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.
213 inventors, 2,800 patents: inside Donaldson’s filtration awards
Donaldson Company, Inc. (NYSE: DCI) honored 213 employee inventors in 2025, contributing to its portfolio of over 2,800 active U.S. and international patents. The annual awards recognize employees for their innovative contributions, technical leadership, and long-term impact in advancing filtration technologies. This sustained focus on innovation underscores Donaldson's commitment to solving real-world problems and maintaining its leadership in the global filtration market.
Donaldson Honors Patent Recipients and Inventor Award Winners
Donaldson Company, Inc. recognized 213 employees for their patent contributions and presented Inventor Awards for exceptional innovation and leadership in 2025. This annual event celebrates the company's commitment to advancing filtration technologies and solving real-world problems. The awards highlight significant achievements across various categories, reinforcing Donaldson's intellectual property strength and competitive advantage in the global filtration market.
Jensen Quality Mid Cap Fund Trimmed Donaldson Company (DCI) For Valuation Reasons
The Jensen Quality Mid Cap Fund reduced its position in Donaldson Company, Inc. (DCI) during Q1 2026, primarily due to valuation concerns. Despite this, Donaldson's shares gained 21.72% over the past 52 weeks. The fund stated its process focuses on high-quality companies with over 15% ROE for ten years.
Donaldson Acquisition Of Facet Filtration Recasts Growth Story Beyond Industrial Markets
Donaldson Company (NYSE:DCI) has acquired Facet Filtration, expanding its market reach into aerospace, defense, and power generation. This acquisition diversifies Donaldson's revenue base beyond its traditional industrial markets and is expected to provide durable growth opportunities. Investors will be closely watching the upcoming third-quarter earnings call for details on the integration and financial impact of this new venture.
Swedbank AB Has $46.82 Million Stock Position in Donaldson Company, Inc. $DCI
Swedbank AB increased its stake in Donaldson Company, Inc. (NYSE:DCI) by 2.6%, bringing its total holding to 528,100 shares valued at approximately $46.82 million. Institutional investors now collectively own about 82.8% of Donaldson's stock. Analysts currently rate Donaldson as a "Hold" with a consensus target price of $100.20, following mixed Q4 earnings that missed estimates.
Number of shareholders of Donaldson Company, Inc. – GETTEX:DNZ
This article provides details on the number of shareholders for Donaldson Company, Inc. (GETTEX:DNZ). It presents a table showing the period, value, and change in the number of shareholders. The content emphasizes financial data and market information related to the company.
Zacks Industry Outlook Highlights Donaldson, CECO Environmental, Energy Recovery and Fuel Tech
The Zacks Pollution Control industry is expected to grow due to strong demand for air pollution control products, driven by rising greenhouse gas emissions, health risks, and stringent regulations. Companies like Donaldson, CECO Environmental, Energy Recovery, and Fuel Tech are well-positioned to capitalize on these trends. However, the increasing adoption of renewable energy sources may temper the industry's outlook.
UBS Group AG Sells 24,827 Shares of Donaldson Company, Inc. $DCI
UBS Group AG has reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by selling 24,827 shares, now owning 0.55% of the company's stock valued at approximately $56.0 million. This comes as Donaldson missed its quarterly EPS estimates, and insider director James Owens also significantly cut his holdings. Analysts currently hold a consensus "Hold" rating for Donaldson with an average target price of $100.20.
Donaldson Company, Inc. $DCI Shares Sold by Sprucegrove Investment Management Ltd.
Sprucegrove Investment Management significantly reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by 64.2% in the fourth quarter. This reduction involved selling 166,097 shares, leaving the fund with 92,664 shares valued at $8.22 million, making DCI 1% of their portfolio. The update also notes Donaldson missing Q4 earnings per share expectations and institutional ownership remains high at 82.81%.
Donaldson acquires mission-critical filtration provider
Donaldson Company, Inc. has finalized its acquisition of Filtration Group’s Facet Filtration business for approximately $820 million. Facet provides fuel and fluid filtration solutions, particularly for aerospace, defense, and power generation, with significant expertise in jet fuel filtration. This acquisition expands Donaldson's presence in durable end markets, strengthens its aftermarket position, and diversifies its product portfolio.
PFA Pension Forsikringsaktieselskab Takes Position in Donaldson Company, Inc. $DCI
PFA Pension Forsikringsaktieselskab acquired a new stake of 20,252 shares in Donaldson Company, Inc. (NYSE:DCI) during the fourth quarter, valued at approximately $1.83 million, bringing institutional ownership to 82.81%. Donaldson recently missed quarterly earnings estimates with an EPS of $0.83 against an expected $0.90, and revenue of $896.3 million. Despite recent insider selling and a consensus "Hold" rating from analysts, the company's revenue increased by 3% year-over-year.
Donaldson completes acquisition of Facet Filtration
Donaldson Company, Inc. has acquired Facet Filtration, a move that expands its Industrial Solutions business and strengthens its position in specialized industrial markets, particularly jet fuel filtration. Facet Filtration, with 80 years in aviation fuel filtration, brings a complementary product portfolio to Donaldson. Donaldson expects to provide more details on the acquisition's fiscal 2026 impact during its upcoming earnings call.
Jet fuel filtration specialist Facet joins Donaldson in closed deal
Donaldson Company, Inc. has completed its acquisition of Facet Filtration, a specialist in jet fuel and fluid filtration solutions. This strategic move strengthens Donaldson's Industrial Solutions business by expanding its presence in durable markets like aerospace, defense, and power generation with a complementary, high-margin product portfolio. The financial impact of the acquisition on Donaldson’s fiscal 2026 performance is expected to be detailed during its upcoming third-quarter earnings call on June 2, 2026.
Horizon Investments LLC Makes New Investment in Donaldson Company, Inc. $DCI
Horizon Investments LLC has acquired a new position of 46,851 shares in Donaldson Company, Inc. (DCI) during the fourth quarter, valued at approximately $4.15 million. Despite this new institutional investment, which adds to a significant institutional ownership of 82.81%, Donaldson recently missed analyst expectations for quarterly earnings and revenue. The company currently holds a "Hold" consensus rating from analysts, with insider selling also noted in the past quarter.
Donaldson Company, Inc. $DCI Shares Sold by Danske Bank A S
Danske Bank A S reduced its stake in Donaldson Company, Inc. by 11.1% in Q4, selling 16,098 shares and now holding 129,457 shares. Despite this, other institutions like Millennium Management and Goldman Sachs increased their positions, resulting in institutional investors owning approximately 82.8% of the company. Donaldson recently missed Q1 EPS and revenue estimates, with analysts currently maintaining a "Hold" rating and an average target price of $100.20.
Donaldson Company, Inc. completed the acquisition of Facet Filtration from Filtration Group Corporation.
Donaldson Company, Inc. has finalized the acquisition of Facet Filtration from Filtration Group Corporation for $820 million. The transaction, funded by cash and new debt, involved purchasing Facet Filtration's common equity. Facet Filtration reported revenues of $108 million and EBITDA of $41 million for the year ended December 31, 2025.
Ashton Thomas Securities LLC Has $400,000 Position in Donaldson Company, Inc. $DCI
Ashton Thomas Securities LLC significantly reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by 76.7% in Q4, selling 14,798 shares and retaining 4,504 shares valued at $400,000. Additionally, a director sold 13,753 shares for roughly $1.23 million, contributing to insiders selling 19,800 shares ($1.77 million) in the last three months. Analysts maintain a "Hold" rating with an average price target of $100.20, despite the company missing recent EPS and revenue estimates.
Artemis Investment Management LLP Acquires New Position in Donaldson Company, Inc. $DCI
Artemis Investment Management LLP has acquired a new position in Donaldson Company, Inc. (NYSE:DCI) during the fourth quarter, purchasing 16,846 shares valued at approximately $1.49 million. This transaction contributes to institutional investors now owning 82.81% of the company, while insiders own 2.20%. Despite this new investment, the company recently missed analysts' EPS and revenue expectations, and its stock has an average "Hold" rating with an average target price of $100.20.
Vanguard Group Inc. Sells 229,741 Shares of Donaldson Company, Inc. $DCI
Vanguard Group Inc. reduced its stake in Donaldson Company, Inc. by 1.9% in the fourth quarter, selling 229,741 shares and retaining over 11.8 million shares valued at approximately $1.047 billion. This comes as Donaldson missed quarterly earnings and revenue estimates, and a director also sold a significant portion of his holdings. Despite institutional investors increasing their stakes overall, analysts currently have a consensus "Hold" rating for DCI.
Donaldson Benefits From Business Strength Amid Headwinds
Donaldson Company, Inc. (DCI) is experiencing strong performance across its Mobile Solutions, Industrial Solutions, and Life Sciences segments, driven by factors like increased vehicle utilization, demand in power generation, and growth in food & beverage and disk drives markets. The company anticipates a 1-5% sales increase in fiscal 2026 and recently announced an acquisition to enhance its filtration portfolio. Despite these positives, DCI faces headwinds from weakness in its on-road business due to lower global truck production and rising costs of goods sold.
Donaldson Company to Present at the Oppenheimer 21st Annual Industrial Growth Conference
Donaldson Company, Inc. announced that its Chief Financial Officer, Brad Pogalz, will present virtually at the Oppenheimer 21st Annual Industrial Growth Conference on May 4, 2026, at 11:15 a.m. ET. A live webcast and replay of the presentation will be available on the "Events & Presentations" section of Donaldson's Investor Relations website. Donaldson is a global leader in filtration products and solutions across various industries.
Donaldson to Webcast Third Quarter Fiscal 2026 Earnings Conference Call
Donaldson Company, Inc. (NYSE: DCI) announced it will webcast its third-quarter fiscal 2026 earnings conference call on Tuesday, June 2, 2026, at 9:00 a.m. CT. Investors can listen to the live webcast and access the replay on the "Events & Presentations" section of Donaldson's Investor Relations website. Donaldson is a global leader in filtration products, serving various industries with solutions across Mobile Solutions, Industrial Solutions, and Life Sciences segments.
Vest Financial LLC Sells 12,930 Shares of Donaldson Company, Inc. $DCI
Vest Financial LLC reduced its stake in Donaldson Company, Inc. by 24.3% in the fourth quarter, selling 12,930 shares and holding 40,190 shares valued at $3.56 million. Insider selling also occurred, with Director James Owens selling 13,753 shares. Analysts currently have a "Hold" rating on DCI with an average price target of $100.20, after the company missed its quarterly EPS estimates.
Vanguard (DCI) reports 6.06M shares; 5.23% stake disclosed (03/31/2026)
Vanguard Capital Management disclosed a 5.23% passive stake in Donaldson Co Inc. (DCI) as of March 31, 2026, through a Schedule 13G filing. The investment firm reported beneficial ownership of 6,064,424 shares, with sole voting power over 881,090 shares and sole dispositive power over the full total. This filing typically indicates a passive investment aligned with ordinary business operations, rather than an activist intent, and was signed on April 29, 2026.
Vanguard Portfolio Management (DCI) reports 6,535,093 shares, 5.64% stake
Vanguard Portfolio Management has reported a beneficial ownership of 6,535,093 shares, representing a 5.64% stake in Donaldson Co Inc (DCI) as of March 31, 2026. The filing indicates Vanguard possesses sole voting power for 16,944 shares and sole dispositive power for all 6,535,093 shares. This passive investment is spread across various Vanguard funds and managed accounts.
Donaldson Stock Exhibits Strong Prospects Despite Persisting Headwinds
Donaldson Company (DCI) has shown strong share performance, outperforming the S&P 500 and its industry. The company benefits from a diversified product portfolio, new product development, and strategic acquisitions, although it faces challenges from inflation, supply chain issues, and currency fluctuations. Despite these headwinds, analysts are optimistic about its future growth, as reflected in upgraded earnings estimates.
Universal Beteiligungs und Servicegesellschaft mbH Purchases 33,242 Shares of Donaldson Company, Inc. $DCI
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Donaldson Company, Inc. (NYSE:DCI) by 88.2% in the fourth quarter, purchasing 33,242 shares to bring its total holdings to 70,931 shares valued at approximately $6.31 million. This increase occurred amidst insider selling by Director James Owens and other institutional investors modifying their positions. Donaldson reported mixed financial results, missing Q4 EPS and revenue estimates, and analysts currently rate the stock as "Hold" with a consensus price target of $100.20.
22,600 Shares in Donaldson Company, Inc. $DCI Acquired by AEGON ASSET MANAGEMENT UK Plc
AEGON Asset Management UK Plc has acquired a new stake of 22,600 shares in Donaldson Company, Inc. (NYSE:DCI) during the fourth quarter, valued at approximately $2.00 million. This comes as Director James Owens sold a significant portion of his holdings and the company missed Q4 EPS estimates. Analysts currently have an average "Hold" rating on the stock with a target price of $100.20.
Donaldson Company (NYSE:DCI) - Stock Analysis
This report provides a stock analysis for Donaldson Company (NYSE:DCI), highlighting its current share price of US$89.79, an analyst consensus target of US$96.4, indicating it is 6.9% undervalued. The company manufactures filtration systems, with earnings forecasted to grow 10.46% annually. The analysis covers valuation, growth, past performance, financial health, dividends, management, and ownership, and details recent news and updates, including various insider transactions and dividend announcements.
Evergreen Capital Management LLC Boosts Stake in Donaldson Company, Inc. $DCI
Evergreen Capital Management LLC significantly increased its stake in Donaldson Company, Inc. by 390.4% during the fourth quarter, now holding 15,883 shares valued at $1.408 million. Despite this, several brokerages have cut ratings and price targets, resulting in a "Hold" consensus on the stock. Donaldson recently missed quarterly earnings estimates and experienced insider selling.
How many employees work at Donaldson?
Donaldson Co., Inc. has 9,936 employees with a Year-over-Year growth rate of -2.4%, according to Revelio Labs' workforce intelligence data updated as of December 2025. The company specializes in filtration and contamination control technologies, serving various industries globally. Key metrics for Donaldson include an average salary of $62.7k and an average tenure of 5.1 years.
Sumitomo Mitsui Trust Group Inc. Invests $1.56 Million in Donaldson Company, Inc. $DCI
Sumitomo Mitsui Trust Group Inc. initiated a new position in Donaldson Company, Inc. (NYSE:DCI) during the fourth quarter, acquiring 17,545 shares valued at approximately $1.56 million. Other institutional investors have also adjusted their holdings in Donaldson, which currently has a consensus "Hold" rating and a target price of $100.20 from analysts. Insider selling activity has been noted, with Director James Owens selling 13,753 shares and other insiders selling a total of 19,800 shares recently.
Donaldson (NYSE:DCI) Director Sells $527,087.42 in Stock
Donaldson (NYSE:DCI) Director James Owens sold a total of 19,800 shares of company stock across three transactions between April 10th and April 14th, 2026, totaling approximately $1.77 million in proceeds. The largest sale occurred on April 13th, where he sold 5,921 shares for $527,087.42, reducing his ownership by 20.79%. This news follows Donaldson's Q4 earnings report, which missed analyst expectations for both EPS and revenue.
Insider Decision: James Owens Exercises Options At Donaldson For $865K
James Owens, a Director at Donaldson (NYSE: DCI), exercised stock options for 19,800 shares worth $865,392, as disclosed in a recent SEC filing. The exercise price was $44.49 per share, while the company's stock was trading at $88.2. Donaldson demonstrated strong revenue growth of 3.02% in the last quarter, though its market capitalization and earnings per share are below industry averages.
Robeco Institutional Asset Management B.V. Takes $17.11 Million Position in Donaldson Company, Inc. $DCI
Robeco Institutional Asset Management B.V. has acquired a new stake of 192,931 shares in Donaldson Company, Inc. (NYSE:DCI), valued at approximately $17.11 million. This makes them about a 0.17% owner of the company. Despite Director James Owens selling 13,753 shares, analysts maintain a "Moderate Buy" rating with a consensus price target of $100.20, while the company reported missing quarterly EPS estimates.
Donaldson (NYSE: DCI) director sells 19,800 shares after exercising options
Donaldson Company director James Owens exercised options for 19,800 common shares at prices between $42.26 and $48.96 per share, then sold all 19,800 shares on the open market at approximately $89 per share. After these transactions, Owens directly holds 22,565 shares of Donaldson common stock. The transactions were routine and fully compliant with SEC regulations, as indicated in the Form 4 filing.
DCI (NYSE: DCI) files Form 144 for 13,753-share sale via Morgan Stanley
Donaldson Company Inc. (DCI) has filed a Form 144 indicating a proposed sale of 13,753 shares of common stock, valued at approximately $1.2 million, through Morgan Stanley Smith Barney LLC. The sale stems from an exercise of options under a registered plan dated April 14, 2026. The filing also notes prior small dispositions by James J. Owens on April 13 and April 10, 2026.
Owens James, director at Donaldson, sells $1.76m in stock
Donaldson director Owens James sold 14,790 shares of DONALDSON Co INC (NYSE:DCI) stock for $1.76 million between April 10 and April 14, 2026, while also acquiring 19,790 shares through option exercises valued at $880,968. Following these transactions, James directly holds 22,565 shares. The company recently reported fiscal Q2 2026 earnings with an adjusted EPS of $0.83 and revenue of $896.3 million, both slightly below forecasts, leading to concerns among investors.
Owens James, director at Donaldson, sells $1.76m in stock
Donaldson director Owens James sold 14,790 shares of common stock worth $1.76 million between April 10 and April 14, 2026, while also acquiring 19,790 shares through option exercises valued at $880,968. Following these transactions, James directly owns 22,565 shares. This news comes as Donaldson Company reported a fiscal Q2 2026 earnings miss and margin pressures, with Morgan Stanley maintaining an Equalweight rating on the stock.
DCI (NYSE: DCI) Rule 144: 5,921-share sale, exercise of options (04/13/2026)
Donaldson Co Inc (NYSE: DCI) has filed a Rule 144 notice for the sale of 5,921 shares of Common Stock, related to the exercise of options under a registered plan, with the transaction dated April 13, 2026. The filing reveals an aggregate value of $527,055.45 for this sale and indicates 126 shares were sold in the past three months. The transaction was handled by Morgan Stanley Smith Barney LLC.
Donaldson Company Releases FY25 Sustainability Report, Advancing Filtration for a Thriving Future
Donaldson Company has released its fiscal 2025 Sustainability Report, highlighting significant progress in its "Filtration for a Thriving Future" strategy. The report details an 80% increase in renewable energy use since FY21, a more than 20% reduction in greenhouse gas emissions, and improved workplace safety with 20 sites operating injury-free. These achievements underscore the company's commitment to environmental stewardship, social responsibility, and innovative solutions.
Donaldson Company Releases FY25 Sustainability Report, Advancing Filtration for a Thriving Future
Donaldson Company, Inc. has released its fiscal 2025 Sustainability Report, highlighting progress in its "Filtration for a Thriving Future" strategy. The report details significant achievements in reducing greenhouse gas emissions, increasing renewable energy use by 80% since FY21, and improving workplace safety. Donaldson's efforts align with its purpose of advancing filtration for a cleaner world and contribute to six United Nations Sustainable Development Goals.
[144] DONALDSON Co INC SEC Filing
This article details an SEC Form 144 filing by Donaldson Co INC (DCI). The filing indicates an intent to sell 126 shares of common stock, acquired through the exercise of options, with an aggregate market value of $11,191.16 on April 10, 2026, via Morgan Stanley Smith Barney LLC. The document confirms no prior sales in the last three months and a neutral impact and sentiment regarding the filing.
Donaldson Co Inc - Enters Term Loan Credit Agreement On April 8, 2026 - SEC Filing
Donaldson Co Inc has entered into a term loan credit agreement on April 8, 2026, as disclosed in an SEC filing. This brief announcement, sourced from Refinitiv, indicates a financial activity by the company.
Donaldson (NYSE: DCI) secures $400M delayed draw term loan facility
Donaldson Company, Inc. (NYSE: DCI) has secured a new three-year, unsecured, delayed draw term loan credit facility of $400 million, with Wells Fargo Bank as the administrative agent. As of April 8, 2026, no amount has been drawn from this facility. The agreement includes financial covenants such as a consolidated interest coverage ratio of at least 3.5 to 1.00 and an adjusted debt-to-EBITDA ratio of no more than 3.50 to 1.00, with provisions for increased flexibility during a specified Material Acquisition.
Donaldson Co Inc - enters term loan credit agreement on April 8, 2026 - SEC filing
Donaldson Company, Inc. entered into a term loan credit agreement on April 8, 2026, as per an SEC filing. This report from MarketScreener's official publications highlights the company's latest financial action. The article also provides a company profile and links to recent news and financial data.
Donaldson (DCI) director receives 418-share stock award
Donaldson Co. director Christopher M. Hilger was granted 418 shares of common stock on April 3, 2026, at an indicated price of $85.23 per share. This compensation-related award increased his direct holdings to 15,799 shares and is not considered an open-market purchase. The transaction was reported in a Form 4 filing, which provides details on insider trading activities.
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.
