Close Asset Management Ltd Trims Stock Holdings in Donaldson Company, Inc. $DCI

Close Asset Management Ltd lessened its stake in shares of Donaldson Company, Inc. (NYSE:DCI) by 8.0% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 1,194,850 shares of the industrial products company’s stock after selling 104,045 shares during the quarter. Donaldson makes up 2.2% of Close Asset Management Ltd’s investment portfolio, making the stock its 18th biggest position. Close Asset Management Ltd’s holdings in Donaldson were worth $97,769,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in DCI. Verdence Capital Advisors LLC lifted its holdings in shares of Donaldson by 1.6% in the 3rd quarter. Verdence Capital Advisors LLC now owns 8,502 shares of the industrial products company’s stock worth $711,000 after acquiring an additional 131 shares during the last quarter. AMG National Trust Bank raised its position in Donaldson by 0.6% in the third quarter. AMG National Trust Bank now owns 21,713 shares of the industrial products company’s stock valued at $1,777,000 after purchasing an additional 134 shares during the period. Renaissance Group LLC lifted its stake in Donaldson by 2.2% during the second quarter. Renaissance Group LLC now owns 7,560 shares of the industrial products company’s stock worth $524,000 after purchasing an additional 161 shares in the last quarter. State of Michigan Retirement System boosted its position in shares of Donaldson by 0.7% during the second quarter. State of Michigan Retirement System now owns 28,758 shares of the industrial products company’s stock worth $1,994,000 after buying an additional 200 shares during the period. Finally, Trillium Asset Management LLC boosted its position in shares of Donaldson by 5.8% during the second quarter. Trillium Asset Management LLC now owns 3,814 shares of the industrial products company’s stock worth $265,000 after buying an additional 210 shares during the period. 82.81% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Donaldson

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Revenue and sales growth: Donaldson reported year-over-year sales growth (roughly +3%) and management described strong total sales for the quarter, showing demand resiliency in some end markets. Earnings Highlights
• Neutral Sentiment: Company filings and call materials published: full press release, slide deck and call transcript are available for investors to review management commentary and segment detail. BusinessWire Release
• Negative Sentiment: Earnings and revenue misses: GAAP EPS and adjusted EPS came in below consensus ($0.83 vs. ~$0.90) and revenue slightly missed estimates, which triggered the immediate sell-off. Zacks: Miss
• Negative Sentiment: Lowered/trimmed FY26 guidance vs. consensus: management set FY26 EPS at $3.93–$4.01 (below street) and gave revenue guidance that sits below analysts’ expectations—investors interpreted this as weaker near-term profit visibility. Seeking Alpha: Lowered Outlook
• Negative Sentiment: Margin pressure and segment weakness: management flagged ongoing margin compression—particularly in Industrial Solutions and aftermarket channels—which compressed EPS despite revenue growth. Seeking Alpha: Margin Pressure
• Negative Sentiment: Acquisition and leverage concerns: the recent Facet Filtration acquisition (~$820M) raises net leverage to ~1.8–2.0x and is seen as priced at a premium; management expects accretion in FY2027 but the near-term debt and integration risk weighed on sentiment. Seeking Alpha: Acquisition/Leverage
• Negative Sentiment: Rising short interest: short positions increased materially in February, signalling greater downside conviction and amplifying today’s selling pressure (higher volume on the decline).

Donaldson Price Performance

DCI stock opened at $92.22 on Friday. The business’s 50-day moving average is $100.00 and its two-hundred day moving average is $89.10. The company has a debt-to-equity ratio of 0.44, a current ratio of 2.15 and a quick ratio of 1.39. The firm has a market capitalization of $10.64 billion, a P/E ratio of 28.73, a P/E/G ratio of 2.58 and a beta of 1.00. Donaldson Company, Inc. has a 1 year low of $57.45 and a 1 year high of $112.84.

Donaldson (NYSE:DCI) last released its earnings results on Thursday, February 26th. The industrial products company reported $0.83 earnings per share for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.07). Donaldson had a return on equity of 30.24% and a net margin of 10.25%.The firm had revenue of $896.30 million for the quarter, compared to analysts’ expectations of $898.64 million. During the same quarter in the previous year, the company posted $0.83 earnings per share. The firm’s quarterly revenue was up 3.0% on a year-over-year basis. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. Analysts anticipate that Donaldson Company, Inc. will post 3.64 earnings per share for the current fiscal year.

Donaldson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Thursday, February 12th will be given a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, February 12th. Donaldson’s payout ratio is 37.38%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the company. UBS Group set a $96.00 price objective on Donaldson in a report on Tuesday. Stifel Nicolaus boosted their price target on shares of Donaldson from $90.00 to $96.00 and gave the stock a “hold” rating in a research note on Friday, December 5th. Weiss Ratings reissued a “buy (b)” rating on shares of Donaldson in a research report on Friday, January 9th. Morgan Stanley raised shares of Donaldson from an “underweight” rating to an “equal weight” rating and raised their price objective for the company from $72.00 to $84.00 in a research note on Monday, November 24th. Finally, Jefferies Financial Group upped their target price on shares of Donaldson to $123.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Donaldson has a consensus rating of “Moderate Buy” and an average price target of $101.80.

Insider Buying and Selling at Donaldson

In other Donaldson news, Director Ajita G. Rajendra sold 19,800 shares of Donaldson stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $92.04, for a total transaction of $1,822,392.00. Following the completion of the sale, the director directly owned 43,993 shares of the company’s stock, valued at $4,049,115.72. The trade was a 31.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Bradley J. Pogalz sold 566 shares of the company’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $91.57, for a total value of $51,828.62. Following the transaction, the chief financial officer directly owned 434 shares of the company’s stock, valued at approximately $39,741.38. This represents a 56.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 2.20% of the stock is currently owned by insiders.

Donaldson Profile

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.