Robert W. Baird Forecasts Strong Price Appreciation for Donaldson (NYSE:DCI) Stock

Donaldson (NYSE:DCI) had its price target lifted by analysts at Robert W. Baird from $105.00 to $110.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an “outperform” rating on the industrial products company’s stock. Robert W. Baird’s price objective would indicate a potential upside of 18.85% from the stock’s current price.

A number of other equities analysts also recently commented on the company. Weiss Ratings upgraded Donaldson from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, August 20th. Wells Fargo & Company set a $91.00 price objective on Donaldson in a research note on Thursday, June 4th. Stifel Nicolaus cut their price target 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. Finally, Wall Street Zen raised Donaldson from a “hold” rating to a “buy” rating in a report on Sunday, August 9th. Three research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $100.33.

Donaldson Trading Down 2.8%

Shares of DCI stock traded down $2.69 on Thursday, hitting $92.55. The stock had a trading volume of 347,134 shares, compared to its average volume of 723,550. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.35 and a quick ratio of 1.55. The firm has a market capitalization of $10.73 billion, a P/E ratio of 24.86, a P/E/G ratio of 2.13 and a beta of 0.92. The company’s 50 day moving average price is $91.75 and its 200-day moving average price is $90.44. Donaldson has a 1 year low of $78.52 and a 1 year high of $112.84.

Donaldson (NYSE:DCI) last posted its quarterly earnings data on Tuesday, August 25th. The industrial products company reported $1.15 EPS for the quarter, beating the consensus estimate of $1.13 by $0.02. Donaldson had a net margin of 11.52% and a return on equity of 29.17%. The business had revenue of $1.06 billion during the quarter, compared to analyst estimates of $1.04 billion. During the same quarter last year, the firm posted $1.03 earnings per share. The business’s revenue for the quarter was up 8.0% compared to the same quarter last year. Analysts anticipate that Donaldson will post 3.96 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. California State Teachers Retirement System lifted its holdings in Donaldson by 9,050.0% during the 2nd quarter. California State Teachers Retirement System now owns 12,085,645 shares of the industrial products company’s stock valued at $1,084,928,000 after purchasing an additional 11,953,562 shares during the last quarter. BlackRock Inc. bought a new position in shares of Donaldson in the second quarter valued at about $1,072,012,000. State Street Corp lifted its stake in shares of Donaldson by 0.7% during the 2nd quarter. State Street Corp now owns 5,221,808 shares of the industrial products company’s stock worth $362,132,000 after buying an additional 36,866 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Donaldson by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 2,846,214 shares of the industrial products company’s stock worth $252,386,000 after buying an additional 15,674 shares during the last quarter. Finally, Morgan Stanley boosted its holdings in shares of Donaldson by 1.9% during the 4th quarter. Morgan Stanley now owns 2,542,166 shares of the industrial products company’s stock worth $225,389,000 after buying an additional 47,062 shares during the period. 82.81% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Donaldson

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Donaldson exceeded fourth-quarter expectations with adjusted EPS of $1.15 versus the $1.12-$1.13 consensus and revenue of approximately $1.06 billion versus estimates near $1.04 billion. Revenue increased 8% year over year, while adjusted EPS rose from $1.03 in the prior-year quarter. Donaldson Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Full-year fiscal 2026 GAAP net earnings climbed to $453.8 million from $367.0 million, with GAAP EPS rising to $3.85 from $3.05. The record results reinforce the company’s execution and provide a fundamental reason for investor optimism. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
• Neutral Sentiment: Management’s earnings call focused on continued execution and growth prospects. Analysts noted that sustained operational performance could justify DCI’s premium valuation, but the shares already trade at a relatively elevated earnings multiple, leaving less room for disappointment. Donaldson Company: Continued Execution Can Validate Valuation
• Negative Sentiment: Fiscal 2027 EPS guidance of $4.22-$4.38 is below the roughly $4.40 consensus estimate. Revenue guidance of $4.1-$4.3 billion is broadly in line with expectations at the midpoint, but the below-consensus profit outlook likely contributed to profit-taking after the earnings beat. Donaldson Q4 2026 Earnings Call Transcript

About Donaldson

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.