Connor Clark & Lunn Investment Management Ltd. Makes New $5.04 Million Investment in Donaldson Company, Inc. $DCI

Posted by Stanley Muller on Aug 28th, 2026

Connor Clark & Lunn Investment Management Ltd. bought a new stake in Donaldson Company, Inc. (NYSE:DCI – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 56,181 shares of the industrial products company’s stock, valued at approximately $5,043,000.

Other hedge funds have also recently made changes to their positions in the company. TIAA Trust National Association grew its holdings in shares of Donaldson by 2.0% during the fourth quarter. TIAA Trust National Association now owns 5,589 shares of the industrial products company’s stock worth $496,000 after purchasing an additional 108 shares during the last quarter. HB Wealth Management LLC increased its stake in shares of Donaldson by 3.8% in the first quarter. HB Wealth Management LLC now owns 3,502 shares of the industrial products company’s stock valued at $297,000 after buying an additional 129 shares during the period. Quadrant Capital Group LLC raised its holdings in Donaldson by 2.4% in the 4th quarter. Quadrant Capital Group LLC now owns 5,645 shares of the industrial products company’s stock valued at $500,000 after buying an additional 132 shares during the last quarter. Blue Trust Inc. raised its holdings in Donaldson by 4.8% in the 1st quarter. Blue Trust Inc. now owns 2,925 shares of the industrial products company’s stock valued at $248,000 after buying an additional 133 shares during the last quarter. Finally, Bessemer Group Inc. boosted its position in Donaldson by 8.9% during the 1st quarter. Bessemer Group Inc. now owns 1,707 shares of the industrial products company’s stock worth $145,000 after buying an additional 139 shares during the period. 82.81% of the stock is owned by institutional investors and hedge funds.

Donaldson Stock Performance

DCI stock opened at $92.41 on Friday. The stock has a 50-day moving average price of $91.88 and a 200-day moving average price of $90.32. Donaldson Company, Inc. has a 1-year low of $78.52 and a 1-year high of $112.84. The company has a current ratio of 2.08, a quick ratio of 1.55 and a debt-to-equity ratio of 0.73. The firm has a market cap of $10.71 billion, a PE ratio of 24.00, a price-to-earnings-growth ratio of 2.21 and a beta of 0.92.

Donaldson (NYSE:DCI – Get Free Report) last announced its earnings results on Wednesday, August 26th. The industrial products company reported $1.15 EPS for the quarter, beating the consensus estimate of $1.13 by $0.02. Donaldson had a return on equity of 28.68% and a net margin of 11.68%.The company had revenue of $1.06 billion for the quarter, compared to analyst estimates of $1.04 billion. During the same quarter in the prior year, the company earned $1.03 EPS. The firm’s revenue for the quarter was up 8.0% compared to the same quarter last year. Donaldson has set its FY 2027 guidance at 4.220-4.380 EPS. As a group, equities research analysts expect that Donaldson Company, Inc. will post 4.3 earnings per share for the current year.

Donaldson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Monday, August 17th will be paid a $0.32 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $1.28 annualized dividend and a yield of 1.4%. Donaldson’s payout ratio is 34.41%.

Wall Street Analysts Forecast Growth

DCI has been the topic of a number of research reports. Stifel Nicolaus reduced their target price on shares of Donaldson from $96.00 to $91.00 and set a “hold” rating on the stock in a report on Thursday, June 4th. Wall Street Zen raised shares of Donaldson from a “hold” rating to a “buy” rating in a research note on Sunday, August 9th. Wells Fargo & Company set a $91.00 price target on shares of Donaldson in a report on Thursday, June 4th. Robert W. Baird boosted their price objective on shares of Donaldson from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, Weiss Ratings upgraded Donaldson from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, August 20th. Three 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 has an average rating of “Moderate Buy” and a consensus target price of $100.33.

Get Our Latest Stock Analysis on DCI

Key Donaldson News

Here are the key news stories impacting Donaldson this week:

Positive Sentiment: Quarterly results beat expectations. Donaldson reported fiscal fourth-quarter adjusted earnings of $1.15 per share, above the $1.12–$1.13 analyst consensus, while revenue reached approximately $1.06 billion versus estimates near $1.04 billion. Sales increased 8% year over year. Donaldson Tops Q4 Earnings and Revenue Estimates
Positive Sentiment: Fiscal 2026 set records. GAAP net earnings rose to $453.8 million for the full year from $367.0 million in fiscal 2025, with full-year EPS increasing to $3.85 from $3.05. The fourth quarter also posted record sales and earnings. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
Positive Sentiment: Analyst sentiment improved. Robert W. Baird raised its price target from $105 to $110 and upgraded its stance to “outperform,” citing potential for continued execution to support Donaldson’s valuation. Benzinga analyst update
Neutral Sentiment: Management’s earnings presentation and conference call highlighted the company’s operating performance and outlook for fiscal 2027. Donaldson Q4 2026 Earnings Call Transcript
Negative Sentiment: Fiscal 2027 EPS guidance was below consensus. Donaldson forecast earnings of $4.22–$4.38 per share, below the $4.40 analyst estimate. Revenue guidance of $4.1–$4.3 billion was broadly in line with the $4.2 billion consensus, making the earnings outlook the primary concern. Donaldson Q4 Earnings Metrics

Donaldson Profile

(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.