Jupiter Topco LLC Makes New Investment in Donaldson Company, Inc. $DCI

Key Points

• Jupiter Topco LLC acquired 456,677 Donaldson shares worth approximately $41.0 million, giving it a 0.39% stake. Institutional investors collectively own 82.81% of the company.
• Donaldson exceeded quarterly expectations with $1.15 in EPS and $1.06 billion in revenue, while sales rose 8% year over year. However, fiscal 2027 EPS guidance of $4.22–$4.38 came in below the $4.40 consensus estimate.
• The company declared a quarterly dividend of $0.32 per share, representing a 1.4% annualized yield. Analyst sentiment is moderately bullish, with a consensus price target of $100.33 and Robert W. Baird raising its target to $110.

Jupiter Topco LLC acquired a new position in Donaldson Company, Inc. (NYSE:DCI - Free Report) during the second quarter, according to its most recent filing with the SEC. The firm acquired 456,677 shares of the industrial products company's stock, valued at approximately $40,995,000. Jupiter Topco LLC owned about 0.39% of Donaldson as of its most recent filing with the SEC.

Several other hedge funds have also recently made changes to their positions in DCI. Allworth Financial LP purchased a new stake in Donaldson in the second quarter worth $29,000. Trust Co. of Vermont purchased a new position in Donaldson during the 2nd quarter valued at $31,000. Leonteq Securities AG bought a new position in Donaldson in the 4th quarter worth $40,000. Clearstead Advisors LLC raised its holdings in Donaldson by 92.6% in the 4th quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company's stock worth $53,000 after purchasing an additional 288 shares in the last quarter. Finally, Strive Financial Group LLC purchased a new stake in shares of Donaldson in the 4th quarter worth about $57,000. 82.81% of the stock is owned by hedge funds and other institutional investors.

Donaldson Stock Performance

Shares of DCI stock opened at $92.41 on Friday. The company's fifty day moving average price is $91.88 and its 200-day moving average price is $90.32. The stock has a market cap of $10.71 billion, a PE ratio of 24.00, a price-to-earnings-growth ratio of 2.21 and a beta of 0.92. The company has a current ratio of 2.08, a quick ratio of 1.55 and a debt-to-equity ratio of 0.73. Donaldson Company, Inc. has a 12 month low of $78.52 and a 12 month high of $112.84.

Donaldson (NYSE:DCI - Get Free Report) last issued its quarterly earnings results on Wednesday, August 26th. The industrial products company reported $1.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.13 by $0.02. Donaldson had a net margin of 11.68% and a return on equity of 28.68%. The company had revenue of $1.06 billion during the quarter, compared to analyst estimates of $1.04 billion. During the same period last year, the business earned $1.03 EPS. Donaldson's quarterly revenue was up 8.0% compared to the same quarter last year. Donaldson has set its FY 2027 guidance at 4.220-4.380 EPS. On average, equities analysts expect that Donaldson Company, Inc. will post 4.3 EPS for the current fiscal year.

Donaldson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Monday, August 17th will be paid a dividend of $0.32 per share. The ex-dividend date of this dividend is Monday, August 17th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Donaldson's dividend payout ratio (DPR) is currently 34.41%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on DCI shares. Stifel Nicolaus cut their target price on shares of Donaldson from $96.00 to $91.00 and set a "hold" rating on the stock in a research note on Thursday, June 4th. Robert W. Baird raised their price objective on shares of Donaldson from $105.00 to $110.00 and gave the stock an "outperform" rating in a report on Thursday. Wells Fargo & Company set a $91.00 price objective on Donaldson in a research report on Thursday, June 4th. Weiss Ratings upgraded Donaldson from a "buy (b-)" rating to a "buy (b)" rating in a report on Thursday, August 20th. Finally, Wall Street Zen raised Donaldson from a "hold" rating to a "buy" rating in a research report on Sunday, August 9th. Three equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $100.33.

Key Donaldson News

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Quarterly results beat expectations. Donaldson reported fiscal fourth-quarter adjusted earnings of $1.15 per share, above the $1.12–$1.13 analyst consensus, while revenue reached approximately $1.06 billion versus estimates near $1.04 billion. Sales increased 8% year over year. Donaldson Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Fiscal 2026 set records. GAAP net earnings rose to $453.8 million for the full year from $367.0 million in fiscal 2025, with full-year EPS increasing to $3.85 from $3.05. The fourth quarter also posted record sales and earnings. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
• Positive Sentiment: Analyst sentiment improved. Robert W. Baird raised its price target from $105 to $110 and upgraded its stance to “outperform,” citing potential for continued execution to support Donaldson’s valuation. Benzinga analyst update
• Neutral Sentiment: Management’s earnings presentation and conference call highlighted the company’s operating performance and outlook for fiscal 2027. Donaldson Q4 2026 Earnings Call Transcript
• Negative Sentiment: Fiscal 2027 EPS guidance was below consensus. Donaldson forecast earnings of $4.22–$4.38 per share, below the $4.40 analyst estimate. Revenue guidance of $4.1–$4.3 billion was broadly in line with the $4.2 billion consensus, making the earnings outlook the primary concern. Donaldson Q4 Earnings Metrics

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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