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DCI Stock Chart & Stats
$93.19
$0.40(0.43%)
At close: 4:00 PM EDT
$93.19
$0.40(0.43%)
Day’s Range― - ―
52-Week Range$72.95 - $112.84
Previous CloseN/A
Volume603.52K
Average Volume (3M)766.43K
Market Cap
$11.12B
Enterprise Value$10.82K
Total Cash (Recent Filing)$204.10M
Total Debt (Recent Filing)$608.30M
Price to Earnings (P/E)25.4
Beta0.73
Next Earnings
Aug 26, 2026EPS Estimate
1.12Next Dividend Ex-DateN/A
Dividend Yield1.29%
Share Statistics
EPS (TTM)3.78
Shares Outstanding115,911,060
10 Day Avg. Volume715,433
30 Day Avg. Volume766,430
Financial Highlights & Ratios
PEG Ratio-2.35
Price to Book (P/B)5.88
Price to Sales (P/S)2.31
P/FCF Ratio25.13
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$91.00Price Target Upside-2.35% Downside
Rating ConsensusHold
Number of Analyst Covering3
EPS Forecast (FY)4.37
Revenue Forecast (FY)$4.14B
Bulls Say, Bears Say
Bulls Say
Strong Free Cash Flow GenerationConsistent, sizable free cash flow (≈$412M TTM) and high conversion (~0.84x net income) provide durable internal funding for capex, dividends and disciplined M&A. This cash generation improves resilience through cycles and underpins shareholder returns without overreliance on external financing.
Recurring Aftermarket RevenueA large aftermarket business (replacement filters/consumables) creates recurring, predictable revenue and higher lifetime value per customer. Diversified direct and distributor channels amplify repeat purchases, supporting revenue stability and margin durability even if new-equipment volumes fluctuate.
Improving Leverage And Capital StructureDebt-to-equity has trended down (≈0.43 TTM from higher prior years) and equity growth has strengthened the balance sheet. Improved leverage increases capacity for strategic investments, targeted acquisitions and cyclical cushioning while preserving capital-allocation optionality over the medium term.
Bears Say
Slowing Top-line GrowthRevenue growth has decelerated to low-single-digits, reducing the company’s ability to leverage fixed costs and dilute SG&A over a larger base. Sustained slower organic growth raises reliance on pricing, aftermarket gains and acquisitions to hit long-term targets, increasing execution risk.
Operational Margin HeadwindsMaterial margin pressure in industrial operations from production shifts, footprint optimization costs and short-term inefficiencies has trimmed pretax margins. Until productivity ramps and footprint benefits realize, these structural transitions could keep margins volatile and constrain sustained margin expansion.
Cyclical End‑market ExposureMeaningful exposure to cyclical industrial and aerospace/defense projects creates lumpy revenue and timing risk for engineered-system sales. Large-project timing and supply-chain constraints can cause prolonged shipment delays and uneven cash flow, complicating forecasting and operational planning.
Donaldson Company News
DCI FAQ
What was Donaldson Company’s price range in the past 12 months?
Donaldson Company lowest stock price was $72.95 and its highest was $112.84 in the past 12 months.
What is Donaldson Company’s market cap?
Donaldson Company’s market cap is $11.12B.
When is Donaldson Company’s upcoming earnings report date?
Donaldson Company’s upcoming earnings report date is Aug 26, 2026 which is in 8 days.
How were Donaldson Company’s earnings last quarter?
Donaldson Company released its earnings results on Jun 02, 2026. The company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.047 by $0.013.
Is Donaldson Company overvalued?
According to Wall Street analysts Donaldson Company’s price is currently Overvalued.
Does Donaldson Company pay dividends?
Donaldson Company pays a Quarterly dividend of $0.32 which represents an annual dividend yield of 1.29%. See more information on Donaldson Company dividends here
What is Donaldson Company’s EPS estimate?
Donaldson Company’s EPS estimate is 1.12.
How many shares outstanding does Donaldson Company have?
Donaldson Company has 115,911,060 shares outstanding.
What happened to Donaldson Company’s price movement after its last earnings report?
Donaldson Company reported an EPS of $1.06 in its last earnings report, beating expectations of $1.047. Following the earnings report the stock price went up 4.706%.
Which hedge fund is a major shareholder of Donaldson Company?
Currently, no hedge funds are holding shares in DCI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Donaldson Company Stock Smart Score
Neutral
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Analyst Consensus
Hold
Average Price Target:
$91.00 (-2.35% Downside)
$91.00 (-2.35% Downside)
Blogger Sentiment
Bullish
DCI Sentiment 83%
Sector Average 56%
Sector Average 56%
Hedge Fund Trend
Decreased
By 160.2K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.0%
Last 30 Days ▼ 2.2%
Last 30 Days ▼ 2.2%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
32.00%
12-Months-Change
Fundamentals
Return on Equity
1.29%
Trailing 12-Months
Asset Growth
3.04%
Trailing 12-Months
Company Description
Donaldson Company
Donaldson Company, Inc. (DCI) is a filtration technology company that designs and manufactures filtration systems and replacement filters used to remove contaminants from air and liquids. The company serves a mix of industrial and mobile/off-road equipment markets, supplying filtration products for applications such as dust and fume collection in industrial settings and engine/vehicle intake and fluid filtration for equipment manufacturers and end users. Donaldson also participates in specialized filtration niches, including gas turbine and other process-oriented filtration applications.
DCI Company Deck
DCI Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call reflected a largely positive tone: record quarterly sales, a company-high operating margin and EPS, strong performance in mobile solutions and life sciences, successful completion of the Facet acquisition, and clear runway for footprint-driven cost savings. These positives are tempered by temporary but meaningful industrial gross margin headwinds from production shifts and footprint costs, aerospace & defense supply-chain/timing issues, and near-term acquisition-related interest expense. Management communicated confidence in operational recovery by mid fiscal 2027 and reiterated disciplined capital allocation and backlog-driven demand, so the highlights materially outweigh the lowlights.View all DCI earnings summariesDCI Stock 12 Month Forecast
Average Price Target
$91.00
▼(-2.35% Downside)
Technical Analysis
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Ownership Overview
0.56% Insiders
25.31% Mutual Funds
25.15% Other Institutional Investors
21.47% Public Companies and
Individual Investors