Eisler Capital Management Ltd. Purchases New Shares in Donaldson Company, Inc. $DCI

Key Points

• Eisler Capital Management Ltd. bought a new position in Donaldson Company, purchasing 8,591 shares valued at approximately $577,000 in the 1st quarter.
• Institutional ownership is high, with 82.81% of the stock held by institutional investors and hedge funds, reflecting strong investor interest in Donaldson.
• Donaldson reported earnings of $1.03 per share for the last quarter, beating estimates, and has set its FY 2026 guidance at 3.920-4.080 EPS.

Eisler Capital Management Ltd. purchased a new position in shares of Donaldson Company, Inc. (NYSE:DCI - Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 8,591 shares of the industrial products company's stock, valued at approximately $577,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Kayne Anderson Rudnick Investment Management LLC grew its position in Donaldson by 75.3% during the first quarter. Kayne Anderson Rudnick Investment Management LLC now owns 3,330,602 shares of the industrial products company's stock worth $223,350,000 after buying an additional 1,430,120 shares during the period. Fiduciary Management Inc. WI grew its position in Donaldson by 13.1% during the first quarter. Fiduciary Management Inc. WI now owns 2,499,756 shares of the industrial products company's stock worth $167,634,000 after buying an additional 290,477 shares during the period. Dimensional Fund Advisors LP grew its position in Donaldson by 12.6% during the first quarter. Dimensional Fund Advisors LP now owns 1,818,227 shares of the industrial products company's stock worth $121,926,000 after buying an additional 202,746 shares during the period. Fuller & Thaler Asset Management Inc. grew its position in Donaldson by 0.3% during the first quarter. Fuller & Thaler Asset Management Inc. now owns 1,598,281 shares of the industrial products company's stock worth $107,181,000 after buying an additional 4,041 shares during the period. Finally, Close Asset Management Ltd grew its position in Donaldson by 27.9% during the first quarter. Close Asset Management Ltd now owns 1,298,164 shares of the industrial products company's stock worth $87,074,000 after buying an additional 283,060 shares during the period. 82.81% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on DCI. Robert W. Baird upped their price target on shares of Donaldson from $78.00 to $85.00 and gave the company an "outperform" rating in a report on Friday. Stifel Nicolaus upped their price target on shares of Donaldson from $69.00 to $84.00 and gave the company a "hold" rating in a report on Thursday. Morgan Stanley reissued an "underweight" rating and set a $69.00 price objective (up previously from $65.00) on shares of Donaldson in a research note on Friday, June 6th. Finally, Wall Street Zen downgraded shares of 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 issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $79.33.

Donaldson Trading Down 0.6%

NYSE:DCI traded down $0.45 during trading hours on Monday, reaching $79.68. 868,994 shares of the company were exchanged, compared to its average volume of 678,326. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.93 and a quick ratio of 1.25. The firm has a market cap of $9.28 billion, a price-to-earnings ratio of 26.12, a PEG ratio of 1.89 and a beta of 1.00. Donaldson Company, Inc. has a 52-week low of $57.45 and a 52-week high of $83.31. The stock has a 50 day simple moving average of $72.34 and a 200 day simple moving average of $69.15.

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

Donaldson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 27th. Stockholders of record on Tuesday, August 12th were given a $0.30 dividend. 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 is presently 39.34%.

About Donaldson

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.