Quantbot Technologies LP Invests $975,000 in Donaldson Company, Inc. $DCI

Key Points

• Quantbot Technologies acquired 10,864 Donaldson shares in the second quarter, investing approximately $975,000. Institutional investors collectively own 82.81% of the company.
• Donaldson exceeded fourth-quarter estimates with adjusted EPS of $1.15 and revenue of $1.06 billion, up 8% year over year; fiscal 2026 earnings also reached records.
• Management expects fiscal 2027 revenue of $4.1 billion to $4.3 billion, but its EPS outlook of $4.22 to $4.38 is slightly below analyst expectations. The company also declared a quarterly dividend of $0.32 per share.

Quantbot Technologies LP acquired a new position in shares of Donaldson Company, Inc. (NYSE:DCI - Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 10,864 shares of the industrial products company's stock, valued at approximately $975,000.

Other hedge funds also recently bought and sold shares of the company. Allworth Financial LP acquired a new position in shares of Donaldson in the 2nd quarter worth approximately $29,000. Trust Co. of Vermont purchased a new position in shares of Donaldson during the second quarter worth $31,000. Leonteq Securities AG acquired a new stake in shares of Donaldson in the fourth quarter valued at $40,000. Clearstead Advisors LLC grew its stake in shares of Donaldson by 92.6% in the fourth quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company's stock valued at $53,000 after buying 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 valued at $57,000. Hedge funds and other institutional investors own 82.81% of the company's stock.

Donaldson News Roundup

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Fourth-quarter beat: Donaldson reported adjusted earnings of $1.15 per share, above the $1.12-$1.13 analyst consensus, while revenue reached approximately $1.06 billion versus expectations of $1.04 billion. Revenue increased 8% from the prior year, and earnings rose from $1.03 per share. Donaldson shares gain 6% after fourth-quarter earnings and revenue beat forecasts
• Positive Sentiment: Record full-year performance: Fiscal 2026 GAAP net earnings increased to $453.8 million from $367.0 million, while full-year GAAP EPS rose to $3.85 from $3.05. Fourth-quarter GAAP net earnings also improved to $129.3 million from $114.3 million. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
• Positive Sentiment: Strong operating profile: Donaldson reported a 29.17% return on equity and an 11.52% net margin. The earnings beat and record results helped support the positive market reaction. Donaldson tops Q4 earnings and revenue estimates
• Neutral Sentiment: Fiscal 2027 revenue outlook: Management forecast revenue of $4.1 billion to $4.3 billion, broadly consistent with the $4.2 billion consensus estimate. Donaldson Q4 2026 earnings call transcript
• Negative Sentiment: Profit guidance lagged expectations: Fiscal 2027 EPS guidance of $4.22 to $4.38 was below the $4.40 analyst consensus. This may limit further upside despite the strong fiscal 2026 results. Donaldson Q4 earnings key metrics versus estimates

Donaldson Trading Up 2.0%

NYSE:DCI opened at $95.14 on Thursday. Donaldson Company, Inc. has a 1 year low of $75.70 and a 1 year high of $112.84. The stock has a market cap of $11.03 billion, a P/E ratio of 25.58, a P/E/G ratio of 2.13 and a beta of 0.92. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.55 and a current ratio of 2.35. The stock has a 50-day simple moving average of $91.75 and a 200-day simple moving average of $90.44.

Donaldson (NYSE:DCI - Get Free Report) last issued its earnings results on Wednesday, August 26th. The industrial products company reported $1.15 earnings per share for the quarter, topping the consensus estimate of $1.13 by $0.02. The business had revenue of $1.06 billion for the quarter, compared to analyst estimates of $1.04 billion. Donaldson had a return on equity of 29.17% and a net margin of 11.52%.The business's quarterly revenue was up 8.0% on a year-over-year basis. During the same quarter last year, the company earned $1.03 EPS. Donaldson has set its FY 2027 guidance at 4.220-4.380 EPS. As a group, analysts anticipate that Donaldson Company, Inc. will post 3.96 earnings per share for the current fiscal year.

Donaldson Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Monday, August 17th will be given a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Monday, August 17th. Donaldson's payout ratio is currently 34.41%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on DCI shares. Wall Street Zen upgraded Donaldson from a "hold" rating to a "buy" rating in a report on Sunday, August 9th. Wells Fargo & Company set a $91.00 price target on shares of Donaldson in a research report on Thursday, June 4th. Robert W. Baird raised their price objective on shares of Donaldson from $95.00 to $105.00 and gave the company an "outperform" rating in a research note on Wednesday, August 19th. Stifel Nicolaus dropped their price objective on shares of Donaldson from $96.00 to $91.00 and set a "hold" rating for the company in a report on Thursday, June 4th. Finally, Weiss Ratings raised shares of Donaldson from a "buy (b-)" rating to a "buy (b)" rating in a research note on Thursday, August 20th. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $99.50.

Donaldson Company Profile

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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