JPMorgan Chase & Co. Raises Holdings in Donaldson Company, Inc. $DCI

Key Points

• JPMorgan Chase & Co. boosted its stake in Donaldson by 5.4% in Q3 to 490,001 shares (about $40.1 million), and institutional investors now own roughly 82.81% of the company.
• Donaldson missed the quarter's consensus with $0.83 EPS versus $0.90 expected and $896.3M revenue versus $898.6M, but set FY2026 guidance of $3.93–$4.01 EPS while analysts currently expect about $3.64.
• The company pays a quarterly dividend of $0.30 ($1.20 annual, 1.4% yield) and trades around $83.60 with a market cap of $9.68B and a PE of 26.13, below its 50‑day moving average of $99.08.

JPMorgan Chase & Co. boosted its stake in Donaldson Company, Inc. (NYSE:DCI - Free Report) by 5.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 490,001 shares of the industrial products company's stock after purchasing an additional 25,156 shares during the period. JPMorgan Chase & Co. owned about 0.42% of Donaldson worth $40,108,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. True Wealth Design LLC boosted its stake in shares of Donaldson by 203.7% during the third quarter. True Wealth Design LLC now owns 325 shares of the industrial products company's stock valued at $27,000 after purchasing an additional 218 shares during the period. SJS Investment Consulting Inc. increased its stake in shares of Donaldson by 3,680.0% in the third quarter. SJS Investment Consulting Inc. now owns 378 shares of the industrial products company's stock worth $31,000 after buying an additional 368 shares during the period. Employees Retirement System of Texas bought a new stake in Donaldson during the 2nd quarter valued at $68,000. CENTRAL TRUST Co raised its holdings in Donaldson by 40.3% during the 3rd quarter. CENTRAL TRUST Co now owns 1,024 shares of the industrial products company's stock valued at $84,000 after buying an additional 294 shares during the last quarter. Finally, Hantz Financial Services Inc. boosted its position in Donaldson by 200.0% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,251 shares of the industrial products company's stock valued at $102,000 after buying an additional 834 shares during the period. Institutional investors own 82.81% of the company's stock.

Donaldson Stock Down 0.6%

Shares of NYSE DCI opened at $83.60 on Friday. The firm has a fifty day simple moving average of $99.08 and a two-hundred day simple moving average of $90.58. Donaldson Company, Inc. has a 12 month low of $57.45 and a 12 month high of $112.84. The company has a current ratio of 2.29, a quick ratio of 1.46 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $9.68 billion, a PE ratio of 26.13, a price-to-earnings-growth ratio of 2.11 and a beta of 1.02.

Donaldson (NYSE:DCI - Get Free Report) last announced its earnings results on Thursday, February 26th. The industrial products company reported $0.83 earnings per share for the quarter, missing analysts' consensus estimates of $0.90 by ($0.07). Donaldson had a net margin of 10.09% and a return on equity of 29.85%. The company had revenue of $896.30 million for the quarter, compared to the consensus estimate of $898.64 million. During the same period in the previous year, the firm posted $0.83 EPS. The company's revenue for the quarter was up 3.0% on a year-over-year basis. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. Equities analysts expect that Donaldson Company, Inc. will post 3.64 earnings per share for the current year.

Donaldson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Thursday, February 12th were issued a dividend of $0.30 per share. The ex-dividend date was Thursday, February 12th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.4%. Donaldson's dividend payout ratio is 37.50%.

Analyst Upgrades and Downgrades

DCI has been the topic of a number of analyst reports. UBS Group set a $96.00 price objective on shares of Donaldson in a research report on Tuesday, February 24th. Robert W. Baird dropped their target price on shares of Donaldson from $110.00 to $104.00 and set an "outperform" rating for the company in a report on Friday, February 27th. Morgan Stanley cut their target price on Donaldson from $93.00 to $91.00 and set an "equal weight" rating on the stock in a research note on Monday, March 9th. Jefferies Financial Group boosted their price target on Donaldson to $123.00 and gave the company a "buy" rating in a report on Monday, February 2nd. Finally, Weiss Ratings reiterated a "buy (b)" rating on shares of Donaldson in a report on Friday, January 9th. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $102.00.

About Donaldson

Donaldson Company, Inc NYSE: DCI is a global provider of filtration systems and replacement parts for a wide range of industries. The company develops and manufactures air, liquid and gas filtration solutions for engine and industrial applications, helping customers improve performance, lower emissions and extend equipment life. Donaldson's product portfolio includes engine air intake filters, fuel filters, hydraulic filters, compressor filters, dust collection systems and gas turbine air intake systems.

Serving markets such as agriculture, construction, mining, power generation, aerospace and original equipment manufacturing, Donaldson operates through two primary business segments: Engine Products and Industrial Products.

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