Donaldson (NYSE:DCI) Releases Quarterly Earnings Results, Beats Expectations By $0.02 EPS

Posted by George Bondi on Aug 27th, 2026

Donaldson (NYSE:DCI – Get Free Report) posted its quarterly earnings results on Tuesday. The industrial products company reported $1.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.13 by $0.02, FiscalAI reports. Donaldson had a return on equity of 29.17% and a net margin of 11.52%.The business had revenue of $1.06 billion for the quarter, compared to the consensus estimate of $1.04 billion. During the same quarter in the prior year, the company earned $1.03 EPS. The business’s revenue was up 8.0% compared to the same quarter last year.

Donaldson Price Performance

DCI traded down $2.60 during trading on Thursday, reaching $92.64. The stock had a trading volume of 204,943 shares, compared to its average volume of 722,607. Donaldson has a 1-year low of $78.52 and a 1-year high of $112.84. The firm has a market capitalization of $10.74 billion, a price-to-earnings ratio of 24.85, a price-to-earnings-growth ratio of 2.13 and a beta of 0.92. The stock has a 50 day moving average of $91.75 and a two-hundred day moving average of $90.44. The company has a quick ratio of 1.55, a current ratio of 2.35 and a debt-to-equity ratio of 0.35.

Donaldson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Monday, August 17th will be issued a dividend of $0.32 per share. 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 presently 34.41%.

Trending Headlines about Donaldson

Here are the key news stories impacting Donaldson this week:

Positive Sentiment: Strong fourth-quarter performance: Adjusted earnings of $1.15 per share exceeded the $1.12–$1.13 consensus, while revenue of approximately $1.06 billion topped the roughly $1.04 billion forecast. Revenue increased 8% year over year, and full-year GAAP net earnings rose to $453.8 million from $367.0 million. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
Positive Sentiment: Execution supports the investment case: Donaldson’s record sales and earnings, 29.17% return on equity, and 11.52% net margin demonstrate continued operating strength. A recent analysis argues that sustained execution could help justify the company’s premium valuation. Donaldson Company: Continued Execution Can Validate Valuation
Neutral Sentiment: Fiscal 2027 revenue outlook is broadly aligned: Management forecast revenue of $4.1 billion to $4.3 billion, bracketing the $4.2 billion analyst consensus. The range indicates continued growth potential but does not represent a major upward revision.
Negative Sentiment: Profit guidance disappointed modestly: Fiscal 2027 EPS guidance of $4.22 to $4.38 was below the $4.40 consensus estimate. With DCI trading at roughly 25 times earnings, investors may be less tolerant of an outlook that does not clearly exceed expectations. Donaldson Tops Q4 Earnings and Revenue Estimates

Hedge Funds Weigh In On Donaldson

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Strive Financial Group LLC acquired a new position in Donaldson during the fourth quarter worth $57,000. UMB Bank n.a. lifted its position in shares of Donaldson by 47.9% in the fourth quarter. UMB Bank n.a. now owns 1,115 shares of the industrial products company’s stock valued at $99,000 after acquiring an additional 361 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Donaldson by 389.1% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,389 shares of the industrial products company’s stock worth $114,000 after acquiring an additional 1,105 shares during the last quarter. Quarry LP increased its position in shares of Donaldson by 23.4% during the third quarter. Quarry LP now owns 1,671 shares of the industrial products company’s stock worth $137,000 after purchasing an additional 317 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its holdings 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 purchasing an additional 933 shares in the last quarter. Institutional investors own 82.81% of the company’s stock.

Analysts Set New Price Targets

DCI has been the subject of a number of recent research reports. Robert W. Baird boosted their target price on shares of Donaldson from $95.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday, August 19th. Wells Fargo & Company set a $91.00 price target on shares of Donaldson in a research note on Thursday, June 4th. Weiss Ratings upgraded Donaldson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 20th. Stifel Nicolaus decreased their price objective on shares of Donaldson from $96.00 to $91.00 and set a “hold” rating for the company in a research note on Thursday, June 4th. Finally, Wall Street Zen raised Donaldson from a “hold” rating to a “buy” rating in a research report on Sunday, August 9th. Three equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $99.50.

View Our Latest Stock Analysis on Donaldson

Donaldson Company Profile

(Get 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.