Fiduciary Management Inc. WI Sells 155,319 Shares of Donaldson Company, Inc. $DCI

Posted by Brenda Bartman on Jun 7th, 2026

Fiduciary Management Inc. WI lessened its stake in shares of Donaldson Company, Inc. (NYSE:DCI – Free Report) by 6.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 2,320,281 shares of the industrial products company’s stock after selling 155,319 shares during the period. Donaldson accounts for about 2.3% of Fiduciary Management Inc. WI’s portfolio, making the stock its 9th largest position. Fiduciary Management Inc. WI’s holdings in Donaldson were worth $205,716,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Leonteq Securities AG acquired a new stake in Donaldson during the 4th quarter valued at $40,000. Eagle Bay Advisors LLC acquired a new stake in shares of Donaldson during the fourth quarter worth $45,000. Clearstead Advisors LLC boosted its holdings in shares of Donaldson by 92.6% during the fourth quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company’s stock worth $53,000 after purchasing an additional 288 shares during the last quarter. Steph & Co. boosted 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 worth $84,000 after purchasing an additional 409 shares during the last quarter. Finally, CENTRAL TRUST Co boosted 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 worth $84,000 after purchasing an additional 294 shares during the last quarter. Institutional investors and hedge funds own 82.81% of the company’s stock.

Insider Activity

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 sale, the director directly owned 22,565 shares of the company’s stock, valued at approximately $2,013,023.65. The trade was a 37.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders sold 19,800 shares of company stock worth $1,765,184 over the last 90 days. 2.20% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the company. Weiss Ratings upgraded Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday. Robert W. Baird decreased their price objective on Donaldson from $104.00 to $95.00 and set an “outperform” rating on the stock in a report on Monday, March 30th. Wells Fargo & Company set a $91.00 target price on Donaldson in a report on Thursday. Wall Street Zen upgraded Donaldson from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Morgan Stanley reduced their target price on Donaldson from $93.00 to $91.00 and set an “equal weight” rating on the stock in a report on Monday, March 9th. Three equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $97.83.

Get Our Latest Stock Analysis on Donaldson

Donaldson Trading Down 0.4%

NYSE:DCI opened at $83.72 on Friday. The business’s 50-day moving average is $85.71 and its two-hundred day moving average is $91.71. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.35 and a quick ratio of 1.46. Donaldson Company, Inc. has a 12 month low of $67.71 and a 12 month high of $112.84. The firm has a market capitalization of $9.70 billion, a PE ratio of 22.50, a price-to-earnings-growth ratio of 2.11 and a beta of 0.95.

Donaldson (NYSE:DCI – Get Free Report) last released its quarterly earnings data on Tuesday, June 2nd. The industrial products company reported $1.06 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 analyst estimates of $973.65 million. During the same period last year, the company posted $0.99 earnings per share. The firm’s revenue was up 5.9% compared to the same quarter last year. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. Research analysts predict that Donaldson Company, Inc. will post 3.97 earnings per share for the current fiscal year.

Donaldson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be given a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.5%. This is a boost 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 32.26%.

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.