Donaldson Company, Inc. $DCI Shares Sold by Boston Trust Walden Corp

Boston Trust Walden Corp trimmed its position in shares of Donaldson Company, Inc. (NYSE:DCI) by 4.4% in the third quarter, HoldingsChannel reports. The firm owned 2,702,725 shares of the industrial products company’s stock after selling 123,191 shares during the period. Donaldson makes up 1.6% of Boston Trust Walden Corp’s investment portfolio, making the stock its 6th largest position. Boston Trust Walden Corp’s holdings in Donaldson were worth $221,218,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the business. Comerica Bank increased its stake in shares of Donaldson by 7.3% during the first quarter. Comerica Bank now owns 48,579 shares of the industrial products company’s stock valued at $3,258,000 after acquiring an additional 3,312 shares during the period. Ieq Capital LLC grew its position in Donaldson by 40.7% during the 1st quarter. Ieq Capital LLC now owns 34,643 shares of the industrial products company’s stock worth $2,323,000 after purchasing an additional 10,019 shares in the last quarter. ICW Investment Advisors LLC boosted its position in Donaldson by 0.6% during the 1st quarter. ICW Investment Advisors LLC now owns 24,094 shares of the industrial products company’s stock worth $1,616,000 after acquiring an additional 150 shares during the period. Royal Bank of Canada grew its stake in Donaldson by 38.2% during the 1st quarter. Royal Bank of Canada now owns 102,128 shares of the industrial products company’s stock valued at $6,848,000 after acquiring an additional 28,207 shares in the last quarter. Finally, Focus Partners Advisor Solutions LLC acquired a new position in Donaldson in the 1st quarter valued at approximately $221,000. 82.81% of the stock is owned by institutional investors and hedge funds.

Donaldson Stock Performance

Shares of NYSE:DCI opened at $91.26 on Monday. The business has a 50-day moving average price of $88.08 and a two-hundred day moving average price of $79.89. The company has a current ratio of 2.15, a quick ratio of 1.39 and a debt-to-equity ratio of 0.44. Donaldson Company, Inc. has a 1-year low of $57.45 and a 1-year high of $95.00. The stock has a market capitalization of $10.53 billion, a P/E ratio of 28.43, a P/E/G ratio of 2.26 and a beta of 0.99.

Donaldson (NYSE:DCI) last announced its quarterly earnings data on Thursday, December 4th. The industrial products company reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The business had revenue of $935.40 million during the quarter, compared to analysts’ expectations of $922.68 million. Donaldson had a return on equity of 30.24% and a net margin of 10.25%.The firm’s quarterly revenue was up 3.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.83 earnings per share. Donaldson has set its FY 2026 guidance at 3.950-4.110 EPS. Equities analysts predict that Donaldson Company, Inc. will post 3.64 earnings per share for the current year.

Donaldson Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, December 22nd. Shareholders of record on Friday, December 5th were paid a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, December 5th. Donaldson’s payout ratio is presently 37.38%.

Insider Activity at Donaldson

In related news, CFO Bradley J. Pogalz sold 566 shares of the stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $91.57, for a total transaction of $51,828.62. Following the completion of the transaction, the chief financial officer owned 434 shares in the company, valued at approximately $39,741.38. This represents a 56.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Ajita G. Rajendra sold 19,800 shares of the firm’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $92.04, for a total value of $1,822,392.00. Following the completion of the transaction, the director owned 43,993 shares of the company’s stock, valued at $4,049,115.72. The trade was a 31.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 2.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on DCI. Morgan Stanley upgraded shares of Donaldson from an “underweight” rating to an “equal weight” rating and lifted their target price for the company from $72.00 to $84.00 in a research note on Monday, November 24th. Robert W. Baird set a $100.00 price objective on Donaldson in a research report on Friday, December 5th. Wall Street Zen upgraded Donaldson from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. Stifel Nicolaus boosted their price target on shares of Donaldson from $90.00 to $96.00 and gave the company a “hold” rating in a report on Friday, December 5th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Donaldson in a research report on Tuesday, October 14th. Two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $93.33.

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.