Arrowstreet Capital Limited Partnership Increases Holdings in Donaldson Company, Inc. $DCI

Arrowstreet Capital Limited Partnership lifted its stake in shares of Donaldson Company, Inc. (NYSE:DCI) by 8.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 644,371 shares of the industrial products company’s stock after purchasing an additional 52,252 shares during the quarter. Arrowstreet Capital Limited Partnership owned 0.55% of Donaldson worth $44,687,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in DCI. Hantz Financial Services Inc. increased its position in shares of Donaldson by 5,112.5% during the second quarter. Hantz Financial Services Inc. now owns 417 shares of the industrial products company’s stock valued at $29,000 after buying an additional 409 shares during the period. NewSquare Capital LLC purchased a new position in Donaldson during the second quarter valued at approximately $34,000. Brooklyn Investment Group grew its stake in Donaldson by 113.9% during the first quarter. Brooklyn Investment Group now owns 601 shares of the industrial products company’s stock valued at $40,000 after acquiring an additional 320 shares in the last quarter. Steph & Co. bought a new stake in Donaldson during the 2nd quarter worth approximately $46,000. Finally, Hoese & Co LLP lifted its stake in Donaldson by 266.7% in the 2nd quarter. Hoese & Co LLP now owns 660 shares of the industrial products company’s stock worth $46,000 after purchasing an additional 480 shares in the last quarter. Institutional investors own 82.81% of the company’s stock.

Donaldson Stock Performance

NYSE:DCI opened at $92.49 on Friday. The company has a market capitalization of $10.71 billion, a price-to-earnings ratio of 28.81, a PEG ratio of 2.34 and a beta of 0.99. The business has a 50 day moving average of $85.15 and a 200 day moving average of $77.43. The company has a debt-to-equity ratio of 0.44, a current ratio of 2.15 and a quick ratio of 1.25. Donaldson Company, Inc. has a 1-year low of $57.45 and a 1-year high of $95.00.

Donaldson (NYSE:DCI) last posted its quarterly earnings results on Thursday, December 4th. The industrial products company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.93 by $0.01. The firm had revenue of $935.40 million for the quarter, compared to the consensus estimate of $922.68 million. Donaldson had a net margin of 10.25% and a return on equity of 30.24%. The business’s revenue was up 3.9% compared to the same quarter last year. During the same period last year, the firm posted $0.83 earnings per share. Donaldson has set its FY 2026 guidance at 3.950-4.110 EPS. On average, sell-side analysts predict that Donaldson Company, Inc. will post 3.64 earnings per share for the current fiscal year.

Donaldson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, December 22nd. Shareholders of record on Friday, December 5th will be paid a $0.30 dividend. The ex-dividend date of this dividend is Friday, December 5th. This represents a $1.20 annualized dividend and a yield of 1.3%. Donaldson’s payout ratio is currently 39.34%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the stock. Morgan Stanley upgraded shares of Donaldson from an “underweight” rating to an “equal weight” rating and boosted their price target for the company from $72.00 to $84.00 in a research report on Monday, November 24th. Robert W. Baird set a $100.00 target price on Donaldson in a research report on Friday. Weiss Ratings restated a “buy (b)” rating on shares of Donaldson in a research note on Tuesday, October 14th. Wall Street Zen raised Donaldson from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Finally, Stifel Nicolaus upped their price objective on shares of Donaldson from $90.00 to $96.00 and gave the stock a “hold” rating in a research report on Friday. Two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Donaldson currently has a consensus rating of “Moderate Buy” and a consensus target price of $93.33.

Donaldson 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.