Donaldson Company, Inc. (NYSE:DCI) Receives Average Rating of “Moderate Buy” from Analysts

Shares of Donaldson Company, Inc. (NYSE:DCI) have received a consensus recommendation of “Moderate Buy” from the five ratings firms that are covering the company, MarketBeat Ratings reports. Two analysts have rated the stock with a hold rating and three have issued a buy rating on the company. The average 12-month price objective among brokerages that have covered the stock in the last year is $97.8333.

Several equities research analysts recently weighed in on the company. Wall Street Zen raised Donaldson from a “hold” rating to a “buy” rating in a report on Saturday. Weiss Ratings raised Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday. Stifel Nicolaus decreased their price target on Donaldson from $96.00 to $91.00 and set a “hold” rating for the company in a report on Thursday. UBS Group set a $96.00 price target on Donaldson in a report on Tuesday, February 24th. Finally, Robert W. Baird decreased their price target on Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a report on Monday, March 30th.

Insider Transactions at Donaldson

In other Donaldson news, Director James Owens sold 13,753 shares of the stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $89.21, for a total value of $1,226,905.13. Following the completion of the transaction, the director owned 22,565 shares in the company, valued at approximately $2,013,023.65. This represents a 37.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders sold a total of 19,800 shares of company stock valued at $1,765,184 in the last three months. Corporate insiders own 2.20% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. JPMorgan Chase & Co. increased its holdings in shares of Donaldson by 5.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 490,001 shares of the industrial products company’s stock valued at $40,108,000 after acquiring an additional 25,156 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Donaldson by 3,094.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 44,377 shares of the industrial products company’s stock valued at $3,934,000 after acquiring an additional 42,988 shares during the last quarter. Artemis Investment Management LLP bought a new stake in shares of Donaldson in the 4th quarter valued at approximately $1,494,000. Dimensional Fund Advisors LP increased its holdings in shares of Donaldson by 1.0% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,994,211 shares of the industrial products company’s stock valued at $163,218,000 after acquiring an additional 20,478 shares during the last quarter. Finally, First National Bank of Omaha bought a new stake in shares of Donaldson in the 3rd quarter valued at approximately $483,000. Hedge funds and other institutional investors own 82.81% of the company’s stock.

Donaldson Stock Performance

Shares of Donaldson stock opened at $83.72 on Monday. The firm has a market capitalization of $9.70 billion, a P/E ratio of 22.50, a P/E/G ratio of 2.11 and a beta of 0.95. Donaldson has a 52 week low of $67.71 and a 52 week high of $112.84. The company has a quick ratio of 1.55, a current ratio of 2.35 and a debt-to-equity ratio of 0.35. The firm’s 50 day moving average is $85.71 and its two-hundred day moving average is $91.76.

Donaldson (NYSE:DCI) last posted its quarterly earnings data on Tuesday, June 2nd. The industrial products company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.05 by $0.01. The business had revenue of $995.10 million during the quarter, compared to the consensus estimate of $973.65 million. Donaldson had a return on equity of 29.17% and a net margin of 11.52%.The company’s revenue was up 5.9% compared to the same quarter last year. During the same period in the prior year, the company earned $0.99 earnings per share. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. Research analysts forecast that Donaldson will post 3.97 EPS for the current fiscal year.

Donaldson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be given a $0.32 dividend. The ex-dividend date is Monday, June 15th. This is a positive change from Donaldson’s previous quarterly dividend of $0.30. This represents a $1.28 annualized dividend and a yield of 1.5%. Donaldson’s dividend payout ratio (DPR) is currently 34.41%.

Donaldson Company Profile

Donaldson Company, Inc (NYSE: DCI) is a global provider of filtration systems and replacement parts for a wide range of industries. The company develops and manufactures air, liquid and gas filtration solutions for engine and industrial applications, helping customers improve performance, lower emissions and extend equipment life. Donaldson’s product portfolio includes engine air intake filters, fuel filters, hydraulic filters, compressor filters, dust collection systems and gas turbine air intake systems.

Serving markets such as agriculture, construction, mining, power generation, aerospace and original equipment manufacturing, Donaldson operates through two primary business segments: Engine Products and Industrial Products.