Robert W. Baird Issues Positive Forecast for Donaldson (NYSE:DCI) Stock Price

Key Points

• Robert W. Baird raised Donaldson’s price target from $105 to $110 and maintained an “outperform” rating, implying 18.85% upside from the prior close.
• Donaldson reported quarterly EPS of $1.15 and revenue of $1.06 billion, exceeding estimates, while revenue grew 8% year over year and net margin reached 11.52%.
• Analyst sentiment remains positive, with a “Moderate Buy” consensus and average target of $100.33, although fiscal 2027 EPS guidance came in slightly below consensus and the stock fell 2.8% to $92.55.

Donaldson (NYSE:DCI - Get Free Report) had its target price hoisted by Robert W. Baird from $105.00 to $110.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an "outperform" rating on the industrial products company's stock. Robert W. Baird's price objective indicates a potential upside of 18.85% from the company's previous close.

Other research analysts have also issued reports about the company. Wells Fargo & Company set a $91.00 target price on Donaldson in a research report on Thursday, June 4th. Stifel Nicolaus lowered their target price on shares of Donaldson from $96.00 to $91.00 and set a "hold" rating for the company in a research note on Thursday, June 4th. Weiss Ratings upgraded shares of Donaldson from a "buy (b-)" rating to a "buy (b)" rating in a report on Thursday, August 20th. Finally, Wall Street Zen upgraded shares of Donaldson from a "hold" rating to a "buy" rating in a research report on Sunday, August 9th. Three equities research 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.com, Donaldson currently has a consensus rating of "Moderate Buy" and an average target price of $100.33.

Donaldson Trading Down 2.8%

DCI stock traded down $2.69 during mid-day trading on Thursday, hitting $92.55. 347,134 shares of the company were exchanged, compared to its average volume of 723,550. The company has a quick ratio of 1.55, a current ratio of 2.35 and a debt-to-equity ratio of 0.35. Donaldson has a 12-month low of $78.52 and a 12-month high of $112.84. The business has a fifty day simple moving average of $91.75 and a 200-day simple moving average of $90.44. The firm has a market capitalization of $10.73 billion, a P/E ratio of 24.86, a PEG ratio of 2.13 and a beta of 0.92.

Donaldson (NYSE:DCI - Get Free Report) last posted its quarterly earnings data on Tuesday, August 25th. The industrial products company reported $1.15 EPS for the quarter, beating the consensus estimate of $1.13 by $0.02. Donaldson had a return on equity of 29.17% and a net margin of 11.52%.The firm had revenue of $1.06 billion during the quarter, compared to the consensus estimate of $1.04 billion. During the same period in the prior year, the business earned $1.03 EPS. The firm's revenue was up 8.0% compared to the same quarter last year. On average, equities research analysts predict that Donaldson will post 3.96 earnings per share for the current fiscal year.

Institutional Trading of Donaldson

Institutional investors and hedge funds have recently made changes to their positions in the company. Allworth Financial LP purchased a new stake in Donaldson in the 2nd quarter worth approximately $29,000. Trust Co. of Vermont bought a new position in shares of Donaldson in the second quarter worth $31,000. Leonteq Securities AG purchased a new stake in shares of Donaldson in the fourth quarter worth $40,000. Clearstead Advisors LLC boosted its stake in Donaldson by 92.6% during the fourth quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company's stock valued at $53,000 after buying an additional 288 shares during the period. Finally, Strive Financial Group LLC purchased a new stake in shares of Donaldson in the 4th quarter valued at about $57,000. Hedge funds and other institutional investors own 82.81% of the company's stock.

Donaldson News Summary

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Donaldson exceeded fourth-quarter expectations with adjusted EPS of $1.15 versus the $1.12-$1.13 consensus and revenue of approximately $1.06 billion versus estimates near $1.04 billion. Revenue increased 8% year over year, while adjusted EPS rose from $1.03 in the prior-year quarter. Donaldson Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Full-year fiscal 2026 GAAP net earnings climbed to $453.8 million from $367.0 million, with GAAP EPS rising to $3.85 from $3.05. The record results reinforce the company’s execution and provide a fundamental reason for investor optimism. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
• Neutral Sentiment: Management’s earnings call focused on continued execution and growth prospects. Analysts noted that sustained operational performance could justify DCI’s premium valuation, but the shares already trade at a relatively elevated earnings multiple, leaving less room for disappointment. Donaldson Company: Continued Execution Can Validate Valuation
• Negative Sentiment: Fiscal 2027 EPS guidance of $4.22-$4.38 is below the roughly $4.40 consensus estimate. Revenue guidance of $4.1-$4.3 billion is broadly in line with expectations at the midpoint, but the below-consensus profit outlook likely contributed to profit-taking after the earnings beat. Donaldson Q4 2026 Earnings Call Transcript

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.

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