Intech Investment Management LLC Invests $822,000 in Donaldson Company, Inc. $DCI

Posted by Stanley Muller on Jun 8th, 2026

Intech Investment Management LLC bought a new position in Donaldson Company, Inc. (NYSE:DCI – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 9,276 shares of the industrial products company’s stock, valued at approximately $822,000.

Several other institutional investors have also recently made changes to their positions in DCI. Leonteq Securities AG bought a new position in shares of Donaldson in the 4th quarter worth approximately $40,000. Eagle Bay Advisors LLC bought a new position in shares of Donaldson in the 4th quarter worth approximately $45,000. Clearstead Advisors LLC raised its position 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 acquiring an additional 288 shares in the last quarter. CENTRAL TRUST Co raised its position in shares of Donaldson by 40.3% in the 3rd quarter. CENTRAL TRUST Co now owns 1,024 shares of the industrial products company’s stock worth $84,000 after acquiring an additional 294 shares in the last quarter. Finally, Steph & Co. raised its position in shares of Donaldson by 76.4% in the 4th quarter. Steph & Co. now owns 944 shares of the industrial products company’s stock worth $84,000 after acquiring an additional 409 shares in the last quarter. Institutional investors own 82.81% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on DCI shares. Wells Fargo & Company set a $91.00 price objective on Donaldson in a research report on Thursday. UBS Group set a $96.00 price objective on Donaldson in a research report on Tuesday, February 24th. Weiss Ratings raised Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. Wall Street Zen raised Donaldson from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Robert W. Baird reduced their price objective on Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $97.83.

Check Out Our Latest Report on DCI

Donaldson Stock Performance

DCI stock opened at $83.72 on Monday. The company has a market cap of $9.70 billion, a P/E ratio of 22.50, a price-to-earnings-growth ratio of 2.11 and a beta of 0.95. Donaldson Company, Inc. has a 1 year low of $67.71 and a 1 year high of $112.84. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.35 and a quick ratio of 1.55. The stock’s fifty day moving average price is $85.71 and its 200-day moving average price is $91.76.

Donaldson (NYSE:DCI – Get Free Report) last released its earnings results on Tuesday, June 2nd. The industrial products company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.05 by $0.01. The company had revenue of $995.10 million for 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 quarterly revenue was up 5.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.99 earnings per share. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. On average, equities analysts forecast that Donaldson Company, Inc. will post 3.97 earnings per share for the current year.

Donaldson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th will be given a $0.32 dividend. The ex-dividend date is Monday, June 15th. This is a positive change from Donaldson’s previous quarterly dividend of $0.30. This represents a $1.28 annualized dividend and a dividend yield of 1.5%. Donaldson’s dividend payout ratio (DPR) is presently 34.41%.

Insider Activity at Donaldson

In other news, Director James Owens sold 13,753 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $89.21, for a total value of $1,226,905.13. Following the transaction, the director directly owned 22,565 shares in the company, valued at $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 is available at this hyperlink. Insiders sold 19,800 shares of company stock valued at $1,765,184 in the last quarter. 2.20% of the stock is owned by insiders.

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.