Aurora Investment Counsel Trims Stock Holdings in Donaldson Company, Inc. $DCI

Aurora Investment Counsel reduced its position in Donaldson Company, Inc. (NYSE:DCI) by 33.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,254 shares of the industrial products company’s stock after selling 10,275 shares during the quarter. Aurora Investment Counsel’s holdings in Donaldson were worth $1,719,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of DCI. Leonteq Securities AG purchased a new stake in shares of Donaldson in the fourth quarter valued at about $40,000. Eagle Bay Advisors LLC purchased a new position in shares of Donaldson during the fourth quarter worth about $45,000. Clearstead Advisors LLC increased its position in Donaldson by 92.6% in the 4th quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company’s stock valued at $53,000 after acquiring an additional 288 shares during the period. Strive Financial Group LLC acquired a new position in Donaldson in the 4th quarter valued at about $57,000. Finally, Sachetta LLC purchased a new stake in Donaldson during the 1st quarter valued at approximately $65,000. 82.81% of the stock is owned by institutional investors and hedge funds.

Donaldson Stock Performance

Shares of DCI stock opened at $90.27 on Friday. The stock has a fifty day moving average price of $86.03 and a 200 day moving average price of $91.18. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.55 and a current ratio of 2.35. The stock has a market cap of $10.46 billion, a PE ratio of 24.27, a P/E/G ratio of 2.28 and a beta of 0.93. Donaldson Company, Inc. has a 1 year low of $69.58 and a 1 year high of $112.84.

Donaldson (NYSE:DCI) last posted its earnings results on Tuesday, June 2nd. The industrial products company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.05 by $0.01. The company had revenue of $995.10 million for the quarter, compared to analyst estimates of $973.65 million. Donaldson had a return on equity of 29.17% and a net margin of 11.52%.Donaldson’s revenue was up 5.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.99 earnings per share. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. Sell-side analysts forecast that Donaldson Company, Inc. will post 3.96 earnings per share for the current fiscal year.

Donaldson Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th were given a $0.32 dividend. This is a boost from Donaldson’s previous quarterly dividend of $0.30. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Monday, June 15th. Donaldson’s dividend payout ratio (DPR) is currently 34.41%.

Wall Street Analyst Weigh In

DCI has been the subject of several analyst reports. Weiss Ratings upgraded Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, June 3rd. Wall Street Zen upgraded shares of Donaldson from a “hold” rating to a “buy” rating in a research report on Sunday, July 12th. Stifel Nicolaus dropped their price objective on shares of Donaldson from $96.00 to $91.00 and set a “hold” rating on the stock in a research note on Thursday, June 4th. Robert W. Baird cut their price objective on shares of Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. Finally, Wells Fargo & Company set a $91.00 target price on shares of Donaldson in a research note on Thursday, June 4th. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Donaldson currently has an average rating of “Moderate Buy” and an average price target of $97.83.

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.