Focus Partners Advisor Solutions LLC Takes Position in Donaldson Company, Inc. $DCI

Focus Partners Advisor Solutions LLC acquired a new position in Donaldson Company, Inc. (NYSE:DCI - Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,293 shares of the industrial products company's stock, valued at approximately $221,000.

Several other large investors also recently made changes to their positions in the stock. ICW Investment Advisors LLC grew its holdings in Donaldson by 0.6% during the first quarter. ICW Investment Advisors LLC now owns 24,094 shares of the industrial products company's stock valued at $1,616,000 after purchasing an additional 150 shares during the last quarter. Cresset Asset Management LLC boosted its holdings in shares of Donaldson by 1.7% during the 1st quarter. Cresset Asset Management LLC now owns 11,462 shares of the industrial products company's stock worth $769,000 after buying an additional 191 shares during the period. State of Michigan Retirement System grew its stake in Donaldson by 0.7% in the 1st quarter. State of Michigan Retirement System now owns 28,558 shares of the industrial products company's stock valued at $1,915,000 after buying an additional 200 shares during the last quarter. Xponance Inc. raised its holdings in Donaldson by 1.5% in the 1st quarter. Xponance Inc. now owns 13,872 shares of the industrial products company's stock worth $930,000 after acquiring an additional 201 shares during the period. Finally, Smartleaf Asset Management LLC boosted its holdings in Donaldson by 34.3% during the first quarter. Smartleaf Asset Management LLC now owns 802 shares of the industrial products company's stock valued at $54,000 after acquiring an additional 205 shares during the period. Institutional investors own 82.81% of the company's stock.

Insider Buying and Selling at Donaldson

In related news, President Guillermo Briseno sold 13,500 shares of the business's stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $79.03, for a total transaction of $1,066,905.00. Following the completion of the transaction, the president owned 25,309 shares in the company, valued at approximately $2,000,170.27. The trade was a 34.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Trudy A. Rautio sold 31,900 shares of the stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $79.96, for a total transaction of $2,550,724.00. Following the completion of the sale, the director owned 29,330 shares in the company, valued at approximately $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. In the last 90 days, insiders sold 63,900 shares of company stock worth $5,129,264. Insiders own 2.70% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on DCI shares. Morgan Stanley lifted their price objective on Donaldson from $69.00 to $72.00 and gave the stock an "underweight" rating in a research note on Tuesday, September 2nd. Wall Street Zen lowered Donaldson from a "buy" rating to a "hold" rating in a report on Saturday, July 5th. Robert W. Baird raised their price objective on shares of Donaldson from $78.00 to $85.00 and gave the stock an "outperform" rating in a research note on Friday, August 29th. Finally, Stifel Nicolaus upped their target price on shares of Donaldson from $69.00 to $84.00 and gave the company a "hold" rating in a research note on Thursday, August 28th. One investment analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and an average target price of $80.33.

Donaldson Price Performance

Shares of DCI traded down $0.70 on Friday, hitting $80.91. The company's stock had a trading volume of 552,893 shares, compared to its average volume of 733,047. The company has a market capitalization of $9.43 billion, a PE ratio of 26.53, a PEG ratio of 1.94 and a beta of 1.01. Donaldson Company, Inc. has a fifty-two week low of $57.45 and a fifty-two week high of $83.31. The company has a 50 day moving average price of $74.42 and a 200 day moving average price of $69.94. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.93 and a quick ratio of 1.25.

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

Donaldson Announces Dividend

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

Donaldson Company 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.