Donaldson (NYSE:DCI) Releases FY 2027 Earnings Guidance

Donaldson (NYSE:DCI) issued an update on its FY 2027 earnings guidance on Wednesday. The company provided EPS guidance of 4.220-4.380 for the period, compared to the consensus earnings per share estimate of 4.400. The company issued revenue guidance of $4.1 billion-$4.3 billion, compared to the consensus revenue estimate of $4.2 billion.

Donaldson Price Performance

Shares of DCI opened at $92.41 on Friday. Donaldson has a 1-year low of $78.52 and a 1-year high of $112.84. The stock has a market cap of $10.71 billion, a PE ratio of 24.00, a price-to-earnings-growth ratio of 2.21 and a beta of 0.92. The company has a debt-to-equity ratio of 0.73, a current ratio of 2.08 and a quick ratio of 1.55. The firm has a fifty day moving average price of $91.88 and a 200 day moving average price of $90.32.

Donaldson (NYSE:DCI) last released its quarterly earnings data on Wednesday, August 26th. The industrial products company reported $1.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.13 by $0.02. The company had revenue of $1.06 billion during the quarter, compared to the consensus estimate of $1.04 billion. Donaldson had a net margin of 11.68% and a return on equity of 28.68%. Donaldson’s revenue for the quarter was up 8.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.03 earnings per share. Donaldson has set its FY 2027 guidance at 4.220-4.380 EPS. As a group, sell-side analysts anticipate that Donaldson will post 4.3 EPS for the current year.

Donaldson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Investors of record on Monday, August 17th will be given a $0.32 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Donaldson’s dividend payout ratio is 34.41%.

Analysts Set New Price Targets

DCI has been the topic of a number of research reports. Weiss Ratings upgraded Donaldson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 20th. Robert W. Baird boosted their price objective on Donaldson from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Thursday. Stifel Nicolaus decreased their price objective on Donaldson from $96.00 to $91.00 and set a “hold” rating for the company in a report on Thursday, June 4th. Wells Fargo & Company set a $91.00 target price on shares of Donaldson in a research report on Thursday, June 4th. Finally, Wall Street Zen raised shares of Donaldson from a “hold” rating to a “buy” rating in a report on Sunday, August 9th. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $100.33.

Key Donaldson News

Here are the key news stories impacting Donaldson this week:

• Positive Sentiment: Quarterly results beat expectations. Donaldson reported fiscal fourth-quarter adjusted earnings of $1.15 per share, above the $1.12–$1.13 analyst consensus, while revenue reached approximately $1.06 billion versus estimates near $1.04 billion. Sales increased 8% year over year. Donaldson Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Fiscal 2026 set records. GAAP net earnings rose to $453.8 million for the full year from $367.0 million in fiscal 2025, with full-year EPS increasing to $3.85 from $3.05. The fourth quarter also posted record sales and earnings. Donaldson Reports Record Fourth Quarter and Full-Year 2026 Sales and Earnings
• Positive Sentiment: Analyst sentiment improved. Robert W. Baird raised its price target from $105 to $110 and upgraded its stance to “outperform,” citing potential for continued execution to support Donaldson’s valuation. Benzinga analyst update
• Neutral Sentiment: Management’s earnings presentation and conference call highlighted the company’s operating performance and outlook for fiscal 2027. Donaldson Q4 2026 Earnings Call Transcript
• Negative Sentiment: Fiscal 2027 EPS guidance was below consensus. Donaldson forecast earnings of $4.22–$4.38 per share, below the $4.40 analyst estimate. Revenue guidance of $4.1–$4.3 billion was broadly in line with the $4.2 billion consensus, making the earnings outlook the primary concern. Donaldson Q4 Earnings Metrics

Hedge Funds Weigh In On Donaldson

Several institutional investors have recently added to or reduced their stakes in DCI. TIAA Trust National Association lifted its position in Donaldson by 2.0% during the 4th quarter. TIAA Trust National Association now owns 5,589 shares of the industrial products company’s stock worth $496,000 after acquiring an additional 108 shares during the period. Quadrant Capital Group LLC increased its holdings in shares of Donaldson by 2.4% in the fourth quarter. Quadrant Capital Group LLC now owns 5,645 shares of the industrial products company’s stock valued at $500,000 after purchasing an additional 132 shares during the period. Laird Norton Wetherby Wealth Management LLC increased its holdings in shares of Donaldson by 4.3% in the third quarter. Laird Norton Wetherby Wealth Management LLC now owns 4,008 shares of the industrial products company’s stock valued at $328,000 after purchasing an additional 164 shares during the period. Wedbush Securities Inc. raised its stake in shares of Donaldson by 1.6% during the fourth quarter. Wedbush Securities Inc. now owns 13,131 shares of the industrial products company’s stock worth $1,164,000 after purchasing an additional 205 shares during the last quarter. Finally, Smartleaf Asset Management LLC raised its stake in shares of Donaldson by 11.6% during the fourth quarter. Smartleaf Asset Management LLC now owns 2,044 shares of the industrial products company’s stock worth $185,000 after purchasing an additional 213 shares during the last quarter. 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.