Norges Bank Takes Position in Donaldson Company, Inc. $DCI

Posted by Brian Himes on Jun 5th, 2026

Norges Bank acquired a new position in shares of Donaldson Company, Inc. (NYSE:DCI – Free Report) during the fourth quarter, Holdings Channel reports. The fund acquired 1,355,580 shares of the industrial products company’s stock, valued at approximately $120,186,000.

Several other large investors also recently made changes to their positions in the company. Leonteq Securities AG bought a new stake in Donaldson in the 4th quarter valued at about $40,000. Eagle Bay Advisors LLC bought a new position in Donaldson in the fourth quarter worth approximately $45,000. Clearstead Advisors LLC grew its stake in Donaldson by 92.6% in the fourth quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company’s stock valued at $53,000 after acquiring an additional 288 shares during the period. CENTRAL TRUST Co increased its holdings in shares of Donaldson by 40.3% during the third quarter. CENTRAL TRUST Co now owns 1,024 shares of the industrial products company’s stock valued at $84,000 after acquiring an additional 294 shares in the last quarter. Finally, Steph & Co. increased its holdings in shares of Donaldson by 76.4% during the fourth quarter. Steph & Co. now owns 944 shares of the industrial products company’s stock valued at $84,000 after acquiring an additional 409 shares in the last quarter. 82.81% of the stock is currently owned by institutional investors and hedge funds.

Donaldson Stock Down 1.2%

DCI stock opened at $84.20 on Friday. The firm has a market capitalization of $9.75 billion, a PE ratio of 22.63, a P/E/G ratio of 2.15 and a beta of 0.95. The company has a quick ratio of 1.46, a current ratio of 2.35 and a debt-to-equity ratio of 0.35. Donaldson Company, Inc. has a twelve month low of $67.71 and a twelve month high of $112.84. The stock’s 50 day moving average is $85.78 and its 200-day moving average is $91.77.

Donaldson (NYSE:DCI – Get Free Report) last announced its quarterly earnings results on Tuesday, June 2nd. The industrial products company reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.05 by $0.01. The business had revenue of $995.10 million during the quarter, compared to the consensus estimate of $973.65 million. Donaldson had a return on equity of 29.17% and a net margin of 11.52%.Donaldson’s revenue was up 5.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.99 earnings per share. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. Sell-side analysts expect that Donaldson Company, Inc. will post 3.97 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. Stockholders of record on Monday, June 15th will be paid a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Monday, June 15th. This is a positive change from Donaldson’s previous quarterly dividend of $0.30. Donaldson’s dividend payout ratio (DPR) is currently 34.41%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. UBS Group set a $96.00 target price on Donaldson in a report on Tuesday, February 24th. Wall Street Zen lowered shares of Donaldson from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. Wells Fargo & Company set a $91.00 price objective on shares of Donaldson in a report on Thursday. Morgan Stanley dropped 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 note on Monday, March 9th. Finally, Weiss Ratings upgraded shares of Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $97.83.

Get Our Latest Analysis on DCI

Insider Activity at Donaldson

In related news, Director James Owens sold 13,753 shares of the firm’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $89.21, for a total transaction of $1,226,905.13. Following the transaction, the director directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders have sold a total of 19,800 shares of company stock valued at $1,765,184 in the last three months. Corporate insiders own 2.20% of the company’s stock.

About Donaldson

(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.