DCI
Donaldson Company, Inc. NYSE Listed Mar 17, 1980$86.44
After hrs
$86.44
+0.00%
Mkt Cap $10.4B
52w Low $79.88
21.4% of range
52w High $110.57
50d MA $92.16
200d MA $91.42
P/E (TTM)
22.4x
EV/EBITDA
17.5x
P/B
7.1x
Debt/Equity
0.5x
ROE
23.1%
P/FCF
30.6x
RSI (14)
25.00
ATR (14)
$1.64
Beta
1.06
50d MA
$92.16
200d MA
$91.42
Avg Volume
677.2K
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through two segments, Engine Products and Industrial Products. Its Engine Products segment provides replacement filters for air and liquid filtration applications; air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, aerospace, defense, and transportation markets; and to independent distributors, OEM dealer networks, private label accounts, and large fleets. The company's Industrial Products segment offers dust, fume, and mist collectors; compressed air purification systems; gas and liquid filtration for food, beverage, and industrial processes; air filtration systems for gas turbines; polytetrafluoroethylene membrane-based products; and specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, indicators, and monitoring systems. This segment sells its products to various dealers, distributors, OEMs of gas-fired turbines, and OEMs and end-users requiring air filtration solutions and replacement filters. Donaldson Company, Inc. was founded in 1915 and is headquartered in Bloomington, Minnesota.
1400 West 94th Street · Bloomington, MN 55431 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | BMO | 1.13 | 1.15 | +1.8% | 93.26 | +2.0% | +2.1% | -3.0% | -0.6% | -1.1% | -1.2% | — |
| Jun 2, 2026 | BMO | 1.05 | 1.06 | +1.0% | 85.64 | +1.5% | -0.5% | -1.4% | -0.5% | +0.4% | +2.6% | — |
| Feb 26, 2026 | BMO | 0.90 | 0.83 | -7.8% | 92.17 | -1.5% | +0.6% | +3.2% | -2.9% | +0.5% | -1.9% | — |
| Dec 4, 2025 | BMO | 0.92 | 0.94 | +1.8% | 94.16 | -0.7% | -1.8% | -0.7% | -1.7% | +2.2% | +1.0% | — |
| Aug 27, 2025 | BMO | 1.02 | 1.03 | +1.0% | 82.14 | +0.1% | -2.5% | -0.6% | -0.0% | -0.1% | +1.3% | — |
| Jun 3, 2025 | BMO | 0.95 | 0.99 | +4.5% | 69.29 | +1.5% | +0.3% | +0.5% | +0.7% | +0.2% | +0.0% | — |
| Feb 27, 2025 | BMO | 0.85 | 0.83 | -2.4% | 67.59 | +0.2% | +2.2% | -0.5% | -1.8% | +1.9% | +1.0% | — |
| Dec 3, 2024 | BMO | 0.82 | 0.83 | +1.2% | 72.68 | -0.2% | +0.9% | -0.5% | -0.2% | -0.4% | +0.0% | — |
| Aug 28, 2024 | BMO | 0.89 | 0.94 | +5.6% | 71.79 | -0.3% | -0.4% | +1.7% | -2.3% | -0.4% | -0.9% | — |
| Jun 4, 2024 | BMO | 0.84 | 0.92 | +9.5% | 73.12 | +1.6% | +2.1% | -0.7% | -1.2% | +0.7% | +0.1% | — |
| Feb 28, 2024 | BMO | 0.74 | 0.81 | +9.5% | 70.67 | +0.6% | +1.3% | +1.3% | +0.2% | -0.6% | +1.6% | — |
| Nov 29, 2023 | BMO | 0.72 | 0.75 | +4.2% | 60.03 | +0.7% | +1.3% | +0.9% | +0.7% | -1.4% | +0.3% | — |
| Aug 29, 2023 | AMC | 0.78 | 0.78 | +0.0% | 63.47 | +0.6% | +0.4% | +0.2% | +1.5% | -2.4% | +0.0% | — |
| May 31, 2023 | AMC | 0.74 | 0.76 | +2.7% | 58.53 | -0.1% | +1.0% | +0.7% | -2.0% | +1.6% | +3.6% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 30 | Baird | Maintains | Outperform → Outperform | — | $83.87 | $84.71 | +1.0% | -1.5% | +2.7% | +1.4% | -1.0% | +0.4% |
| Mar 9 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $88.73 | $87.66 | -1.2% | +0.2% | -0.2% | -0.3% | -1.7% | -1.4% |
| Feb 27 | Baird | Maintains | Outperform → Outperform | — | $92.17 | $90.82 | -1.5% | +0.6% | +3.2% | -2.9% | +0.5% | -1.9% |
| Feb 3 | Jefferies | Maintains | Buy → Buy | — | $101.17 | $102.18 | +1.0% | +2.2% | +3.8% | -0.2% | +1.8% | +0.2% |
| Jan 9 | Jefferies | Upgrade | Hold → Buy | — | $93.02 | $95.43 | +2.6% | +2.1% | +1.1% | +0.9% | +1.8% | +2.2% |
| Dec 5 | Stifel | Maintains | Hold → Hold | — | $94.16 | $93.49 | -0.7% | -1.8% | -0.7% | -1.7% | +2.2% | +1.0% |
| Dec 5 | Baird | Maintains | Outperform → Outperform | — | $94.16 | $93.49 | -0.7% | -1.8% | -0.7% | -1.7% | +2.2% | +1.0% |
| Dec 3 | Baird | Maintains | Outperform → Outperform | — | $88.16 | $88.79 | +0.7% | -0.6% | +7.5% | -1.8% | -0.7% | -1.7% |
| Nov 24 | Morgan Stanley | Upgrade | Underweight → Equal Weight | — | $87.68 | $88.84 | +1.3% | +1.1% | +2.1% | -0.4% | -0.3% | -2.0% |
| Nov 24 | Stifel | Maintains | Hold → Hold | — | $87.68 | $88.84 | +1.3% | +1.1% | +2.1% | -0.4% | -0.3% | -2.0% |
| Sep 2 | Morgan Stanley | Maintains | Underweight → Underweight | — | $79.67 | $79.18 | -0.6% | -0.0% | -0.1% | +1.3% | +0.5% | +0.2% |
| Aug 29 | Baird | Maintains | Outperform → Outperform | — | $80.12 | $80.25 | +0.2% | -0.6% | -0.0% | -0.1% | +1.3% | +0.5% |
| Aug 28 | Stifel | Maintains | Hold → Hold | — | $82.14 | $82.22 | +0.1% | -2.5% | -0.6% | -0.0% | -0.1% | +1.3% |
| Jun 6 | Morgan Stanley | Maintains | Underweight → Underweight | — | $69.86 | $70.61 | +1.1% | +0.7% | +0.2% | +0.0% | -1.1% | -0.2% |
| Jun 4 | Baird | Maintains | Outperform → Outperform | — | $69.29 | $70.31 | +1.5% | +0.3% | +0.5% | +0.7% | +0.2% | +0.0% |
| Apr 14 | Stifel | Maintains | Hold → Hold | — | $63.41 | $64.00 | +0.9% | -0.0% | -0.3% | -1.2% | +0.5% | -1.7% |
| Apr 8 | Morgan Stanley | Maintains | Underweight → Underweight | — | $59.87 | $61.56 | +2.8% | -1.2% | +8.2% | -2.9% | +2.0% | -0.0% |
| Dec 4 | Baird | Maintains | Outperform → Outperform | — | $72.68 | $72.56 | -0.2% | +0.9% | -0.5% | -0.2% | -0.4% | +0.0% |
| Dec 4 | Morgan Stanley | Maintains | Underweight → Underweight | — | $72.68 | $72.56 | -0.2% | +0.9% | -0.5% | -0.2% | -0.4% | +0.0% |
| Aug 29 | Stifel | Maintains | Hold → Hold | — | $71.79 | $71.61 | -0.3% | -0.4% | +1.7% | -2.3% | -0.4% | -0.9% |
| Jun 3 | Baird | Maintains | Outperform → Outperform | — | $73.68 | $73.84 | +0.2% | -2.3% | +1.6% | +2.1% | -0.7% | -1.2% |
| Apr 11 | Baird | Maintains | Outperform → Outperform | — | $74.17 | $74.27 | +0.1% | +0.2% | -1.1% | -1.4% | +0.0% | -0.7% |
| Nov 30 | Stifel | Maintains | Hold → Hold | — | $60.03 | $60.45 | +0.7% | +1.3% | +0.9% | +0.7% | -1.4% | +0.3% |
| Aug 30 | Baird | Maintains | Outperform → Outperform | — | $63.47 | $63.87 | +0.6% | +0.4% | +0.2% | +1.5% | -2.4% | +0.0% |
| Jun 1 | Morgan Stanley | Maintains | Overweight → Overweight | — | $58.53 | $58.46 | -0.1% | +1.0% | +0.7% | -2.0% | +1.6% | +3.6% |
| Apr 20 | Morgan Stanley | Maintains | Overweight → Overweight | — | $63.53 | $63.61 | +0.1% | +0.7% | -0.1% | +0.6% | -1.5% | -1.8% |
| Mar 2 | Morgan Stanley | Maintains | Overweight → Overweight | — | $65.77 | $65.74 | -0.0% | +0.9% | +0.8% | -1.2% | +0.1% | -0.2% |
| Dec 1 | Morgan Stanley | Maintains | Overweight → Overweight | — | $60.92 | $61.90 | +1.6% | +0.1% | -0.2% | -2.1% | -0.5% | -0.0% |
| Dec 1 | Baird | Maintains | Outperform → Outperform | — | $60.92 | $61.90 | +1.6% | +0.1% | -0.2% | -2.1% | -0.5% | -0.0% |
| Sep 1 | Baird | Maintains | Outperform → Outperform | — | $51.35 | $50.94 | -0.8% | +0.6% | -1.6% | +0.6% | +2.0% | +0.3% |
| Jul 18 | Stifel | Maintains | Hold → Hold | — | $48.71 | $48.98 | +0.6% | -0.8% | +4.4% | +0.7% | +1.4% | -0.7% |
| Jul 18 | Morgan Stanley | Maintains | Overweight → Overweight | — | $48.71 | $48.98 | +0.6% | -0.8% | +4.4% | +0.7% | +1.4% | -0.7% |
| Jun 2 | Baird | Maintains | Outperform → Outperform | — | $50.99 | $51.98 | +1.9% | +5.2% | -0.7% | +0.0% | +0.4% | -1.4% |
| Jun 2 | Morgan Stanley | Maintains | Overweight → Overweight | — | $50.99 | $51.98 | +1.9% | +5.2% | -0.7% | +0.0% | +0.4% | -1.4% |
| Oct 13 | Morgan Stanley | Maintains | Overweight → Overweight | — | $56.62 | $56.57 | -0.1% | +1.2% | +1.8% | +0.7% | +0.5% | +0.8% |
| Sep 3 | Morgan Stanley | Maintains | Overweight → Overweight | — | $64.22 | $63.53 | -1.1% | -3.2% | -2.2% | -0.2% | -0.3% | -1.4% |
| Jul 13 | Morgan Stanley | Maintains | Overweight → Overweight | — | $65.24 | $65.40 | +0.2% | +0.9% | -0.4% | +0.1% | -0.4% | -2.8% |
| Jun 3 | Morgan Stanley | Maintains | Overweight → Overweight | — | $62.86 | $62.83 | -0.0% | +1.7% | +1.1% | -2.9% | +0.6% | -1.5% |
| Apr 12 | Morgan Stanley | Maintains | Overweight → Overweight | — | $59.66 | $59.52 | -0.2% | +0.6% | -1.3% | +0.5% | +1.4% | +0.8% |
| Feb 26 | Morgan Stanley | Maintains | Overweight → Overweight | — | $60.04 | $60.38 | +0.6% | -1.9% | +2.0% | -1.4% | -1.9% | -1.8% |
| Jan 22 | Morgan Stanley | Maintains | Overweight → Overweight | — | $58.64 | $58.60 | -0.1% | +1.3% | +1.3% | +0.6% | -1.5% | +0.8% |
| Dec 15 | Morgan Stanley | Maintains | Overweight → Overweight | — | $54.63 | $55.44 | +1.5% | +3.1% | +0.6% | +0.4% | -0.9% | +0.4% |
| Dec 4 | Morgan Stanley | Maintains | Overweight → Overweight | — | $53.58 | $53.98 | +0.7% | +2.2% | -0.4% | +0.3% | +1.1% | -1.3% |
| Oct 2 | Baird | Upgrade | Neutral → Outperform | — | $46.93 | $47.35 | +0.9% | +2.1% | +5.3% | -0.9% | +1.1% | +0.5% |
| Jun 26 | Morgan Stanley | Maintains | Overweight → Overweight | — | $44.16 | $44.44 | +0.6% | +3.0% | +0.9% | +1.4% | -2.5% | +1.9% |
| Jun 3 | Stifel | Maintains | Hold → Hold | — | $49.04 | $49.97 | +1.9% | +1.3% | +0.6% | +2.9% | -0.6% | -2.2% |
| Mar 19 | Stifel | Maintains | Hold → Hold | — | $35.71 | $35.10 | -1.7% | +6.2% | -5.4% | -7.5% | +10.4% | -0.6% |
| Mar 6 | Baird | Maintains | Neutral → Neutral | — | $48.06 | $46.35 | -3.6% | -4.6% | -0.2% | +1.0% | -4.4% | -8.9% |
| Sep 14 | Stifel | Maintains | Hold → Hold | — | $57.44 | $57.75 | +0.5% | +2.8% | -0.4% | -0.1% | -0.6% | -0.1% |
| Sep 7 | Stifel | Maintains | Hold → Hold | — | $53.77 | $54.00 | +0.4% | +3.3% | +2.9% | -0.2% | +0.1% | +0.6% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Sep 4, 2026 | Carpenter Tod E.Dir/Off | Chairman, President and CEO | Sell | 31,968 | $91.10 | $2.9M | 298,699 | +1.21% | -0.32% |
| Aug 31, 2026 | Carpenter Tod E.Dir/Off | Chairman, President and CEO | Sell | 3,032 | $91.00 | $276K | 298,699 | +0.17% | -1.30% |
8-K
Graco Inc. -- 8-K Filing
Sep 14
8-K · 2.02
!! High
Donaldson Company, Inc. -- 8-K 2.02: Earnings Results
Aug 26
8-K · 2.02
!! High
Donaldson Company, Inc. -- 8-K 2.02: Earnings Results
Jun 2
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
DCI secured $400 million in debt financing, providing capital for operations or acquisitions, but investors should monitor the debt-to-equity ratio and whether proceeds are deployed effectively to generate returns exceeding borrowing costs.
Apr 10
8-K
Donaldson Company, Inc. -- 8-K Filing
Donaldson Company's second quarter fiscal 2026 earnings slightly declined with net income falling to $92.5 million from $95.9 million year-over-year, and EPS dropping marginally to $0.78 from $0.79.
Feb 26
8-K · 1.01
!! High
Donaldson Company, Inc. -- 8-K 1.01: Material Agreement
Donaldson Company secured an $820 million investment from Facet Group Holdings II LLC, potentially strengthening its balance sheet and providing capital for growth or strategic initiatives.
Feb 2
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 11,941,762 | $1.1B | New | Jun 2026 |
| 2 | State Farm Mutual Automobile Insurance Co | 9,142,617 | $776M | — | Mar 2026 |
| 3 | Vanguard Portfolio Management Llc | 6,523,217 | $586M | — | Jun 2026 |
| 4 | Vanguard Capital Management Llc | 5,249,585 | $471M | Added | Jun 2026 |
| 5 | Morgan Stanley | 5,084,332 | $451M | Added | Dec 2025 |
| 6 | Fmr Llc | 3,829,005 | $325M | Reduced | Mar 2026 |
| 7 | Pictet Asset Management Holding Sa | 2,305,723 | $207M | Added | Jun 2026 |
| 8 | Invesco Ltd. | 2,293,506 | $195M | Added | Mar 2026 |
| 9 | Boston Trust Walden Corp | 1,900,416 | $161M | Reduced | Mar 2026 |
| 10 | Massachusetts Financial Services Co /ma/ | 1,635,889 | $150M | New | Jun 2026 |
| 11 | Fiduciary Management Inc /wi/ | 1,426,427 | $121M | Reduced | Mar 2026 |
| 12 | Bank Of New York Mellon Corp | 1,222,704 | $104M | Added | Mar 2026 |
| 13 | Northern Trust Corp | 1,156,473 | $98M | Added | Mar 2026 |
| 14 | Norges Bank | 1,050,604 | $94M | New | Jun 2026 |
| 15 | First Trust Advisors Lp | 1,032,298 | $88M | Reduced | Mar 2026 |
| 16 | Allspring Global Investments Holdings, Llc | 978,829 | $87M | Added | Jun 2026 |
| 17 | Capital Counsel Llc/ny | 952,104 | $81M | Reduced | Mar 2026 |
| 18 | Citadel Advisors Llc | 806,550 | $72M | Added | Jun 2026 |
| 19 | Boston Partners | 671,952 | $60M | New | Jun 2026 |
| 20 | Aqr Capital Management Llc | 673,621 | $60M | Reduced | Jun 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$10.41B
Enterprise Value
$10.86B
P/E (TTM)
22.45x
Forward P/E
21.73x
PEG Ratio
-2.35x
P/B
7.06x
P/S
2.68x
P/FCF
30.62x
EV/EBITDA
17.46x
Shares Out
120.4M
Financials (TTM)
Revenue
$3.89B
Net Income
$453.8M
EBITDA
$621.8M
Free Cash Flow
$339.9M
Op Cash Flow
$418.8M
EPS Basic
$3.09
EPS Diluted
$3.85
EPS Forward
$3.98
Gross Margin
34.6%
Op Margin
15.4%
Net Margin
11.7%
Balance Sheet
Total Assets
$2.98B
Total Liab.
$1.52B
Total Equity
$1.45B
Cash
$180.4M
LT Debt
$630.4M
Book Value/Sh
$12.25
Debt/Equity
0.50x
Current Ratio
1.93
Quick Ratio
1.25
Returns & Growth
ROE
23.1%
ROA
11.9%
ROIC
18.2%
Rev Growth YoY
+2.9%
EPS Growth YoY
-9.9%
Price Returns
2W
-4.3%
1M
-8.4%
3M
+0.6%
6M
+2.4%
12M
+5.3%
Technicals
52W High
$110.57
52W Low
$79.88
50d MA
$92.16
200d MA
$91.42
RSI (14)
25.00
ATR (14)
$1.64
Beta
1.06
Avg Volume
677K
Dividends
Div Rate
$1.11
Div Yield
1.3%
Frequency
4
Ex-Div Date
Feb 12, 2026
Analyst Price Targets
Consensus
$103.20
High
$123.00
Low
$91.00
Median
$96.00
Data updated apr 25, 2026 4:46am
· Source: financialmodelingprep.com