Donaldson Company, Inc. (NYSE:DCI) Given Average Recommendation of "Moderate Buy" by Analysts

Key Points

• Analysts give Donaldson an average recommendation of "Moderate Buy" (three buys, two holds) with a consensus 12‑month target price of $102.00.
• In the latest quarter Donaldson reported EPS $0.83, missing the $0.90 consensus and posting $896.3M in revenue slightly below estimates, while it set FY2026 guidance of $3.930–$4.010 EPS (analysts expect ~$3.64).
• Key stock and shareholder metrics: market cap ≈$9.99B, PE ~26.95, 1‑year range $57.45–$112.84, quarterly dividend $0.30 (annualized $1.20, yield ~1.4%), and institutional ownership ~82.8%.

Donaldson Company, Inc. (NYSE:DCI - Get Free Report) has received an average recommendation of "Moderate Buy" from the five analysts that are currently covering the company, MarketBeat Ratings reports. Two research analysts have rated the stock with a hold recommendation and three have given a buy recommendation to the company. The average twelve-month target price among brokerages that have updated their coverage on the stock in the last year is $102.00.

Several analysts recently commented on DCI shares. Jefferies Financial Group lifted their target price on shares of Donaldson to $123.00 and gave the stock a "buy" rating in a report on Monday, February 2nd. Stifel Nicolaus increased their price target on shares of Donaldson from $90.00 to $96.00 and gave the company a "hold" rating in a report on Friday, December 5th. Robert W. Baird cut their price objective on shares of Donaldson from $110.00 to $104.00 and set an "outperform" rating for the company in a research report on Friday, February 27th. Wall Street Zen cut Donaldson from a "buy" rating to a "hold" rating in a report on Saturday, March 7th. Finally, UBS Group set a $96.00 target price on Donaldson in a research report on Tuesday, February 24th.

Donaldson Stock Up 0.7%

DCI opened at $86.24 on Wednesday. Donaldson has a 1-year low of $57.45 and a 1-year high of $112.84. The stock's fifty day simple moving average is $98.67 and its 200 day simple moving average is $90.73. The company has a current ratio of 2.29, a quick ratio of 1.46 and a debt-to-equity ratio of 0.43. The stock has a market cap of $9.99 billion, a PE ratio of 26.95, a price-to-earnings-growth ratio of 2.16 and a beta of 1.02.

Donaldson (NYSE:DCI - Get Free Report) last announced its quarterly earnings results on Thursday, February 26th. The industrial products company reported $0.83 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.07). Donaldson had a net margin of 10.09% and a return on equity of 29.85%. The business had revenue of $896.30 million for the quarter, compared to analyst estimates of $898.64 million. During the same period in the prior year, the business earned $0.83 EPS. The company's revenue for the quarter was up 3.0% compared to the same quarter last year. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. As a group, research analysts expect that Donaldson will post 3.64 earnings per share for the current year.

Donaldson Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Thursday, February 12th were given a dividend of $0.30 per share. The ex-dividend date was Thursday, February 12th. This represents a $1.20 annualized dividend and a yield of 1.4%. Donaldson's dividend payout ratio (DPR) is presently 37.50%.

Institutional Investors Weigh In On Donaldson

A number of institutional investors have recently modified their holdings of the business. JPMorgan Chase & Co. increased its holdings in shares of Donaldson by 5.4% during the third quarter. JPMorgan Chase & Co. now owns 490,001 shares of the industrial products company's stock worth $40,108,000 after purchasing an additional 25,156 shares during the period. Bank of New York Mellon Corp boosted its stake in shares of Donaldson by 10.6% in the third quarter. Bank of New York Mellon Corp now owns 1,283,326 shares of the industrial products company's stock valued at $105,040,000 after buying an additional 123,000 shares during the period. Dimensional Fund Advisors LP boosted its stake in shares of Donaldson by 1.0% in the third quarter. Dimensional Fund Advisors LP now owns 1,994,211 shares of the industrial products company's stock valued at $163,218,000 after buying an additional 20,478 shares during the period. Y Intercept Hong Kong Ltd acquired a new stake in Donaldson during the third quarter worth approximately $3,068,000. Finally, First National Bank of Omaha bought a new position in Donaldson during the 3rd quarter worth $483,000. Institutional investors own 82.81% of the company's stock.

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.

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