Dec 29, 2025 • MarketBeat
SOMEWHAT-BULLISH
Boston Trust Walden Corp Reduces Holdings in Donaldson Company, Inc. $DCI
Boston Trust Walden Corp reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by 4.4% in Q3 2025, selling 123,191 shares, though DCI remains its sixth-largest position. Donaldson exceeded Q3 earnings and revenue estimates and announced a quarterly dividend. Insider transactions included sales by a director and the CFO, while analysts maintain a "Moderate Buy" consensus rating for the company.
Dec 22, 2025 • MarketBeat
BULLISH
Thrivent Financial for Lutherans Has $3.07 Million Stock Position in Donaldson Company, Inc. $DCI
Thrivent Financial for Lutherans increased its stake in Donaldson Company, Inc. (NYSE:DCI) by 41.9% in Q2, bringing their total holdings to 44,215 shares valued at $3.07 million. Donaldson reported strong Q-3 earnings, beating EPS and revenue estimates, and provided positive FY2026 guidance. Analysts maintain a "Moderate Buy" rating with an average target price of $93.33 for the company.
Dec 11, 2025 • Finviz
BULLISH
Donaldson's Q3 Earnings Call: Our Top 5 Analyst Questions
Donaldson's Q3 2025 results exceeded analyst expectations for revenue and adjusted EPS, driven by strong growth in mobile aftermarket, power generation, and food and beverage segments. The company's CEO, Todd Carpenter, attributed this success to their "razor-to-sell razor blades model" and cost optimization. Analysts focused on industrial filtration strength, pricing trends, aftermarket share gains, capacity needs for data center expansion, and the timing of footprint optimization savings.
Dec 08, 2025 • Investing.com
BULLISH
Donaldson director Rajendra sells $1.82 million in stock
Donaldson Co Inc director Ajita G. Rajendra sold 19,800 shares of common stock for $1.82 million on December 5, 2025, while also exercising options to acquire an equal number of shares for $880,968. This transaction follows strong first-quarter results for fiscal year 2026, which led Stifel to raise its price target for Donaldson's stock to $96.
Dec 07, 2025 • TradingView
BULLISH
Donaldson Company Reports Record First Quarter Fiscal Year 2026 Sales and Earnings
Donaldson Company (DCI) has announced record first-quarter fiscal year 2026 results, with a 3.9% increase in sales and a 19.0% rise in diluted EPS. The growth was primarily driven by strong performance in replacement parts, new equipment, and the Life Sciences segment. The company has also raised its full-year adjusted operating margin and EPS guidance, reflecting a positive outlook for fiscal 2026.
Dec 07, 2025 • MarketBeat
SOMEWHAT-BULLISH
Panagora Asset Management Inc. Sells 53,617 Shares of Donaldson Company, Inc. $DCI
Panagora Asset Management Inc. significantly reduced its stake in Donaldson Company, Inc. (NYSE:DCI) by selling 53,617 shares, leaving the firm with 7,898 shares valued at $548,000. This comes as Donaldson reported quarterly earnings slightly above expectations and provided FY2026 guidance. Analyst sentiment for DCI remains largely positive, with a "Moderate Buy" consensus and a target price of $93.33.