has acquired 15,363 shares of Donaldson Company, Inc. ($DCI) worth approximately $1.22 million, making it a new position for the firm. This comes as institutional ownership in Donaldson reached 82.81%, while corporate insiders significantly reduced their stakes. The company reported a slight beat on its Q3 earnings estimates and declared a quarterly dividend of $0.30, maintaining a "Moderate Buy" consensus rating from analysts with an average target price of $103.25.
Donaldson Engine Filter System Earns California OK For Retrofits
Donaldson Co. has received Level 1 Verification from the California Air Resources Board (ARB) for its Diesel Oxidation Catalyst muffler and Spiracle crankcase ventilation filter system. This approval allows Donaldson to sell the combination as a retrofit solution for medium and heavy-duty trucks and school buses, aiming to significantly reduce diesel engine emissions. The company anticipates a substantial market opportunity, estimating $100 million in retrofits over the next five years.
Donaldson stock hits all-time high at 104.0 USD By Investing.com
Donaldson Company Inc. (NYSE: DCI) stock reached an all-time high of $104.0 USD, pushing its market capitalization to $11.9 billion, driven by a 50.16% total return over the past year and strategic initiatives. The company recently reported strong first-quarter fiscal year 2026 earnings, exceeding expectations, announced the acquisition of Facet Filtration for $820 million, and appointed Richard Lewis as the new CEO. Analysts Jefferies and Stifel have expressed positive sentiment, citing market recovery and strong financial performance.
Donaldson stock hits all-time high of 110.92 USD By Investing.com
Donaldson Company Inc. (DCI) stock recently reached an all-time high of $110.92, driven by strong investor confidence and a 58.94% increase over the past year. The company boasts 56 consecutive years of dividend payments and "GOOD" financial health. Recent positive developments include strong Q1 2026 earnings, the acquisition of Facet Filtration, and a new CEO appointment, leading to analyst upgrades and increased price targets.
Donaldson stock hits all-time high of 110.92 USD By Investing.com
Donaldson Company Inc. (DCI) has achieved a new all-time stock high of $110.92, reflecting a 58.94% increase over the past year and a market cap of $12.81 billion. This performance is supported by strong Q1 fiscal year 2026 earnings, upcoming acquisition of Facet Filtration, and a leadership change, alongside maintained dividend payments for 56 consecutive years. Analyst ratings from Jefferies (Upgrade to Buy) and Stifel (price target raised to $96) further highlight positive market sentiment despite the stock trading in overbought territory according to InvestingPro data.
Donaldson to Acquire Filtration Group’s Facet Filtration Business
Donaldson Company, Inc. announced its definitive agreement to acquire Filtration Group’s Facet Filtration business for approximately $820 million in an all-cash transaction. This acquisition aims to expand Donaldson's product portfolio in fuel and fluid filtration for critical applications, particularly in aerospace and defense, and power generation. Facet is noted for its pioneering role in jet fuel filtration, with 70% of its revenues derived from recurring, regulated replacement part sales.
Donaldson stock hits all-time high of 110.92 USD
Donaldson Company Inc. stock reached an all-time high of $110.92, marking a 58.94% increase over the past year, reflecting strong investor confidence and positive market sentiment. The company also reported strong Q1 fiscal year 2026 earnings, announced the acquisition of Facet Filtration for $820 million, and appointed Richard Lewis as the new CEO. Jefferies upgraded the stock to Buy, while Stifel raised its price target but maintained a Hold rating.
Donaldson (NYSE:DCI) Sets New 52-Week High - Here's What Happened
Donaldson (NYSE: DCI) recently reached a new 52-week high of $111.36. The company reported strong December-quarter earnings, beating analyst expectations for both EPS and revenue. Analysts maintain a "Moderate Buy" consensus rating for DCI, with several firms raising their price targets, indicating continued confidence in the stock's performance.
Donaldson stock hits all-time high of 110.92 USD By Investing.com
Donaldson Company Inc. (DCI) stock reached an all-time high of $110.92 USD, reflecting significant investor confidence and a 58.94% increase over the past year. InvestingPro data shows the stock is trading above its Fair Value and is in overbought territory, yet the company maintains a "GOOD" financial health score and has paid dividends for 56 consecutive years. Recent positive developments include strong Q1 fiscal year 2026 earnings, the acquisition of Facet Filtration for $820 million, and a CEO appointment, alongside analyst upgrades.
Donaldson Company Acquires Facet Filtration Group for USD820 Million
Donaldson Company, Inc. has announced its agreement to acquire Facet Filtration Group from affiliates of Madison Industries for $820 million. The acquisition enhances Donaldson's portfolio in filtration solutions. Baker McKenzie advised Donaldson Company on the transaction.
