Donaldson (DCI) to Release Earnings on Thursday

Donaldson (NYSE:DCI) is expected to release its Q2 2026 results before the market opens on Thursday, February 26th. Analysts expect the company to announce earnings of $0.90 per share and revenue of $898.6410 million for the quarter. Interested persons can find conference call details on the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Thursday, February 26, 2026 at 9:00 AM ET.

Donaldson (NYSE:DCI) last announced its quarterly earnings data on Wednesday, December 3rd. The industrial products company reported $0.94 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The business had revenue of $935.40 million for the quarter, compared to analyst estimates of $922.68 million. Donaldson had a net margin of 10.25% and a return on equity of 30.24%. The firm’s revenue for the quarter was up 3.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.83 earnings per share. On average, analysts expect Donaldson to post $4 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Donaldson Stock Up 0.0%

Donaldson stock opened at $106.77 on Wednesday. The company has a current ratio of 2.15, a quick ratio of 1.39 and a debt-to-equity ratio of 0.44. Donaldson has a 1-year low of $57.45 and a 1-year high of $112.84. The company has a fifty day simple moving average of $99.71 and a 200 day simple moving average of $88.97. The company has a market cap of $12.31 billion, a P/E ratio of 33.26, a price-to-earnings-growth ratio of 2.64 and a beta of 1.00.

Donaldson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Thursday, February 12th will be given a $0.30 dividend. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.1%. Donaldson’s payout ratio is currently 37.38%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on DCI shares. UBS Group set a $96.00 target price on shares of Donaldson in a research note on Tuesday. Weiss Ratings restated a “buy (b)” rating on shares of Donaldson in a research note on Friday, January 9th. Morgan Stanley upgraded Donaldson from an “underweight” rating to an “equal weight” rating and upped their target price for the company from $72.00 to $84.00 in a research report on Monday, November 24th. Jefferies Financial Group boosted their price objective on shares of Donaldson to $123.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Finally, Robert W. Baird set a $110.00 price objective on shares of Donaldson in a research report on Monday, February 2nd. Three research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Donaldson currently has an average rating of “Moderate Buy” and an average price target of $101.80.

Insiders Place Their Bets

In related news, Director Ajita G. Rajendra sold 19,800 shares of Donaldson stock in a transaction on Friday, December 5th. The shares were sold at an average price of $92.04, for a total transaction of $1,822,392.00. Following the completion of the transaction, the director owned 43,993 shares of the company’s stock, valued at $4,049,115.72. This trade represents a 31.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Bradley J. Pogalz sold 566 shares of the business’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $91.57, for a total value of $51,828.62. Following the completion of the transaction, the chief financial officer directly owned 434 shares in the company, valued at $39,741.38. This represents a 56.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 2.20% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in DCI. State Street Corp grew its holdings in shares of Donaldson by 0.7% in the second quarter. State Street Corp now owns 5,221,808 shares of the industrial products company’s stock valued at $362,132,000 after acquiring an additional 36,866 shares in the last quarter. Morgan Stanley lifted its holdings in Donaldson by 1.9% during the fourth quarter. Morgan Stanley now owns 2,542,166 shares of the industrial products company’s stock worth $225,389,000 after acquiring an additional 47,062 shares during the period. Fuller & Thaler Asset Management Inc. boosted its position in Donaldson by 22.0% in the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 2,109,595 shares of the industrial products company’s stock worth $187,037,000 after purchasing an additional 380,419 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in Donaldson by 0.8% in the 4th quarter. Dimensional Fund Advisors LP now owns 2,010,010 shares of the industrial products company’s stock valued at $178,224,000 after purchasing an additional 15,799 shares during the period. Finally, Invesco Ltd. grew its stake in Donaldson by 1.6% in the 4th quarter. Invesco Ltd. now owns 1,355,944 shares of the industrial products company’s stock valued at $120,218,000 after purchasing an additional 21,268 shares during the period. 82.81% of the stock is owned by institutional investors.

Donaldson Company Profile

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.