Donaldson Company, Inc. $DCI Stock Holdings Lifted by Focus Partners Wealth

Key Points

• Focus Partners Wealth significantly increased its stake in Donaldson Company, Inc. by 314% during the first quarter, now owning $3.82 million worth of shares.
• Insider sales were notable, including President Guillermo Briseno selling 13,500 shares and Director Trudy A. Rautio selling 31,900 shares, indicating a decrease in their ownership.
• Donaldson reported earnings of $1.03 per share for the last quarter, beating expectations, and announced a quarterly dividend of $0.30 per share, yielding 1.5% annually.

Focus Partners Wealth lifted its stake in shares of Donaldson Company, Inc. (NYSE:DCI - Free Report) by 314.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 57,028 shares of the industrial products company's stock after acquiring an additional 43,254 shares during the quarter. Focus Partners Wealth's holdings in Donaldson were worth $3,824,000 as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. Cullen Frost Bankers Inc. bought a new stake in shares of Donaldson during the 1st quarter worth about $29,000. Brooklyn Investment Group boosted its stake in shares of Donaldson by 113.9% during the 1st quarter. Brooklyn Investment Group now owns 601 shares of the industrial products company's stock worth $40,000 after acquiring an additional 320 shares in the last quarter. Wood Tarver Financial Group LLC bought a new stake in shares of Donaldson during the 4th quarter worth about $42,000. CX Institutional bought a new stake in shares of Donaldson during the 1st quarter worth about $53,000. Finally, Smartleaf Asset Management LLC boosted its stake in shares of Donaldson by 34.3% during the 1st quarter. Smartleaf Asset Management LLC now owns 802 shares of the industrial products company's stock worth $54,000 after acquiring an additional 205 shares in the last quarter. Institutional investors own 82.81% of the company's stock.

Insiders Place Their Bets

In related news, President Guillermo Briseno sold 13,500 shares of Donaldson stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $79.03, for a total value of $1,066,905.00. Following the completion of the transaction, the president directly owned 25,309 shares in the company, valued at approximately $2,000,170.27. The trade was a 34.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Trudy A. Rautio sold 31,900 shares of the business's stock in a transaction on Thursday, August 28th. The shares were sold at an average price of $79.96, for a total transaction of $2,550,724.00. Following the transaction, the director owned 29,330 shares of the company's stock, valued at $2,345,226.80. This trade represents a 52.10% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 63,900 shares of company stock valued at $5,129,264 in the last 90 days. 2.70% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

DCI has been the subject of several recent analyst reports. Wall Street Zen downgraded Donaldson from a "buy" rating to a "hold" rating in a research note on Saturday, July 5th. Stifel Nicolaus increased their target price on Donaldson from $69.00 to $84.00 and gave the company a "hold" rating in a research note on Thursday, August 28th. Robert W. Baird increased their target price on Donaldson from $78.00 to $85.00 and gave the company an "outperform" rating in a research note on Friday, August 29th. Finally, Morgan Stanley increased their target price on Donaldson from $69.00 to $72.00 and gave the company an "underweight" rating in a research note on Tuesday, September 2nd. One research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $80.33.

Donaldson Price Performance

Donaldson stock opened at $81.06 on Tuesday. Donaldson Company, Inc. has a 12 month low of $57.45 and a 12 month high of $83.31. The stock's 50 day moving average is $74.64 and its 200-day moving average is $70.04. The company has a current ratio of 1.93, a quick ratio of 1.25 and a debt-to-equity ratio of 0.43. The company has a market capitalization of $9.45 billion, a price-to-earnings ratio of 26.58, a PEG ratio of 1.92 and a beta of 1.01.

Donaldson (NYSE:DCI - Get Free Report) last announced its earnings results on Wednesday, August 27th. The industrial products company reported $1.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.01. Donaldson had a return on equity of 29.50% and a net margin of 9.94%.The business had revenue of $980.70 million during the quarter, compared to analyst estimates of $951.59 million. During the same period last year, the company earned $0.94 EPS. Donaldson's revenue for the quarter was up 4.8% compared to the same quarter last year. Donaldson has set its FY 2026 guidance at 3.920-4.080 EPS. Equities research analysts expect that Donaldson Company, Inc. will post 3.64 EPS for the current year.

Donaldson Announces Dividend

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

Donaldson 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.

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