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
Vol483.10K
As of25 Sep 2026

The Verdict

Hold

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/E22.70x
Forward P/E18.01x
EV / EBITDA15.79x
P / S (ttm)2.61x
Profit margin11.7%
Return on equity28.2%
Revenue growth+8.0%
Earnings growth+14.0%
Debt / equity78.37

Layer Breakdown

LayerRawContribution
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.

United States · www.donaldson.com

Risk Metrics

Beta vs SPX0.87
Corr SPX0.56
Annual vol24.9%
Annual ret+12.6%
Sharpe0.51
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
Analysts5
Strong Buy0
Buy2
Hold5
Sell0
Strong Sell1

Recent rating actions

2026-03-30Baird→ Outperform
2026-03-09Morgan Stanley→ Equal-Weight
2026-02-27Baird→ Outperform
2026-02-03Jefferies→ Buy
2026-01-09Jefferies→ Buy
2025-12-05Stifel→ Hold

Material Events

DateEvent8-K
2026-07-24Officer / Director Changeread
2026-06-02Earnings Release, Exhibitsread
2026-04-10Material Agreement, Material Obligation…read
2026-02-26Earnings Release, Exhibitsread
2026-02-02Material Agreement, Reg FD Disclosure…read
2026-01-29Officer / Director Change, Reg FD Disclosure…read
2025-12-04Earnings Release, Exhibitsread
2025-11-24Shareholder Voteread
2025-08-27Earnings Release, Exhibitsread
2025-06-17Material Agreement, Material Obligation…read
2025-06-03Earnings Release, Officer / Director Change…read
2025-05-15Officer / Director Change, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-03Smiley Jacinth CGrant267$23.79K
2026-07-03Rautio Trudy A.Grant334$29.76K
2026-07-03Owens JamesGrant267$23.79K
2026-07-03Hilger Christopher M.Grant400$35.64K
2026-04-14Owens JamesOption exercise6.60K$323.14K
2026-04-14Owens JamesOption exercise7.15K$302.29K
2026-04-14Owens JamesSell7.15K$638.12K
2026-04-14Owens JamesSell6.60K$588.79K
2026-04-13Owens JamesSell5.92K$527.09K
2026-04-13Owens JamesOption exercise5.92K$250.22K

Flow & Concentration

Insider 180d net-$1.77M
Insider buys / sells0 / 4
Insider biasNeutral
13F holders9
Top-5 share98.3%
HHI3,453 (concentrated)

Top Holders

HolderValueShares
State Street Corp$451.64M5.03M
Fidelity / FMR LLC$353.00M3.93M
Capital Research / Capital World$69.11M769.82K
AQR Capital Management$59.88M673.62K
Citadel Advisors$40.17M447.48K
Millennium Management$15.01M167.23K
Bridgewater Associates$1.35M15.09K
Norges Bank (Norway sovereign)$287.26K3.20K
T. Rowe Price Group$9.84K109.61K

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

DateFormDoc
2026-07-248-Kview
2026-07-074view
2026-07-074view
2026-07-074view
2026-07-074view
2026-06-1811-Kview
2026-06-0210-Qview
2026-06-028-Kview
2026-04-144view
2026-04-108-Kview
2026-04-064view
2026-04-064view
2026-04-064view
2026-04-064view
2026-03-274view

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
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

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$86.59$87.93$86.59$87.41483.10K
Sep 24$86.35$87.03$85.89$86.60580.10K
Sep 23$85.66$87.06$85.62$86.74602.90K
Sep 22$86.75$86.89$85.70$86.05580.90K
Sep 21$86.94$87.17$86.04$86.07580.20K

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