Donaldson
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: 14,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
313% more call options, than puts
Call options by funds: $8.31M | Put options by funds: $2.01M
1.42% more ownership
Funds ownership: 84.1% [Q3] → 85.52% (+1.42%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 176
4% less funds holding
Funds holding: 529 [Q3] → 508 (-21) [Q4]
7% less capital invested
Capital invested by funds: $7.42B [Q3] → $6.88B (-$537M) [Q4]
12% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 69
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Morgan Stanley Angel Castillo 63% 1-year accuracy 12 / 19 met price target | 1%downside $68 | Underweight Maintained | 4 Dec 2024 |
Baird Richard Eastman 68% 1-year accuracy 15 / 22 met price target | 21%upside $83 | Outperform Maintained | 4 Dec 2024 |
Financial journalist opinion
Based on 8 articles about DCI published over the past 30 days
