Citigroup Inc. Purchases 65,485 Shares of Donaldson Company, Inc. $DCI

Citigroup Inc. grew its holdings in shares of Donaldson Company, Inc. (NYSE:DCI) by 140.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 112,160 shares of the industrial products company’s stock after acquiring an additional 65,485 shares during the period. Citigroup Inc. owned 0.10% of Donaldson worth $9,180,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DCI. True Wealth Design LLC grew its stake in Donaldson by 203.7% during the third quarter. True Wealth Design LLC now owns 325 shares of the industrial products company’s stock worth $27,000 after purchasing an additional 218 shares during the period. Hantz Financial Services Inc. boosted its holdings in shares of Donaldson by 5,112.5% during the 2nd quarter. Hantz Financial Services Inc. now owns 417 shares of the industrial products company’s stock worth $29,000 after buying an additional 409 shares in the last quarter. SJS Investment Consulting Inc. grew its position in shares of Donaldson by 3,680.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 378 shares of the industrial products company’s stock worth $31,000 after buying an additional 368 shares during the period. NewSquare Capital LLC bought a new stake in shares of Donaldson in the 2nd quarter valued at $34,000. Finally, Employees Retirement System of Texas acquired a new position in shares of Donaldson during the 2nd quarter valued at $68,000. 82.81% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

DCI has been the subject of a number of research reports. Jefferies Financial Group raised their price target on shares of Donaldson to $123.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Weiss Ratings restated a “buy (b)” rating on shares of Donaldson in a research note on Friday, January 9th. UBS Group set a $96.00 price target on Donaldson in a research note on Tuesday, February 24th. Stifel Nicolaus raised their price objective on Donaldson from $90.00 to $96.00 and gave the company a “hold” rating in a research note on Friday, December 5th. Finally, Robert W. Baird decreased their price objective on Donaldson from $110.00 to $104.00 and set an “outperform” rating for the company in a report on Friday. Three equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $100.60.

Donaldson Trading Up 0.7%

NYSE DCI opened at $92.84 on Monday. The company has a current ratio of 2.29, a quick ratio of 1.46 and a debt-to-equity ratio of 0.43. The business has a fifty day simple moving average of $100.00 and a 200 day simple moving average of $89.45. Donaldson Company, Inc. has a 12 month low of $57.45 and a 12 month high of $112.84. The firm has a market capitalization of $10.75 billion, a P/E ratio of 29.01, a PEG ratio of 2.25 and a beta of 1.02.

Donaldson (NYSE:DCI) last posted its earnings results on Thursday, February 26th. The industrial products company reported $0.83 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.07). The firm had revenue of $896.30 million during the quarter, compared to the consensus estimate of $898.64 million. Donaldson had a return on equity of 29.85% and a net margin of 10.09%.The business’s revenue was up 3.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.83 EPS. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. On average, analysts predict that Donaldson Company, Inc. will post 3.64 EPS for the current fiscal year.

Donaldson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Thursday, February 12th were given a dividend of $0.30 per share. The ex-dividend date of this dividend was Thursday, February 12th. This represents a $1.20 annualized dividend and a dividend yield of 1.3%. Donaldson’s dividend payout ratio (DPR) is currently 37.38%.

Insider Activity at Donaldson

In other news, CFO Bradley J. Pogalz sold 566 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $91.57, for a total value of $51,828.62. Following the completion of the transaction, the chief financial officer directly 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 transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Ajita G. Rajendra sold 19,800 shares of Donaldson stock in a transaction on Friday, December 5th. The stock was sold at an average price of $92.04, for a total value of $1,822,392.00. Following the sale, the director owned 43,993 shares in the company, valued at $4,049,115.72. This trade represents a 31.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 2.20% of the company’s stock.

Key Stories Impacting Donaldson

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Q2 revenue grew ~3% year‑over‑year and management set FY‑2026 sales guidance that implies up to ~5% organic sales growth, giving investors some top‑line visibility. Donaldson’s Q2 Earnings Miss Estimates, Revenues Increase Y/Y
• Neutral Sentiment: Management will present at the Raymond James Institutional Investors Conference on March 4, giving investors an opportunity for direct Q&A and more color on demand and margins. Donaldson Company to Present at the Raymond James 47th Annual Institutional Investors Conference
• Neutral Sentiment: Robert W. Baird trimmed its price target from $110 to $104 but kept an Outperform rating — a slight analytical downgrade but still constructive relative to the market. Price target lowered by Robert W. Baird
• Negative Sentiment: Q2 EPS missed consensus (reported ~$0.78–0.83 vs. ~$0.90 expected) and margins compressed, driven by cost/inflation and weaker aftermarket demand — the primary catalyst for the selloff. Donaldson Company, Inc. Q2 2026 Earnings Call Transcript
• Negative Sentiment: Management trimmed EPS guidance for FY‑2026 (guidance band modestly below consensus), and commentary flagged softer demand after tariff front‑loading — investors reacted to the lowered profit outlook. Donaldson shares sink after revenue miss, lowered profit outlook
• Negative Sentiment: Recent acquisition (Facet Filtration) raised leverage (management flagged higher net debt/EBITDA near ~1.8–2.0x) and is expected to be accretive only later (FY‑2027), creating near‑term earnings pressure and valuation concerns. Rich Multiple And Weak Results Put Donaldson In The Penalty Box
• Negative Sentiment: Short interest rose meaningfully in February (≈25% increase month‑over‑month), signaling growing bearish positioning that can amplify downside on negative headlines. (Data summary from recent market reports.)

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.