iSAM Funds UK Ltd Makes New $1.45 Million Investment in Donaldson Company, Inc. $DCI

iSAM Funds UK Ltd bought a new position in Donaldson Company, Inc. (NYSE:DCI) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 17,715 shares of the industrial products company’s stock, valued at approximately $1,450,000.

A number of other large investors have also made changes to their positions in the company. True Wealth Design LLC lifted its position in shares of Donaldson by 203.7% in the 3rd quarter. True Wealth Design LLC now owns 325 shares of the industrial products company’s stock valued at $27,000 after acquiring an additional 218 shares in the last quarter. SJS Investment Consulting Inc. grew its position in Donaldson by 3,680.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 378 shares of the industrial products company’s stock worth $31,000 after purchasing an additional 368 shares in the last quarter. Employees Retirement System of Texas purchased a new position in Donaldson during the 2nd quarter worth approximately $68,000. CENTRAL TRUST Co raised its stake in Donaldson by 40.3% during the 3rd quarter. CENTRAL TRUST Co now owns 1,024 shares of the industrial products company’s stock valued at $84,000 after purchasing an additional 294 shares during the period. Finally, Hantz Financial Services Inc. raised its stake in Donaldson by 200.0% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,251 shares of the industrial products company’s stock valued at $102,000 after purchasing an additional 834 shares during the period. Institutional investors and hedge funds own 82.81% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently commented on the company. Jefferies Financial Group raised their target price on Donaldson to $123.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. UBS Group set a $96.00 price target on Donaldson in a research report on Tuesday, February 24th. Morgan Stanley reduced their price objective on Donaldson from $93.00 to $91.00 and set an “equal weight” rating for the company in a research note on Monday, March 9th. Stifel Nicolaus raised their price objective on Donaldson from $90.00 to $96.00 and gave the stock a “hold” rating in a research report on Friday, December 5th. Finally, Robert W. Baird lowered their target price on Donaldson from $110.00 to $104.00 and set an “outperform” rating on the stock in a research note on Friday, February 27th. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $102.00.

Donaldson Price Performance

Shares of NYSE:DCI opened at $85.77 on Friday. The company has a current ratio of 2.29, a quick ratio of 1.46 and a debt-to-equity ratio of 0.43. Donaldson Company, Inc. has a 1 year low of $57.45 and a 1 year high of $112.84. The business has a fifty day simple moving average of $99.89 and a 200 day simple moving average of $90.33. The firm has a market cap of $9.93 billion, a price-to-earnings ratio of 26.80, a P/E/G ratio of 2.18 and a beta of 1.02.

Donaldson (NYSE:DCI) last issued its earnings results on Thursday, February 26th. The industrial products company reported $0.83 EPS for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.07). Donaldson had a net margin of 10.09% and a return on equity of 29.85%. The firm had revenue of $896.30 million during the quarter, compared to analysts’ expectations of $898.64 million. During the same quarter last year, the firm earned $0.83 EPS. The business’s revenue for the quarter was up 3.0% compared to the same quarter last year. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. As a group, sell-side analysts predict that Donaldson Company, Inc. will post 3.64 earnings per share for the current fiscal year.

Donaldson Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Thursday, February 12th were paid a $0.30 dividend. The ex-dividend date of this dividend was Thursday, February 12th. This represents a $1.20 annualized dividend and a dividend yield of 1.4%. Donaldson’s payout ratio is presently 37.50%.

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.