Donaldson Company, Inc. $DCI Shares Purchased by Geode Capital Management LLC

Geode Capital Management LLC increased its stake in shares of Donaldson Company, Inc. (NYSE:DCI) by 0.6% in the 4th quarter, HoldingsChannel reports. The firm owned 2,846,214 shares of the industrial products company’s stock after purchasing an additional 15,674 shares during the period. Geode Capital Management LLC’s holdings in Donaldson were worth $252,386,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of DCI. William Blair Investment Management LLC grew its stake in Donaldson by 26,235.7% during the 4th quarter. William Blair Investment Management LLC now owns 1,707,872 shares of the industrial products company’s stock worth $151,420,000 after purchasing an additional 1,701,387 shares in the last quarter. Victory Capital Management Inc. grew its stake in Donaldson by 6,069.9% during the 3rd quarter. Victory Capital Management Inc. now owns 1,178,884 shares of the industrial products company’s stock worth $96,492,000 after purchasing an additional 1,159,777 shares in the last quarter. Arbejdsmarkedets Tillaegspension acquired a new position in Donaldson during the 4th quarter worth $22,872,000. Robeco Institutional Asset Management B.V. acquired a new position in Donaldson during the 4th quarter worth $17,105,000. Finally, Millennium Management LLC lifted its holdings in Donaldson by 428.6% during the 1st quarter. Millennium Management LLC now owns 223,976 shares of the industrial products company’s stock worth $15,020,000 after buying an additional 181,602 shares during the last quarter. 82.81% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Donaldson

In other news, Director James Owens sold 13,753 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $89.21, for a total value of $1,226,905.13. Following the completion of the sale, the director directly owned 22,565 shares of the company’s stock, valued at approximately $2,013,023.65. The trade was a 37.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last ninety days, insiders sold 19,800 shares of company stock valued at $1,765,184. 2.20% of the stock is currently owned by insiders.

Donaldson Stock Up 5.1%

Shares of NYSE DCI opened at $85.93 on Wednesday. The company has a market capitalization of $9.95 billion, a price-to-earnings ratio of 26.85, a price-to-earnings-growth ratio of 2.06 and a beta of 0.95. The company has a debt-to-equity ratio of 0.43, a current ratio of 2.29 and a quick ratio of 1.46. The business has a 50-day moving average of $85.78 and a two-hundred day moving average of $91.80. Donaldson Company, Inc. has a 1 year low of $67.71 and a 1 year high of $112.84.

Donaldson (NYSE:DCI) last posted its earnings results on Tuesday, June 2nd. The industrial products company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.05 by $0.01. Donaldson had a return on equity of 29.85% and a net margin of 10.09%.The business had revenue of $995.10 million during the quarter, compared to the consensus estimate of $973.65 million. During the same period in the previous year, the business earned $0.99 EPS. The business’s quarterly revenue was up 5.9% on a year-over-year basis. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. On average, analysts forecast that Donaldson Company, Inc. will post 3.97 earnings per share for the current fiscal year.

Donaldson Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th will be issued a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, June 15th. This is an increase from Donaldson’s previous quarterly dividend of $0.30. Donaldson’s dividend payout ratio (DPR) is presently 37.50%.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on DCI shares. Robert W. Baird decreased their price target on Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a report on Monday, March 30th. Wall Street Zen downgraded Donaldson from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Morgan Stanley decreased their price target on Donaldson from $93.00 to $91.00 and set an “equal weight” rating for the company in a report on Monday, March 9th. Weiss Ratings downgraded Donaldson from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, April 15th. Finally, UBS Group set a $96.00 price target on Donaldson in a report on Tuesday, February 24th. Two investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Donaldson presently has an average rating of “Hold” and an average target price of $100.20.

Key Donaldson News

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Donaldson reported fiscal Q3 EPS of $1.06, topping estimates, while revenue rose 5.9% year over year to $995.1 million and also beat Wall Street targets. Article Title
• Positive Sentiment: The company issued FY2026 guidance for EPS of $3.94-$4.01 and revenue of $3.8 billion-$3.9 billion, with sales outlooks near consensus and room for upside if execution stays strong. Article Title
• Positive Sentiment: Management highlighted record third-quarter fiscal 2026 sales and earnings, with GAAP net income nearly doubling from a year ago, reinforcing the strength of Donaldson’s filtration businesses. Article Title
• Positive Sentiment: Donaldson also raised its quarterly dividend by 6.7% to $0.32 per share, signaling confidence in cash flow and continued shareholder returns. Article Title
• Neutral Sentiment: Investors are also parsing details from the earnings call and transcript for updates on segment growth, cost pressures, and the integration of Facet, which may affect the stock’s next move. Article Title

Donaldson Profile

Donaldson Company, Inc (NYSE: DCI) is a global provider of filtration systems and replacement parts for a wide range of industries. The company develops and manufactures air, liquid and gas filtration solutions for engine and industrial applications, helping customers improve performance, lower emissions and extend equipment life. Donaldson’s product portfolio includes engine air intake filters, fuel filters, hydraulic filters, compressor filters, dust collection systems and gas turbine air intake systems.

Serving markets such as agriculture, construction, mining, power generation, aerospace and original equipment manufacturing, Donaldson operates through two primary business segments: Engine Products and Industrial Products.