Donaldson Company, Inc. (NYSE:DCI) Given Consensus Rating of “Moderate Buy” by Analysts

Donaldson Company, Inc. (NYSE:DCI) has been given an average recommendation of “Moderate Buy” by the five research firms that are currently covering the firm, Marketbeat Ratings reports. Two investment analysts have rated the stock with a hold rating and three have given a buy rating to the company. The average 1 year price target among brokers that have covered the stock in the last year is $97.8333.

DCI has been the topic of several recent analyst reports. Morgan Stanley reduced their price objective on shares of Donaldson from $93.00 to $91.00 and set an “equal weight” rating on the stock in a research report on Monday, March 9th. Wall Street Zen cut shares of Donaldson from a “buy” rating to a “hold” rating in a research note on Tuesday. Robert W. Baird reduced their price target on shares of Donaldson from $104.00 to $95.00 and set an “outperform” rating on the stock in a report on Monday, March 30th. Stifel Nicolaus decreased their price target on shares of Donaldson from $96.00 to $91.00 and set a “hold” rating on the stock in a research note on Thursday, June 4th. Finally, Weiss Ratings raised shares of Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, June 3rd.

Insiders Place Their Bets

In other Donaldson news, Director James Owens sold 13,753 shares of the firm’s stock in a transaction that occurred on 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 transaction, the director owned 22,565 shares in the company, valued at $2,013,023.65. This trade represents a 37.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. In the last three months, insiders sold 19,800 shares of company stock worth $1,765,184. Company insiders own 2.20% of the company’s stock.

Institutional Trading of Donaldson

Hedge funds have recently modified their holdings of the company. Leonteq Securities AG bought a new stake in Donaldson in the fourth quarter worth $40,000. Eagle Bay Advisors LLC bought a new position in Donaldson during the fourth quarter valued at $45,000. Clearstead Advisors LLC grew its stake in shares of Donaldson by 92.6% in the 4th quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company’s stock worth $53,000 after buying an additional 288 shares in the last quarter. Strive Financial Group LLC purchased a new position in shares of Donaldson in the 4th quarter worth $57,000. Finally, Sachetta LLC bought a new stake in shares of Donaldson in the 1st quarter worth about $65,000. 82.81% of the stock is owned by hedge funds and other institutional investors.

Donaldson Stock Performance

NYSE DCI opened at $88.96 on Friday. The company has a quick ratio of 1.55, a current ratio of 2.35 and a debt-to-equity ratio of 0.35. Donaldson has a twelve month low of $69.03 and a twelve month high of $112.84. The business has a 50-day moving average price of $85.57 and a 200-day moving average price of $91.35. The firm has a market cap of $10.31 billion, a price-to-earnings ratio of 23.91, a price-to-earnings-growth ratio of 2.24 and a beta of 0.93.

Donaldson (NYSE:DCI) last issued its earnings results on Tuesday, June 2nd. The industrial products company reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.05 by $0.01. Donaldson had a return on equity of 29.17% and a net margin of 11.52%.The company had revenue of $995.10 million for the quarter, compared to the consensus estimate of $973.65 million. During the same quarter last year, the company earned $0.99 EPS. The firm’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. As a group, equities research analysts predict that Donaldson will post 3.96 EPS for the current fiscal year.

Donaldson Increases Dividend

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