What is William Blair's Estimate for Donaldson Q1 Earnings?

Key Points

• William Blair has raised its Q1 2026 earnings per share estimate for Donaldson to $0.93, up from a prior estimate of $0.91, while the full-year consensus is $3.64 per share.
• Donaldson recently declared a quarterly dividend of $0.30 per share, reflecting an annualized yield of 1.5% with a payout ratio of 39.34%.
• The stock is currently rated as a "Hold" by analysts, with a consensus price target of $77.00 following various recent adjustments from other investment firms.

Donaldson Company, Inc. (NYSE:DCI - Free Report) - Equities researchers at William Blair raised their Q1 2026 earnings per share estimates for Donaldson in a report released on Thursday, August 28th. William Blair analyst B. Drab now forecasts that the industrial products company will post earnings per share of $0.93 for the quarter, up from their prior estimate of $0.91. The consensus estimate for Donaldson's current full-year earnings is $3.64 per share. William Blair also issued estimates for Donaldson's Q2 2026 earnings at $0.91 EPS, Q3 2026 earnings at $1.02 EPS and Q4 2026 earnings at $1.10 EPS.

Other equities research analysts have also recently issued reports about the stock. Wall Street Zen cut shares of Donaldson from a "buy" rating to a "hold" rating in a research report on Saturday, July 5th. Morgan Stanley reissued an "underweight" rating and issued a $69.00 target price (up from $65.00) on shares of Donaldson in a report on Friday, June 6th. Robert W. Baird upped their target price on Donaldson from $78.00 to $85.00 and gave the company an "outperform" rating in a research report on Friday. Finally, Stifel Nicolaus lifted their price target on Donaldson from $69.00 to $84.00 and gave the stock a "hold" rating in a research report on Thursday. One research analyst has rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Donaldson currently has an average rating of "Hold" and a consensus price target of $79.33.

Donaldson Stock Down 0.6%

Shares of NYSE:DCI traded down $0.45 during trading on Friday, hitting $79.68. 868,994 shares of the company were exchanged, compared to its average volume of 678,326. The firm's 50 day moving average price is $72.34 and its 200-day moving average price is $69.15. Donaldson has a 12-month low of $57.45 and a 12-month high of $83.31. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.93 and a quick ratio of 1.25. The stock has a market capitalization of $9.28 billion, a P/E ratio of 26.12, a PEG ratio of 1.89 and a beta of 1.00.

Donaldson (NYSE:DCI - Get Free Report) last announced its quarterly earnings data 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 business had revenue of $980.70 million during the quarter, compared to the consensus estimate of $951.59 million. Donaldson had a return on equity of 29.50% and a net margin of 9.94%.The business's revenue for the quarter was up 4.8% on a year-over-year basis. During the same period in the previous year, the company posted $0.94 earnings per share. Donaldson has set its FY 2026 guidance at 3.920-4.080 EPS.

Donaldson Announces Dividend

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

Institutional Trading of Donaldson

Institutional investors have recently added to or reduced their stakes in the stock. Kingstone Capital Partners Texas LLC purchased a new stake in Donaldson during the second quarter worth $679,475,000. Kayne Anderson Rudnick Investment Management LLC raised its stake in Donaldson by 75.3% during the first quarter. Kayne Anderson Rudnick Investment Management LLC now owns 3,330,602 shares of the industrial products company's stock worth $223,350,000 after purchasing an additional 1,430,120 shares during the period. Norges Bank acquired a new position in shares of Donaldson in the 2nd quarter valued at $68,759,000. Carnegie Investment Counsel purchased a new stake in shares of Donaldson during the 1st quarter valued at $23,147,000. Finally, Fiduciary Management Inc. WI increased its holdings in shares of Donaldson by 13.1% during the 1st quarter. Fiduciary Management Inc. WI now owns 2,499,756 shares of the industrial products company's stock worth $167,634,000 after buying an additional 290,477 shares during the last quarter. Hedge funds and other institutional investors own 82.81% of the company's stock.

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.