Donaldson (DCI) Stock Price, News & Analysis

Company Overview

Donaldson Company, Inc. is a global manufacturer of filtration systems and related products. Founded in 1915 by Frank Donaldson, the company develops solutions that help protect engines, equipment, industrial processes and the environment from airborne and liquid contaminants.

Donaldson serves the engine and industrial markets. Its products include air and liquid filters, exhaust and emissions systems, hydraulic and fuel filtration products, dust and fume collectors, compressed-air and gas filtration systems, and filtration solutions for manufacturing, energy, transportation, agriculture, construction and other applications. The company also provides replacement filters, parts and related services through original-equipment manufacturers, distributors and other sales channels.

Headquartered in Bloomington, Minnesota, Donaldson serves customers in North America, Europe, Asia-Pacific and other international markets. Its products are used in a range of mobile and stationary equipment, including heavy-duty vehicles, off-road machinery, power-generation equipment and industrial processing systems.

Key Stats

• Today's Range: $88.06 to $90.57
• 50-Day Range: $86.08 to $98.72
• 52-Week Range: $79.42 to $112.84
• Volume: 764,038 shs
• Average Volume: 675,806 shs
• Market Capitalization: $10.36 billion
• P/E Ratio: 23.21
• Dividend Yield: 1.43%
• Price Target: $101.67
• Consensus Rating: Moderate Buy

Donaldson Stock Analysis - MarketRank™

Donaldson scored higher than 87% of companies evaluated by MarketBeat, and ranked 253rd out of 653 stocks in the industrials sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.0 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Donaldson has received a consensus rating of Moderate Buy. The company's average rating score is 2.60, and is based on no strong buy ratings, 3 buy ratings, 2 hold ratings, and no sell ratings.

Upside Potential

Donaldson has a consensus price target of $101.67, representing about 13.8% upside from its current price of $89.34.

Amount of Analyst Coverage

Donaldson has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 12.70%

Earnings Growth

Earnings for Donaldson are expected to grow by 12.70% in the coming year, from $4.33 to $4.88 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Donaldson is 23.21, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 44.66.

Price to Earnings Ratio vs. Sector

The P/E ratio of Donaldson is 23.21, which means that it is trading at a less expensive P/E ratio than the Industrials sector average P/E ratio of about 26.59.

Price to Earnings Growth Ratio

Donaldson has a PEG Ratio of 2.05. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Donaldson has a P/B Ratio of 5.87. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

2.77% of the float of Donaldson has been sold short.

Short Interest Ratio / Days to Cover

Donaldson has a short interest ratio ("days to cover") of 5.11.

Change versus previous month

Short interest in Donaldson has recently increased by 14.87%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

Donaldson pays a meaningful dividend of 1.46%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Donaldson has been increasing its dividend for 38 years.

Dividend Coverage

The dividend payout ratio of Donaldson is 33.25%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Donaldson will have a dividend payout ratio of 26.23% next year. This indicates that Donaldson will be able to sustain or increase its dividend.

News and Social Media

• Score: 3.6 / 5
• News Sentiment: N/A

News Sentiment

Donaldson has a news sentiment score of 1.68. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.48 average news sentiment score of Industrials companies.

News Coverage This Week

MarketBeat has tracked 1 news article for Donaldson this week, compared to 3 articles on an average week.

Search Interest

Only 2 people have searched for DCI on MarketBeat in the last 30 days. This is a decrease of 0% compared to the previous 30 days.

MarketBeat Follows

2 people have added Donaldson to their MarketBeat watchlist in the last 30 days. This is an increase of 100% compared to the previous 30 days.

Company Ownership

• Score: 0.8 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Donaldson insiders have not sold or bought any company stock.

Percentage Held by Insiders

2.20% of the stock of Donaldson is held by insiders.

Percentage Held by Institutions

82.81% of the stock of Donaldson is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Record date for 8/31 Dividend: 8/17/2026
• Ex-Dividend for 8/31 Dividend: 8/17/2026
• Last Earnings: 8/25/2026
• Dividend Payable: 8/31/2026
• Today: 10/06/2026
• Next Earnings (Estimated): 12/03/2026
• Fiscal Year End: 7/31/2027

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Industrials
• Industry: Machinery
• Sub-Industry: Industrial Machinery & Supplies & Components
• Current Symbol: NYSE:DCI
• CIK: 29644
• Web: ir.donaldson.com
• Phone: (612) 887-3131
• Fax: 952-887-3055
• Employees: 15,500
• Year Founded: 1915

Price Target and Rating

• Average Price Target for Donaldson: $101.67
• High Price Target: $123.00
• Low Price Target: $91.00
• Potential Upside/Downside: +13.8%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.60
• Research Coverage: 5 Analysts

Profitability

• EPS (Trailing Twelve Months): $3.85
• Trailing P/E Ratio: 23.21
• Forward P/E Ratio: 20.63
• P/E Growth: 2.05
• Net Income: $453.80 million
• Net Margins: 11.68%
• Pretax Margin: 15.08%
• Return on Equity: 28.68%
• Return on Assets: 14.27%

Debt

• Debt-to-Equity Ratio: 0.73
• Current Ratio: 2.08
• Quick Ratio: 1.41

Sales & Book Value

• Annual Sales: $3.89 billion
• Price / Sales: 2.67
• Cash Flow: $5.01 per share
• Price / Cash Flow: 17.85
• Book Value: $15.22 per share
• Price / Book: 5.87

Miscellaneous

• Outstanding Shares: 115,910,000
• Free Float: 113,360,000
• Market Cap: $10.36 billion
• Optionable: Optionable
• Beta: 0.87