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 7,323 funds
–
Analysts bullish %
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
4% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 173
0.36% more ownership
Funds ownership: 85.66% [Q4 2024] → 86.02% (+0.36%) [Q1 2025]
0% more capital invested
Capital invested by funds: $6.89B [Q4 2024] → $6.91B (+$24.4M) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 63
2% less funds holding
Funds holding: 521 [Q4 2024] → 512 (-9) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$69
4%
downside
Avg. target
$74
2%
upside
High target
$78
8%
upside
2 analyst ratings
1 positive
50%
0 neutral
0%
1 negative
50%
Morgan Stanley Angel Castillo | 4%downside $69 | Underweight Maintained | 6 Jun 2025 |
Baird Richard Eastman | 8%upside $78 | Outperform Maintained | 4 Jun 2025 |
Financial journalist opinion
Based on 3 articles about DCI published over the past 30 days
Neutral
Business Wire
5 days ago
Donaldson Company Declares Quarterly Cash Dividend
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) today announced that its Board of Directors declared a regular cash dividend of 30.0 cents per share. The dividend is payable August 27, 2025, to shareholders of record on August 12, 2025. Donaldson is a member of the S&P High-Yield Dividend Aristocrats Index and calendar year 2024 marked the 29th consecutive year of annual dividend increases. The Company has paid a cash dividend every quarter for 69 years. About Donaldson Co.
Negative
Zacks Investment Research
2 weeks ago
Donaldson Stock Exhibits Strong Prospects Despite Persisting Headwinds
DCI accelerates with aerospace and life sciences growth, but rising costs and weak truck demand cloud momentum.
Neutral
PRNewsWire
3 weeks ago
Mighty Distributing Expands Heavy Duty Offering with Donaldson Partnership to Deliver Filtration Innovation and Inventory Expertise
PEACHTREE CORNERS, Ga., July 7, 2025 /PRNewswire/ -- Mighty Distributing System of America, a leading provider of inventory management and distribution services, has expanded its heavy duty (HD) product offering through a strategic partnership with Donaldson Company, Inc., a global leader in filtration solutions.
Positive
Zacks Investment Research
1 month ago
Here's Why Donaldson (DCI) is a Strong Value Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Positive
Seeking Alpha
1 month 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
1 month 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 month 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 month 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 month 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 month 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.
Charts implemented using Lightweight Charts™