Donaldson (DCI) Stock Price, News & Analysis

Company Overview

Donaldson Company, Inc. (NYSE: DCI) is a leading global provider of filtration solutions, serving a wide range of industries including aerospace, commercial, industrial, and automotive markets. Since its founding in 1915 by Frank Donaldson Jr., the company has focused on research and development of advanced filter media, filter cartridges, and engineered filtration systems. Donaldson’s offerings help customers improve air quality, protect critical equipment, and meet stringent environmental regulations.

The company’s product portfolio encompasses air intake systems, liquid filtration products, exhaust systems, compressed air and gas filtration solutions, as well as replacement filters. These solutions are designed to remove contaminants such as dust, dirt, oil and other particulates from air, gas and liquid streams. Donaldson’s filtration equipment enhances the performance and reliability of engines, turbines, hydraulic systems, and industrial processes, contributing to longer equipment life and reduced operating costs.

Donaldson operates in over 46 countries with manufacturing and R&D facilities across North America, Europe, Asia and Latin America. Its global footprint enables close collaboration with customers in emerging and mature markets, including heavy-duty trucking centers in North America, aerospace hubs in Europe, and mining and construction regions in Australia and Africa. The company’s commitment to sustainability is reflected in its waste reduction initiatives and development of eco-friendly filter media.

Under the leadership of President and Chief Executive Officer Tod Carpenter, Donaldson continues to invest in cutting-edge filtration technologies, strategic acquisitions, and expansion of its global distribution network. By combining decades of engineering expertise with a customer-centric approach, Donaldson maintains its position as a trusted partner for filtration solutions across multiple industries.

Key Stats

• Today's Range: $70.39 to $71.01
• 50-Day Range: $66.04 to $71.65
• 52-Week Range: $57.45 to $78.95
• Volume: 584,704 shs
• Average Volume: 564,438 shs
• Market Capitalization: $8.22 billion
• P/E Ratio: 23.67
• Dividend Yield: 1.70%
• Price Target: $70.00
• Consensus Rating: Hold

Donaldson Stock Analysis - MarketRank™

Donaldson scored higher than 78% of companies evaluated by MarketBeat, and ranked 52nd out of 179 stocks in the industrials sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.0 / 5
• Analyst Rating: Hold

Consensus Rating

Donaldson has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on 1 buy rating, 1 hold rating, and 1 sell rating.

Amount of Analyst Coverage

Donaldson has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 9.62%

Earnings Growth

Earnings for Donaldson are expected to grow by 9.62% in the coming year, from $3.64 to $3.99 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Donaldson is 23.67, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 25.90.

Price to Earnings Ratio vs. Sector

The P/E ratio of Donaldson is 23.67, which means that it is trading at a less expensive P/E ratio than the Industrials sector average P/E ratio of about 25.12.

Price to Earnings Growth Ratio

Donaldson has a PEG Ratio of 1.86. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Donaldson has a P/B Ratio of 5.70. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.12% of the float of Donaldson has been sold short.

Short Interest Ratio / Days to Cover

Donaldson has a short interest ratio ("days to cover") of 4.3.

Change versus previous month

Short interest in Donaldson has recently decreased by 3.15%, indicating that investor sentiment is improving.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

Donaldson pays a meaningful dividend of 1.68%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Donaldson has been increasing its dividend for 38 years.

Dividend Coverage

The dividend payout ratio of Donaldson is 40.27%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Donaldson will have a dividend payout ratio of 30.08% next year. This indicates that Donaldson will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 2.0 / 5
• Environmental Score: -2.90

Percentage of Shares Shorted

2.12% of the float of Donaldson has been sold short.

Short Interest Ratio / Days to Cover

Donaldson has a short interest ratio ("days to cover") of 4.3.

Change versus previous month

Short interest in Donaldson has recently decreased by 3.15%, indicating that investor sentiment is improving.

News and Social Media

• Score: 2.1 / 5
• News Sentiment: 0.82

News Sentiment

Donaldson has a news sentiment score of 0.82. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.71 average news sentiment score of Industrials companies.

News Coverage This Week

MarketBeat has tracked 10 news articles for Donaldson this week, compared to 10 articles on an average week.

Company Ownership

• Score: 1.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Donaldson insiders have not sold or bought any company stock.

Percentage Held by Insiders

Only 2.70% of the stock of Donaldson is held by insiders.

Percentage Held by Institutions

82.81% of the stock of Donaldson is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

DCI Stock Analysis - Frequently Asked Questions

How have DCI shares performed this year?

Donaldson's stock was trading at $67.35 at the beginning of the year. Since then, DCI stock has increased by 4.7% and is now trading at $70.53.

How were Donaldson's earnings last quarter?

Donaldson Company, Inc. (NYSE:DCI) announced its quarterly earnings results on Tuesday, June, 3rd. The industrial products company reported $0.99 earnings per share for the quarter, beating analysts' consensus estimates of $0.95 by $0.04. The business's revenue was up 1.3% on a year-over-year basis.
Read the conference call transcript.

Does Donaldson have any subsidiaries?

Donaldson subsidiaries include Purilogics, Solaris Biotechnology Srl, Bofa International, Hy-Pro Corporation, Engineered Products Co., Filtros Partmo S.A.S., iFil USA, and others.

Who are Donaldson's major shareholders?

Top institutional shareholders of Donaldson include Kingstone Capital Partners Texas LLC (9.01%), Wealth Enhancement Advisory Services LLC (0.32%), Confluence Investment Management LLC (0.27%) and Dudley & Shanley Inc. (0.18%). Insiders that own company stock include Tod E Carpenter, Ajita G Rajendra, Amy C Becker, Scott J Robinson, Thomas R Scalf, Willard D Oberton, Trudy A Rautio, Wim Vermeersch, Sheila G Kramer, James Owens, Guillermo Briseno, Christopher M Hilger and Douglas A Milroy.
View institutional ownership trends.

How do I buy shares of Donaldson?

Shares of DCI stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Donaldson own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Donaldson investors own include NVIDIA (NVDA), Meta Platforms (META), Exxon Mobil (XOM), Advanced Micro Devices (AMD), Broadcom (AVGO), Chevron (CVX) and Intel (INTC).

Company Calendar

• Last Earnings: 6/03/2025
• Record date for 6/30 Dividend: 6/16/2025
• Ex-Dividend for 6/30 Dividend: 6/16/2025
• Dividend Payable: 6/30/2025
• Today: 7/12/2025
• Fiscal Year End: 7/31/2025
• Next Earnings (Estimated): 8/27/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Industrials
• Industry: POLLUTION CNTRL
• Sub-Industry: Industrial Machinery
• Current Symbol: NYSE:DCI
• CIK: 29644
• Web: www.donaldson.com
• Phone: (952) 887-3131
• Fax: 952-887-3055
• Employees: 14,000
• Year Founded: 1915

Price Target and Rating

• Average Price Target for Donaldson: $70.00
• High Price Target: $78.00
• Low Price Target: $63.00
• Potential Upside/Downside: -0.8%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 3 Analysts

Profitability

• EPS (Trailing Twelve Months): $2.98
• Trailing P/E Ratio: 23.67
• Forward P/E Ratio: 19.38
• P/E Growth: 1.86
• Net Income: $414 million
• Net Margins: 9.94%
• Pretax Margin: 13.22%
• Return on Equity: 28.86%
• Return on Assets: 14.63%

Debt

• Debt-to-Equity Ratio: 0.44
• Current Ratio: 1.94
• Quick Ratio: 1.24

Sales & Book Value

• Annual Sales: $3.59 billion
• Price / Sales: 2.29
• Cash Flow: $4.23 per share
• Price / Cash Flow: 16.67
• Book Value: $12.37 per share
• Price / Book: 5.70

Miscellaneous

• Outstanding Shares: 116,520,000
• Free Float: 113,374,000
• Market Cap: $8.22 billion
• Optionable: Optionable
• Beta: 0.98