Kera Capital Partners Inc. Invests $322,000 in Donaldson Company, Inc. $DCI

Key Points

• Kera Capital Partners Inc. invested $322,000 in Donaldson Company, acquiring 4,646 shares during the second quarter.
• Donaldson's stock has recently been rated with a consensus "Hold" and a target price of $80.33 by research analysts.
• Donaldson declared a quarterly dividend of $0.30 per share, resulting in an annualized yield of 1.5%.

Kera Capital Partners Inc. acquired a new position in Donaldson Company, Inc. (NYSE:DCI - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 4,646 shares of the industrial products company's stock, valued at approximately $322,000.

Several other institutional investors have also recently made changes to their positions in DCI. Cullen Frost Bankers Inc. bought a new position in shares of Donaldson in the first quarter worth about $29,000. Brooklyn Investment Group raised its stake in shares of Donaldson by 113.9% in the first quarter. Brooklyn Investment Group now owns 601 shares of the industrial products company's stock worth $40,000 after buying an additional 320 shares during the period. Wood Tarver Financial Group LLC bought a new position in shares of Donaldson in the fourth quarter worth about $42,000. CX Institutional bought a new position in shares of Donaldson in the first quarter worth about $53,000. Finally, Smartleaf Asset Management LLC grew its position in shares of Donaldson by 34.3% during the first quarter. Smartleaf Asset Management LLC now owns 802 shares of the industrial products company's stock worth $54,000 after purchasing an additional 205 shares in the last quarter. Institutional investors own 82.81% of the company's stock.

Analyst Ratings Changes

Several research firms recently issued reports on DCI. Morgan Stanley increased their target price on Donaldson from $69.00 to $72.00 and gave the stock an "underweight" rating in a research report on Tuesday, September 2nd. Stifel Nicolaus increased their target price on Donaldson from $69.00 to $84.00 and gave the stock a "hold" rating in a research report on Thursday, August 28th. Robert W. Baird increased their target price on Donaldson from $78.00 to $85.00 and gave the stock an "outperform" rating in a research report on Friday, August 29th. Finally, Wall Street Zen cut Donaldson from a "buy" rating to a "hold" rating in a research report on Saturday, July 5th. One equities research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Donaldson currently has a consensus rating of "Hold" and a consensus price target of $80.33.

Donaldson Stock Performance

NYSE DCI opened at $80.91 on Friday. The stock has a market capitalization of $9.43 billion, a PE ratio of 26.53, a P/E/G ratio of 1.94 and a beta of 1.01. The business has a 50 day simple moving average of $74.42 and a two-hundred day simple moving average 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 Company, Inc. has a 1-year low of $57.45 and a 1-year high of $83.31.

Donaldson (NYSE:DCI - Get Free Report) last released its quarterly earnings results 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. The business had revenue of $980.70 million during the quarter, compared to analysts' expectations of $951.59 million. Donaldson had a return on equity of 29.50% and a net margin of 9.94%.The firm's revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter last year, the business posted $0.94 EPS. Donaldson has set its FY 2026 guidance at 3.920-4.080 EPS. On average, research analysts predict that Donaldson Company, Inc. will post 3.64 EPS for the current fiscal year.

Donaldson Dividend Announcement

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

Insider Buying and Selling at Donaldson

In other Donaldson news, President Guillermo Briseno sold 13,500 shares of the firm's stock in a transaction that occurred on 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 completion of the transaction, the president owned 25,309 shares in the company, valued at $2,000,170.27. This trade represents a 34.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Amy C. Becker sold 18,500 shares of the firm's stock in a transaction that occurred on Thursday, August 28th. The shares were sold at an average price of $81.71, for a total value of $1,511,635.00. Following the transaction, the insider owned 44,645 shares of the company's stock, valued at $3,647,942.95. This represents a 29.30% decrease in their position. The disclosure for this sale can be found here. Insiders sold 63,900 shares of company stock worth $5,129,264 in the last quarter. 2.70% of the stock is owned by corporate insiders.

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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