SG Americas Securities LLC Acquires 19,500 Shares of Donaldson Company, Inc. $DCI

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

Other institutional investors and hedge funds also recently made changes to their positions in the company. Focus Partners Wealth boosted its position in Donaldson by 314.0% in the first quarter. Focus Partners Wealth now owns 57,028 shares of the industrial products company’s stock valued at $3,824,000 after buying an additional 43,254 shares in the last quarter. Voya Investment Management LLC increased its stake in shares of Donaldson by 20.9% in the first quarter. Voya Investment Management LLC now owns 157,802 shares of the industrial products company’s stock valued at $10,582,000 after buying an additional 27,325 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Donaldson in the second quarter valued at about $403,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Donaldson by 8.5% in the first 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 valued at $31,791,000 after buying an additional 37,176 shares during the last quarter. Finally, Advisors Preferred LLC acquired a new position in Donaldson during the 2nd quarter worth about $372,000. Institutional investors and hedge funds own 82.81% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have weighed in on DCI. Stifel Nicolaus boosted their target price on shares of Donaldson from $90.00 to $96.00 and gave the stock a “hold” rating in a research note on Friday, December 5th. Morgan Stanley upgraded shares of Donaldson from an “underweight” rating to an “equal weight” rating and boosted their price objective for the stock from $72.00 to $84.00 in a research report on Monday, November 24th. Wall Street Zen raised Donaldson from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Jefferies Financial Group raised Donaldson from a “hold” rating to a “buy” rating and lifted their target price for the company from $92.00 to $120.00 in a research note on Friday. Finally, Robert W. Baird set a $100.00 price target on Donaldson in a research note on Friday, December 5th. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $100.00.

Insider Transactions at Donaldson

In related news, CFO Bradley J. Pogalz sold 566 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $91.57, for a total transaction of $51,828.62. Following the completion of the transaction, the chief financial officer owned 434 shares in the company, valued at approximately $39,741.38. The trade was a 56.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Ajita G. Rajendra sold 19,800 shares of the stock in a transaction on Friday, December 5th. The stock was sold at an average price of $92.04, for a total transaction of $1,822,392.00. Following the completion of the sale, the director owned 43,993 shares in the company, valued at approximately $4,049,115.72. This trade represents a 31.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 2.20% of the company’s stock.

Donaldson Price Performance

DCI opened at $96.85 on Wednesday. The company has a fifty day moving average price of $90.08 and a two-hundred day moving average price of $81.83. The firm has a market capitalization of $11.17 billion, a PE ratio of 30.17, a P/E/G ratio of 2.37 and a beta of 0.99. Donaldson Company, Inc. has a 52 week low of $57.45 and a 52 week high of $97.03. 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 (NYSE:DCI) last posted its quarterly earnings results on Thursday, December 4th. The industrial products company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $922.68 million. During the same quarter in the prior year, the business posted $0.83 EPS. The firm’s quarterly revenue was up 3.9% on a year-over-year basis. Donaldson has set its FY 2026 guidance at 3.950-4.110 EPS. As a group, analysts anticipate that Donaldson Company, Inc. will post 3.64 earnings per share for the current year.

Donaldson Dividend Announcement

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

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.