PDT Partners LLC Buys New Shares in Donaldson Company, Inc. $DCI

PDT Partners LLC bought a new position in shares of Donaldson Company, Inc. (NYSE:DCI) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 36,552 shares of the industrial products company’s stock, valued at approximately $3,281,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Palisade Capital Management LP purchased a new position in Donaldson during the second quarter valued at $3,338,000. Legal & General Group Plc bought a new position in shares of Donaldson in the 2nd quarter valued at about $14,174,000. The Manufacturers Life Insurance Company purchased a new position in shares of Donaldson in the 2nd quarter worth approximately $7,182,000. Sanctuary Advisors LLC bought a new stake in Donaldson in the second quarter worth $703,000. Finally, Connor Clark & Lunn Investment Management Ltd. bought a new stake in shares of Donaldson in the 2nd quarter worth about $5,043,000. 82.81% of the stock is owned by institutional investors.

Trending Headlines about Donaldson

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Fourth-quarter beat: Donaldson reported adjusted earnings of $1.15 per share, above the $1.12-$1.13 analyst consensus, while revenue reached approximately $1.06 billion versus expectations of $1.04 billion. Revenue increased 8% from the prior year, and earnings rose from $1.03 per share. Donaldson shares gain 6% after fourth-quarter earnings and revenue beat forecasts
• Positive Sentiment: Record full-year performance: Fiscal 2026 GAAP net earnings increased to $453.8 million from $367.0 million, while full-year GAAP EPS rose to $3.85 from $3.05. Fourth-quarter GAAP net earnings also improved to $129.3 million from $114.3 million. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
• Positive Sentiment: Strong operating profile: Donaldson reported a 29.17% return on equity and an 11.52% net margin. The earnings beat and record results helped support the positive market reaction. Donaldson tops Q4 earnings and revenue estimates
• Neutral Sentiment: Fiscal 2027 revenue outlook: Management forecast revenue of $4.1 billion to $4.3 billion, broadly consistent with the $4.2 billion consensus estimate. Donaldson Q4 2026 earnings call transcript
• Negative Sentiment: Profit guidance lagged expectations: Fiscal 2027 EPS guidance of $4.22 to $4.38 was below the $4.40 analyst consensus. This may limit further upside despite the strong fiscal 2026 results. Donaldson Q4 earnings key metrics versus estimates

Wall Street Analysts Forecast Growth

Several brokerages recently commented on DCI. Wall Street Zen upgraded shares of Donaldson from a “hold” rating to a “buy” rating in a report on Sunday, August 9th. Weiss Ratings raised shares of Donaldson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 20th. Stifel Nicolaus cut their target price on Donaldson from $96.00 to $91.00 and set a “hold” rating on the stock in a research note on Thursday, June 4th. Wells Fargo & Company set a $91.00 price target on Donaldson in a report on Thursday, June 4th. Finally, Robert W. Baird boosted their price objective on Donaldson from $95.00 to $105.00 and gave the company an “outperform” rating in a report on Wednesday, August 19th. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $99.50.

Donaldson Trading Up 2.0%

DCI opened at $95.14 on Thursday. The company has a quick ratio of 1.55, a current ratio of 2.35 and a debt-to-equity ratio of 0.35. The stock’s fifty day moving average is $91.75 and its two-hundred day moving average is $90.44. The company has a market capitalization of $11.03 billion, a P/E ratio of 25.58, a PEG ratio of 2.13 and a beta of 0.92. Donaldson Company, Inc. has a 52 week low of $75.70 and a 52 week high of $112.84.

Donaldson (NYSE:DCI) last posted its quarterly earnings results on Wednesday, August 26th. The industrial products company reported $1.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.13 by $0.02. The business had revenue of $1.06 billion for the quarter, compared to the consensus estimate of $1.04 billion. Donaldson had a return on equity of 29.17% and a net margin of 11.52%.The business’s revenue was up 8.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.03 EPS. Donaldson has set its FY 2027 guidance at 4.220-4.380 EPS. Analysts forecast that Donaldson Company, Inc. will post 3.96 earnings per share for the current year.

Donaldson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Monday, August 17th will be issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date is Monday, August 17th. Donaldson’s dividend payout ratio is presently 34.41%.

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.