Donaldson Company, Inc. $DCI Holdings Raised by Corient Private Wealth LLC

Corient Private Wealth LLC increased its position in shares of Donaldson Company, Inc. (NYSE:DCI) by 22.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 52,749 shares of the industrial products company’s stock after purchasing an additional 9,650 shares during the quarter. Corient Private Wealth LLC’s holdings in Donaldson were worth $4,696,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd bought a new stake in shares of Donaldson during the fourth quarter valued at approximately $104,000. MidFirst Bank bought a new position in Donaldson in the 4th quarter worth approximately $176,000. Kera Capital Partners Inc. grew its holdings in Donaldson by 34.1% in the 4th quarter. Kera Capital Partners Inc. now owns 6,897 shares of the industrial products company’s stock worth $611,000 after buying an additional 1,754 shares in the last quarter. Virtu Financial LLC acquired a new stake in Donaldson in the 4th quarter valued at approximately $828,000. Finally, Invesco Ltd. increased its position in Donaldson by 1.6% in the 4th quarter. Invesco Ltd. now owns 1,355,944 shares of the industrial products company’s stock valued at $120,218,000 after acquiring an additional 21,268 shares during the period. Institutional investors and hedge funds own 82.81% of the company’s stock.

Insider Transactions at Donaldson

In other Donaldson news, Director James Owens sold 13,753 shares of the business’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $89.21, for a total value of $1,226,905.13. Following the sale, the director owned 22,565 shares of the company’s stock, valued at $2,013,023.65. The trade was a 37.87% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders sold 19,800 shares of company stock worth $1,765,184 in the last 90 days. Insiders own 2.20% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Wells Fargo & Company set a $91.00 price target on shares of Donaldson in a research note on Thursday, June 4th. Wall Street Zen upgraded shares of Donaldson from a “hold” rating to a “buy” rating in a research note on Monday, June 22nd. Morgan Stanley dropped their target price on Donaldson from $93.00 to $91.00 and set an “equal weight” rating on the stock in a report on Monday, March 9th. Stifel Nicolaus cut their target price on Donaldson from $96.00 to $91.00 and set a “hold” rating for the company in a research report on Thursday, June 4th. Finally, Weiss Ratings raised Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, June 3rd. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $97.83.

Donaldson Stock Down 0.6%

DCI opened at $88.56 on Friday. The company has a market capitalization of $10.26 billion, a PE ratio of 23.81, a price-to-earnings-growth ratio of 2.25 and a beta of 0.95. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.35 and a quick ratio of 1.55. Donaldson Company, Inc. has a fifty-two week low of $68.96 and a fifty-two week high of $112.84. The business has a 50-day moving average of $85.55 and a 200-day moving average of $91.44.

Donaldson (NYSE:DCI) last announced its quarterly earnings results on Tuesday, June 2nd. The industrial products company reported $1.06 EPS for the quarter, topping the consensus estimate of $1.05 by $0.01. Donaldson had a net margin of 11.52% and a return on equity of 29.17%. The company had revenue of $995.10 million for the quarter, compared to analyst estimates of $973.65 million. During the same quarter in the prior year, the business posted $0.99 EPS. Donaldson’s quarterly revenue was up 5.9% on a year-over-year basis. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. Equities research analysts forecast that Donaldson Company, Inc. will post 3.96 EPS for the current fiscal year.

Donaldson Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Monday, June 15th will be given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. This is a boost from Donaldson’s previous quarterly dividend of $0.30. The ex-dividend date of this dividend is Monday, June 15th. Donaldson’s dividend payout ratio (DPR) is 34.41%.

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.