Donaldson (DCI) Expected to Announce Earnings on Thursday

Donaldson (NYSE:DCI) is expected to be issuing its Q2 2026 results before the market opens on Thursday, February 26th. Analysts expect Donaldson to post earnings of $0.90 per share and revenue of $898.6410 million for the quarter. Investors may visit the the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Thursday, February 26, 2026 at 9:00 AM ET.

Donaldson (NYSE:DCI) last posted its quarterly earnings data on Wednesday, December 3rd. The industrial products company reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The company had revenue of $935.40 million for the quarter, compared to analyst estimates of $922.68 million. Donaldson had a return on equity of 30.24% and a net margin of 10.25%.The firm’s quarterly revenue was up 3.9% on a year-over-year basis. During the same period in the previous year, the firm earned $0.83 earnings per share. On average, analysts expect Donaldson to post $4 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Donaldson Stock Down 0.7%

Shares of NYSE DCI opened at $107.96 on Thursday. The company’s 50 day moving average price is $98.51 and its 200-day moving average price is $87.87. The company has a debt-to-equity ratio of 0.44, a quick ratio of 1.39 and a current ratio of 2.15. Donaldson has a 52-week low of $57.45 and a 52-week high of $112.84. The company has a market capitalization of $12.45 billion, a P/E ratio of 33.63, a price-to-earnings-growth ratio of 2.69 and a beta of 1.00.

Donaldson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Thursday, February 12th will be issued a $0.30 dividend. The ex-dividend date is Thursday, February 12th. This represents a $1.20 annualized dividend and a yield of 1.1%. Donaldson’s payout ratio is presently 37.38%.

Insider Activity at Donaldson

In other Donaldson news, Director Ajita G. Rajendra sold 19,800 shares of the firm’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $92.04, for a total value of $1,822,392.00. Following the transaction, the director directly owned 43,993 shares of the company’s stock, valued at approximately $4,049,115.72. This trade represents a 31.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Bradley J. Pogalz sold 566 shares of Donaldson stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $91.57, for a total transaction of $51,828.62. Following the transaction, the chief financial officer owned 434 shares of the company’s stock, valued at $39,741.38. This represents a 56.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 2.20% of the company’s stock.

Institutional Trading of Donaldson

Several institutional investors and hedge funds have recently made changes to their positions in the company. TIAA Trust National Association raised its holdings in shares of Donaldson by 2.0% in the 4th quarter. TIAA Trust National Association now owns 5,589 shares of the industrial products company’s stock worth $496,000 after purchasing an additional 108 shares during the period. Quadrant Capital Group LLC increased its position in Donaldson by 2.4% in the fourth quarter. Quadrant Capital Group LLC now owns 5,645 shares of the industrial products company’s stock worth $500,000 after buying an additional 132 shares during the last quarter. Laird Norton Wetherby Wealth Management LLC raised its stake in shares of Donaldson by 4.3% in the third quarter. Laird Norton Wetherby Wealth Management LLC now owns 4,008 shares of the industrial products company’s stock valued at $328,000 after buying an additional 164 shares during the period. Wedbush Securities Inc. lifted its position in shares of Donaldson by 1.6% during the 4th quarter. Wedbush Securities Inc. now owns 13,131 shares of the industrial products company’s stock valued at $1,164,000 after buying an additional 205 shares during the last quarter. Finally, Smartleaf Asset Management LLC grew its stake in shares of Donaldson by 11.6% during the 4th quarter. Smartleaf Asset Management LLC now owns 2,044 shares of the industrial products company’s stock worth $185,000 after acquiring an additional 213 shares during the period. Hedge funds and other institutional investors own 82.81% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on DCI shares. Stifel Nicolaus upped their price target on shares of Donaldson from $90.00 to $96.00 and gave the company a “hold” rating in a research report on Friday, December 5th. Jefferies Financial Group upped their target price on Donaldson to $123.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Morgan Stanley upgraded Donaldson from an “underweight” rating to an “equal weight” rating and lifted their target price for the stock from $72.00 to $84.00 in a report on Monday, November 24th. Weiss Ratings reissued a “buy (b)” rating on shares of Donaldson in a research note on Friday, January 9th. Finally, Robert W. Baird set a $110.00 price objective on shares of Donaldson in a research report on Monday, February 2nd. Three equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $103.25.

About Donaldson

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.