Donaldson (NYSE:DCI) Releases Earnings Results, Beats Expectations By $0.01 EPS

Posted by Brenda Bartman on Jun 3rd, 2026

Donaldson (NYSE:DCI – Get Free Report) announced its quarterly earnings data on Monday. The industrial products company reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.05 by $0.01, FiscalAI reports. Donaldson had a net margin of 10.09% and a return on equity of 29.85%. The firm had revenue of $995.10 million during the quarter, compared to analyst estimates of $973.65 million.

Donaldson Stock Down 0.1%

Shares of NYSE:DCI opened at $81.76 on Tuesday. The firm’s 50 day moving average price is $85.78 and its 200 day moving average price is $91.80. The stock has a market cap of $9.47 billion, a price-to-earnings ratio of 25.55, a price-to-earnings-growth ratio of 2.06 and a beta of 0.99. Donaldson has a fifty-two week low of $67.71 and a fifty-two week high of $112.84. The company has a quick ratio of 1.46, a current ratio of 2.29 and a debt-to-equity ratio of 0.43.

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 issued a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.6%. This is a positive change 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 is 37.50%.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Jefferies Financial Group increased their target price on shares of Donaldson to $123.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Weiss Ratings lowered shares of Donaldson from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 15th. Robert W. Baird lowered their target price on shares of Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a research note on Monday, March 30th. UBS Group set a $96.00 target price on shares of Donaldson in a research note on Tuesday, February 24th. Finally, Wall Street Zen lowered shares of Donaldson from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. Two investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, Donaldson has an average rating of “Hold” and an average target price of $100.20.

Read Our Latest Stock Analysis on Donaldson

Insiders Place Their Bets

In related news, Director James Owens sold 13,753 shares of the firm’s stock in a transaction that occurred 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. This trade represents a 37.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders have sold a total of 19,800 shares of company stock valued at $1,765,184 over the last 90 days. 2.20% of the stock is owned by company insiders.

Institutional Trading of Donaldson

Several hedge funds have recently added to or reduced their stakes in the company. State Street Corp raised its holdings in Donaldson by 0.7% in the second quarter. State Street Corp now owns 5,221,808 shares of the industrial products company’s stock valued at $362,132,000 after acquiring an additional 36,866 shares in the last quarter. Morgan Stanley raised its holdings in Donaldson by 1.9% in the fourth quarter. Morgan Stanley now owns 2,542,166 shares of the industrial products company’s stock valued at $225,389,000 after acquiring an additional 47,062 shares in the last quarter. Fuller & Thaler Asset Management Inc. raised its holdings in Donaldson by 22.0% in the fourth 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. Dimensional Fund Advisors LP raised its holdings in Donaldson by 0.8% in the fourth quarter. Dimensional Fund Advisors LP now owns 2,010,010 shares of the industrial products company’s stock valued at $178,224,000 after acquiring an additional 15,799 shares in the last quarter. Finally, Invesco Ltd. raised its holdings in Donaldson by 1.6% in the fourth 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 in the last quarter. Institutional investors and hedge funds own 82.81% of the company’s stock.

About Donaldson

(Get Free Report)

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.