Donaldson (DCI) Expected to Announce Earnings on Thursday

Donaldson (NYSE:DCI) is expected to be issuing its Q2 2026 results before the market opens on Thursday, February 26th. Analysts expect the company to announce earnings of $0.90 per share and revenue of $898.6410 million for the quarter. Individuals can find conference call details on the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Thursday, February 26, 2026 at 9:00 AM ET.

Donaldson (NYSE:DCI) last released its quarterly earnings data on Wednesday, December 3rd. The industrial products company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.93 by $0.01. Donaldson had a net margin of 10.25% and a return on equity of 30.24%. The company had revenue of $935.40 million during the quarter, compared to the consensus estimate of $922.68 million. During the same period last year, the firm earned $0.83 EPS. Donaldson’s revenue for the quarter was up 3.9% on a year-over-year basis. On average, analysts expect Donaldson to post $4 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Donaldson Stock Down 0.7%

Donaldson stock opened at $107.96 on Thursday. The firm has a 50 day simple moving average of $98.51 and a 200 day simple moving average of $87.87. 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 has a 1-year low of $57.45 and a 1-year high of $112.84. The firm has a market capitalization of $12.45 billion, a price-to-earnings ratio of 33.63, a P/E/G ratio of 2.69 and a beta of 1.00.

Donaldson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Thursday, February 12th will be given a $0.30 dividend. The ex-dividend date is Thursday, February 12th. This represents a $1.20 annualized dividend and a dividend yield of 1.1%. Donaldson’s payout ratio is 37.38%.

Insider Activity at Donaldson

In related news, Director Ajita G. Rajendra sold 19,800 shares of the company’s stock in a transaction on 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 directly owned 43,993 shares in the company, valued at approximately $4,049,115.72. The trade was a 31.04% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, 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 value of $51,828.62. Following the completion of the transaction, the chief financial officer directly owned 434 shares in the company, valued at approximately $39,741.38. This represents a 56.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 2.20% of the company’s stock.

Hedge Funds Weigh In On Donaldson

Hedge funds and other institutional investors have recently modified their holdings of the company. Royal Bank of Canada raised its holdings in shares of 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 buying an additional 28,207 shares in the last quarter. Integrated Wealth Concepts LLC raised its stake in shares of Donaldson by 16.5% during the first quarter. Integrated Wealth Concepts LLC now owns 3,479 shares of the industrial products company’s stock worth $233,000 after acquiring an additional 494 shares in the last quarter. Millennium Management LLC lifted its holdings in shares of Donaldson by 428.6% in the 1st quarter. Millennium Management LLC now owns 223,976 shares of the industrial products company’s stock worth $15,020,000 after acquiring an additional 181,602 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of Donaldson by 29.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 279,525 shares of the industrial products company’s stock valued at $18,745,000 after purchasing an additional 62,864 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its position in Donaldson by 84.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,032 shares of the industrial products company’s stock worth $141,000 after purchasing an additional 933 shares during the period. 82.81% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts recently issued reports on DCI shares. Robert W. Baird set a $110.00 price objective on Donaldson in a report on Monday, February 2nd. Weiss Ratings reissued a “buy (b)” rating on shares of Donaldson in a report on Friday, January 9th. Stifel Nicolaus raised their price objective on shares of Donaldson from $90.00 to $96.00 and gave the company a “hold” rating in a research report on Friday, December 5th. Morgan Stanley raised shares of Donaldson from an “underweight” rating to an “equal weight” rating and upped their target price for the stock from $72.00 to $84.00 in a report on Monday, November 24th. Finally, Jefferies Financial Group raised their price target on shares of Donaldson to $123.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Three research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $103.25.

Donaldson Company Profile

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.