DonaldsonDCI
Market Cap: $8.4B
About: Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.6 billion in revenue and $544 million in operating income in its fiscal 2024.
Employees: 13,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
38% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 42
3% more funds holding
Funds holding: 496 [Q1] → 512 (+16) [Q2]
7% more call options, than puts
Call options by funds: $4.4M | Put options by funds: $4.13M
4% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 177
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
1.28% less ownership
Funds ownership: 86.16% [Q1] → 84.88% (-1.28%) [Q2]
6% less capital invested
Capital invested by funds: $7.74B [Q1] → $7.31B (-$429M) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Stifel Nathan Jones 72% 1-year accuracy 46 / 64 met price target | 2%upside $71 | Hold Maintained | 29 Aug 2024 |
Financial journalist opinion
Based on 9 articles about DCI published over the past 30 days