William Blair Has Positive View of Donaldson FY2026 Earnings

Donaldson Company, Inc. (NYSE:DCI) – Equities researchers at William Blair boosted their FY2026 earnings per share estimates for Donaldson in a research note issued to investors on Thursday, August 28th. William Blair analyst B. Drab now anticipates that the industrial products company will post earnings per share of $3.97 for the year, up from their previous estimate of $3.86. The consensus estimate for Donaldson’s current full-year earnings is $3.64 per share.

Donaldson (NYSE:DCI) last announced its quarterly earnings results on Wednesday, August 27th. The industrial products company reported $1.03 EPS for the quarter, beating the consensus estimate of $1.02 by $0.01. The firm had revenue of $980.70 million for the quarter, compared to analyst estimates 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 quarter last year, the firm posted $0.94 earnings per share. Donaldson has set its FY 2026 guidance at 3.920-4.080 EPS.

Several other brokerages have also commented on DCI. Stifel Nicolaus raised their price target on Donaldson from $69.00 to $84.00 and gave the company a “hold” rating in a research note on Thursday. Robert W. Baird raised their price objective on Donaldson from $78.00 to $85.00 and gave the company an “outperform” rating in a research report on Friday. Morgan Stanley reaffirmed an “underweight” rating and set a $69.00 price objective (up previously from $65.00) on shares of Donaldson in a research report on Friday, June 6th. Finally, Wall Street Zen downgraded Donaldson from a “buy” rating to a “hold” rating in a research report on Saturday, July 5th. One investment analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Donaldson presently has an average rating of “Hold” and an average price target of $79.33.

Donaldson Stock Performance

Shares of Donaldson stock opened at $79.68 on Monday. The firm has a market cap of $9.28 billion, a P/E ratio of 26.12, a P/E/G ratio of 1.89 and a beta of 1.00. The company has a current ratio of 1.93, a quick ratio of 1.25 and a debt-to-equity ratio of 0.43. Donaldson has a 12 month low of $57.45 and a 12 month high of $83.31. The stock’s fifty day moving average price is $72.34 and its 200-day moving average price is $69.15.

Donaldson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, August 27th. Shareholders of record on Tuesday, August 12th were issued 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 dividend payout ratio (DPR) is currently 39.34%.

Institutional Investors Weigh In On Donaldson

Several institutional investors have recently added to or reduced their stakes in the business. Kingstone Capital Partners Texas LLC acquired a new stake in Donaldson in the second quarter worth about $679,475,000. State Street Corp boosted its holdings in Donaldson by 0.7% in the second quarter. State Street Corp now owns 5,221,808 shares of the industrial products company’s stock worth $362,132,000 after acquiring an additional 36,866 shares in the last quarter. Kayne Anderson Rudnick Investment Management LLC lifted its holdings in shares of 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. Boston Trust Walden Corp lifted its holdings in shares of Donaldson by 7.8% during the second quarter. Boston Trust Walden Corp now owns 2,825,916 shares of the industrial products company’s stock worth $195,977,000 after purchasing an additional 203,957 shares during the period. Finally, Geode Capital Management LLC lifted its holdings in shares of Donaldson by 0.8% during the second quarter. Geode Capital Management LLC now owns 2,821,115 shares of the industrial products company’s stock worth $195,667,000 after purchasing an additional 21,334 shares during the period. Institutional investors and hedge funds own 82.81% of the company’s stock.

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.