JPMorgan Chase & Co. Grows Stake in Donaldson Company, Inc. $DCI

JPMorgan Chase & Co. raised its position in Donaldson Company, Inc. (NYSE:DCI) by 5.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 490,001 shares of the industrial products company’s stock after buying an additional 25,156 shares during the period. JPMorgan Chase & Co. owned about 0.42% of Donaldson worth $40,108,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Verdence Capital Advisors LLC lifted its holdings in Donaldson by 1.6% in the 3rd quarter. Verdence Capital Advisors LLC now owns 8,502 shares of the industrial products company’s stock valued at $711,000 after purchasing an additional 131 shares in the last quarter. Renaissance Group LLC grew its holdings in shares of Donaldson by 2.2% during 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 in the last quarter. State of Michigan Retirement System raised its position in shares of Donaldson by 0.7% in the second quarter. State of Michigan Retirement System now owns 28,758 shares of the industrial products company’s stock valued at $1,994,000 after buying an additional 200 shares during the last quarter. Trillium Asset Management LLC lifted its stake in shares of Donaldson by 5.8% in the second quarter. Trillium Asset Management LLC now owns 3,814 shares of the industrial products company’s stock worth $265,000 after buying an additional 210 shares in the last quarter. Finally, Farther Finance Advisors LLC boosted its position in Donaldson by 3.5% during the third quarter. Farther Finance Advisors LLC now owns 6,128 shares of the industrial products company’s stock worth $502,000 after acquiring an additional 210 shares during the last quarter. 82.81% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have recently weighed in on DCI shares. Jefferies Financial Group boosted their target price on Donaldson to $123.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Weiss Ratings reissued a “buy (b)” rating on shares of Donaldson in a research note on Friday, January 9th. Stifel Nicolaus raised their target price on Donaldson from $90.00 to $96.00 and gave the stock a “hold” rating in a research note on Friday, December 5th. UBS Group set a $96.00 price target on Donaldson in a report on Tuesday. Finally, Robert W. Baird set a $110.00 price target on shares of Donaldson in a research report on Monday, February 2nd. Three research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $101.80.

Donaldson Stock Performance

NYSE DCI opened at $92.22 on Friday. The company has a debt-to-equity ratio of 0.44, a current ratio of 2.15 and a quick ratio of 1.39. The company has a market cap of $10.64 billion, a P/E ratio of 28.73, a P/E/G ratio of 2.58 and a beta of 1.00. The stock has a 50-day moving average of $100.00 and a two-hundred day moving average of $89.10. Donaldson Company, Inc. has a 1-year low of $57.45 and a 1-year high of $112.84.

Donaldson (NYSE:DCI) last announced its quarterly earnings data on Thursday, February 26th. The industrial products company reported $0.83 earnings per share for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.07). Donaldson had a net margin of 10.25% and a return on equity of 30.24%. The business had revenue of $896.30 million during the quarter, compared to analyst estimates of $898.64 million. During the same quarter last year, the firm posted $0.83 EPS. The company’s revenue for the quarter was up 3.0% on a year-over-year basis. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. As a group, analysts anticipate that Donaldson Company, Inc. will post 3.64 EPS for the current year.

Donaldson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Thursday, February 12th will be issued a $0.30 dividend. The ex-dividend date is Thursday, February 12th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.3%. Donaldson’s dividend payout ratio is presently 37.38%.

Insider Transactions at Donaldson

In related news, CFO Bradley J. Pogalz sold 566 shares of the business’s 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 completion of the sale, the chief financial officer directly owned 434 shares of the company’s stock, valued at $39,741.38. The trade was a 56.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Ajita G. Rajendra sold 19,800 shares of the company’s stock in a transaction on 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 completion of the transaction, the director owned 43,993 shares of the company’s stock, valued at $4,049,115.72. This represents a 31.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 2.20% of the company’s stock.

Key Donaldson News

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Revenue and sales growth: Donaldson reported year-over-year sales growth (roughly +3%) and management described strong total sales for the quarter, showing demand resiliency in some end markets. Earnings Highlights
• Neutral Sentiment: Company filings and call materials published: full press release, slide deck and call transcript are available for investors to review management commentary and segment detail. BusinessWire Release
• Negative Sentiment: Earnings and revenue misses: GAAP EPS and adjusted EPS came in below consensus ($0.83 vs. ~$0.90) and revenue slightly missed estimates, which triggered the immediate sell-off. Zacks: Miss
• Negative Sentiment: Lowered/trimmed FY26 guidance vs. consensus: management set FY26 EPS at $3.93–$4.01 (below street) and gave revenue guidance that sits below analysts’ expectations—investors interpreted this as weaker near-term profit visibility. Seeking Alpha: Lowered Outlook
• Negative Sentiment: Margin pressure and segment weakness: management flagged ongoing margin compression—particularly in Industrial Solutions and aftermarket channels—which compressed EPS despite revenue growth. Seeking Alpha: Margin Pressure
• Negative Sentiment: Acquisition and leverage concerns: the recent Facet Filtration acquisition (~$820M) raises net leverage to ~1.8–2.0x and is seen as priced at a premium; management expects accretion in FY2027 but the near-term debt and integration risk weighed on sentiment. Seeking Alpha: Acquisition/Leverage
• Negative Sentiment: Rising short interest: short positions increased materially in February, signalling greater downside conviction and amplifying today’s selling pressure (higher volume on the decline).

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.