Willis Investment Counsel Grows Stake in Donaldson Company, Inc. $DCI

Willis Investment Counsel boosted its position in shares of Donaldson Company, Inc. (NYSE:DCI) by 49.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 52,611 shares of the industrial products company’s stock after purchasing an additional 17,459 shares during the quarter. Willis Investment Counsel’s holdings in Donaldson were worth $4,664,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Royal Bank of Canada increased its holdings in shares of Donaldson by 38.2% in the 1st quarter. Royal Bank of Canada now owns 102,128 shares of the industrial products company’s stock valued at $6,848,000 after acquiring an additional 28,207 shares during the period. Integrated Wealth Concepts LLC increased its holdings in shares of Donaldson by 16.5% in the 1st quarter. Integrated Wealth Concepts LLC now owns 3,479 shares of the industrial products company’s stock valued at $233,000 after acquiring an additional 494 shares during the period. Millennium Management LLC increased its holdings in shares of Donaldson by 428.6% in the 1st quarter. Millennium Management LLC now owns 223,976 shares of the industrial products company’s stock valued at $15,020,000 after acquiring an additional 181,602 shares during the period. Goldman Sachs Group Inc. increased its holdings in shares of Donaldson by 29.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 279,525 shares of the industrial products company’s stock valued at $18,745,000 after acquiring an additional 62,864 shares during the period. Finally, Quantbot Technologies LP purchased a new position in shares of Donaldson in the 2nd quarter valued at $648,000. 82.81% of the stock is currently owned by hedge funds and other institutional investors.

Donaldson Stock Up 4.6%

Donaldson stock opened at $89.49 on Thursday. The company has a debt-to-equity ratio of 0.43, a current ratio of 2.29 and a quick ratio of 1.46. The stock has a market capitalization of $10.36 billion, a price-to-earnings ratio of 27.97, a PEG ratio of 2.15 and a beta of 1.05. Donaldson Company, Inc. has a 1-year low of $58.38 and a 1-year high of $112.84. The business has a fifty day moving average price of $95.24 and a 200-day moving average price of $91.01.

Donaldson (NYSE:DCI) last posted its quarterly earnings data on Thursday, February 26th. The industrial products company reported $0.83 earnings per share for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.07). The business had revenue of $896.30 million during the quarter, compared to analyst estimates of $898.64 million. Donaldson had a return on equity of 29.85% and a net margin of 10.09%.The firm’s revenue for the quarter was up 3.0% compared to the same quarter last year. During the same period in the previous year, the business earned $0.83 EPS. Donaldson has set its FY 2026 guidance at 3.930-4.010 EPS. Equities research analysts forecast that Donaldson Company, Inc. will post 3.64 EPS for the current fiscal year.

Donaldson Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Thursday, February 12th were given a $0.30 dividend. The ex-dividend date of this dividend was Thursday, February 12th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.3%. Donaldson’s dividend payout ratio (DPR) is presently 37.50%.

Analysts Set New Price Targets

DCI has been the topic of a number of analyst reports. UBS Group set a $96.00 price target on Donaldson in a report on Tuesday, February 24th. Weiss Ratings reiterated a “buy (b)” rating on shares of Donaldson in a report on Friday, January 9th. Robert W. Baird cut their price target on Donaldson from $104.00 to $95.00 and set an “outperform” rating on the stock in a report on Monday, March 30th. Jefferies Financial Group lifted their price target on Donaldson to $123.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Finally, Morgan Stanley lowered their price objective on Donaldson from $93.00 to $91.00 and set an “equal weight” rating for the company in a research report on Monday, March 9th. Three equities 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, Donaldson has an average rating of “Moderate Buy” and an average target price of $100.20.

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.