DonaldsonDCI
DCI
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 $3.6 billion in revenue and $544 million in operating income in its fiscal 2024.
Employees: 14,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 3 (+1) [Q1 2025]
19% more call options, than puts
Call options by funds: $6.11M | Put options by funds: $5.12M
3% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 173
0.09% less ownership
Funds ownership: 85.66% [Q4 2024] → 85.58% (-0.09%) [Q1 2025]
0% less capital invested
Capital invested by funds: $6.89B [Q4 2024] → $6.88B (-$11.4M) [Q1 2025]
2% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 63
2% less funds holding
Funds holding: 521 [Q4 2024] → 510 (-11) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$63
8%
downside
Avg. target
$70
2%
upside
High target
$78
14%
upside
3 analyst ratings
1 positive
33%
1 neutral
33%
1 negative
33%
Morgan Stanley Angel Castillo | 1%upside $69 | Underweight Maintained | 6 Jun 2025 |
Baird Richard Eastman | 14%upside $78 | Outperform Maintained | 4 Jun 2025 |
Stifel Nathan Jones | 8%downside $63 | Hold Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 16 articles about DCI published over the past 30 days
Positive
Seeking Alpha
1 day ago
7 Upcoming Dividend Increases
I focus on companies with consistent dividend growth, strong financial health, and the ability to outperform benchmarks like SCHD. This week's highlighted companies show an average dividend increase of 7.6% and a median streak of 16 years, signaling reliability. Despite some strong historical returns, none of this week's companies meet my strict criteria for new portfolio additions at this time.
Positive
Zacks Investment Research
4 days ago
Why Donaldson (DCI) is a Top Value Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Positive
Zacks Investment Research
1 week ago
Here's Why Donaldson (DCI) is a Strong Momentum Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Positive
Zacks Investment Research
1 week ago
Donaldson's Q3 Earnings Beat Estimates, Sales Increase Y/Y
DCI tops Q3 earnings estimates as gains in the Industrial Solutions and Life Sciences segments offset softness in the Mobile Solution segment and margin pressure.
Neutral
Business Wire
1 week ago
Donaldson to Present at the William Blair 45th Annual Growth Stock Conference
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Tod Carpenter, chairman, president, and chief executive officer will present at the William Blair 45th Annual Growth Stock Conference on Thursday, June 5, 2025, beginning at 10:40 a.m. CT. WEBCAST: To listen to a live webcast of the presentations, visit the “Events & Presentations” section of Donaldson's Investor Relations webs.
Neutral
Seeking Alpha
1 week ago
Donaldson Company, Inc. (DCI) Q3 2025 Earnings Conference Call Transcript
Donaldson Company, Inc. (NYSE:DCI ) Q3 2025 Earnings Conference Call June 3, 2025 10:00 AM ET Company Participants Sarika Dhadwal - Senior Director of IR & ESG Tod Carpenter - Chairman, President and CEO Brad Pogalz - CFO Conference Call Participants Angel Castillo - Morgan Stanley Bryan Blair - Oppenheimer Dan Rizzo - Jefferies Rob Mason - Baird Tim Thein - Raymond James Adam Farley - Stifel Operator Good morning and welcome to Donaldson's Third Quarter Fiscal 2025 Earnings Conference Call and Webcast. All lines will be muted during the presentation portion of the call, with an opportunity for questions and answers at the end.
Neutral
Zacks Investment Research
1 week ago
Donaldson (DCI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Donaldson (DCI) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 week ago
Donaldson (DCI) Surpasses Q3 Earnings and Revenue Estimates
Donaldson (DCI) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $0.92 per share a year ago.
Neutral
Business Wire
1 week ago
Donaldson Reports Third Quarter Fiscal Year 2025 Sales and Earnings
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported third quarter fiscal 2025 generally accepted accounting principles (GAAP) net earnings of $57.8 million, compared with $113.5 million a year ago. Earnings per share (EPS)1 were $0.48 compared with 2024 EPS of $0.92. These results include $65.8 million of pre-tax, non-recurring net charges, including $62.0 million for th.
Neutral
Business Wire
1 week ago
Donaldson Appoints Richard Lewis Chief Operating Officer
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced the appointment of Richard Lewis as chief operating officer, effective August 1, 2025. In his new role, Lewis will oversee the company's three segments as well as its enterprise operations and supply chain, and corporate technology functions. He will continue to report to Tod Carpenter, chairman, president and chief executive officer. “.
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