Donaldson Company, Inc. (NYSE:DCI) Receives Consensus Rating of “Moderate Buy” from Analysts

Donaldson Company, Inc. (NYSE:DCI) has earned an average recommendation of “Moderate Buy” from the five analysts that are currently covering the company, Marketbeat.com reports. Two equities research analysts have rated the stock with a hold recommendation and three have given a buy recommendation to the company. The average 12-month price target among brokers that have updated their coverage on the stock in the last year is $97.8333.

Several brokerages have recently issued reports on DCI. Stifel Nicolaus reduced their price target on shares of Donaldson from $96.00 to $91.00 and set a “hold” rating on the stock in a research report on Thursday, June 4th. Wall Street Zen cut shares of Donaldson from a “buy” rating to a “hold” rating in a report on Tuesday, June 30th. Weiss Ratings raised shares of Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, June 3rd. Wells Fargo & Company set a $91.00 target price on shares of Donaldson in a report on Thursday, June 4th. Finally, Robert W. Baird lowered their target price on Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a research note on Monday, March 30th.

Insider Activity at Donaldson

In related news, Director James Owens sold 13,753 shares of the company’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $89.21, for a total transaction of $1,226,905.13. Following the sale, the director directly owned 22,565 shares in the company, valued at approximately $2,013,023.65. This represents a 37.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 2.20% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Verdence Capital Advisors LLC raised its holdings in shares of Donaldson by 1.2% in the 4th quarter. Verdence Capital Advisors LLC now owns 8,603 shares of the industrial products company’s stock valued at $763,000 after purchasing an additional 101 shares in the last quarter. TIAA Trust National Association boosted its position in shares of Donaldson by 2.0% during the 4th quarter. TIAA Trust National Association now owns 5,589 shares of the industrial products company’s stock worth $496,000 after acquiring an additional 108 shares in the last quarter. Perigon Wealth Management LLC boosted its position in shares of Donaldson by 3.6% during the 4th quarter. Perigon Wealth Management LLC now owns 3,440 shares of the industrial products company’s stock worth $305,000 after acquiring an additional 118 shares in the last quarter. Signaturefd LLC increased its holdings in shares of Donaldson by 9.6% in the 4th quarter. Signaturefd LLC now owns 1,403 shares of the industrial products company’s stock valued at $124,000 after acquiring an additional 123 shares during the last quarter. Finally, HB Wealth Management LLC increased its holdings in shares of Donaldson by 3.8% in the 1st quarter. HB Wealth Management LLC now owns 3,502 shares of the industrial products company’s stock valued at $297,000 after acquiring an additional 129 shares during the last quarter. Hedge funds and other institutional investors own 82.81% of the company’s stock.

Donaldson Stock Up 1.0%

Donaldson stock opened at $88.60 on Friday. Donaldson has a fifty-two week low of $69.03 and a fifty-two week high of $112.84. 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 firm has a 50 day moving average price of $85.67 and a 200 day moving average price of $91.27. The company has a market capitalization of $10.27 billion, a PE ratio of 23.82, a price-to-earnings-growth ratio of 2.22 and a beta of 0.93.

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

Donaldson Increases Dividend

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

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.