Inside the research
Donaldson Company, Inc.
DCI Research profile · latest available data
Price overview
$87.41
▲ +0.81 (+0.9%)
| 52w hi | $109.50 |
|---|---|
| 52w lo | $78.85 |
| Vol | 483.10K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.15
| Short | -0.21 |
|---|---|
| Medium | -0.19 |
| Long | +0.04 |
computed 2026-09-27
Key fundamentals
Donaldson Company, Inc.
Industrials · Specialty Industrial Machinery
| Market cap | $10.13B |
|---|---|
| Enterprise value | $11.26B |
| Trailing P/E | 22.70x |
| Forward P/E | 18.01x |
| EV / EBITDA | 15.79x |
| P / S (ttm) | 2.61x |
| Profit margin | 11.7% |
| Return on equity | 28.2% |
| Revenue growth | +8.0% |
| Earnings growth | +14.0% |
| Debt / equity | 78.37 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.29 | |
| Sector | -0.01 | |
| Technical | -0.18 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace platforms, missile systems, and ground defense vehicles and naval platforms. This segment sells its products to various distributors, OEMs, and direct-to-consumer. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.
Risk Metrics
| Beta vs SPX | 0.87 |
|---|---|
| Corr SPX | 0.56 |
| Annual vol | 24.9% |
| Annual ret | +12.6% |
| Sharpe | 0.51 |
| Max DD | -26.2% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $96.40 |
|---|---|
| High / Low | $123.00 / $77.00 |
| Median | $95.00 |
| Analysts | 5 |
| Strong Buy | 0 | |
|---|---|---|
| Buy | 2 | |
| Hold | 5 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-03-30 | Baird | → Outperform |
| 2026-03-09 | Morgan Stanley | → Equal-Weight |
| 2026-02-27 | Baird | → Outperform |
| 2026-02-03 | Jefferies | → Buy |
| 2026-01-09 | Jefferies | → Buy |
| 2025-12-05 | Stifel | → Hold |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-24 | Officer / Director Change | read |
| 2026-06-02 | Earnings Release, Exhibits | read |
| 2026-04-10 | Material Agreement, Material Obligation… | read |
| 2026-02-26 | Earnings Release, Exhibits | read |
| 2026-02-02 | Material Agreement, Reg FD Disclosure… | read |
| 2026-01-29 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-12-04 | Earnings Release, Exhibits | read |
| 2025-11-24 | Shareholder Vote | read |
| 2025-08-27 | Earnings Release, Exhibits | read |
| 2025-06-17 | Material Agreement, Material Obligation… | read |
| 2025-06-03 | Earnings Release, Officer / Director Change… | read |
| 2025-05-15 | Officer / Director Change, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-03 | Smiley Jacinth C | Grant | 267 | $23.79K | |
| 2026-07-03 | Rautio Trudy A. | Grant | 334 | $29.76K | |
| 2026-07-03 | Owens James | Grant | 267 | $23.79K | |
| 2026-07-03 | Hilger Christopher M. | Grant | 400 | $35.64K | |
| 2026-04-14 | Owens James | Option exercise | 6.60K | $323.14K | |
| 2026-04-14 | Owens James | Option exercise | 7.15K | $302.29K | |
| 2026-04-14 | Owens James | Sell | 7.15K | $638.12K | |
| 2026-04-14 | Owens James | Sell | 6.60K | $588.79K | |
| 2026-04-13 | Owens James | Sell | 5.92K | $527.09K | |
| 2026-04-13 | Owens James | Option exercise | 5.92K | $250.22K |
Flow & Concentration
| Insider 180d net | -$1.77M |
|---|---|
| Insider buys / sells | 0 / 4 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 98.3% |
| HHI | 3,453 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $451.64M | 5.03M |
| Fidelity / FMR LLC | $353.00M | 3.93M |
| Capital Research / Capital World | $69.11M | 769.82K |
| AQR Capital Management | $59.88M | 673.62K |
| Citadel Advisors | $40.17M | 447.48K |
| Millennium Management | $15.01M | 167.23K |
| Bridgewater Associates | $1.35M | 15.09K |
| Norges Bank (Norway sovereign) | $287.26K | 3.20K |
| T. Rowe Price Group | $9.84K | 109.61K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.69% |
|---|---|
| $ / share (TTM) | $0.60 |
| 5y CAGR | +6.9% |
Annual dividend per share
| 2021 | $0.87 |
|---|---|
| 2022 | $0.91 |
| 2023 | $0.98 |
| 2024 | $1.06 |
| 2025 | $1.17 |
| 2026 | $0.30 |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $700.00M | -13.8% | |
| Gross profit | $1.29B | +5.7% | |
| Operating income | $495.40M | +3.3% | |
| Net income | $358.80M | +16.5% | |
| Cash from ops | $418.80M | +5.5% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $86.59 | $87.93 | $86.59 | $87.41 | 483.10K |
| Sep 24 | $86.35 | $87.03 | $85.89 | $86.60 | 580.10K |
| Sep 23 | $85.66 | $87.06 | $85.62 | $86.74 | 602.90K |
| Sep 22 | $86.75 | $86.89 | $85.70 | $86.05 | 580.90K |
| Sep 21 | $86.94 | $87.17 | $86.04 | $86.07 | 580.20K |
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