Assessing Donaldson: Insights From 7 Financial Analysts
Benzinga Insights 8 months ago
Analyst Ratings
Donaldson (NYSE:DCI) underwent analysis by 7 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 2 | 2 | 3 | 0 | 0 |
| Last 30D | 1 | 0 | 0 | 0 | 0 |
| 1M Ago | 1 | 0 | 0 | 0 | 0 |
| 2M Ago | 0 | 1 | 1 | 0 | 0 |
| 3M Ago | 0 | 1 | 2 | 0 | 0 |
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $101.29, along with a high estimate of $123.00 and a low estimate of $84.00. This current average reflects an increase of 10.95% from the previous average price target of $91.29.
Deciphering Analyst Ratings: An In-Depth Analysis
In examining recent analyst actions, we gain insights into how financial experts perceive Donaldson. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Laurence Alexander | Jefferies | Raises | Buy | $123.00 | $120.00 |
| Laurence Alexander | Jefferies | Raises | Buy | $120.00 | $92.00 |
| Adam Farley | Stifel | Raises | Hold | $96.00 | $90.00 |
| Richard Eastman | Baird | Raises | Outperform | $100.00 | $96.00 |
| Richard Eastman | Baird | Raises | Outperform | $96.00 | $85.00 |
| Angel Castillo | Morgan Stanley | Raises | Equal-Weight | $84.00 | $72.00 |
| Nathan Jones | Stifel | Raises | Hold | $90.00 | $84.00 |
Key Insights:
- Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Donaldson. This insight gives a snapshot of analysts' perspectives on the current state of the company.
- Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Donaldson compared to the broader market.
- Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Donaldson's stock. This comparison reveals trends in analysts' expectations over time.
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Donaldson's market standing. Stay informed and make well-considered decisions with our Ratings Table.
Stay up to date on Donaldson analyst ratings.
All You Need to Know About Donaldson
Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.7 billion in revenue in its fiscal 2025.
Understanding the Numbers: Donaldson's Finances
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: Over the 3M period, Donaldson showcased positive performance, achieving a revenue growth rate of 3.92% as of 31 October, 2025. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Donaldson's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 12.18% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Donaldson's ROE excels beyond industry benchmarks, reaching 7.67%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 3.79%, the company showcases effective utilization of assets.
Debt Management: Donaldson's debt-to-equity ratio is below the industry average at 0.45, reflecting a lower dependency on debt financing and a more conservative financial approach.
Understanding the Relevance of Analyst Ratings
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
This article was generated by Benzinga's automated content engine and reviewed by an editor.