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: $97.41 to $98.97
• 50-Day Range: $81.76 to $98.72
• 52-Week Range: $71.79 to $112.84
• Volume: 490,451 shs
• Average Volume: 715,651 shs
• Market Capitalization: $11.44 billion
• P/E Ratio: 26.54
• Dividend Yield: 1.30%
• Price Target: $97.83
• Consensus Rating: Moderate Buy

Donaldson Stock Analysis - MarketRank™

Donaldson scored higher than 70% of companies evaluated by MarketBeat, and ranked 303rd out of 658 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: 1.7 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Donaldson has received a consensus rating of Moderate Buy. The company's average rating score is 2.60, and is based on no strong buy ratings, 3 buy ratings, 2 hold ratings, and no sell ratings.

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 2 research reports in the past 90 days.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 10.35%

Earnings Growth

Earnings for Donaldson are expected to grow by 10.35% in the coming year, from $3.96 to $4.37 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Donaldson is 26.54, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 39.52.

Price to Earnings Ratio vs. Sector

The P/E ratio of Donaldson is 26.54, which means that it is trading at a less expensive P/E ratio than the Industrials sector average P/E ratio of about 28.54.

Price to Earnings Growth Ratio

Donaldson has a PEG Ratio of 2.25. 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 7.92. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

3.70% 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 6.15.

Change versus previous month

Short interest in Donaldson has recently increased by 6.85%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

Donaldson pays a meaningful dividend of 1.30%, 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 34.41%. 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 29.29% next year. This indicates that Donaldson will be able to sustain or increase its dividend.

News and Social Media

• Score: 3.8 / 5
• News Sentiment: 1.11

News Sentiment

Donaldson has a news sentiment score of 1.11. 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 0.62 average news sentiment score of Industrials companies.

News Coverage This Week

MarketBeat has tracked 8 news articles for Donaldson this week, compared to 4 articles on an average week.

Search Interest

Only 2 people have searched for DCI on MarketBeat in the last 30 days. This is a decrease of -33% compared to the previous 30 days.

MarketBeat Follows

4 people have added Donaldson to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 0.8 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Donaldson insiders have not sold or bought any company stock.

Percentage Held by Insiders

2.20% 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.

Company Calendar

• Last Earnings: 6/01/2026
• Record date for 6/30 Dividend: 6/15/2026
• Ex-Dividend for 6/30 Dividend: 6/15/2026
• Dividend Payable: 6/30/2026
• Today: 8/08/2026
• Record date for 8/31 Dividend: 8/17/2026
• Ex-Dividend for 8/31 Dividend: 8/17/2026
• Next Earnings (Estimated): 8/26/2026
• Dividend Payable: 8/31/2026
• Fiscal Year End: 7/31/2027

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Industrials
• Industry: Machinery
• Sub-Industry: Industrial Machinery & Supplies & Components
• Current Symbol: NYSE:DCI
• CIK: 29644
• Web: www.donaldson.com
• Phone: (952) 887-3131
• Fax: 952-887-3055
• Employees: 15,000
• Year Founded: 1915

Price Target and Rating

• Average Price Target for Donaldson: $97.83
• High Price Target: $123.00
• Low Price Target: $91.00
• Potential Upside/Downside: -0.9%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.60
• Research Coverage: 5 Analysts

Profitability

• EPS (Trailing Twelve Months): $3.72
• Trailing P/E Ratio: 26.54
• Forward P/E Ratio: 24.93
• P/E Growth: 2.25
• Net Income: $367 million
• Net Margins: 11.52%
• Pretax Margin: 14.93%
• Return on Equity: 29.17%
• Return on Assets: 14.98%

Debt

• Debt-to-Equity Ratio: 0.35
• Current Ratio: 2.35
• Quick Ratio: 1.55

Sales & Book Value

• Annual Sales: $3.69 billion
• Price / Sales: 3.10
• Cash Flow: $5.21 per share
• Price / Cash Flow: 18.96
• Book Value: $12.47 per share
• Price / Book: 7.92

Miscellaneous

• Outstanding Shares: 115,910,000
• Free Float: 113,361,000
• Market Cap: $11.44 billion
• Optionable: Optionable
• Beta: 0.92