Donaldson (DCI) Stock Price, News & Analysis

Company Overview

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. Its Engine Products segment supplies filtration and exhaust systems for heavy-duty vehicles, off-highway equipment and stationary engines, while the Industrial Products segment delivers dust, fume and mist collection solutions as well as liquid filtration systems for manufacturing processes, semiconductor fabrication and other industrial uses.

Headquartered near Minneapolis in Bloomington, Minnesota, Donaldson maintains a global footprint with manufacturing, sales and technical centers in more than 40 countries. The company’s products are distributed in over 130 countries through an extensive network of company-owned facilities and independent dealers. This broad geographic presence enables Donaldson to support customers with local engineering expertise, aftermarket service and rapid parts availability.

Founded in 1915 by Frank Donaldson, the company has grown from a small regional filter manufacturer to a publicly traded leader in filtration technology. Over its century-long history, Donaldson has expanded through strategic acquisitions and ongoing investment in research and development. Tod Carpenter serves as President and Chief Executive Officer, leading a management team focused on innovation, operational excellence and sustainable growth.

Key Stats

• Today's Range: $79.77 to $80.60
• 50-Day Range: $69.80 to $82.19
• 52-Week Range: $57.45 to $83.31
• Volume: 465,371 shs
• Average Volume: 597,196 shs
• Market Capitalization: $9.34 billion
• P/E Ratio: 26.29
• Dividend Yield: 1.50%
• Price Target: $80.33
• Consensus Rating: Hold

Donaldson Stock Analysis - MarketRank™

Donaldson scored higher than 87% of companies evaluated by MarketBeat, and ranked 54th out of 179 stocks in the industrials sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.6 / 5
• Analyst Rating: Hold

Consensus Rating

Donaldson has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on 1 buy rating, 1 hold rating, and 1 sell rating.

Upside/Downside

The consensus price target for Donaldson is close to its current price, suggesting limited near-term upside or downside.

Amount of Analyst Coverage

Donaldson has only been the subject of 3 research reports in the past 90 days.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 9.62%

Earnings Growth

Earnings for Donaldson are expected to grow by 9.62% in the coming year, from $3.64 to $3.99 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Donaldson is 26.27, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 279.67.

Price to Earnings Ratio vs. Sector

The P/E ratio of Donaldson is 26.27, which means that it is trading at a less expensive P/E ratio than the Industrials sector average P/E ratio of about 313.27.

Price to Earnings Growth Ratio

Donaldson has a PEG Ratio of 1.93. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Donaldson has a P/B Ratio of 6.42. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.35% of the float of Donaldson has been sold short.

Short Interest Ratio / Days to Cover

Donaldson has a short interest ratio ("days to cover") of 4.9.

Change versus previous month

Short interest in Donaldson has recently decreased by 1.45%, indicating that investor sentiment is improving.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

Donaldson pays a meaningful dividend of 1.48%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Donaldson has been increasing its dividend for 38 years.

Dividend Coverage

The dividend payout ratio of Donaldson is 39.34%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Donaldson will have a dividend payout ratio of 30.08% next year. This indicates that Donaldson will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 2.0 / 5
• Environmental Score: -2.90

Percentage of Shares Shorted

2.35% of the float of Donaldson has been sold short.

Short Interest Ratio / Days to Cover

Donaldson has a short interest ratio ("days to cover") of 4.9.

Change versus previous month

Short interest in Donaldson has recently decreased by 1.45%, indicating that investor sentiment is improving.

News and Social Media

• Score: 4.0 / 5
• News Sentiment: 1.17

News Sentiment

Donaldson has a news sentiment score of 1.17. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.73 average news sentiment score of Industrials companies.

News Coverage This Week

MarketBeat has tracked 14 news articles for Donaldson this week, compared to 13 articles on an average week.

Search Interest

4 people have searched for DCI on MarketBeat in the last 30 days.

MarketBeat Follows

4 people have added Donaldson to their MarketBeat watchlist in the last 30 days. This is an increase of 100% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Donaldson insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $5,129,264.00 in company stock.

Percentage Held by Insiders

Only 2.70% of the stock of Donaldson is held by insiders.

Percentage Held by Institutions

82.81% of the stock of Donaldson is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

DCI Stock Analysis - Frequently Asked Questions

How have DCI shares performed this year?

Donaldson's stock was trading at $67.35 at the beginning of the year. Since then, DCI shares have increased by 18.9% and is now trading at $80.0850.

How were Donaldson's earnings last quarter?

Donaldson Company, Inc. (NYSE:DCI) released its quarterly earnings results 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. The firm's quarterly revenue was up 4.8% on a year-over-year basis.
Read the conference call transcript.

Does Donaldson have any subsidiaries?

Donaldson subsidiaries include Purilogics, Solaris Biotechnology Srl, Bofa International, Hy-Pro Corporation, Engineered Products Co., Filtros Partmo S.A.S., iFil USA, and more.

Who are Donaldson's major shareholders?

Donaldson's top institutional investors include Kingstone Capital Partners Texas LLC (9.01%), State Street Corp (4.48%), Boston Trust Walden Corp (2.43%) and Geode Capital Management LLC (2.42%). Insiders that own company stock include Tod E Carpenter, Amy C Becker, Ajita G Rajendra, Scott J Robinson, Trudy A Rautio, Thomas R Scalf, Willard D Oberton, Guillermo Briseno, Wim Vermeersch, Sheila G Kramer, James Owens, Christopher M Hilger and Douglas A Milroy.
View institutional ownership trends.

How do I buy shares of Donaldson?

Shares of DCI stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Donaldson own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Donaldson investors own include NVIDIA (NVDA), Meta Platforms (META), Exxon Mobil (XOM), Advanced Micro Devices (AMD), Broadcom (AVGO), Chevron (CVX) and Intel (INTC).

Company Calendar

• Record date for 6/30 Dividend: 6/16/2025
• Ex-Dividend for 6/30 Dividend: 6/16/2025
• Dividend Payable: 6/30/2025
• Record date for 8/27 Dividend: 8/12/2025
• Ex-Dividend for 8/27 Dividend: 8/12/2025
• Last Earnings: 8/27/2025
• Dividend Payable: 8/27/2025
• Today: 9/10/2025
• Fiscal Year End: 7/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Industrials
• Industry: POLLUTION CNTRL
• Sub-Industry: Industrial Machinery
• Current Symbol: NYSE:DCI
• CIK: 29644
• Web: www.donaldson.com
• Phone: (952) 887-3131
• Fax: 952-887-3055
• Employees: 14,000
• Year Founded: 1915

Price Target and Rating

• Average Price Target for Donaldson: $80.33
• High Price Target: $85.00
• Low Price Target: $72.00
• Potential Upside/Downside: +0.2%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 3 Analysts

Profitability

• EPS (Trailing Twelve Months): $3.05
• Trailing P/E Ratio: 26.29
• Forward P/E Ratio: 22.03
• P/E Growth: 1.93
• Net Income: $367 million
• Net Margins: 9.94%
• Pretax Margin: 13.34%
• Return on Equity: 29.50%
• Return on Assets: 14.79%

Debt

• Debt-to-Equity Ratio: 0.43
• Current Ratio: 1.93
• Quick Ratio: 1.25

Sales & Book Value

• Annual Sales: $3.69 billion
• Price / Sales: 2.53
• Cash Flow: $5.12 per share
• Price / Cash Flow: 15.66
• Book Value: $12.47 per share
• Price / Book: 6.43

Miscellaneous

• Outstanding Shares: 116,520,000
• Free Float: 113,374,000
• Market Cap: $9.34 billion
• Optionable: Optionable
• Beta: 1.01