Donaldson Company, Inc. DCI
At closeNov 5, 2026, 5:05 PM EST
After hours · Nov 5, 5:05 PM ET
- YTD
- -6.08%
- 1 year
- -3.72%
- Market cap
- 9.64B
- Revenue (ttm)
- 3.89B
- Profit margin
- 11.68%
- EPS (ttm)
- 3.75
- Shares out
- 115.82M
- P/E ratio
- 22.21
- Forward P/E
- 17.62
- Dividend
- 1.24 (1.44%)
- Ex-dividend date
- Aug 16, 2026
- YTD return
- -6.08%
- 1-year return
- -3.72%
- Volume
- 733.13K
- Avg volume
- 632.51K
- Open
- 85.84
- Previous close
- 85.52
- Day's range
- 82.95 – 86.71
- 52-week range
- 79.61 – 112.84
- Beta
- 0.88
- Analysts
- Buy
- Price target
- 100.40 (+20.6%)
- Earnings date
- Dec 3, 2026
5D -1.57 (-1.85%)
Key statistics
- Enterprise value
- 11.09B
- PEG ratio
- 1.58
- Price / sales
- 2.55
- Price / book
- 5.63
- Dividend yield
- 1.44%
- Payout ratio
- 31.69%
- Revenue growth
- 8.00%
- Free cash flow
- 321.85M
- Total cash
- 250.40M
- Total debt
- 1.38B
- Return on equity
- 28.21%
- Short % of float
- 2.84%
- 50-day average
- 87.91
- 200-day average
- 90.50
Analyst view
Consensus: buy
- Target (low)
- 79.00
- Target (mean)
- 100.40
- Target (high)
- 123.00
- Strong buy0
- Buy2
- Hold6
- Sell0
- Strong sell0
Next earnings
Dec 3, 2026
Expected Dec 3, 2026. Consensus EPS estimate 0.96667.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Dec 3, 2026 | Oct 31, 2026 | 0.974 | — | — | — |
| Aug 26, 2026 | Jul 31, 2026 | 1.13 | 1.15 | +0.02 | +1.77% |
| Jun 2, 2026 | Apr 30, 2026 | 1.05 | 1.06 | +0.01 | +0.95% |
| Feb 26, 2026 | Jan 31, 2026 | 0.90 | 0.83 | -0.07 | -7.78% |
| Dec 4, 2025 | Oct 31, 2025 | 0.923 | 0.94 | +0.02 | +1.84% |
| Aug 27, 2025 | Jul 31, 2025 | 1.02 | 1.03 | +0.01 | +0.98% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Sep 29, 2026 | Morgan Stanley | main | Equal-Weight | Equal-Weight |
| Aug 27, 2026 | Baird | main | Outperform | Outperform |
| Aug 19, 2026 | Baird | main | Outperform | Outperform |
| Jun 4, 2026 | Stifel | main | Hold | Hold |
| Mar 30, 2026 | Baird | main | Outperform | Outperform |
| Mar 9, 2026 | Morgan Stanley | main | Equal-Weight | Equal-Weight |
About Donaldson Company, Inc.
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 platforms, missile systems, and ground defense vehicles and naval platforms. This segment sells its products to various distributors, OEMs, and direct-to-consumer. 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.
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- Country
- United States
- Website
- donaldson.com
News
Donaldson to Webcast First Quarter Fiscal 2027 Earnings Conference Call 
Donaldson Maps Growth Strategy, $830M Facet Deal and Margin Expansion 
Donaldson Introduces Alpha-Pore™ Technology Platform for Extended Sterile Filtration Performance 
Donaldson Company to Present at the Gabelli Funds 50th Annual Automotive Symposium 
Donaldson Appoints Jeff Stierman President of Industrial Solutions 
Donaldson Appoints Jeff Stierman President of Industrial Solutions 
4 Pollution Control Stocks to Watch on Robust Industry Trends 
Donaldson: The Replacement Filter Business Has A Second Engine 
Morgan Stanley Maintains Equal-Weight on Donaldson, Raises Price Target to $95 
Why Is Donaldson (DCI) Down 6.3% Since Last Earnings Report?
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BECKER AMY C. | Officer | Stock Award(Grant) | Sep 23, 2026 | 60,837 |
| BRISENO DEIBERT GUILLERMO | President | Sale | Mar 25, 2026 | 29,267 |
| CARPENTER TOD E | Chief Executive Officer | Stock Award(Grant) | Sep 23, 2026 | 341,350 |
| DAHLGREN ANDREW C | President | Sale | Aug 27, 2025 | 19,956 |
| LEWIS RICHARD BRENT | President | Stock Award(Grant) | Sep 23, 2026 | 53,771 |
| OBERTON WILLARD D | Director | Stock Award(Grant) | Jul 6, 2025 | 29,834 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 10.31% | 11,941,762 | 1.02B | Jun 29, 2026 |
| State Farm Mutual Automobile Insurance Co | 7.89% | 9,142,617 | 782.52M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 5.63% | 6,523,217 | 558.32M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.53% | 5,249,585 | 449.31M | Jun 29, 2026 |
| State Street Corporation | 4.34% | 5,031,135 | 430.61M | Jun 29, 2026 |
| FMR, LLC | 3.40% | 3,932,243 | 336.56M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 3.56% | 4,128,779 | 353.38M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.18% | 3,679,844 | 314.96M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.29% | 2,655,281 | 227.27M | Jun 29, 2026 |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | 1.89% | 2,188,402 | 187.31M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.45% | 1,682,525 | 144.01M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.15% | 1,327,163 | 113.59M | Jun 29, 2026 |