FY2025 EPS Estimates for Donaldson Lifted by William Blair

Donaldson Company, Inc. (NYSE:DCI - Free Report) - Equities research analysts at William Blair upped their FY2025 earnings estimates for shares of Donaldson in a research report issued to clients and investors on Wednesday, June 4th. William Blair analyst B. Drab now anticipates that the industrial products company will post earnings of $3.67 per share for the year, up from their prior forecast of $3.64. The consensus estimate for Donaldson's current full-year earnings is $3.64 per share. William Blair also issued estimates for Donaldson's Q4 2025 earnings at $1.02 EPS, Q1 2026 earnings at $0.91 EPS, Q2 2026 earnings at $0.90 EPS, Q3 2026 earnings at $1.01 EPS and Q4 2026 earnings at $1.04 EPS.

Donaldson (NYSE:DCI - Get Free Report) last announced its quarterly earnings data on Tuesday, June 3rd. The industrial products company reported $0.99 earnings per share for the quarter, topping analysts' consensus estimates of $0.95 by $0.04. Donaldson had a net margin of 11.56% and a return on equity of 29.07%. The company had revenue of $940.10 million during the quarter, compared to analyst estimates of $936.02 million. During the same period in the previous year, the business earned $0.92 EPS. The firm's revenue for the quarter was up 1.3% on a year-over-year basis.

DCI has been the subject of several other research reports. Morgan Stanley reaffirmed an "underweight" rating and issued a $69.00 target price (up previously from $65.00) on shares of Donaldson in a report on Friday. Wall Street Zen downgraded shares of Donaldson from a "strong-buy" rating to a "buy" rating in a report on Tuesday, March 4th. Stifel Nicolaus dropped their target price on shares of Donaldson from $70.00 to $63.00 and set a "hold" rating for the company in a report on Monday, April 14th. Finally, Robert W. Baird upped their target price on shares of Donaldson from $76.00 to $78.00 and gave the stock an "outperform" rating in a report on Wednesday, June 4th. One analyst has rated the stock with a sell rating, two have assigned a hold rating and two have issued a buy rating to the stock. According to MarketBeat, Donaldson currently has a consensus rating of "Hold" and an average price target of $70.00.

Donaldson Stock Performance

Shares of DCI stock traded up $0.18 during mid-day trading on Friday, reaching $70.56. 471,607 shares of the company's stock traded hands, compared to its average volume of 563,306. Donaldson has a 12 month low of $57.45 and a 12 month high of $78.95. The firm has a 50 day moving average price of $66.36 and a two-hundred day moving average price of $68.77. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.20 and a current ratio of 1.85. The firm has a market capitalization of $8.22 billion, a PE ratio of 20.51, a price-to-earnings-growth ratio of 1.82 and a beta of 0.99.

Donaldson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 30th. Investors of record on Monday, June 16th will be given a $0.30 dividend. This is a positive change from Donaldson's previous quarterly dividend of $0.27. This represents a $1.20 dividend on an annualized basis and a yield of 1.70%. The ex-dividend date is Monday, June 16th. Donaldson's dividend payout ratio is 40.27%.

Insiders Place Their Bets

In other news, President Thomas R. Scalf sold 28,500 shares of Donaldson stock in a transaction on Monday, March 17th. The shares were sold at an average price of $69.22, for a total transaction of $1,972,770.00. Following the completion of the sale, the president now directly owns 28,334 shares in the company, valued at approximately $1,961,279.48. The trade was a 50.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director James Owens sold 18,700 shares of Donaldson stock in a transaction on Thursday, April 10th. The stock was sold at an average price of $62.02, for a total transaction of $1,159,774.00. Following the sale, the director now owns 20,246 shares of the company's stock, valued at $1,255,656.92. The trade was a 48.02% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 2.70% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in DCI. Barclays PLC raised its holdings in shares of Donaldson by 19.3% during the third quarter. Barclays PLC now owns 83,738 shares of the industrial products company's stock worth $6,171,000 after purchasing an additional 13,568 shares during the last quarter. Janney Montgomery Scott LLC raised its holdings in shares of Donaldson by 7.3% during the fourth quarter. Janney Montgomery Scott LLC now owns 7,057 shares of the industrial products company's stock worth $475,000 after purchasing an additional 482 shares during the last quarter. Trust Point Inc. raised its holdings in shares of Donaldson by 10.0% during the fourth quarter. Trust Point Inc. now owns 6,548 shares of the industrial products company's stock worth $441,000 after purchasing an additional 597 shares during the last quarter. GHP Investment Advisors Inc. raised its holdings in shares of Donaldson by 5.6% during the fourth quarter. GHP Investment Advisors Inc. now owns 47,055 shares of the industrial products company's stock worth $3,169,000 after purchasing an additional 2,506 shares during the last quarter. Finally, Apollon Wealth Management LLC raised its holdings in shares of Donaldson by 17.8% during the fourth quarter. Apollon Wealth Management LLC now owns 17,482 shares of the industrial products company's stock worth $1,177,000 after purchasing an additional 2,636 shares during the last quarter. Hedge funds and other institutional investors own 82.81% of the company's stock.

About Donaldson

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.