Donaldson (NYSE:DCI) Releases FY 2026 Earnings Guidance

Posted by Don Miller on Jun 3rd, 2026

Donaldson (NYSE:DCI – Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 3.940-4.010 for the period, compared to the consensus estimate of 3.980. The company issued revenue guidance of $3.8 billion-$3.9 billion, compared to the consensus revenue estimate of $3.8 billion.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Robert W. Baird reduced their price objective on Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a research note on Monday, March 30th. Wall Street Zen cut Donaldson from a “buy” rating to a “hold” rating in a research note on Saturday, March 7th. Morgan Stanley reduced their price objective on Donaldson from $93.00 to $91.00 and set an “equal weight” rating for the company in a research note on Monday, March 9th. Weiss Ratings cut Donaldson from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 15th. Finally, UBS Group set a $96.00 price objective on Donaldson in a research note on Tuesday, February 24th. Two research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $100.20.

Read Our Latest Stock Analysis on Donaldson

Donaldson Stock Performance

Shares of Donaldson stock opened at $85.93 on Wednesday. The business’s fifty day simple moving average is $85.78 and its 200 day simple moving average is $91.80. The firm has a market capitalization of $9.95 billion, a P/E ratio of 26.85, a price-to-earnings-growth ratio of 2.06 and a beta of 0.95. Donaldson has a 12 month low of $67.71 and a 12 month high of $112.84. The company has a current ratio of 2.29, a quick ratio of 1.46 and a debt-to-equity ratio of 0.43.

Donaldson (NYSE:DCI – Get Free Report) last issued its quarterly earnings results on Tuesday, June 2nd. The industrial products company reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.05 by $0.01. The business had revenue of $995.10 million for the quarter, compared to analyst estimates of $973.65 million. Donaldson had a return on equity of 29.85% and a net margin of 10.09%.Donaldson’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same period last year, the company posted $0.99 earnings per share. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. As a group, analysts anticipate that Donaldson will post 3.97 EPS for the current year.

Donaldson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Monday, June 15th will be issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.5%. This is an increase from Donaldson’s previous quarterly dividend of $0.30. The ex-dividend date is Monday, June 15th. Donaldson’s dividend payout ratio is 37.50%.

Insider Buying and Selling

In related news, Director James Owens sold 13,753 shares of Donaldson stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $89.21, for a total transaction of $1,226,905.13. Following the sale, the director directly owned 22,565 shares in the company, valued at approximately $2,013,023.65. This trade represents a 37.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders sold 19,800 shares of company stock worth $1,765,184 in the last 90 days. Company insiders own 2.20% of the company’s stock.

Key Headlines Impacting Donaldson

Here are the key news stories impacting Donaldson this week:

Positive Sentiment: Donaldson reported fiscal Q3 EPS of $1.06 and revenue of $995.1 million, both ahead of Wall Street expectations, while sales rose 5.9% year over year. Donaldson Reports Record Third Quarter Fiscal 2026 Sales and Earnings
Positive Sentiment: Management said it closed the Facet deal and expects the acquisition to add $25 million-$30 million in Q4 sales, with about $10 million in annualized benefits targeted for fiscal 2027. Donaldson forecasts 3%-5% organic sales growth as Facet adds $25M-$30M in Q4 sales and $10M annualized benefits target in fiscal 2027
Positive Sentiment: Donaldson raised its quarterly dividend by 6.7%, reinforcing confidence in cash generation and shareholder returns. Donaldson Rewards Shareholders With 6.7% Dividend Increase
Neutral Sentiment: The company narrowed FY 2026 guidance to EPS of $3.94-$4.01 and revenue of $3.8 billion-$3.9 billion, which is broadly in line with expectations and suggests steady but not explosive growth. Donaldson earnings report and conference call

Institutional Trading of Donaldson

Several hedge funds have recently made changes to their positions in DCI. Royal Bank of Canada raised its stake in shares of Donaldson by 38.2% in the first quarter. Royal Bank of Canada now owns 102,128 shares of the industrial products company’s stock valued at $6,848,000 after buying an additional 28,207 shares during the period. Integrated Wealth Concepts LLC raised its stake in shares of Donaldson by 16.5% in the first quarter. Integrated Wealth Concepts LLC now owns 3,479 shares of the industrial products company’s stock valued at $233,000 after buying an additional 494 shares during the period. Millennium Management LLC raised its stake in shares of Donaldson by 428.6% in the first quarter. Millennium Management LLC now owns 223,976 shares of the industrial products company’s stock valued at $15,020,000 after buying an additional 181,602 shares during the period. Goldman Sachs Group Inc. raised its stake in shares of Donaldson by 29.0% in the first quarter. Goldman Sachs Group Inc. now owns 279,525 shares of the industrial products company’s stock valued at $18,745,000 after buying an additional 62,864 shares during the period. Finally, EverSource Wealth Advisors LLC raised its stake in shares of Donaldson by 84.9% in the second quarter. EverSource Wealth Advisors LLC now owns 2,032 shares of the industrial products company’s stock valued at $141,000 after buying an additional 933 shares during the period. 82.81% of the stock is currently owned by institutional investors.

About Donaldson

(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.