Donaldson (NYSE:DCI) Issues FY 2026 Earnings Guidance

Donaldson (NYSE:DCI) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 3.950-4.110 for the period, compared to the consensus estimate of 4.020. The company issued revenue guidance of -, compared to the consensus revenue estimate of $3.8 billion.

Analysts Set New Price Targets

Several research firms have recently commented on DCI. Morgan Stanley upgraded Donaldson from an “underweight” rating to an “equal weight” rating and upped their price target for the stock from $72.00 to $84.00 in a research note on Monday, November 24th. Robert W. Baird set a $100.00 target price on shares of Donaldson in a research note on Friday. Weiss Ratings reiterated a “buy (b)” rating on shares of Donaldson in a research note on Tuesday, October 14th. Wall Street Zen raised Donaldson from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Finally, Stifel Nicolaus lifted their price target on Donaldson from $90.00 to $96.00 and gave the company a “hold” rating in a research note on Friday. Two investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Donaldson presently has a consensus rating of “Moderate Buy” and an average price target of $93.33.

Donaldson Stock Performance

Shares of DCI stock opened at $92.49 on Friday. The stock has a fifty day moving average price of $85.15 and a 200 day moving average price of $77.43. The company has a debt-to-equity ratio of 0.44, a quick ratio of 1.25 and a current ratio of 2.15. The stock has a market cap of $10.71 billion, a PE ratio of 28.81, a P/E/G ratio of 2.34 and a beta of 0.99. Donaldson has a 1 year low of $57.45 and a 1 year high of $95.00.

Donaldson (NYSE:DCI) last posted its earnings results on Thursday, December 4th. The industrial products company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.01. Donaldson had a return on equity of 30.24% and a net margin of 10.25%.The company had revenue of $935.40 million for the quarter, compared to analyst estimates of $922.68 million. During the same quarter in the prior year, the company earned $0.83 earnings per share. Donaldson’s revenue was up 3.9% compared to the same quarter last year. Donaldson has set its FY 2026 guidance at 3.950-4.110 EPS. Sell-side analysts forecast that Donaldson will post 3.64 earnings per share for the current fiscal year.

Donaldson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 22nd. Stockholders of record on Friday, December 5th will be paid a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, December 5th. Donaldson’s dividend payout ratio (DPR) is 39.34%.

Hedge Funds Weigh In On Donaldson

Several hedge funds have recently bought and sold shares of the stock. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Donaldson by 389.1% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,389 shares of the industrial products company’s stock valued at $114,000 after acquiring an additional 1,105 shares during the last quarter. Quarry LP lifted its stake in shares of Donaldson by 23.4% during the third quarter. Quarry LP now owns 1,671 shares of the industrial products company’s stock valued at $137,000 after buying an additional 317 shares during the period. EverSource Wealth Advisors LLC grew its stake in Donaldson by 84.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,032 shares of the industrial products company’s stock worth $141,000 after acquiring an additional 933 shares during the period. Quadcap Wealth Management LLC purchased a new stake in shares of Donaldson in the third quarter valued at $208,000. Finally, Ausdal Financial Partners Inc. acquired a new stake in Donaldson in the 2nd quarter worth about $214,000. Hedge funds and other institutional investors own 82.81% of the company’s stock.

Donaldson Company Profile

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.