Integrity Alliance LLC. Invests $459,000 in Donaldson Company, Inc. $DCI

Key Points

• Integrity Alliance LLC has invested $459,000 in Donaldson Company, Inc., acquiring 6,848 shares during the first quarter.
• Analyst ratings on Donaldson show a consensus of "Hold," with a recent increase in price targets by several firms, raising expectations for the stock's performance.
• Insider transactions revealed significant sales, including a director selling over 31,000 shares, indicating a 52.10% decrease in their position.

Integrity Alliance LLC. bought a new stake in Donaldson Company, Inc. (NYSE:DCI - Free Report) during the first quarter, according to its most recent filing with the SEC. The firm bought 6,848 shares of the industrial products company's stock, valued at approximately $459,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of DCI. Cullen Frost Bankers Inc. acquired a new position in Donaldson in the 1st quarter valued at $29,000. Brooklyn Investment Group grew its stake in Donaldson by 113.9% in the 1st quarter. Brooklyn Investment Group now owns 601 shares of the industrial products company's stock valued at $40,000 after buying an additional 320 shares during the last quarter. Wood Tarver Financial Group LLC acquired a new position in Donaldson in the 4th quarter valued at $42,000. CX Institutional acquired a new position in Donaldson in the 1st quarter valued at $53,000. Finally, Smartleaf Asset Management LLC grew its stake in Donaldson by 34.3% in the 1st quarter. Smartleaf Asset Management LLC now owns 802 shares of the industrial products company's stock valued at $54,000 after buying an additional 205 shares during the last quarter. 82.81% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. Wall Street Zen lowered shares of Donaldson from a "buy" rating to a "hold" rating in a research note on Saturday, July 5th. Morgan Stanley raised their target price on shares of Donaldson from $69.00 to $72.00 and gave the company an "underweight" rating in a research note on Tuesday, September 2nd. Stifel Nicolaus increased 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, August 28th. Finally, Robert W. Baird increased 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, August 29th. One analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average price target of $80.33.

Insider Transactions at Donaldson

In other news, Director Trudy A. Rautio sold 31,900 shares of the firm's stock in a transaction dated 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 completion of the transaction, the director directly owned 29,330 shares of the company's stock, valued at approximately $2,345,226.80. This trade represents a 52.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, President Guillermo Briseno sold 13,500 shares of the firm's stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $79.03, for a total transaction of $1,066,905.00. Following the transaction, the president directly owned 25,309 shares of the company's stock, valued at $2,000,170.27. The trade was a 34.79% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 63,900 shares of company stock valued at $5,129,264. Company insiders own 2.70% of the company's stock.

Donaldson Price Performance

Shares of Donaldson stock opened at $80.91 on Friday. 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 Company, Inc. has a fifty-two week low of $57.45 and a fifty-two week high of $83.31. The firm has a fifty day moving average price of $74.42 and a two-hundred day moving average price of $69.94. The company has a market cap of $9.43 billion, a PE ratio of 26.53, a price-to-earnings-growth ratio of 1.94 and a beta of 1.01.

Donaldson (NYSE:DCI - Get Free Report) last issued its quarterly earnings results on Wednesday, August 27th. The industrial products company reported $1.03 earnings per share for the quarter, beating analysts' consensus estimates 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 the consensus estimate of $951.59 million. During the same period in the prior year, the firm earned $0.94 EPS. The business's revenue was up 4.8% on a year-over-year basis. Donaldson has set its FY 2026 guidance at 3.920-4.080 EPS. Analysts expect that Donaldson Company, Inc. will post 3.64 EPS for the current year.

Donaldson Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 27th. Stockholders of record on Tuesday, August 12th were issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Tuesday, August 12th. Donaldson's dividend payout ratio (DPR) 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.

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