Donaldson Company Inc (DCI)

Currency in USD
90.60
+0.69(+0.77%)
Closed·
90.600.00(0.00%)
·
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Fair Value
Day's Range
89.1690.67
52 wk Range
79.42112.84
Key Statistics
Prev. Close
89.91
Open
90.59
Day's Range
89.16-90.67
52 wk Range
79.42-112.84
Volume
485.74K
Average Volume (3m)
738.84K
1-Year Change
12.3791%
Book Value / Share
15.22
Fair Value
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Fair Value Upside
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DCI Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
99.60
Upside
+9.93%
Members' Sentiments
Bearish
Bullish
ProTips
4 analysts have revised their earnings downwards for the upcoming period

Donaldson Company Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Neutral
Technical Indicators
Buy
Moving Averages
Neutral

Analyst Ratings

2 Buy
5 Hold
1 Sell
Ratings:
8 analysts
Overall Consensus
Neutral

Analysts 12-Month Price Target:

Average 99.60
(+9.93% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Stifel
Hold95.00+4.86%91.00Maintain28-08-2026
Baird
Buy110.00+21.41%105.00Maintain26-08-2026
Baird
Buy105.00+15.89%95.00Maintain19-08-2026
Stifel
Hold91.00+0.44%96.00Maintain04-06-2026
Baird
Buy95.00+4.86%104.00Maintain30-03-2026

Donaldson Company Inc Earnings Call Summary for Q4/2026

  • Donaldson reported Q4 adjusted EPS of $1.15 on revenue of $1.1B, beating estimates of $1.13 and $1.04B; shares rose 2.79% in premarket trading.
  • Company achieved record quarterly sales above $1B for first time, with operating margin hitting 17.5% and gross margin expanding to 36.7%.
  • Full-year fiscal 2026 sales reached $3.9B (up 5%) with record EPS of $3.98 (up 8%); returned $250M to shareholders via dividends and buybacks.
  • Management projects fiscal 2027 sales growth of 5.5%-9.5% and EPS of $4.22-$4.38, driven by Facet acquisition, pricing, and organic volume gains.
  • Industrial Solutions expected to grow mid-teens (half from Facet), Life Sciences up 7%-11%, Mobile Solutions up 2%-6%; power generation issues to improve mid-year.
Last Updated: 26-08-2026, 08:22 pm
Read Full Transcript

Earnings

Latest Release
26-08-2026
EPS / Forecast
1.15 / 1.13
Revenue / Forecast
1.1B / 1.04B
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 3.85%
Dividend Yield
1.43%
Industry Median 1.32%
Annualised payout
1.28
Paid quarterly
5-Years Growth
+7.59%
Growth Streak

DCI Income Statement

Compare DCI to Peers and Sector

Metrics to compare
DCI
Peers
Sector
Relationship
P/E Ratio
23.1x29.0x11.8x
PEG Ratio
0.887.190.03
Price/Book
6.0x5.0x1.4x
Price / LTM Sales
2.7x3.9x1.2x
Upside (Analyst Target)
4.9%22.3%28.4%
Fair Value Upside
Unlock3.1%8.3%Unlock

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 applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. 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.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
56.04M48.35%5.04B
Other Institutional Investors
49.78M42.94%4.48B
Public Companies & Retail Investors
10.09M8.71%907.26M
Total
115.91M100.00%10.42B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.10.30%1,19,41,76210,73,684
State Farm Mutual Automobile Insurance Company7.89%91,42,6178,22,013

FAQ

What Is the Donaldson (DCI) Share Price Today?

The Donaldson share price today is 90.60.

What is the current Donaldson (DCI) share price and day range?

As of 04-09-2026, the Donaldson share price is 90.60, with a previous close of 89.91. The share price has ranged from 89.16 to 90.67 today, while the 52-week range spans from 79.42 to 112.84.

What Is the Donaldson Market Cap?

As of today, Donaldson market cap is 10.50B.

Does Donaldson Pay Dividends? What's The Current Dividend Yield?

The Donaldson dividend yield is 1.43%.

What Is the Donaldson (DCI) Share Price Target?

The average 12-month share price target for Donaldson is 99.60, with a high estimate of 123 and a low estimate of 79. 2 analysts recommend buying, while 1 suggest selling, with an overall rating of Neutral and +9.93% Upside potential.

What Is Donaldson's Earnings Per Share (TTM)?

The Donaldson EPS (TTM) is 3.85.

When Is the Next Donaldson Earnings Date?

Donaldson will release its next earnings report on 02-12-2026.

From a Technical Analysis Perspective, Is DCI a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

What Stock Exchange Does Donaldson Trade On?

Donaldson is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for Donaldson?

The stock symbol for Donaldson is "DCI."

How Many Times Has Donaldson Stock Split?

Donaldson has split 8 times.

How Many Employees Does Donaldson Have?

Donaldson has 15000 employees.

What Is the DCI Premarket Price?

DCI's last pre-market stock price is 90.00. The pre-market share volume is 20.00, and the stock has changed by 0.09, or 0.10%.
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