Donaldson (NYSE:DCI) Releases FY 2026 Earnings Guidance

Donaldson (NYSE:DCI) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.930-4.010 for the period, compared to the consensus EPS estimate of 4.040. The company issued revenue guidance of $3.7 billion-$3.9 billion, compared to the consensus revenue estimate of $3.8 billion.

Donaldson Price Performance

NYSE:DCI opened at $92.22 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 1.39 and a current ratio of 2.15. The company has a 50-day moving average of $100.00 and a 200-day moving average of $89.10. Donaldson has a 52 week low of $57.45 and a 52 week high of $112.84. The company has a market capitalization of $10.64 billion, a price-to-earnings ratio of 28.73, a PEG ratio of 2.58 and a beta of 1.00.

Donaldson (NYSE:DCI) last posted 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). The business had revenue of $896.30 million during the quarter, compared to the consensus estimate of $898.64 million. Donaldson had a net margin of 10.25% and a return on equity of 30.24%. The business’s revenue was up 3.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.83 EPS. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. As a group, equities research analysts anticipate that Donaldson will post 3.64 earnings per share for the current fiscal year.

Donaldson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors 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 is Thursday, February 12th. Donaldson’s dividend payout ratio (DPR) is 37.38%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on DCI shares. Robert W. Baird dropped their price objective on Donaldson from $110.00 to $104.00 and set an “outperform” rating for the company in a research note on Friday. UBS Group set a $96.00 target price on shares of Donaldson in a research report on Tuesday. Stifel Nicolaus lifted their price target on shares of Donaldson from $90.00 to $96.00 and gave the company a “hold” rating in a report on Friday, December 5th. Morgan Stanley raised shares of Donaldson from an “underweight” rating to an “equal weight” rating and upped their price objective for the stock from $72.00 to $84.00 in a research note on Monday, November 24th. Finally, Jefferies Financial Group raised their price objective on shares of Donaldson to $123.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $100.60.

Insider Transactions at Donaldson

In other Donaldson news, CFO Bradley J. Pogalz sold 566 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $91.57, for a total value of $51,828.62. Following the completion of the sale, the chief financial officer owned 434 shares in the company, valued at approximately $39,741.38. This trade represents a 56.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Ajita G. Rajendra sold 19,800 shares of the company’s stock in a transaction that occurred on 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 transaction, the director owned 43,993 shares in the company, valued at $4,049,115.72. The trade was a 31.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 2.20% of the stock is owned by corporate insiders.

Key Donaldson News

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Top-line growth — sales were up year‑over‑year and management reported record sales in parts of the business, showing demand resilience even as margins came under pressure. Donaldson Co Inc (DCI) Q2 2026 Earnings Call Highlights: Record Sales Amid Margin Pressures
• Positive Sentiment: Management says the Facet Filtration acquisition should be accretive in FY2027, which supports longer‑term revenue/earnings upside if integration goes to plan. Rich Multiple And Weak Results Put Donaldson In The Penalty Box
• Neutral Sentiment: Company released the full earnings release, GAAP results and slide deck showing the quarter included a few one‑time items; GAAP EPS and non‑GAAP adjustments are detailed in the press materials. Donaldson Reports Second Quarter Fiscal Year 2026 Sales and Earnings
• Neutral Sentiment: Analyst review/metrics: several note key metric details and provide context on margins, revenue mix and the effect of tariff timing — useful for investors doing deeper due diligence. Donaldson (DCI) Reports Q2 Earnings: What Key Metrics Have to Say
• Negative Sentiment: EPS and revenue shortfall — reported EPS missed consensus ($0.83 vs ~$0.90) and revenue was roughly in line but slightly below expectations, which triggered investor concern. Donaldson’s (NYSE:DCI) Q4 CY2025 Earnings Results: Revenue In Line With Expectations But Stock Drops
• Negative Sentiment: Guidance cut — FY2026 EPS guidance (3.93–4.01) came in below Street consensus and revenue guidance skewed conservative, prompting downward revisions to near‑term earnings expectations. Donaldson shares sink after revenue miss, lowered profit outlook
• Negative Sentiment: Margin pressure and leverage concerns — management flagged margin compression (especially in Industrial Solutions), and the Facet Filtration purchase increases leverage near 1.8–2.0x with accretion only expected next fiscal year; investors penalized the premium paid. Rich Multiple And Weak Results Put Donaldson In The Penalty Box
• Negative Sentiment: Rising short interest — short interest rose ~25% in February, increasing selling pressure and days‑to‑cover; this pressure can amplify downside on weak prints. (data compilation)

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in DCI. Invesco Ltd. grew its stake in shares of Donaldson by 1.6% during the fourth quarter. Invesco Ltd. now owns 1,355,944 shares of the industrial products company’s stock worth $120,218,000 after purchasing an additional 21,268 shares during the period. Corient Private Wealth LLC grew its position in shares of Donaldson by 294.3% during the 4th quarter. Corient Private Wealth LLC now owns 169,948 shares of the industrial products company’s stock worth $15,068,000 after buying an additional 126,849 shares during the period. Strive Financial Group LLC bought a new stake in shares of Donaldson in the 4th quarter valued at about $57,000. Mercer Global Advisors Inc. ADV raised its holdings in Donaldson by 17.7% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 19,369 shares of the industrial products company’s stock worth $1,717,000 after purchasing an additional 2,917 shares during the period. Finally, Wealthspire Retirement LLC acquired a new stake in Donaldson during the 4th quarter worth $209,000. Institutional investors and hedge funds own 82.81% of the company’s stock.

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.