Donaldson (NYSE:DCI) Issues FY 2026 Earnings Guidance

Donaldson (NYSE:DCI) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 3.940-4.010 for the period, compared to the consensus estimate of 3.980. The company issued revenue guidance of $3.8 billion-$3.9 billion, compared to the consensus revenue estimate of $3.8 billion.

Donaldson Trading Down 0.1%

Shares of DCI stock opened at $81.76 on Tuesday. The stock has a market cap of $9.47 billion, a price-to-earnings ratio of 25.55, a price-to-earnings-growth ratio of 2.06 and a beta of 0.99. The company has a quick ratio of 1.46, a current ratio of 2.29 and a debt-to-equity ratio of 0.43. Donaldson has a fifty-two week low of $67.71 and a fifty-two week high of $112.84. The firm’s 50 day moving average price is $85.78 and its two-hundred day moving average price is $91.80.

Donaldson (NYSE:DCI) last announced its quarterly earnings results on Monday, June 1st. The industrial products company reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $1.05 by $0.01. The firm had revenue of $995.10 million for the quarter, compared to analysts’ expectations of $973.65 million. Donaldson had a net margin of 10.09% and a return on equity of 29.85%. On average, analysts anticipate that Donaldson will post 3.97 EPS for the current year.

Donaldson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.6%. 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 presently 37.50%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on DCI shares. Robert W. Baird reduced their price target on shares of Donaldson from $104.00 to $95.00 and set an “outperform” rating on the stock in a research report on Monday, March 30th. Jefferies Financial Group boosted their target price on shares of 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 target price on shares of Donaldson in a research report on Tuesday, February 24th. Morgan Stanley reduced their target price on shares of Donaldson from $93.00 to $91.00 and set an “equal weight” rating on the stock in a research report on Monday, March 9th. Finally, Wall Street Zen cut shares of Donaldson from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Two analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Donaldson presently has a consensus rating of “Hold” and a consensus price target of $100.20.

Insider Activity

In related news, Director James Owens sold 13,753 shares of Donaldson stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $89.21, for a total value of $1,226,905.13. Following the completion of the sale, the director owned 22,565 shares in the company, valued at approximately $2,013,023.65. The trade was a 37.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders have sold a total of 19,800 shares of company stock valued at $1,765,184 in the last three months. 2.20% of the stock is currently owned by insiders.

Institutional Trading of Donaldson

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Invesco Ltd. increased its stake in shares of Donaldson by 1.6% in the fourth quarter. Invesco Ltd. now owns 1,355,944 shares of the industrial products company’s stock worth $120,218,000 after buying an additional 21,268 shares during the last quarter. Corient Private Wealth LLC increased its stake in shares of Donaldson by 294.3% in the fourth quarter. Corient Private Wealth LLC now owns 169,948 shares of the industrial products company’s stock worth $15,068,000 after buying an additional 126,849 shares during the last quarter. Strive Financial Group LLC bought a new stake in shares of Donaldson in the fourth quarter worth $57,000. Mercer Global Advisors Inc. ADV increased its stake in shares of Donaldson by 17.7% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 19,369 shares of the industrial products company’s stock worth $1,717,000 after buying an additional 2,917 shares during the last quarter. Finally, Wealthspire Retirement LLC bought a new stake in shares of Donaldson in the fourth quarter worth $209,000. Institutional investors own 82.81% of the company’s stock.

About Donaldson

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.