FY2026 EPS Estimates for Donaldson Reduced by William Blair

Donaldson Company, Inc. (NYSE:DCI) – Analysts at William Blair reduced their FY2026 earnings estimates for shares of Donaldson in a research note issued to investors on Wednesday, June 4th. William Blair analyst B. Drab now forecasts that the industrial products company will earn $3.86 per share for the year, down from their prior estimate of $3.96. The consensus estimate for Donaldson’s current full-year earnings is $3.64 per share.

Donaldson (NYSE:DCI) last announced its earnings results on Tuesday, June 3rd. The industrial products company reported $0.99 earnings per share for the quarter, topping analysts’ consensus estimates of $0.95 by $0.04. The firm had revenue of $940.10 million during the quarter, compared to analyst estimates of $936.02 million. Donaldson had a net margin of 11.56% and a return on equity of 29.07%. The company’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same period in the prior year, the business earned $0.92 EPS.

A number of other brokerages have also weighed in on DCI. Morgan Stanley reaffirmed an “underweight” rating and issued a $69.00 target price (up from $65.00) on shares of Donaldson in a research note on Friday. Stifel Nicolaus cut their price target on shares of Donaldson from $70.00 to $63.00 and set a “hold” rating on the stock in a research report on Monday, April 14th. Wall Street Zen cut shares of Donaldson from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, March 4th. Finally, Robert W. Baird boosted their price target on shares of Donaldson from $76.00 to $78.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 4th. One analyst has rated the stock with a sell rating, two have given a hold rating and two have assigned a buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $70.00.

Donaldson Price Performance

Shares of NYSE DCI opened at $70.39 on Monday. The firm has a market cap of $8.20 billion, a PE ratio of 20.46, a PEG ratio of 1.82 and a beta of 0.99. The company has a current ratio of 1.85, a quick ratio of 1.20 and a debt-to-equity ratio of 0.35. Donaldson has a 1-year low of $57.45 and a 1-year high of $78.95. The company has a fifty day moving average price of $66.36 and a 200 day moving average price of $68.77.

Donaldson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 30th. Shareholders of record on Monday, June 16th will be given a dividend of $0.30 per share. The ex-dividend date of this dividend is Monday, June 16th. This is a boost from Donaldson’s previous quarterly dividend of $0.27. This represents a $1.20 annualized dividend and a yield of 1.70%. Donaldson’s payout ratio is 40.27%.

Insiders Place Their Bets

In other news, President Thomas R. Scalf sold 28,500 shares of the company’s stock in a transaction dated Monday, March 17th. The shares were sold at an average price of $69.22, for a total value of $1,972,770.00. Following the sale, the president now directly owns 28,334 shares of the company’s stock, valued at approximately $1,961,279.48. This represents a 50.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director James Owens sold 18,700 shares of the company’s stock in a transaction dated Thursday, April 10th. The shares were sold at an average price of $62.02, for a total transaction of $1,159,774.00. Following the completion of the sale, the director now directly owns 20,246 shares in the company, valued at approximately $1,255,656.92. The trade was a 48.02% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 2.70% of the company’s stock.

Institutional Investors Weigh In On Donaldson

A number of institutional investors and hedge funds have recently modified their holdings of DCI. Kayne Anderson Rudnick Investment Management LLC raised its holdings in shares of Donaldson by 75.3% in the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 3,330,602 shares of the industrial products company’s stock valued at $223,350,000 after purchasing an additional 1,430,120 shares during the period. Norges Bank acquired a new position in Donaldson in the 4th quarter valued at about $65,828,000. Capital Counsel LLC NY grew its stake in Donaldson by 489.2% in the 4th quarter. Capital Counsel LLC NY now owns 656,957 shares of the industrial products company’s stock valued at $44,246,000 after buying an additional 545,457 shares during the last quarter. Fiduciary Management Inc. WI grew its stake in Donaldson by 19.9% in the 4th quarter. Fiduciary Management Inc. WI now owns 2,209,279 shares of the industrial products company’s stock valued at $148,795,000 after buying an additional 367,383 shares during the last quarter. Finally, Carnegie Investment Counsel acquired a new position in Donaldson in the 1st quarter valued at about $23,147,000. 82.81% of the stock is owned by institutional investors.

Donaldson Company Profile

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.