Aptus Capital Advisors LLC Acquires Shares of 54,035 Donaldson Company, Inc. $DCI

Aptus Capital Advisors LLC acquired a new stake in shares of Donaldson Company, Inc. (NYSE:DCI) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 54,035 shares of the industrial products company’s stock, valued at approximately $4,791,000.

Several other large investors have also bought and sold shares of DCI. William Blair Investment Management LLC lifted its stake in Donaldson by 26,235.7% during the 4th quarter. William Blair Investment Management LLC now owns 1,707,872 shares of the industrial products company’s stock valued at $151,420,000 after acquiring an additional 1,701,387 shares in the last quarter. Norges Bank bought a new position in Donaldson during the 4th quarter valued at $120,186,000. Victory Capital Management Inc. lifted its stake in Donaldson by 6,069.9% during the 3rd quarter. Victory Capital Management Inc. now owns 1,178,884 shares of the industrial products company’s stock valued at $96,492,000 after acquiring an additional 1,159,777 shares in the last quarter. Fuller & Thaler Asset Management Inc. lifted its stake in Donaldson by 22.0% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 2,109,595 shares of the industrial products company’s stock valued at $187,037,000 after acquiring an additional 380,419 shares in the last quarter. Finally, Arbejdsmarkedets Tillaegspension bought a new position in Donaldson during the 4th quarter valued at $22,872,000. 82.81% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

DCI has been the topic of a number of recent analyst reports. UBS Group set a $96.00 target price on Donaldson in a research note on Tuesday, February 24th. Morgan Stanley lowered their target price on Donaldson from $93.00 to $91.00 and set an “equal weight” rating on the stock in a research note on Monday, March 9th. Weiss Ratings upgraded Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, June 3rd. Stifel Nicolaus lowered their target price on Donaldson from $96.00 to $91.00 and set a “hold” rating on the stock in a research note on Thursday, June 4th. Finally, Wall Street Zen cut Donaldson from a “buy” rating to a “hold” rating in a research note on Sunday. Three equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $97.83.

Insiders Place Their Bets

In other news, Director James Owens sold 13,753 shares of Donaldson stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $89.21, for a total transaction of $1,226,905.13. Following the completion of the sale, the director owned 22,565 shares in the company, valued at approximately $2,013,023.65. This trade represents a 37.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Over the last ninety days, insiders sold 19,800 shares of company stock worth $1,765,184. 2.20% of the stock is owned by insiders.

Donaldson Trading Up 0.0%

Shares of DCI opened at $86.43 on Tuesday. The business has a 50-day moving average of $85.81 and a 200 day moving average of $91.68. Donaldson Company, Inc. has a fifty-two week low of $67.71 and a fifty-two week high of $112.84. The firm has a market cap of $10.02 billion, a P/E ratio of 23.23, a price-to-earnings-growth ratio of 2.18 and a beta of 0.95. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.55 and a current ratio of 2.35.

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

Donaldson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Monday, June 15th. This is a boost from Donaldson’s previous quarterly dividend of $0.30. Donaldson’s payout ratio is presently 32.26%.

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.