California State Teachers Retirement System Acquires 22,680 Shares of Donaldson Company, Inc. $DCI

Posted by Brenda Bartman on Aug 4th, 2026

California State Teachers Retirement System raised its holdings in Donaldson Company, Inc. (NYSE:DCI – Free Report) by 20.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned 132,083 shares of the industrial products company’s stock after acquiring an additional 22,680 shares during the quarter. California State Teachers Retirement System’s holdings in Donaldson were worth $11,210,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of DCI. Royal Bank of Canada raised its stake in Donaldson by 38.2% in the first quarter. Royal Bank of Canada now owns 102,128 shares of the industrial products company’s stock valued at $6,848,000 after purchasing an additional 28,207 shares in the last quarter. Integrated Wealth Concepts LLC grew its stake in Donaldson by 16.5% in the 1st quarter. Integrated Wealth Concepts LLC now owns 3,479 shares of the industrial products company’s stock worth $233,000 after buying an additional 494 shares in the last quarter. Millennium Management LLC grew its stake in Donaldson by 428.6% in the 1st quarter. Millennium Management LLC now owns 223,976 shares of the industrial products company’s stock worth $15,020,000 after buying an additional 181,602 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in shares of Donaldson by 29.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 279,525 shares of the industrial products company’s stock worth $18,745,000 after buying an additional 62,864 shares during the last quarter. Finally, EverSource Wealth Advisors LLC increased its holdings in shares of Donaldson by 84.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,032 shares of the industrial products company’s stock worth $141,000 after buying an additional 933 shares during the last quarter. Institutional investors own 82.81% of the company’s stock.

Donaldson Price Performance

DCI stock opened at $96.21 on Tuesday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.55 and a current ratio of 2.35. Donaldson Company, Inc. has a 52 week low of $71.03 and a 52 week high of $112.84. The firm’s fifty day moving average is $88.07 and its 200 day moving average is $91.23. The firm has a market cap of $11.15 billion, a P/E ratio of 25.86, a P/E/G ratio of 2.38 and a beta of 0.92.

Donaldson (NYSE:DCI – Get Free Report) last posted its quarterly earnings results on Monday, June 1st. The industrial products company reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.05 by $0.01. Donaldson had a net margin of 11.52% and a return on equity of 29.17%. The business had revenue of $995.10 million during the quarter, compared to the consensus estimate of $973.65 million. During the same period in the previous year, the firm posted $0.99 earnings per share. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. Research analysts predict that Donaldson Company, Inc. will post 3.96 earnings per share for the current year.

Donaldson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Monday, August 17th will be paid a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, August 17th. Donaldson’s payout ratio is 34.41%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Weiss Ratings raised shares of Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, June 3rd. Wells Fargo & Company set a $91.00 target price on Donaldson in a research note on Thursday, June 4th. Wall Street Zen downgraded Donaldson from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Stifel Nicolaus dropped their price target on Donaldson from $96.00 to $91.00 and set a “hold” rating for the company in a research note on Thursday, June 4th. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $97.83.

Check Out Our Latest Report on DCI

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.