Virtu Financial LLC Acquires Shares of 9,341 Donaldson Company, Inc. $DCI

Virtu Financial LLC acquired a new position in shares of Donaldson Company, Inc. (NYSE:DCI) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 9,341 shares of the industrial products company’s stock, valued at approximately $828,000.

Several other hedge funds also recently made changes to their positions in DCI. William Blair Investment Management LLC boosted its holdings in shares of Donaldson by 26,235.7% in the fourth quarter. William Blair Investment Management LLC now owns 1,707,872 shares of the industrial products company’s stock valued at $151,420,000 after acquiring an additional 1,701,387 shares in the last quarter. Norges Bank purchased a new position in Donaldson during the fourth quarter worth about $120,186,000. Victory Capital Management Inc. lifted its position in Donaldson by 6,069.9% in the third quarter. Victory Capital Management Inc. now owns 1,178,884 shares of the industrial products company’s stock valued at $96,492,000 after purchasing an additional 1,159,777 shares during the period. Fuller & Thaler Asset Management Inc. lifted its position in Donaldson by 22.0% in the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 2,109,595 shares of the industrial products company’s stock valued at $187,037,000 after purchasing an additional 380,419 shares during the period. Finally, Arbejdsmarkedets Tillaegspension purchased a new stake in Donaldson in the 4th quarter valued at approximately $22,872,000. Institutional investors and hedge funds own 82.81% of the company’s stock.

Donaldson Price Performance

Shares of NYSE:DCI opened at $85.59 on Monday. The business’s 50 day simple moving average is $85.76 and its 200-day simple moving average is $91.58. The firm has a market capitalization of $9.92 billion, a price-to-earnings ratio of 23.01, a price-to-earnings-growth ratio of 2.16 and a beta of 0.95. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.35 and a quick ratio of 1.55. Donaldson Company, Inc. has a 12 month low of $67.71 and a 12 month high of $112.84.

Donaldson (NYSE:DCI) last released 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 firm 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%.Donaldson’s quarterly revenue was up 5.9% on a year-over-year basis. During the same period last year, the business posted $0.99 EPS. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. As a group, equities analysts forecast that Donaldson Company, Inc. will post 3.96 earnings per share for the current fiscal year.

Donaldson Increases Dividend

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

Insider Buying and Selling at Donaldson

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

Analyst Ratings Changes

DCI has been the topic of several recent analyst reports. Weiss Ratings upgraded Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, June 3rd. UBS Group set a $96.00 price target on Donaldson in a research note on Tuesday, February 24th. Robert W. Baird dropped their price objective on Donaldson from $104.00 to $95.00 and set an “outperform” rating on the stock in a report on Monday, March 30th. Wall Street Zen upgraded Donaldson from a “hold” rating to a “buy” rating in a research report on Monday. Finally, Wells Fargo & Company set a $91.00 price objective on Donaldson in a research report on Thursday, June 4th. Three analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $97.83.

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.