Arbejdsmarkedets Tillaegspension Invests $22.87 Million in Donaldson Company, Inc. $DCI

Posted by Stanley Muller on May 16th, 2026

Arbejdsmarkedets Tillaegspension acquired a new position in shares of Donaldson Company, Inc. (NYSE:DCI – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 257,974 shares of the industrial products company’s stock, valued at approximately $22,872,000.

A number of other institutional investors have also recently added to or reduced their stakes in DCI. Royal Bank of Canada boosted its position in Donaldson by 38.2% during the 1st quarter. Royal Bank of Canada now owns 102,128 shares of the industrial products company’s stock worth $6,848,000 after purchasing an additional 28,207 shares during the period. Integrated Wealth Concepts LLC boosted its position in Donaldson by 16.5% during the 1st quarter. Integrated Wealth Concepts LLC now owns 3,479 shares of the industrial products company’s stock worth $233,000 after purchasing an additional 494 shares during the period. Millennium Management LLC boosted its position in Donaldson by 428.6% in the 1st quarter. Millennium Management LLC now owns 223,976 shares of the industrial products company’s stock valued at $15,020,000 after buying an additional 181,602 shares during the last quarter. Goldman Sachs Group Inc. boosted its position in Donaldson by 29.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 279,525 shares of the industrial products company’s stock valued at $18,745,000 after buying an additional 62,864 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in Donaldson by 84.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,032 shares of the industrial products company’s stock valued at $141,000 after buying an additional 933 shares during the last quarter. 82.81% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

DCI has been the subject of a number of analyst reports. Jefferies Financial Group upped their price objective on shares of Donaldson to $123.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Wall Street Zen cut shares of Donaldson from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. UBS Group set a $96.00 price objective on shares of Donaldson in a research report on Tuesday, February 24th. Weiss Ratings cut shares of Donaldson from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, April 15th. Finally, Morgan Stanley reduced their price target on shares of Donaldson from $93.00 to $91.00 and set an “equal weight” rating on the stock in a research report on Monday, March 9th. Two investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Donaldson presently has a consensus rating of “Hold” and a consensus target price of $100.20.

Get Our Latest Report on DCI

Insiders Place Their Bets

In related news, Director James Owens sold 13,753 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the director directly owned 22,565 shares in the company, valued at approximately $2,013,023.65. This trade represents a 37.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders have sold 19,800 shares of company stock worth $1,765,184 in the last ninety days. Company insiders own 2.20% of the company’s stock.

Donaldson Trading Down 2.4%

Donaldson stock opened at $81.84 on Friday. The firm has a 50 day simple moving average of $86.69 and a 200-day simple moving average of $91.93. The company has a debt-to-equity ratio of 0.43, a current ratio of 2.29 and a quick ratio of 1.46. The stock has a market capitalization of $9.48 billion, a PE ratio of 25.58, a price-to-earnings-growth ratio of 2.11 and a beta of 0.99. Donaldson Company, Inc. has a 12-month low of $67.71 and a 12-month high of $112.84.

Donaldson (NYSE:DCI – Get Free Report) last posted its quarterly earnings data on Wednesday, February 25th. The industrial products company reported $0.83 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.07). The company had revenue of $896.30 million during the quarter, compared to the consensus estimate of $898.64 million. Donaldson had a net margin of 10.09% and a return on equity of 29.85%. The company’s revenue was up 3.0% on a year-over-year basis. During the same quarter last year, the business earned $0.83 earnings per share. As a group, equities research analysts expect that Donaldson Company, Inc. will post 3.97 EPS for the current fiscal year.

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.