56,181 Shares in Donaldson Company, Inc. $DCI Acquired by Connor Clark & Lunn Investment Management Ltd.

Key Points

• Connor Clark & Lunn Investment Management acquired 56,181 Donaldson shares during the second quarter, valued at approximately $5.04 million. Institutional investors and hedge funds collectively own 82.81% of DCI.
• Donaldson exceeded fiscal fourth-quarter expectations, reporting adjusted EPS of $1.15 and revenue of about $1.06 billion, up 8% year over year. Full-year earnings also reached records, with GAAP EPS rising to $3.85 from $3.05.
• Fiscal 2027 EPS guidance of $4.22–$4.38 fell slightly below consensus of $4.40, although revenue guidance was broadly in line. Analyst sentiment remains positive overall, with a “Moderate Buy” consensus and an average price target of $100.33.

Connor Clark & Lunn Investment Management Ltd. acquired a new position in shares of Donaldson Company, Inc. (NYSE:DCI - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 56,181 shares of the industrial products company's stock, valued at approximately $5,043,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in DCI. Allworth Financial LP acquired a new stake in shares of Donaldson during the 2nd quarter worth $29,000. Trust Co. of Vermont acquired a new position in Donaldson in the second quarter valued at about $31,000. Leonteq Securities AG acquired a new position in Donaldson in the fourth quarter valued at about $40,000. Clearstead Advisors LLC lifted its position in Donaldson by 92.6% during the fourth quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company's stock worth $53,000 after purchasing an additional 288 shares during the period. Finally, Strive Financial Group LLC acquired a new stake in Donaldson during the fourth quarter worth about $57,000. 82.81% of the stock is owned by institutional investors and hedge funds.

Donaldson News Summary

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Quarterly results beat expectations. Donaldson reported fiscal fourth-quarter adjusted earnings of $1.15 per share, above the $1.12–$1.13 analyst consensus, while revenue reached approximately $1.06 billion versus estimates near $1.04 billion. Sales increased 8% year over year. Donaldson Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Fiscal 2026 set records. GAAP net earnings rose to $453.8 million for the full year from $367.0 million in fiscal 2025, with full-year EPS increasing to $3.85 from $3.05. The fourth quarter also posted record sales and earnings. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
• Positive Sentiment: Analyst sentiment improved. Robert W. Baird raised its price target from $105 to $110 and upgraded its stance to “outperform,” citing potential for continued execution to support Donaldson’s valuation. Benzinga analyst update
• Neutral Sentiment: Management’s earnings presentation and conference call highlighted the company’s operating performance and outlook for fiscal 2027. Donaldson Q4 2026 Earnings Call Transcript
• Negative Sentiment: Fiscal 2027 EPS guidance was below consensus. Donaldson forecast earnings of $4.22–$4.38 per share, below the $4.40 analyst estimate. Revenue guidance of $4.1–$4.3 billion was broadly in line with the $4.2 billion consensus, making the earnings outlook the primary concern. Donaldson Q4 Earnings Metrics

Wall Street Analyst Weigh In

Several equities analysts have commented on DCI shares. Weiss Ratings raised shares of Donaldson from a "buy (b-)" rating to a "buy (b)" rating in a report on Thursday, August 20th. Stifel Nicolaus cut their price target on shares of Donaldson from $96.00 to $91.00 and set a "hold" rating for the company in a report on Thursday, June 4th. Robert W. Baird increased their price target on shares of Donaldson from $105.00 to $110.00 and gave the stock an "outperform" rating in a research report on Thursday. Wells Fargo & Company set a $91.00 price objective on shares of Donaldson in a research note on Thursday, June 4th. Finally, Wall Street Zen upgraded shares of Donaldson from a "hold" rating to a "buy" rating in a research report on Sunday, August 9th. Three research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $100.33.

Donaldson Stock Performance

NYSE:DCI opened at $92.41 on Friday. Donaldson Company, Inc. has a twelve month low of $78.52 and a twelve month high of $112.84. The company has a quick ratio of 1.55, a current ratio of 2.08 and a debt-to-equity ratio of 0.73. The stock's 50-day simple moving average is $91.88 and its 200 day simple moving average is $90.32. The firm has a market capitalization of $10.71 billion, a PE ratio of 24.00, a price-to-earnings-growth ratio of 2.21 and a beta of 0.92.

Donaldson (NYSE:DCI - Get Free Report) last posted its earnings results on Wednesday, August 26th. The industrial products company reported $1.15 EPS for the quarter, topping analysts' consensus estimates of $1.13 by $0.02. The firm had revenue of $1.06 billion during the quarter, compared to analysts' expectations of $1.04 billion. Donaldson had a net margin of 11.68% and a return on equity of 28.68%. The business's revenue for the quarter was up 8.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.03 earnings per share. Donaldson has set its FY 2027 guidance at 4.220-4.380 EPS. On average, analysts anticipate that Donaldson Company, Inc. will post 4.3 EPS for the current fiscal year.

Donaldson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Monday, August 17th will be given a $0.32 dividend. The ex-dividend date is Monday, August 17th. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Donaldson's dividend payout ratio (DPR) is currently 34.41%.

About Donaldson

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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