6,848 Shares in Donaldson Company, Inc. $DCI Purchased by Integrity Alliance LLC.

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) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 6,848 shares of the industrial products company's stock, valued at approximately $459,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Donaldson by 8.5% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 474,072 shares of the industrial products company's stock valued at $31,791,000 after acquiring an additional 37,176 shares during the last quarter. United Services Automobile Association acquired a new stake in shares of Donaldson in the 1st quarter worth $517,000. Caxton Associates LLP acquired a new stake in shares of Donaldson in the 1st quarter worth $909,000. Goldman Sachs Group Inc. raised its holdings in shares of Donaldson by 29.0% during the 1st quarter. Goldman Sachs Group Inc. now owns 279,525 shares of the industrial products company's stock worth $18,745,000 after acquiring an additional 62,864 shares during the period. Finally, Kestra Investment Management LLC grew its holdings in shares of Donaldson by 7.6% in the first quarter. Kestra Investment Management LLC now owns 6,633 shares of the industrial products company's stock valued at $445,000 after purchasing an additional 470 shares during the period. 82.81% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Robert W. Baird lifted their target price 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. Wall Street Zen lowered Donaldson from a "buy" rating to a "hold" rating in a research report on Saturday, July 5th. Stifel Nicolaus increased their price target on shares of Donaldson from $69.00 to $84.00 and gave the stock a "hold" rating in a research report on Thursday, August 28th. Finally, Morgan Stanley boosted their target price on Donaldson from $69.00 to $72.00 and gave the stock an "underweight" rating in a research note on Tuesday, September 2nd. 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's stock. According to data from MarketBeat.com, Donaldson has a consensus rating of "Hold" and a consensus price target of $80.33.

Donaldson Trading Up 1.4%

Shares of NYSE:DCI traded up $1.11 during midday trading on Thursday, reaching $81.75. The company's stock had a trading volume of 123,269 shares, compared to its average volume of 597,200. The business has a 50 day moving average price of $75.03 and a 200 day moving average price of $70.19. The company has a quick ratio of 1.25, a current ratio of 1.93 and a debt-to-equity ratio of 0.43. Donaldson Company, Inc. has a 1 year low of $57.45 and a 1 year high of $83.31. The firm has a market cap of $9.53 billion, a price-to-earnings ratio of 26.80, a price-to-earnings-growth ratio of 1.92 and a beta of 1.01.

Donaldson (NYSE:DCI - Get Free Report) last released its quarterly earnings data on Wednesday, August 27th. The industrial products company reported $1.03 EPS for the quarter, topping analysts' consensus estimates of $1.02 by $0.01. Donaldson had a return on equity of 29.50% and a net margin of 9.94%.The company had revenue of $980.70 million for the quarter, compared to the consensus estimate of $951.59 million. During the same period last year, the business 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. Research analysts forecast that Donaldson Company, Inc. will post 3.64 EPS for the current year.

Donaldson Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 27th. Investors 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 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%.

Insider Buying and Selling

In related news, insider Amy C. Becker sold 18,500 shares of the stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $81.71, for a total value of $1,511,635.00. Following the completion of the transaction, the insider owned 44,645 shares of the company's stock, valued at approximately $3,647,942.95. This represents a 29.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, President Guillermo Briseno sold 13,500 shares of Donaldson stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $79.03, for a total value of $1,066,905.00. Following the sale, the president owned 25,309 shares in the company, valued at $2,000,170.27. This represents a 34.79% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 63,900 shares of company stock valued at $5,129,264 in the last quarter. Company insiders own 2.70% of the company's stock.

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.