Donaldson Company, Inc. DCI
Set alert
At close · Oct 30
After hours · Oct 30, 5:55 PM ET
- YTD
- -6.43%
- 1 year
- -0.87%
- Open
- 84.84
- Prev close
- 85.29
- Mkt cap
- 9.61B
- Vol
- 763.90K
- Avg vol
- 626.38K
- EPS
- 3.85
- P/E
- 21.55
- Div yield
- 1.45%
More statistics
- Low
- 82.50
- High
- 85.68
- Forward P/E
- 17.02
- Beta
- 0.87
- Short ratio
- 4.86
- Inst. own
- 93.68%
- Dividend
- 1.24
- Ex-div date
- Aug 16, 2026
- Earnings
- Dec 3, 2026
- 50-d avg
- 88.38
- 200-d avg
- 90.73
- 1y target
- 100.40
2Y chart
Events in this range
- Dec 9, 2024Dividend: 0.27
- Feb 13, 2025Dividend: 0.27
- Jun 16, 2025Dividend: 0.3
- Aug 12, 2025Dividend: 0.3
- Aug 27, 2025Earnings: 1.03; estimate 1.02; surprise 0.98%
- Dec 4, 2025Earnings: 0.94; estimate 0.923; surprise 1.84%
- Dec 5, 2025Dividend: 0.3
- Feb 12, 2026Dividend: 0.3
- Feb 26, 2026Earnings: 0.83; estimate 0.9; surprise -7.78%
- Mar 9, 2026Rating: Morgan Stanley · Equal-Weight → Equal-Weight
- Mar 30, 2026Rating: Baird · Outperform → Outperform
- Jun 2, 2026Earnings: 1.06; estimate 1.05; surprise 0.95%
- Jun 4, 2026Rating: Stifel · Hold → Hold
- Jun 15, 2026Dividend: 0.32
- Aug 17, 2026Dividend: 0.32
- Aug 19, 2026Rating: Baird · Outperform → Outperform
- Aug 26, 2026Earnings: 1.15; estimate 1.13; surprise 1.77%
- Aug 27, 2026Rating: Baird · Outperform → Outperform
- Sep 29, 2026Rating: Morgan Stanley · Equal-Weight → Equal-Weight
Signals (103)
| Name | Date | Ago |
|---|---|---|
| MACD: Sell Signal | Oct 23, 2026 | 1 week ago |
| MACD: Buy Signal | Sep 28, 2026 | 1 month ago |
| SMA: Bearish | Aug 31, 2026 | 2 months ago |
| SMA: Bearish | Aug 28, 2026 | 2 months ago |
| MACD: Sell Signal | Aug 13, 2026 | 2 months ago |
| RSI: Overbought | Aug 7, 2026 | 2 months ago |
| RSI: Overbought | Aug 4, 2026 | 2 months ago |
| RSI: Overbought | Jul 28, 2026 | 3 months ago |
| MACD: Buy Signal | Jul 22, 2026 | 3 months ago |
| SMA: Bullish | Jul 21, 2026 | 3 months ago |
| MACD: Sell Signal | Jul 21, 2026 | 3 months ago |
| SMA: Bearish | Jul 20, 2026 | 3 months ago |
| SMA: Bullish | Jul 16, 2026 | 3 months ago |
| SMA: Bearish | Jul 15, 2026 | 3 months ago |
| SMA: Bullish | Jul 14, 2026 | 3 months ago |
| SMA: Bearish | Jul 8, 2026 | 3 months ago |
| SMA: Bullish | Jul 6, 2026 | 3 months ago |
| SMA: Bearish | Jul 1, 2026 | 4 months ago |
| SMA: Bullish | Jun 30, 2026 | 4 months ago |
| SMA: Bearish | Jun 26, 2026 | 4 months ago |
| SMA: Bullish | Jun 25, 2026 | 4 months ago |
| SMA: Bullish | Jun 24, 2026 | 4 months ago |
| SMA: Bearish | Jun 23, 2026 | 4 months ago |
| SMA: Bullish | Jun 22, 2026 | 4 months ago |
| SMA: Bearish | Jun 17, 2026 | 4 months ago |
| SMA: Bullish | Jun 12, 2026 | 4 months ago |
| SMA: Bearish | Jun 10, 2026 | 4 months ago |
| SMA: Bullish | Jun 9, 2026 | 4 months ago |
| MACD: Buy Signal | Jun 2, 2026 | 5 months ago |
| MACD: Sell Signal | Jun 1, 2026 | 5 months ago |
| MACD: Buy Signal | May 26, 2026 | 5 months ago |
| SMA: Bearish | May 7, 2026 | 5 months ago |
| SMA: Bullish | May 6, 2026 | 5 months ago |
| MACD: Sell Signal | May 4, 2026 | 6 months ago |
| SMA: Bearish | May 1, 2026 | 6 months ago |
| SMA: Bullish | Apr 23, 2026 | 6 months ago |
| SMA: Bearish | Apr 22, 2026 | 6 months ago |
| SMA: Bullish | Apr 6, 2026 | 6 months ago |
| SMA: Bearish | Apr 2, 2026 | 7 months ago |
| SMA: Bullish | Apr 1, 2026 | 7 months ago |
| RSI: Oversold | Mar 30, 2026 | 7 months ago |
| SMA: Bearish | Mar 26, 2026 | 7 months ago |
| MACD: Buy Signal | Mar 25, 2026 | 7 months ago |
| SMA: Bullish | Mar 23, 2026 | 7 months ago |
| SMA: Bearish | Mar 18, 2026 | 7 months ago |
| RSI: Oversold | Mar 6, 2026 | 7 months ago |
| SMA: Bearish | Feb 26, 2026 | 8 months ago |
| RSI: Oversold | Feb 26, 2026 | 8 months ago |
| MACD: Sell Signal | Feb 18, 2026 | 8 months ago |
| RSI: Overbought | Feb 4, 2026 | 8 months ago |
| MACD: Buy Signal | Feb 3, 2026 | 9 months ago |
| MACD: Sell Signal | Feb 2, 2026 | 9 months ago |
| RSI: Overbought | Jan 29, 2026 | 9 months ago |
| RSI: Overbought | Jan 21, 2026 | 9 months ago |
| RSI: Overbought | Jan 14, 2026 | 9 months ago |
| MACD: Buy Signal | Jan 9, 2026 | 9 months ago |
| MACD: Sell Signal | Dec 16, 2025 | 10 months ago |
| MACD: Buy Signal | Dec 4, 2025 | 11 months ago |
| RSI: Overbought | Dec 4, 2025 | 11 months ago |
| MACD: Sell Signal | Dec 3, 2025 | 11 months ago |
| RSI: Overbought | Nov 25, 2025 | 11 months ago |
| MACD: Buy Signal | Nov 24, 2025 | 11 months ago |
| MACD: Sell Signal | Nov 17, 2025 | 11 months ago |
| RSI: Overbought | Nov 7, 2025 | 11 months ago |
| RSI: Overbought | Nov 5, 2025 | 12 months ago |
| MACD: Buy Signal | Oct 31, 2025 | 1 year ago |
| MACD: Sell Signal | Oct 22, 2025 | 1 year ago |
| MACD: Buy Signal | Oct 21, 2025 | 1 year ago |
| MACD: Sell Signal | Sep 15, 2025 | 1 year ago |
| RSI: Overbought | Sep 5, 2025 | 1 year ago |
| RSI: Overbought | Aug 27, 2025 | 1 year ago |
| RSI: Overbought | Aug 13, 2025 | 1 year ago |
| MACD: Buy Signal | Aug 5, 2025 | 1 year ago |
| MACD: Sell Signal | Aug 1, 2025 | 1 year ago |
| MACD: Buy Signal | Jul 23, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 15, 2025 | 1 year ago |
| MACD: Buy Signal | Jul 1, 2025 | 1 year ago |
| MACD: Sell Signal | May 23, 2025 | 1 year ago |
| SMA: Bullish | May 8, 2025 | 1 year ago |
| SMA: Bearish | May 6, 2025 | 1 year ago |
| SMA: Bullish | May 2, 2025 | 1 year ago |
| MACD: Buy Signal | Apr 22, 2025 | 1 year ago |
| RSI: Oversold | Apr 4, 2025 | 1 year ago |
| MACD: Sell Signal | Mar 28, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 26, 2025 | 1 year ago |
| MACD: Sell Signal | Mar 20, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 19, 2025 | 1 year ago |
| MACD: Sell Signal | Mar 13, 2025 | 1 year ago |
| SMA: Bearish | Mar 11, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 7, 2025 | 1 year ago |
| SMA: Bullish | Mar 6, 2025 | 1 year ago |
| SMA: Bearish | Feb 12, 2025 | 1 year ago |
| MACD: Sell Signal | Feb 12, 2025 | 1 year ago |
| SMA: Bullish | Feb 11, 2025 | 1 year ago |
| SMA: Bearish | Jan 31, 2025 | 1 year ago |
| SMA: Bullish | Jan 30, 2025 | 1 year ago |
| SMA: Bearish | Jan 27, 2025 | 1 year ago |
| SMA: Bullish | Jan 24, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 7, 2025 | 1 year ago |
| RSI: Oversold | Dec 27, 2024 | 1 year ago |
| RSI: Oversold | Dec 18, 2024 | 1 year ago |
| RSI: Overbought | Nov 29, 2024 | 1 year ago |
| RSI: Overbought | Nov 22, 2024 | 1 year ago |
Key statistics
- Market cap
- 9.57B
- Enterprise value
- 11.02B
- Trailing P/E
- 21.47
- Forward P/E
- 17.02
- PEG ratio
- 1.57
- Price / sales
- 2.46
- Price / book
- 5.43
- EPS (TTM)
- 3.85
- Beta
- 0.87
- Dividend yield
- 1.45%
- Payout ratio
- 31.69%
- Profit margin
- 11.68%
- Revenue (TTM)
- 3.89B
- Revenue growth
- 8.00%
- Free cash flow
- 321.85M
- Total cash
- 250.40M
- Total debt
- 1.38B
- Return on equity
- 28.21%
- Shares outstanding
- 115.82M
- Short % of float
- 2.84%
- 50-day average
- 88.38
- 200-day average
- 90.73
Analyst view
Consensus: hold
- Target (low)
- 79.00
- Target (mean)
- 100.40
- Target (high)
- 123.00
- Strong buy0
- Buy2
- Hold5
- Sell0
- Strong sell1
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 | 0.97 | — | — | — |
| 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 Company to Present at the Gabelli Funds 50th Annual Automotive Symposium
- Morgan Stanley Maintains Equal-Weight on Donaldson, Raises Price Target to $95
- Baird Maintains Outperform on Donaldson, Raises Price Target to $110
- Full Transcript: Donaldson Q4 2026 Earnings Call
- Donaldson Sees FY2027 GAAP EPS $4.22-$4.38 vs $4.34 Est; Sees Sales $4.099B-$4.255B vs $4.134B Est
- Donaldson Q4 Adj. EPS $1.15 Beats $1.13 Estimate, Sales $1.059B Beat $1.043B Estimate
- Palo Alto To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Wednesday
- Baird Maintains Outperform on Donaldson, Raises Price Target to $105
- Tom Lee's Small-Cap Granny Shots ETF Reloads: First Solar, Zoom Among 10 New Buys
- Stifel Maintains Hold on Donaldson, Lowers Price Target to $91
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 | Conversion of Exercise of derivative security | Mar 25, 2026 | 29,267 |
| CARPENTER TOD E | Chief Executive Officer | Stock Award(Grant) | Sep 23, 2026 | 341,350 |
| DAHLGREN ANDREW C | President | Conversion of Exercise of derivative security | 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 | 987.23M | Jun 29, 2026 |
| State Farm Mutual Automobile Insurance Co | 7.89% | 9,142,617 | 755.82M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 5.63% | 6,523,217 | 539.27M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.53% | 5,249,585 | 433.98M | Jun 29, 2026 |
| State Street Corporation | 4.34% | 5,031,135 | 415.92M | Jun 29, 2026 |
| FMR, LLC | 3.40% | 3,932,243 | 325.08M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 3.56% | 4,128,779 | 341.33M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.18% | 3,679,844 | 304.21M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.29% | 2,655,281 | 219.51M | Jun 29, 2026 |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | 1.89% | 2,188,402 | 180.92M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.45% | 1,682,525 | 139.09M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.15% | 1,327,163 | 109.72M | Jun 29, 2026 |