Donaldson (NYSE:DCI) Releases FY 2026 Earnings Guidance

Donaldson (NYSE:DCI) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 3.940-4.010 for the period, compared to the consensus estimate of 3.980. The company issued revenue guidance of $3.8 billion-$3.9 billion, compared to the consensus revenue estimate of $3.8 billion.

Donaldson Price Performance

NYSE DCI opened at $81.76 on Tuesday. Donaldson has a one year low of $67.71 and a one year high of $112.84. The stock has a 50-day moving average of $85.78 and a 200 day moving average of $91.80. The company has a market capitalization of $9.47 billion, a price-to-earnings ratio of 25.55, a PEG ratio of 2.06 and a beta of 0.99. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.46 and a current ratio of 2.29.

Donaldson (NYSE:DCI) last released its quarterly earnings data on Monday, June 1st. The industrial products company reported $1.06 EPS for the quarter, topping the consensus estimate of $1.05 by $0.01. Donaldson had a return on equity of 29.85% and a net margin of 10.09%.The company had revenue of $995.10 million during the quarter, compared to the consensus estimate of $973.65 million. On average, sell-side analysts forecast that Donaldson will post 3.97 EPS for the current year.

Donaldson Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be paid a dividend of $0.32 per share. The ex-dividend date is Monday, June 15th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.6%. This is an increase from Donaldson’s previous quarterly dividend of $0.30. Donaldson’s dividend payout ratio is presently 37.50%.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on DCI. Jefferies Financial Group boosted their price target on Donaldson to $123.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Robert W. Baird cut their price target on Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a research note on Monday, March 30th. Wall Street Zen downgraded Donaldson from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. UBS Group set a $96.00 price target on Donaldson in a research note on Tuesday, February 24th. Finally, Morgan Stanley cut their price target on Donaldson from $93.00 to $91.00 and set an “equal weight” rating for the company in a research note on Monday, March 9th. Two analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Donaldson has an average rating of “Hold” and an average target price of $100.20.

Insider Buying and Selling

In related news, Director James Owens sold 13,753 shares of the business’s stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $89.21, for a total value of $1,226,905.13. Following the transaction, the director directly owned 22,565 shares of the company’s stock, valued at approximately $2,013,023.65. The trade was a 37.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last 90 days, insiders sold 19,800 shares of company stock valued at $1,765,184. 2.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Osaic Holdings Inc. lifted its holdings in Donaldson by 7.1% in the 4th quarter. Osaic Holdings Inc. now owns 13,295 shares of the industrial products company’s stock worth $1,179,000 after purchasing an additional 885 shares in the last quarter. Algert Global LLC purchased a new position in Donaldson in the 3rd quarter worth approximately $1,128,000. Engineers Gate Manager LP purchased a new position in Donaldson in the 4th quarter worth approximately $887,000. Laird Norton Wetherby Trust Company LLC purchased a new stake in shares of Donaldson during the 4th quarter worth approximately $414,000. Finally, Compass Capital Management Inc. purchased a new stake in shares of Donaldson during the 3rd quarter worth approximately $389,000. 82.81% of the stock is owned by hedge funds and other institutional investors.

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.