SG Americas Securities LLC Raises Holdings in Donaldson Company, Inc. $DCI

SG Americas Securities LLC grew its position in Donaldson Company, Inc. (NYSE:DCI) by 258.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,033 shares of the industrial products company’s stock after purchasing an additional 19,500 shares during the period. SG Americas Securities LLC’s holdings in Donaldson were worth $2,213,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Focus Partners Wealth lifted its position in Donaldson by 314.0% during the 1st quarter. Focus Partners Wealth now owns 57,028 shares of the industrial products company’s stock worth $3,824,000 after acquiring an additional 43,254 shares in the last quarter. Voya Investment Management LLC boosted its stake in Donaldson by 20.9% during the 1st quarter. Voya Investment Management LLC now owns 157,802 shares of the industrial products company’s stock valued at $10,582,000 after acquiring an additional 27,325 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Donaldson in the second quarter worth about $403,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of Donaldson by 8.5% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 474,072 shares of the industrial products company’s stock worth $31,791,000 after acquiring an additional 37,176 shares in the last quarter. Finally, Advisors Preferred LLC acquired a new position in Donaldson in the second quarter worth $372,000. Institutional investors and hedge funds own 82.81% of the company’s stock.

Insiders Place Their Bets

In other news, Director Ajita G. Rajendra sold 19,800 shares of the stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $92.04, for a total value of $1,822,392.00. Following the completion of the sale, the director directly owned 43,993 shares of the company’s stock, valued at approximately $4,049,115.72. This represents a 31.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Bradley J. 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 completion of the sale, the chief financial officer owned 434 shares in the company, valued at $39,741.38. This represents a 56.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 2.20% of the stock is owned by insiders.

Donaldson Price Performance

Shares of DCI opened at $96.85 on Wednesday. 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 Company, Inc. has a twelve month low of $57.45 and a twelve month high of $97.03. The firm’s 50 day moving average price is $90.08 and its 200 day moving average price is $81.83. The firm has a market cap of $11.17 billion, a PE ratio of 30.17, a PEG ratio of 2.37 and a beta of 0.99.

Donaldson (NYSE:DCI) last issued its quarterly earnings data on Thursday, December 4th. The industrial products company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The firm had revenue of $935.40 million during the quarter, compared to analysts’ expectations of $922.68 million. Donaldson had a net margin of 10.25% and a return on equity of 30.24%. Donaldson’s revenue for the quarter was up 3.9% on a year-over-year basis. During the same period in the prior 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 expect that Donaldson Company, Inc. will post 3.64 EPS for the current fiscal year.

Donaldson Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 22nd. Stockholders of record on Friday, December 5th were paid a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Friday, December 5th. Donaldson’s payout ratio is presently 37.38%.

Analysts Set New Price Targets

DCI has been the subject of a number of research reports. Weiss Ratings restated a “buy (b)” rating on shares of Donaldson in a research note on Friday. Jefferies Financial Group upgraded shares of Donaldson from a “hold” rating to a “buy” rating and increased their target price for the company from $92.00 to $120.00 in a research report on Friday. Stifel Nicolaus lifted their price target on Donaldson from $90.00 to $96.00 and gave the company a “hold” rating in a research report on Friday, December 5th. Wall Street Zen raised shares of Donaldson from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. Finally, Robert W. Baird set a $100.00 target price on Donaldson in a research report on Friday, December 5th. Three analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $100.00.

Donaldson 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.