Donaldson (DCI) Projected to Post Quarterly Earnings on Wednesday

Key Points

• Donaldson (NYSE: DCI) is expected to announce its Q4 2025 earnings on August 27, with analysts predicting earnings per share of $1.02 and revenue of $951.6 million.
• The company recently declared a quarterly dividend of $0.30 per share, representing an annualized yield of 1.6%, payable on the same date as the earnings release.
• Donaldson's earnings report on June 3 showed a net margin of 9.94% and a return on equity of 28.86%, exceeding analyst expectations for revenue and earnings per share.

Donaldson (NYSE:DCI - Get Free Report) is expected to be releasing its Q4 2025 results before the market opens on Wednesday, August 27th. Analysts expect Donaldson to post earnings of $1.02 per share and revenue of $951.5880 million for the quarter. Donaldson has set its FY 2025 guidance at 3.640-3.700 EPS.Interested persons are encouraged to explore the company's upcoming Q4 2025 earningoverview page for the latest details on the call scheduled for Wednesday, August 27, 2025 at 10:00 AM ET.

Donaldson (NYSE:DCI - Get Free Report) last released its quarterly earnings data on Tuesday, June 3rd. The industrial products company reported $0.99 EPS for the quarter, topping analysts' consensus estimates of $0.95 by $0.04. The firm had revenue of $940.10 million during the quarter, compared to the consensus estimate of $936.02 million. Donaldson had a net margin of 9.94% and a return on equity of 28.86%. The firm's revenue was up 1.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.92 earnings per share. On average, analysts expect Donaldson to post $4 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Donaldson Stock Performance

DCI stock traded up $1.8450 during mid-day trading on Friday, reaching $75.7350. The company had a trading volume of 636,298 shares, compared to its average volume of 509,533. The company has a quick ratio of 1.24, a current ratio of 1.94 and a debt-to-equity ratio of 0.44. The stock has a market capitalization of $8.82 billion, a P/E ratio of 25.41, a P/E/G ratio of 1.80 and a beta of 0.99. Donaldson has a one year low of $57.45 and a one year high of $78.95. The stock's 50-day simple moving average is $71.32 and its two-hundred day simple moving average is $68.88.

Donaldson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 27th. Investors of record on Tuesday, August 12th will be paid a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Tuesday, August 12th. Donaldson's payout ratio is currently 40.27%.

Analyst Ratings Changes

Several equities research analysts have commented on DCI shares. Wall Street Zen cut shares of Donaldson from a "buy" rating to a "hold" rating in a research report on Saturday, July 5th. Robert W. Baird boosted their price target on shares of Donaldson from $76.00 to $78.00 and gave the stock an "outperform" rating in a research report on Wednesday, June 4th. Finally, Morgan Stanley reissued an "underweight" rating and issued a $69.00 price target (up previously from $65.00) on shares of Donaldson in a research note on Friday, June 6th. One investment analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Donaldson presently has a consensus rating of "Hold" and a consensus target price of $70.00.

Institutional Investors Weigh In On Donaldson

Several large investors have recently made changes to their positions in the company. State Street Corp grew its stake in shares of Donaldson by 0.7% in the 2nd quarter. State Street Corp now owns 5,221,808 shares of the industrial products company's stock valued at $362,132,000 after buying an additional 36,866 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in shares of Donaldson by 29.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 279,525 shares of the industrial products company's stock valued at $18,745,000 after buying an additional 62,864 shares in the last quarter. Quantinno Capital Management LP grew its stake in shares of Donaldson by 137.7% in the 2nd quarter. Quantinno Capital Management LP now owns 246,419 shares of the industrial products company's stock valued at $17,089,000 after buying an additional 142,750 shares in the last quarter. Millennium Management LLC grew its stake in shares of Donaldson by 428.6% in the 1st quarter. Millennium Management LLC now owns 223,976 shares of the industrial products company's stock valued at $15,020,000 after buying an additional 181,602 shares in the last quarter. Finally, California Public Employees Retirement System grew its stake in shares of Donaldson by 7.3% in the 2nd quarter. California Public Employees Retirement System now owns 210,840 shares of the industrial products company's stock valued at $14,622,000 after buying an additional 14,260 shares in the last quarter. Institutional investors own 82.81% of the company's stock.

Donaldson Company Profile

Donaldson Company, Inc manufactures and sells filtration systems and replacement parts worldwide. The company operates through three segments: Mobile Solutions, Industrial Solutions, and Life Sciences. Its Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems.