Cresset Asset Management LLC Acquires 13,167 Shares of Donaldson Company, Inc. $DCI

Key Points

• Cresset Asset Management LLC increased its stake in Donaldson by 103.3% in Q3, buying 13,167 shares to hold 25,908 shares worth about $2.12 million.
• Donaldson missed quarterly expectations with EPS of $0.83 versus a $0.90 consensus and revenue of $896.3M (slightly below estimates), while issuing FY2026 guidance of $3.93–$4.01 EPS.
• CFO Bradley J. Pogalz sold 566 shares on Dec. 9 at an average $91.57 (reducing his position 56.6% to 434 shares), and institutional investors now own about 82.81% of the company’s stock.

Cresset Asset Management LLC increased its holdings in shares of Donaldson Company, Inc. (NYSE:DCI - Free Report) by 103.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 25,908 shares of the industrial products company's stock after acquiring an additional 13,167 shares during the period. Cresset Asset Management LLC's holdings in Donaldson were worth $2,121,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. True Wealth Design LLC lifted its stake in Donaldson by 203.7% during the third quarter. True Wealth Design LLC now owns 325 shares of the industrial products company's stock worth $27,000 after purchasing an additional 218 shares during the period. SJS Investment Consulting Inc. grew its stake in shares of Donaldson by 3,680.0% in the 3rd quarter. SJS Investment Consulting Inc. now owns 378 shares of the industrial products company's stock valued at $31,000 after purchasing an additional 368 shares during the period. Employees Retirement System of Texas acquired a new position in shares of Donaldson in the 2nd quarter worth approximately $68,000. CENTRAL TRUST Co lifted its position in shares of Donaldson by 40.3% during the 3rd quarter. CENTRAL TRUST Co now owns 1,024 shares of the industrial products company's stock worth $84,000 after buying an additional 294 shares during the period. Finally, Hantz Financial Services Inc. lifted its position in shares of Donaldson by 200.0% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,251 shares of the industrial products company's stock worth $102,000 after buying an additional 834 shares during the period. Institutional investors and hedge funds own 82.81% of the company's stock.

Insider Buying and Selling

In other Donaldson news, CFO Bradley J. Pogalz sold 566 shares of the firm's stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $91.57, for a total value of $51,828.62. Following the completion of the sale, the chief financial officer owned 434 shares in the company, valued at approximately $39,741.38. This trade represents a 56.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 2.20% of the stock is currently owned by corporate insiders.

Donaldson Stock Down 3.1%

NYSE DCI opened at $88.81 on Friday. The stock's 50 day simple moving average is $100.07 and its 200 day simple moving average is $89.98. Donaldson Company, Inc. has a one year low of $57.45 and a one year high of $112.84. The firm has a market cap of $10.29 billion, a PE ratio of 27.75, a price-to-earnings-growth ratio of 2.22 and a beta of 1.02. The company has a debt-to-equity ratio of 0.43, a current ratio of 2.29 and a quick ratio of 1.46.

Donaldson (NYSE:DCI - Get Free Report) last issued its quarterly earnings data on Thursday, February 26th. The industrial products company reported $0.83 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.07). The business had revenue of $896.30 million during the quarter, compared to the consensus estimate of $898.64 million. Donaldson had a net margin of 10.09% and a return on equity of 29.85%. The company's revenue for the quarter was up 3.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.83 EPS. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. As a group, sell-side analysts forecast that Donaldson Company, Inc. will post 3.64 earnings per share for the current fiscal year.

Donaldson Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Thursday, February 12th were given a dividend of $0.30 per share. The ex-dividend date was Thursday, February 12th. This represents a $1.20 annualized dividend and a yield of 1.4%. Donaldson's dividend payout ratio is 37.50%.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. UBS Group set a $96.00 price target on Donaldson in a research report on Tuesday, February 24th. Robert W. Baird cut their price objective on Donaldson from $110.00 to $104.00 and set an "outperform" rating for the company in a report on Friday, February 27th. Jefferies Financial Group boosted their target price on shares of Donaldson to $123.00 and gave the company a "buy" rating in a research note on Monday, February 2nd. Morgan Stanley raised shares of Donaldson from an "underweight" rating to an "equal weight" rating and upped their target price for the stock from $72.00 to $84.00 in a report on Monday, November 24th. Finally, Stifel Nicolaus lifted their price target on shares of Donaldson from $90.00 to $96.00 and gave the company a "hold" rating in a report on Friday, December 5th. Three research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $100.60.

Donaldson Company Profile

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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