Donaldson (DCI) Stock Price, News & Analysis

Company Overview

Donaldson Company, Inc. (NYSE: DCI) is a global provider of filtration systems and replacement parts. Founded in 1915, the company develops products that help protect engines, equipment, manufacturing processes and people from airborne and liquid contaminants.

Donaldson’s products include air and liquid filters, dust and fume collectors, hydraulic and process filtration systems, exhaust and emissions solutions, and replacement filtration parts. Its technologies are used in applications such as heavy-duty and off-road equipment, agriculture, construction, mining, transportation, power generation, manufacturing, and other industrial operations.

The company serves original equipment manufacturers, distributors and end users through operations and sales channels spanning North America, Europe, Asia-Pacific and other international markets. Donaldson also provides filtration solutions for aerospace, defense, energy and specialized industrial applications, supporting customers throughout the life cycle of their equipment and processes.

Key Stats

• Today's Range: $85.88 to $87.70
• 50-Day Range: $86.36 to $98.72
• 52-Week Range: $79.42 to $112.84
• Volume: 224,686 shs
• Average Volume: 715,410 shs
• Market Capitalization: $9.97 billion
• P/E Ratio: 22.33
• Dividend Yield: 1.49%
• Price Target: $101.00
• Consensus Rating: Moderate Buy

Donaldson Stock Analysis - MarketRank™

Donaldson scored higher than 95% of companies evaluated by MarketBeat, and ranked 76th out of 662 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: 3.1 / 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 Potential

Donaldson has a consensus price target of $101.00, representing about 17.2% upside from its current price of $86.15.

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: 12.44%

Earnings Growth

Earnings for Donaldson are expected to grow by 12.44% in the coming year, from $4.34 to $4.88 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Donaldson is 22.36, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.98.

Price to Earnings Ratio vs. Sector

The P/E ratio of Donaldson is 22.36, which means that it is trading at a less expensive P/E ratio than the Industrials sector average P/E ratio of about 25.54.

Price to Earnings Growth Ratio

Donaldson has a PEG Ratio of 2.01. 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 5.66. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.42% 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 3.88, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Donaldson has recently decreased by 12.82%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

Donaldson pays a meaningful dividend of 1.47%, 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 33.25%. 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 26.23% next year. This indicates that Donaldson will be able to sustain or increase its dividend.

News and Social Media

• Score: 3.0 / 5
• News Sentiment: 0.80

News Sentiment

Donaldson has a news sentiment score of 0.80. 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 0.69 average news sentiment score of Industrials companies.

News Coverage This Week

MarketBeat has tracked 6 news articles for Donaldson this week, compared to 3 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 0% compared to the previous 30 days.

MarketBeat Follows

Only 2 people have added Donaldson to their MarketBeat watchlist in the last 30 days. This is a decrease of -50% compared to the previous 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

• Record date for 6/30 Dividend: 6/15/2026
• Ex-Dividend for 6/30 Dividend: 6/15/2026
• Dividend Payable: 6/30/2026
• Record date for 8/31 Dividend: 8/17/2026
• Ex-Dividend for 8/31 Dividend: 8/17/2026
• Last Earnings: 8/26/2026
• Dividend Payable: 8/31/2026
• Today: 9/17/2026
• Next Earnings (Estimated): 12/03/2026
• 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: ir.donaldson.com
• Phone: (612) 887-3131
• Fax: 952-887-3055
• Employees: 15,000
• Year Founded: 1915

Price Target and Rating

• Average Price Target for Donaldson: $101.00
• High Price Target: $123.00
• Low Price Target: $91.00
• Potential Upside/Downside: +17.3%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.60
• Research Coverage: 5 Analysts

Profitability

• EPS (Trailing Twelve Months): $3.85
• Trailing P/E Ratio: 22.38
• Forward P/E Ratio: 19.85
• P/E Growth: 2.01
• Net Income: $453.80 million
• Net Margins: 11.68%
• Pretax Margin: 15.08%
• Return on Equity: 28.68%
• Return on Assets: 14.27%

Debt

• Debt-to-Equity Ratio: 0.73
• Current Ratio: 2.08
• Quick Ratio: 1.41

Sales & Book Value

• Annual Sales: $3.89 billion
• Price / Sales: 2.57
• Cash Flow: $4.91 per share
• Price / Cash Flow: 17.53
• Book Value: $15.22 per share
• Price / Book: 5.66

Miscellaneous

• Outstanding Shares: 115,910,000
• Free Float: 113,361,000
• Market Cap: $9.98 billion
• Optionable: Optionable
• Beta: 0.92