Donaldson (NYSE:DCI) Releases FY 2025 Earnings Guidance

Donaldson (NYSE:DCI) updated its FY 2025 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 3.640-3.700 for the period, compared to the consensus estimate of 3.600. The company issued revenue guidance of -, compared to the consensus revenue estimate of $3.7 billion.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Wall Street Zen downgraded Donaldson from a “strong-buy” rating to a “buy” rating in a report on Tuesday, March 4th. Stifel Nicolaus cut their price target on Donaldson from $70.00 to $63.00 and set a “hold” rating on the stock in a report on Monday, April 14th. One investment analyst has rated the stock with a sell rating, two have given a hold rating and two have assigned a buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $71.33.

Donaldson Stock Down 0.4%

Shares of Donaldson stock opened at $69.25 on Tuesday. The business’s fifty day moving average price is $66.19 and its two-hundred day moving average price is $68.93. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.85 and a quick ratio of 1.20. The company has a market capitalization of $8.28 billion, a P/E ratio of 20.13, a PEG ratio of 1.82 and a beta of 1.01. Donaldson has a 1-year low of $57.45 and a 1-year high of $78.95.

Donaldson Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 30th. Shareholders of record on Monday, June 16th will be paid a dividend of $0.30 per share. The ex-dividend date of this dividend is Monday, June 16th. This represents a $1.20 annualized dividend and a yield of 1.73%. This is an increase from Donaldson’s previous quarterly dividend of $0.27. Donaldson’s payout ratio is presently 31.58%.

Insider Buying and Selling at Donaldson

In other news, Director James Owens sold 18,700 shares of Donaldson stock in a transaction on Thursday, April 10th. The stock was sold at an average price of $62.02, for a total transaction of $1,159,774.00. Following the transaction, the director now directly owns 20,246 shares in the company, valued at approximately $1,255,656.92. This trade represents a 48.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, President Thomas R. Scalf sold 28,500 shares of Donaldson stock in a transaction on Monday, March 17th. The shares were sold at an average price of $69.22, for a total value of $1,972,770.00. Following the transaction, the president now owns 28,334 shares in the company, valued at approximately $1,961,279.48. This trade represents a 50.15% decrease in their ownership of the stock. The disclosure for this sale can be found here. 2.70% of the stock is owned by company insiders.

Hedge Funds Weigh In On Donaldson

Several hedge funds have recently modified their holdings of the company. Goldman Sachs Group Inc. increased its position in shares of Donaldson by 29.0% during the 1st quarter. Goldman Sachs Group Inc. now owns 279,525 shares of the industrial products company’s stock valued at $18,745,000 after purchasing an additional 62,864 shares during the period. Millennium Management LLC increased its position in shares of Donaldson by 428.6% during the 1st quarter. Millennium Management LLC now owns 223,976 shares of the industrial products company’s stock valued at $15,020,000 after purchasing an additional 181,602 shares during the period. Royal Bank of Canada grew its holdings in shares of Donaldson by 38.2% in the 1st quarter. Royal Bank of Canada now owns 102,128 shares of the industrial products company’s stock worth $6,848,000 after acquiring an additional 28,207 shares during the last quarter. Finally, Integrated Wealth Concepts LLC grew its holdings in shares of Donaldson by 16.5% in the 1st quarter. Integrated Wealth Concepts LLC now owns 3,479 shares of the industrial products company’s stock worth $233,000 after acquiring an additional 494 shares during the last quarter. 82.81% of the stock is currently owned by institutional investors and hedge funds.

Donaldson Company Profile

Donaldson Company, Inc manufactures and sells filtration systems and replacement parts worldwide. The company operates through three segments: Mobile Solutions, Industrial Solutions, and Life Sciences. Its Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems.