Jupiter Topco LLC Takes Position in Donaldson Company, Inc. $DCI

Jupiter Topco LLC purchased a new position in Donaldson Company, Inc. (NYSE:DCI) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 456,677 shares of the industrial products company’s stock, valued at approximately $40,995,000.

Other hedge funds also recently bought and sold shares of the company. BlackRock Inc. purchased a new position in Donaldson in the second quarter worth about $1,072,012,000. State Street Corp grew its holdings in shares of Donaldson by 0.7% during the second quarter. State Street Corp now owns 5,221,808 shares of the industrial products company’s stock valued at $362,132,000 after buying an additional 36,866 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Donaldson by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 2,846,214 shares of the industrial products company’s stock valued at $252,386,000 after acquiring an additional 15,674 shares in the last quarter. Morgan Stanley raised its holdings in Donaldson by 1.9% in the 4th quarter. Morgan Stanley now owns 2,542,166 shares of the industrial products company’s stock worth $225,389,000 after acquiring an additional 47,062 shares during the last quarter. Finally, Fuller & Thaler Asset Management Inc. raised its holdings in Donaldson by 22.0% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 2,109,595 shares of the industrial products company’s stock worth $187,037,000 after acquiring an additional 380,419 shares during the last quarter. Institutional investors own 82.81% of the company’s stock.

Key Donaldson News

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Quarterly results beat expectations. Donaldson reported fiscal fourth-quarter adjusted earnings of $1.15 per share, above the $1.12–$1.13 analyst consensus, while revenue reached approximately $1.06 billion versus estimates near $1.04 billion. Sales increased 8% year over year. Donaldson Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Fiscal 2026 set records. GAAP net earnings rose to $453.8 million for the full year from $367.0 million in fiscal 2025, with full-year EPS increasing to $3.85 from $3.05. The fourth quarter also posted record sales and earnings. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
• Positive Sentiment: Analyst sentiment improved. Robert W. Baird raised its price target from $105 to $110 and upgraded its stance to “outperform,” citing potential for continued execution to support Donaldson’s valuation. Benzinga analyst update
• Neutral Sentiment: Management’s earnings presentation and conference call highlighted the company’s operating performance and outlook for fiscal 2027. Donaldson Q4 2026 Earnings Call Transcript
• Negative Sentiment: Fiscal 2027 EPS guidance was below consensus. Donaldson forecast earnings of $4.22–$4.38 per share, below the $4.40 analyst estimate. Revenue guidance of $4.1–$4.3 billion was broadly in line with the $4.2 billion consensus, making the earnings outlook the primary concern. Donaldson Q4 Earnings Metrics

Donaldson Stock Down 3.0%

Shares of Donaldson stock opened at $92.41 on Friday. Donaldson Company, Inc. has a twelve month low of $78.52 and a twelve month high of $112.84. The company has a quick ratio of 1.55, a current ratio of 2.08 and a debt-to-equity ratio of 0.73. The company’s 50 day moving average is $91.88 and its 200 day moving average is $90.32. The company has a market cap of $10.71 billion, a price-to-earnings ratio of 24.00, a price-to-earnings-growth ratio of 2.21 and a beta of 0.92.

Donaldson (NYSE:DCI) last posted its earnings results on Wednesday, August 26th. The industrial products company reported $1.15 EPS for the quarter, topping analysts’ consensus estimates of $1.13 by $0.02. Donaldson had a net margin of 11.68% and a return on equity of 28.68%. The business had revenue of $1.06 billion during the quarter, compared to the consensus estimate of $1.04 billion. During the same quarter in the previous year, the firm posted $1.03 EPS. The firm’s revenue was up 8.0% on a year-over-year basis. Donaldson has set its FY 2027 guidance at 4.220-4.380 EPS. Research analysts anticipate that Donaldson Company, Inc. will post 4.3 EPS for the current year.

Donaldson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Monday, August 17th will be paid a $0.32 dividend. The ex-dividend date is Monday, August 17th. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Donaldson’s dividend payout ratio (DPR) is presently 34.41%.

Analyst Ratings Changes

Several equities analysts recently issued reports on DCI shares. Wall Street Zen raised Donaldson from a “hold” rating to a “buy” rating in a research report on Sunday, August 9th. Wells Fargo & Company set a $91.00 price target on Donaldson in a research note on Thursday, June 4th. Robert W. Baird upped their price target on Donaldson from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Thursday. Weiss Ratings raised Donaldson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, August 20th. Finally, Stifel Nicolaus reduced their price objective on Donaldson from $96.00 to $91.00 and set a “hold” rating for the company in a report on Thursday, June 4th. Three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $100.33.

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.