Donaldson Company, Inc. (NYSE:DCI) Receives $99.50 Consensus PT from Brokerages

Shares of Donaldson Company, Inc. (NYSE:DCI) have earned an average recommendation of “Moderate Buy” from the five ratings firms that are covering the stock, Marketbeat reports. Two research analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. The average twelve-month price objective among analysts that have issued ratings on the stock in the last year is $99.50.

A number of analysts recently commented on the stock. Weiss Ratings upgraded shares of Donaldson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 20th. Robert W. Baird lifted their price objective on shares of Donaldson from $95.00 to $105.00 and gave the company an “outperform” rating in a research note on Wednesday, August 19th. Wells Fargo & Company set a $91.00 target price on shares of Donaldson in a report on Thursday, June 4th. Stifel Nicolaus dropped their target price on Donaldson from $96.00 to $91.00 and set a “hold” rating on the stock in a research report on Thursday, June 4th. Finally, Wall Street Zen raised Donaldson from a “hold” rating to a “buy” rating in a report on Sunday, August 9th.

Donaldson Trading Up 2.0%

Shares of DCI opened at $95.14 on Friday. Donaldson has a fifty-two week low of $75.70 and a fifty-two week high of $112.84. The business has a 50-day moving average of $91.75 and a 200 day moving average of $90.44. The firm has a market cap of $11.03 billion, a P/E ratio of 25.58, a price-to-earnings-growth ratio of 2.13 and a beta of 0.92. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.55 and a current ratio of 2.35.

Donaldson (NYSE:DCI) last released its quarterly earnings data on Wednesday, August 26th. The industrial products company reported $1.15 EPS for the quarter, beating the consensus estimate of $1.13 by $0.02. The business had revenue of $1.06 billion for the quarter, compared to the consensus estimate of $1.04 billion. Donaldson had a net margin of 11.52% and a return on equity of 29.17%. The company’s revenue was up 8.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.03 earnings per share. Donaldson has set its FY 2027 guidance at 4.220-4.380 EPS. As a group, research analysts forecast that Donaldson will post 3.96 EPS for the current year.

Donaldson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Monday, August 17th will be issued a dividend of $0.32 per share. The ex-dividend date of this dividend is Monday, August 17th. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. Donaldson’s dividend payout ratio is 34.41%.

Key Headlines Impacting Donaldson

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Fourth-quarter beat: Donaldson reported adjusted earnings of $1.15 per share, above the $1.12-$1.13 analyst consensus, while revenue reached approximately $1.06 billion versus expectations of $1.04 billion. Revenue increased 8% from the prior year, and earnings rose from $1.03 per share. Donaldson shares gain 6% after fourth-quarter earnings and revenue beat forecasts
• Positive Sentiment: Record full-year performance: Fiscal 2026 GAAP net earnings increased to $453.8 million from $367.0 million, while full-year GAAP EPS rose to $3.85 from $3.05. Fourth-quarter GAAP net earnings also improved to $129.3 million from $114.3 million. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
• Positive Sentiment: Strong operating profile: Donaldson reported a 29.17% return on equity and an 11.52% net margin. The earnings beat and record results helped support the positive market reaction. Donaldson tops Q4 earnings and revenue estimates
• Neutral Sentiment: Fiscal 2027 revenue outlook: Management forecast revenue of $4.1 billion to $4.3 billion, broadly consistent with the $4.2 billion consensus estimate. Donaldson Q4 2026 earnings call transcript
• Negative Sentiment: Profit guidance lagged expectations: Fiscal 2027 EPS guidance of $4.22 to $4.38 was below the $4.40 analyst consensus. This may limit further upside despite the strong fiscal 2026 results. Donaldson Q4 earnings key metrics versus estimates

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Allworth Financial LP purchased a new stake in shares of Donaldson in the second quarter worth about $29,000. Trust Co. of Vermont purchased a new position in Donaldson during the second quarter valued at approximately $31,000. Leonteq Securities AG bought a new stake in Donaldson during the 4th quarter worth approximately $40,000. Clearstead Advisors LLC increased its holdings in Donaldson by 92.6% during the 4th quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company’s stock worth $53,000 after acquiring an additional 288 shares during the period. Finally, Strive Financial Group LLC purchased a new stake in Donaldson in the 4th quarter worth approximately $57,000. Hedge funds and other institutional investors own 82.81% of the company’s stock.

Donaldson Company Profile

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.