Donaldson
About: Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.7 billion in revenue in its fiscal 2025.
Employees: 14,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
19% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 52
1.27% more ownership
Funds ownership: 86.07% [Q1] → 87.34% (+1.27%) [Q2]
2% more capital invested
Capital invested by funds: $6.92B [Q1] → $7.06B (+$141M) [Q2]
1% more funds holding
Funds holding: 514 [Q1] → 519 (+5) [Q2]
18% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 194
20% less call options, than puts
Call options by funds: $11.3M | Put options by funds: $14.1M
67% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 1 (-2) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
Morgan Stanley
Angel Castillo
|
$72
|
Underweight
Maintained
|
2 Sep 2025 |
|
Baird
Richard Eastman
|
$85
|
Outperform
Maintained
|
29 Aug 2025 |
|
Stifel
Nathan Jones
|
$84
|
Hold
Maintained
|
28 Aug 2025 |
Financial journalist opinion
Based on 14 articles about DCI published over the past 30 days
