Key Points
- Donaldson CFO Bradley Pogalz sold 566 shares on Dec. 9 at an average price of $91.57 for $51,828.62, leaving him with 434 shares—a 56.6% reduction in his ownership.
- Donaldson slightly beat quarterly expectations (EPS $0.94 vs. $0.93; revenue $935.4M vs. $922.7M), set FY2026 guidance of 3.950–4.110 EPS, and trades around $92.58 with a market cap near $10.7B and an average analyst target of $93.33 ("Moderate Buy").
- The company declared a quarterly dividend of $0.30 (annualized $1.20, yield ~1.3%); the ex-dividend date was Dec. 5 and the payment date is Dec. 22.
Donaldson Company, Inc. (NYSE:DCI - Get Free Report) CFO Bradley Pogalz sold 566 shares of the firm's stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $91.57, for a total transaction of $51,828.62. Following the sale, the chief financial officer owned 434 shares in the company, valued at approximately $39,741.38. The trade was a 56.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link.
Donaldson Stock Up 0.5%
Donaldson stock traded up $0.43 during mid-day trading on Thursday, reaching $92.58. The company's stock had a trading volume of 24,581 shares, compared to its average volume of 606,265. The company has a market capitalization of $10.68 billion, a price-to-earnings ratio of 28.82, a price-to-earnings-growth ratio of 2.23 and a beta of 0.99. Donaldson Company, Inc. has a 12 month low of $57.45 and a 12 month high of $95.00. The business's 50 day simple moving average is $85.72 and its 200 day simple moving average is $77.96. The company has a debt-to-equity ratio of 0.44, a quick ratio of 1.39 and a current ratio of 2.15.
Donaldson (NYSE:DCI - Get Free Report) last posted its quarterly earnings results on Thursday, December 4th. The industrial products company reported $0.94 EPS for the quarter, topping analysts' consensus estimates of $0.93 by $0.01. The business had revenue of $935.40 million during the quarter, compared to analysts' expectations of $922.68 million. Donaldson had a return on equity of 30.24% and a net margin of 10.25%.Donaldson's quarterly revenue was up 3.9% on a year-over-year basis. During the same quarter last year, the company posted $0.83 earnings per share. Donaldson has set its FY 2026 guidance at 3.950-4.110 EPS. As a group, research analysts anticipate that Donaldson Company, Inc. will post 3.64 earnings per share for the current year.
Donaldson Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Monday, December 22nd. Investors of record on Friday, December 5th will be paid a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Friday, December 5th. Donaldson's payout ratio is 37.38%.
Institutional Investors Weigh In On Donaldson
A number of hedge funds and other institutional investors have recently bought and sold shares of DCI. True Wealth Design LLC lifted its holdings in Donaldson by 203.7% during the 3rd quarter. True Wealth Design LLC now owns 325 shares of the industrial products company's stock worth $27,000 after purchasing an additional 218 shares in the last quarter. SJS Investment Consulting Inc. lifted its holdings in shares of Donaldson by 3,680.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 378 shares of the industrial products company's stock worth $31,000 after acquiring an additional 368 shares during the last quarter. Hantz Financial Services Inc. boosted its holdings in shares of Donaldson by 5,112.5% in the 2nd quarter. Hantz Financial Services Inc. now owns 417 shares of the industrial products company's stock worth $29,000 after purchasing an additional 409 shares in the last quarter. NewSquare Capital LLC bought a new position in Donaldson during the second quarter valued at approximately $34,000. Finally, Brooklyn Investment Group grew its holdings in shares of Donaldson by 113.9% during the 1st quarter. Brooklyn Investment Group now owns 601 shares of the industrial products company's stock valued at $40,000 after purchasing an additional 320 shares during the last quarter. Institutional investors own 82.81% of the company's stock.
Analyst Ratings Changes
A number of equities research analysts have weighed in on DCI shares. Morgan Stanley raised Donaldson from an "underweight" rating to an "equal weight" rating and raised their target price for the company from $72.00 to $84.00 in a report on Monday, November 24th. Weiss Ratings reiterated a "buy (b)" rating on shares of Donaldson in a report on Tuesday, October 14th. Wall Street Zen raised Donaldson from a "hold" rating to a "buy" rating in a research note on Friday, October 3rd. Robert W. Baird set a $100.00 target price on Donaldson in a research report on Friday, December 5th. Finally, Stifel Nicolaus upped their target price on shares of Donaldson from $90.00 to $96.00 and gave the stock a "hold" rating in a report on Friday, December 5th. Two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Donaldson presently has an average rating of "Moderate Buy" and an average target price of $93.33.
Get Our Latest Stock Analysis on Donaldson
Donaldson Company Profile
(
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Donaldson Company, Inc manufactures and sells filtration systems and replacement parts worldwide. The company operates through three segments: Mobile Solutions, Industrial Solutions, and Life Sciences. Its Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems.
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