Donaldson Company Inc (DCI)

Currency in USD
89.09
+0.57(+0.64%)
Closed·
89.090.00(0.00%)
·
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Fair Value
Day's Range
87.6989.34
52 wk Range
69.03112.84
Key Statistics
Prev. Close
88.52
Open
88.54
Day's Range
87.69-89.34
52 wk Range
69.03-112.84
Volume
654K
Average Volume (3m)
728.31K
1-Year Change
25.021%
Book Value / Share
14.64
Fair Value
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Fair Value Upside
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DCI Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
96.80
Upside
+8.65%
Members' Sentiments
Bearish
Bullish
ProTips
6 analysts have revised their earnings downwards for the upcoming period

Donaldson Company Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Neutral
Technical Indicators
Sell
Moving Averages
Strong Buy

Analyst Ratings

2 Buy
5 Hold
1 Sell
Ratings:
8 analysts
Overall Consensus
Neutral

Analysts 12-Month Price Target:

Average 96.80
(+8.65% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Stifel
Hold91.00+2.14%96.00MaintainJun 04, 2026
Baird
Buy95.00+6.63%104.00MaintainMar 30, 2026
Morgan Stanley
Hold93.00+4.39%-MaintainMar 09, 2026
Baird
Buy104.00+16.74%110.00MaintainFeb 27, 2026
Stifel
Hold96.00+7.76%96.00MaintainFeb 24, 2026

Donaldson Company Inc Earnings Call Summary for Q3/2026

  • Q3 revenue hit record $995.1M (up 6% YoY); EPS of $1.06 beat forecast of $1.05, driving 3.97% pre-market stock gain to $85.04
  • Operating margin reached all-time high of 16.6%; strong growth in Mobile Solutions and Life Sciences offset Industrial segment weakness
  • Full-year guidance: 3-5% organic sales growth with EPS projected at $3.94-$4.01; significant margin expansion expected in future periods
  • CEO Lewis cited diversified business model strength; temporary operational challenges anticipated to resolve by mid-2027
  • Stock trades at P/E of 26.14 with $9.82B market cap; company maintains strong 24% ROE and 'GOOD' financial health rating
Last Updated: 2026-06-02, 11:00 a/m
Read Full Transcript

Earnings

Latest Release
Jun 02, 2026
EPS / Forecast
1.06 / 1.05
Revenue / Forecast
995.1M / 974.25M
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 3.72%
Dividend Yield
1.45%
Industry Median 1.45%
Annualized payout
1.28
Paid quarterly
5-Years Growth
+8.02%
Growth Streak

DCI Income Statement

Compare DCI to Peers and Sector

Metrics to compare
DCI
Peers
Sector
Relationship
P/E Ratio
23.5x34.3x12.3x
PEG Ratio
0.973.060.03
Price/Book
6.1x5.1x1.4x
Price / LTM Sales
2.7x4.1x1.2x
Upside (Analyst Target)
6.6%14.9%23.7%
Fair Value Upside
Unlock−7.8%6.1%Unlock

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
53.72M46.35%4.76B
Other Institutional Investors
49.82M42.98%4.41B
Public Companies & Retail Investors
12.37M10.67%1.10B
Total
115.91M100.00%10.26B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.9.67%11,210,019992,311
State Farm Mutual Automobile Insurance Company7.89%9,142,617809,304

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FAQ

What Is the Donaldson (DCI) Stock Price Today?

The Donaldson stock price today is 89.09 USD.

What Stock Exchange Does Donaldson Trade On?

Donaldson is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for Donaldson?

The stock symbol for Donaldson is "DCI."

Does Donaldson Pay Dividends? What’s The Current Dividend Yield?

The Donaldson dividend yield is 1.43%.

What Is the Donaldson Market Cap?

As of today, Donaldson market cap is 10.33B USD.

What Is Donaldson's Earnings Per Share (TTM)?

The Donaldson EPS (TTM) is 3.72.

When Is the Next Donaldson Earnings Date?

Donaldson will release its next earnings report on Sep 02, 2026.

From a Technical Analysis Perspective, Is DCI a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Donaldson Stock Split?

Donaldson has split 8 times.

How Many Employees Does Donaldson Have?

Donaldson has 15000 employees.

What is the current trading status of Donaldson (DCI)?

As of Jul 04, 2026, Donaldson (DCI) is trading at a price of 89.09 USD, with a previous close of 88.52 USD. The stock has fluctuated within a day range of 87.69 USD to 89.34 USD, while its 52-week range spans from 69.03 USD to 112.84 USD.

What Is Donaldson (DCI) Price Target According to Analysts?

The average 12-month price target for Donaldson is 96.80 USD, with a high estimate of 123 USD and a low estimate of 79 USD. 2 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Neutral. The stock has an +8.65% Upside potential.
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