Market Cap
$10.1B
DCI
DONALDSON Co INC
$89.38 ▲ +1.84%
Prev close $87.76Market cap$10.1B
ConsensusHold
12-mo target$100.40 (+12.3%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (2 insiders)39 New Institutional Positions11 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on DCI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (42%)
Inst. Holders
50 funds
Inst. Value
$7.6B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $6.7M sell
Insider Net $
-$6.7M
SEC Reports
3
Congressional
1 trades
Price chart 30d -0.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 Insider
Lewis Richard Brent surrendered for taxes 149 shares
President @ $86.60 ($12.9K)
Sep 24, 2026 Insider
Lewis Richard Brent was granted 6,340 shares
President
Sep 24, 2026 Insider
Carpenter Tod E. surrendered for taxes 18,761 shares
Chairman, President and CEO @ $86.60 ($1.6M)
Sep 8, 2026 ftd
Aug 18, 2026 SEC FTD: DCI — 14,395 shares ($1.3M) failed to deliver
Settlement: 20260908, Price: $91.03, FTD Value: $1,310,376.85, DONALDSON CO INC
18 institutional investors accumulated $222.3M in net new DCI positions during Q2 2026, led by a $94.3M new sovereign we
INST-CLUSTER — Impact 6/10
Jun 30, 2026 Inst.
Pictet Asset Management Holding — ADD
2,305,723 shares ($207.0M)
Jun 30, 2026 Inst.
Apr 10, 2026 SEC MASSACHUSETTS FINANCIAL SERVICES CO — DOUBLED
1,635,889 shares ($150.3M)
Donaldson Company (DCI) entered into a $400 million delayed-draw term loan facility to finance its acquisition of Facet,
8-K — Impact 4/10
Analyst ratings buy % +27.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
42% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 27, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Aug 19, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jun 4, 2026 | Stifel | MAINTAIN | Hold | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 2 | 7 | 0 | 0 | 42% | |
| Aug 1, 2026 | 3 | 2 | 7 | 0 | 0 | 42% | |
| Jul 1, 2026 | 3 | 2 | 7 | 0 | 0 | 42% | |
| Jun 1, 2026 | 3 | 2 | 7 | 0 | 0 | 42% | |
| May 1, 2026 | 3 | 2 | 7 | 0 | 0 | 42% | |
| Apr 1, 2026 | 3 | 2 | 7 | 0 | 0 | 42% | |
| Mar 1, 2026 | 3 | 2 | 7 | 0 | 0 | 42% | |
| Feb 1, 2026 | 3 | 2 | 7 | 0 | 0 | 42% |
Price targets
Where 5 covering analysts think DCI trades over the next 12 months.
$100.40 +12.3% upside Buy
Current$89.38 Low$79.00 Median$95.00 High$123.00 5 analysts
$79.00$123.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 5.3/10.
BULLISHINST-CLUSTER6/10
18 institutional investors accumulated $222.3M in net new DCI positions during Q2 2026, led by a $94
Aug 18, 2026
NEUTRAL8-K4/10
Donaldson Company (DCI) entered into a $400 million delayed-draw term loan facility to finance its a
Apr 10, 2026
MIXED8-K6/10
Donaldson Company (DCI) reported record second-quarter fiscal 2026 sales of $896.3 million, up 3.0%
Feb 26, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 8, 2026
ftd
FTD: DCI — 14,395 shares ($1.3M) failed to deliver
Settlement: 20260908, Price: $91.03, FTD Value: $1,310,376.85, DONALDSON CO INC
Sep 7, 2026
dark_pool
Dark Pool: DCI — 0.7M shares, 25,003 trades
Week starting 2026-09-07. Total ATS volume: 658,429 shares across 25,003 trades.
Aug 31, 2026
dark_pool
Dark Pool: DCI — 0.8M shares, 29,684 trades
Week starting 2026-08-31. Total ATS volume: 751,483 shares across 29,684 trades.
Aug 26, 2026
earnings_calendar
DCI Q4 2026 Earnings After Market Close — 2026-08-26
Aug 24, 2026
dark_pool
Dark Pool: DCI — 1.2M shares, 32,629 trades
Week starting 2026-08-24. Total ATS volume: 1,231,334 shares across 32,629 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.97 | $0.93–$0.99 | 2.8% | -0.6% | 0↑ 3↓ | $1.0B | 6 |
| Next Q | $0.90 | $0.87–$0.94 | 8.0% | +1.0% | 0↑ 3↓ | $1.0B | 6 |
| Current FY | $4.33 | $4.30–$4.37 | 8.8% | +0.1% | 1↑ 2↓ | $4.2B | 8 |
| Next FY | $4.86 | $4.72–$4.99 | 12.1% | -0.3% | 2↑ 1↓ | $4.4B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.967 | — |
| 7d ago | $0.974 | -0.007 |
| 30d ago | $0.973 | -0.006 |
| 60d ago | $1.023 | -0.057 |
| 90d ago | $1.023 | -0.057 |
Institutional ownership
Which big funds own DCI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.6B total value (84,173,779 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,941,762 | $1.1B | 14.2% | — |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 9,142,617 | $820.7M | 10.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,523,217 | $585.6M | 7.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,249,585 | $471.3M | 6.2% | — |
| STATE STREET CORP | 5,031,135 | $451.6M | 6.0% | — |
| FMR LLC | 3,932,243 | $353.0M | 4.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,120,304 | $280.2M | 3.7% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,782,815 | $249.8M | 3.3% | — |
| MORGAN STANLEY | 2,505,649 | $224.9M | 3.0% | — |
| Pictet Asset Management Holding SA | 2,305,723 | $207.0M | 2.7% | ADD +28.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | ADD | 1,801,481 | 2,305,723 | +28.0% | $207.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 662,358 | 1,635,889 | +147.0% | $150.3M |
| NORGES BANK | NEW | — | 1,050,604 | — | $94.3M |
| JPMORGAN CHASE & CO | ADD | 661,465 | 865,465 | +30.8% | $77.0M |
| UBS Group AG | ADD | 608,176 | 769,822 | +26.6% | $69.1M |
| Boston Partners | NEW | — | 671,952 | — | $60.3M |
| Quantinno Capital Management LP | ADD | 508,612 | 665,883 | +30.9% | $59.8M |
| Gotham Asset Management, LLC | DOUBLED | 309,766 | 657,057 | +112.1% | $59.0M |
| Point72 Asset Management, L.P. | DOUBLED | 161,245 | 574,313 | +256.2% | $51.6M |
| Qube Research & Technologies Ltd | NEW | — | 524,837 | — | $47.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 35 transactions. Net -$6.7M — $0.00 bought, $6.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Lewis Richard Brent | President | TAX W/H | 149 | $86.60 | $12.9K |
| Sep 24, 2026 | Lewis Richard Brent | President | AWARD | 6,340 | — | — |
| Sep 24, 2026 | Carpenter Tod E. | Chairman, President and CEO | TAX W/H | 18,761 | $86.60 | $1.6M |
| Sep 24, 2026 | Driesen Bart C. | President | TAX W/H | 2,661 | $86.60 | $230.4K |
| Sep 24, 2026 | Becker Amy C | Chief Legal Officer | TAX W/H | 2,944 | $86.60 | $255.0K |
| Sep 24, 2026 | Carpenter Tod E. | Chairman, President and CEO | AWARD | 38,131 | — | — |
| Sep 24, 2026 | Becker Amy C | Chief Legal Officer | AWARD | 5,983 | — | — |
| Sep 24, 2026 | Driesen Bart C. | President | AWARD | 4,465 | — | — |
| Sep 4, 2026 | Carpenter Tod E. | Chairman, President and CEO | EXERCISE | 31,968 | $42.72 | $1.4M |
| Sep 4, 2026 | Carpenter Tod E. | Chairman, President and CEO | SELL | 31,968 | $91.10 | $2.9M |
Congressional trades
DCI trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 18, 2026 | Michael McCaul | R | HOUSE | SELL | $100,001 - $250,000 | Donaldson Co Inc | Mar 12, 2026(23d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DCI.
Shares short
3,145,580
Settlement Sep 15, 2026
Change vs prior
+14.9%
Semi-monthly cycle
Days to cover
5.1
At avg daily volume
Of shares outstanding
≈2.7%
Estimate — not % of float
All DCI filing & press-release reports (3)
- INST-CLUSTER reportAug 18, 2026
- 8-K reportApr 10, 2026
- 8-K reportFeb 26, 2026