Avity Investment Management Inc. Makes New $10.92 Million Investment in Donaldson Company, Inc. $DCI

Posted by Stanley Muller on Oct 9th, 2026

Avity Investment Management Inc. purchased a new stake in shares of Donaldson Company, Inc. (NYSE:DCI – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 125,498 shares of the industrial products company’s stock, valued at approximately $10,923,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in DCI. Allworth Financial LP acquired a new position in shares of Donaldson in the second quarter valued at $29,000. Trust Co. of Vermont acquired a new stake in shares of Donaldson during the 2nd quarter worth about $31,000. Sachetta LLC bought a new stake in shares of Donaldson during the 1st quarter worth about $65,000. Northwestern Mutual Wealth Management Co. bought a new stake in shares of Donaldson during the 2nd quarter worth about $83,000. Finally, Caitong International Asset Management Co. Ltd bought a new stake in shares of Donaldson during the 4th quarter worth about $104,000. 82.81% of the stock is owned by institutional investors.

Donaldson Stock Performance

Donaldson stock traded down $0.12 during midday trading on Friday, hitting $87.05. The company’s stock had a trading volume of 492,616 shares, compared to its average volume of 716,559. The company has a debt-to-equity ratio of 0.73, a current ratio of 2.08 and a quick ratio of 1.41. The company has a market cap of $10.09 billion, a price-to-earnings ratio of 22.61, a PEG ratio of 2.01 and a beta of 0.87. Donaldson Company, Inc. has a 1-year low of $79.42 and a 1-year high of $112.84. The company has a 50-day moving average price of $91.15 and a two-hundred day moving average price of $88.46.

Donaldson (NYSE:DCI – Get Free Report) last announced its earnings results on Tuesday, August 25th. The industrial products company reported $1.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.13 by $0.02. Donaldson had a net margin of 11.68% and a return on equity of 28.68%. The firm 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 business posted $1.03 EPS. The business’s revenue was up 8.0% compared to the same quarter last year. As a group, sell-side analysts predict that Donaldson Company, Inc. will post 4.33 earnings per share for the current year.

Donaldson Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, August 31st. Investors of record on Monday, August 17th were paid a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Monday, August 17th. Donaldson’s payout ratio is 33.25%.

Analyst Upgrades and Downgrades

DCI has been the topic of several research analyst reports. Morgan Stanley increased their price target on shares of Donaldson from $91.00 to $95.00 and gave the company an “equal weight” rating in a report on Tuesday, September 29th. Wall Street Zen cut Donaldson from a “buy” rating to a “hold” rating in a report on Saturday, September 19th. Stifel Nicolaus set a $95.00 target price on Donaldson in a research report on Friday, August 28th. Weiss Ratings upgraded Donaldson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 20th. Finally, Robert W. Baird lifted their price target on Donaldson from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Thursday, August 27th. Three research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $101.67.

Read Our Latest Research Report on Donaldson

Donaldson Profile

(Free Report)

Donaldson Company, Inc is a global manufacturer of filtration systems and related products. Founded in 1915 by Frank Donaldson, the company develops solutions that help protect engines, equipment, industrial processes and the environment from airborne and liquid contaminants.

Donaldson serves the engine and industrial markets. Its products include air and liquid filters, exhaust and emissions systems, hydraulic and fuel filtration products, dust and fume collectors, compressed-air and gas filtration systems, and filtration solutions for manufacturing, energy, transportation, agriculture, construction and other applications.