Donaldson Company, Inc. (NYSE:DCI) Receives $93.33 Average Target Price from Analysts

Donaldson Company, Inc. (NYSE:DCI) has earned a consensus recommendation of “Moderate Buy” from the five research firms that are presently covering the stock, MarketBeat reports. Two analysts have rated the stock with a hold rating and three have issued a buy rating on the company. The average 1 year price target among analysts that have issued a report on the stock in the last year is $100.00.

A number of equities analysts recently weighed in on DCI shares. Jefferies Financial Group upgraded shares of Donaldson from a “hold” rating to a “buy” rating and upped their target price for the stock from $92.00 to $120.00 in a research report on Friday. Robert W. Baird set a $100.00 price target on shares of Donaldson in a research note on Friday, December 5th. Morgan Stanley upgraded Donaldson from an “underweight” rating to an “equal weight” rating and raised their price objective for the company from $72.00 to $84.00 in a research report on Monday, November 24th. Stifel Nicolaus lifted their target price on Donaldson from $90.00 to $96.00 and gave the stock a “hold” rating in a report on Friday, December 5th. Finally, Wall Street Zen upgraded Donaldson from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd.

Donaldson Price Performance

NYSE:DCI opened at $96.85 on Friday. The business’s 50-day simple moving average is $90.08 and its two-hundred day simple moving average is $81.83. Donaldson has a 52 week low of $57.45 and a 52 week high of $97.03. The stock has a market cap of $11.17 billion, a PE ratio of 30.17, a P/E/G ratio of 2.37 and a beta of 0.99. The company has a quick ratio of 1.39, a current ratio of 2.15 and a debt-to-equity ratio of 0.44.

Donaldson (NYSE:DCI) last released its earnings results on Thursday, December 4th. The industrial products company reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.01. Donaldson had a return on equity of 30.24% and a net margin of 10.25%.The firm had revenue of $935.40 million during the quarter, compared to analysts’ expectations of $922.68 million. During the same quarter last year, the business posted $0.83 earnings per share. The firm’s 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 forecast that Donaldson will post 3.64 EPS for the current fiscal year.

Donaldson Dividend Announcement

The firm 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 dividend payout ratio is currently 37.38%.

Insider Transactions at Donaldson

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

Institutional Investors Weigh In On Donaldson

Hedge funds have recently made changes to their positions in the company. Verdence Capital Advisors LLC grew its holdings in Donaldson by 1.6% in the third quarter. Verdence Capital Advisors LLC now owns 8,502 shares of the industrial products company’s stock worth $711,000 after purchasing an additional 131 shares during the last quarter. AMG National Trust Bank increased its holdings in shares of Donaldson by 0.6% during the third quarter. AMG National Trust Bank now owns 21,713 shares of the industrial products company’s stock valued at $1,777,000 after acquiring an additional 134 shares in the last quarter. Janney Montgomery Scott LLC grew its position in Donaldson by 2.2% during the 2nd quarter. Janney Montgomery Scott LLC now owns 7,291 shares of the industrial products company’s stock worth $506,000 after purchasing an additional 160 shares during the last quarter. Renaissance Group LLC raised its holdings in shares of Donaldson by 2.2% in the second quarter. Renaissance Group LLC now owns 7,560 shares of the industrial products company’s stock worth $524,000 after buying an additional 161 shares during the last quarter. Finally, Laird Norton Wetherby Wealth Management LLC raised its holdings in shares of Donaldson by 4.3% in the third quarter. Laird Norton Wetherby Wealth Management LLC now owns 4,008 shares of the industrial products company’s stock worth $328,000 after buying an additional 164 shares during the last quarter. 82.81% of the stock is currently owned by hedge funds and other institutional investors.

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.