Robert W. Baird Lowers Donaldson (NYSE:DCI) Price Target to $95.00

Key Points

• Robert W. Baird cut its price target on Donaldson from $104 to $95 while maintaining an "outperform" rating, with the $95 target implying about a 13.31% upside from the current share price.
• Analyst sentiment is mixed-to-positive: three analysts rate the stock Buy, two rate it Hold, giving a consensus rating of "Moderate Buy" and a consensus price target of $100.20.
• Donaldson missed quarterly EPS estimates (reported $0.83 vs. $0.90 expected) and revenue was slightly below expectations, while the company set FY2026 guidance at $3.93–$4.01 EPS versus analysts' average forecast of $3.64.

Donaldson (NYSE:DCI - Get Free Report) had its price objective dropped by equities researchers at Robert W. Baird from $104.00 to $95.00 in a research report issued to clients and investors on Monday,Benzinga reports. The firm currently has an "outperform" rating on the industrial products company's stock. Robert W. Baird's price target suggests a potential upside of 13.31% from the stock's current price.

A number of other analysts have also recently weighed in on the company. Stifel Nicolaus raised their price target on Donaldson from $90.00 to $96.00 and gave the company a "hold" rating in a research note on Friday, December 5th. Weiss Ratings reiterated a "buy (b)" rating on shares of Donaldson in a research report on Friday, January 9th. Jefferies Financial Group lifted their price objective on shares of Donaldson to $123.00 and gave the company a "buy" rating in a research note on Monday, February 2nd. UBS Group set a $96.00 target price on shares of Donaldson in a research note on Tuesday, February 24th. Finally, Wall Street Zen lowered Donaldson from a "buy" rating to a "hold" rating in a report on Saturday, March 7th. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Donaldson presently has a consensus rating of "Moderate Buy" and a consensus price target of $100.20.

Donaldson Trading Down 0.0%

Shares of NYSE:DCI opened at $83.84 on Monday. The firm has a market capitalization of $9.71 billion, a price-to-earnings ratio of 26.20, a price-to-earnings-growth ratio of 2.11 and a beta of 1.02. The business's 50 day moving average price is $97.76 and its 200-day moving average price is $90.83. The company has a debt-to-equity ratio of 0.43, a current ratio of 2.29 and a quick ratio of 1.46. Donaldson has a 1 year low of $57.45 and a 1 year high of $112.84.

Donaldson (NYSE:DCI - Get Free Report) last issued its quarterly 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). The company had revenue of $896.30 million during the quarter, compared to analysts' expectations of $898.64 million. Donaldson had a net margin of 10.09% and a return on equity of 29.85%. The company's quarterly revenue was up 3.0% compared to the same quarter last year. During the same period in the prior year, the business posted $0.83 earnings per share. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. On average, equities research analysts forecast that Donaldson will post 3.64 earnings per share for the current fiscal year.

Institutional Trading of Donaldson

Several institutional investors have recently made changes to their positions in DCI. JPMorgan Chase & Co. raised its stake in shares of Donaldson by 5.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 490,001 shares of the industrial products company's stock valued at $40,108,000 after acquiring an additional 25,156 shares during the period. Bank of New York Mellon Corp increased its holdings in Donaldson by 10.6% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,283,326 shares of the industrial products company's stock valued at $105,040,000 after purchasing an additional 123,000 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in Donaldson by 1.0% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,994,211 shares of the industrial products company's stock valued at $163,218,000 after purchasing an additional 20,478 shares in the last quarter. Y Intercept Hong Kong Ltd purchased a new position in Donaldson in the third quarter valued at about $3,068,000. Finally, First National Bank of Omaha acquired a new position in shares of Donaldson during the third quarter worth about $483,000. 82.81% of the stock is owned by hedge funds and other institutional investors.

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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