Donaldson Company, Inc. $DCI Shares Bought by JPMorgan Chase & Co.

JPMorgan Chase & Co. raised its position in Donaldson Company, Inc. (NYSE:DCI) by 5.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 490,001 shares of the industrial products company’s stock after purchasing an additional 25,156 shares during the period. JPMorgan Chase & Co.’s holdings in Donaldson were worth $40,108,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the company. Norges Bank acquired a new position in Donaldson in the second quarter valued at $68,759,000. Millennium Management LLC increased 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 acquiring an additional 181,602 shares during the period. Quantinno Capital Management LP raised its stake in Donaldson by 137.7% during the 2nd quarter. Quantinno Capital Management LP now owns 246,419 shares of the industrial products company’s stock valued at $17,089,000 after acquiring an additional 142,750 shares during the last quarter. Bank of New York Mellon Corp raised its stake in Donaldson by 10.6% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,283,326 shares of the industrial products company’s stock valued at $105,040,000 after acquiring an additional 123,000 shares during the last quarter. Finally, Edgestream Partners L.P. lifted its position in Donaldson by 579.7% during the 2nd quarter. Edgestream Partners L.P. now owns 135,984 shares of the industrial products company’s stock worth $9,430,000 after acquiring an additional 115,977 shares during the period. 82.81% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting 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).

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on DCI shares. Robert W. Baird set a $110.00 price target on Donaldson in a report on Monday, February 2nd. UBS Group set a $96.00 target price on shares of Donaldson in a research note on Tuesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Donaldson in a research note on Friday, January 9th. Jefferies Financial Group increased their price target on shares of Donaldson to $123.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Finally, Stifel Nicolaus lifted their price objective on Donaldson from $90.00 to $96.00 and gave the company a “hold” rating in a report on Friday, December 5th. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $101.80.

Insiders Place Their Bets

In other news, CFO Bradley J. Pogalz sold 566 shares of Donaldson stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $91.57, for a total transaction of $51,828.62. Following the completion of the transaction, the chief financial officer owned 434 shares of the company’s stock, valued at $39,741.38. The trade was a 56.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Ajita G. Rajendra sold 19,800 shares of the stock in a transaction dated Friday, December 5th. The shares were 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 in the company, valued at approximately $4,049,115.72. The trade was a 31.04% 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 Stock Performance

Shares of DCI opened at $92.22 on Friday. The company has a market capitalization of $10.64 billion, a PE ratio of 28.73, a P/E/G ratio of 2.58 and a beta of 1.00. Donaldson Company, Inc. has a 52-week low of $57.45 and a 52-week high of $112.84. The company has a 50-day simple moving average of $100.00 and a 200-day simple moving average of $89.10. The company has a quick ratio of 1.39, a current ratio of 2.15 and a debt-to-equity ratio of 0.44.

Donaldson (NYSE:DCI) last issued its earnings results on Thursday, February 26th. The industrial products company reported $0.83 earnings per share for the quarter, missing the consensus estimate of $0.90 by ($0.07). Donaldson had a return on equity of 30.24% and a net margin of 10.25%.The company had revenue of $896.30 million for the quarter, compared to analyst estimates of $898.64 million. During the same quarter in the previous year, the company posted $0.83 earnings per share. The company’s quarterly revenue was up 3.0% compared to the same quarter last year. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. Equities research analysts predict 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. Investors of record on Thursday, February 12th will be issued a dividend of $0.30 per share. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.20 annualized dividend and a yield of 1.3%. Donaldson’s payout ratio is currently 37.38%.

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.