Donaldson (NYSE:DCI) Posts Earnings Results, Beats Estimates By $0.01 EPS

Key Points

• Donaldson reported earnings of $1.03 per share, beating estimates by $0.01 and updated its FY 2026 guidance to 3.920-4.080 EPS.
• The company announced a quarterly dividend of $0.30 per share, representing an annual yield of 1.6% and a payout ratio of 40.27%.
• Analysts' ratings for Donaldson include one Buy, one Hold, and one Sell, with a consensus price target of $70.00.

Donaldson (NYSE:DCI - Get Free Report) announced its quarterly earnings data on Wednesday. The industrial products company reported $1.03 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.01, Zacks reports. The firm had revenue of $980.70 million during the quarter, compared to analysts' expectations of $951.59 million. Donaldson had a return on equity of 29.50% and a net margin of 9.94%.The company's quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.94 EPS. Donaldson updated its FY 2026 guidance to 3.920-4.080 EPS.

Donaldson Price Performance

DCI stock traded down $0.45 during midday trading on Friday, reaching $79.68. 868,994 shares of the stock were exchanged, compared to its average volume of 661,232. The stock has a market capitalization of $9.28 billion, a PE ratio of 26.12, a P/E/G ratio of 1.94 and a beta of 0.99. Donaldson has a 52 week low of $57.45 and a 52 week high of $83.31. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.93 and a quick ratio of 1.24. The company has a fifty day moving average price of $72.34 and a 200 day moving average price of $69.16.

Donaldson Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 27th. Investors of record on Tuesday, August 12th were given a dividend of $0.30 per share. The ex-dividend date was Tuesday, August 12th. This represents a $1.20 dividend on an annualized basis and a yield of 1.5%. Donaldson's payout ratio is currently 39.34%.

Institutional Investors Weigh In On Donaldson

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. State Street Corp grew its position 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 during the last quarter. Goldman Sachs Group Inc. grew its position 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 during the last quarter. Quantinno Capital Management LP grew its position 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 during the last quarter. Millennium Management LLC lifted 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 purchasing an additional 181,602 shares during the period. Finally, California Public Employees Retirement System lifted 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 purchasing an additional 14,260 shares during the period. Institutional investors own 82.81% of the company's stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Stifel Nicolaus lifted their price target on Donaldson from $69.00 to $84.00 and gave the company a "hold" rating in a research note on Thursday. Morgan Stanley reiterated 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. Robert W. Baird lifted their price target on Donaldson from $78.00 to $85.00 and gave the company an "outperform" rating in a research note on Friday. Finally, Wall Street Zen lowered Donaldson from a "buy" rating to a "hold" rating in a research note on Saturday, July 5th. One equities research analyst has rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Donaldson currently has a consensus rating of "Hold" and an average target price of $79.33.

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.