DonaldsonDCI
DCI
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
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
313% more call options, than puts
Call options by funds: $8.31M | Put options by funds: $2.01M
1.88% more ownership
Funds ownership: 83.72% [Q3] → 85.6% (+1.88%) [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: 176 | Existing positions reduced: 178
7% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 70
2% less funds holding
Funds holding: 529 [Q3] → 519 (-10) [Q4]
7% less capital invested
Capital invested by funds: $7.39B [Q3] → $6.89B (-$500M) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$63
0%
upside
Avg. target
$63
0%
upside
High target
$63
0%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Stifel Nathan Jones 18% 1-year accuracy 13 / 72 met price target | 0%upside $63 | Hold Maintained | 14 Apr 2025 |
Financial journalist opinion
Neutral
PRNewsWire
1 week ago
Ginkgo Bioworks Teams Up with Partners on ARPA-H Project to Stabilize Pharmaceutical Supply Chains - Using Amber Waves of Grain
Ginkgo Bioworks and partners awarded $29 million contract by ARPA-H to develop distributed manufacturing of essential medicines using wheat germ cell-free expression systems BOSTON , April 10, 2025 /PRNewswire/ -- Ginkgo Bioworks (NYSE: DNA), which is building the leading platform for cell programming and biosecurity, today announced a new contract with the Advanced Research Projects Agency for Health (ARPA-H), alongside partners Tritica Biosciences , US Pharmacopeia (USP), On Demand Pharmaceuticals , and Isolere Bio by Donaldson . This two-year program, Wheat-based High efficiency Enzyme and API Technology (WHEAT), aims to establish a new manufacturing process for the distributed production of biologic and small molecule active pharmaceutical ingredients (APIs) using wheat germ cell-free expression systems.
Neutral
Zacks Investment Research
1 week ago
Donaldson Exhibits Strong Prospects Despite Persisting Headwinds
DCI gains from strength across its segments, acquired businesses and shareholder-friendly policies.
Positive
Zacks Investment Research
1 month ago
Zacks Industry Outlook Donaldson, Austry Outlook Donaldson, tmus Filtration Technologies, CECO Environmental and Energy Recovery
Donaldson, Austry Outlook Donaldson, tmus Filtration Technologies, CECO Environmental and Energy Recovery have been highlighted in this Industry Outlook article.
Positive
Zacks Investment Research
1 month ago
4 Top Stocks to Pick From a Promising Pollution Control Industry
The Zacks Pollution Control industry has been benefiting from the healthy demand for products, driven by global initiatives to tackle greenhouse gas emissions. DCI, ATMU, CECO and ERII are some notable stocks in the industry.
Negative
Zacks Investment Research
1 month ago
Donaldson's Q2 Earnings Miss Estimates, Revenues Decline Y/Y
DCI's Q2 revenues decrease 0.8% year over year due to the lackluster performances of its Mobile Solutions and Industrial Solutions segments.
Neutral
Business Wire
1 month ago
Donaldson Company to Present at the Raymond James 46th Annual Institutional Investors Conference
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, today announced that Tod Carpenter, chairman, president, and chief executive officer will present at the Raymond James 46th Annual Institutional Investors Conference in Orlando, Florida on Monday, March 3, beginning at 3:35 p.m. CT. About Donaldson Company Founded in 1915, Donaldson (NYSE: DCI) is a global leader in technology-led filtration products a.
Neutral
Seeking Alpha
1 month ago
Donaldson Company, Inc. (DCI) Q2 2025 Earnings Call Transcript
Donaldson Company, Inc. (NYSE:DCI ) Q2 2025 Earnings Call Transcript February 27, 2025 10:00 AM ET Company Participants Sarika Dhadwal - Investor Relations Tod Carpenter - Chairman, President and Chief Executive Officer Brad Pogalz - Chief Financial Officer Conference Call Participants Bryan Blair - Oppenheimer Rob Mason - Baird Brian Drab - William Blair Lawrence Alexander - Jefferies Stefan Diaz - Morgan Stanley Adam Farley - Stifel Operator Ladies and gentlemen, thank you for standing by. My name is Christa and I'll be your conference operator today.
Positive
Zacks Investment Research
1 month ago
Compared to Estimates, Donaldson (DCI) Q2 Earnings: A Look at Key Metrics
The headline numbers for Donaldson (DCI) give insight into how the company performed in the quarter ended January 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Negative
Zacks Investment Research
1 month ago
Donaldson (DCI) Q2 Earnings and Revenues Miss Estimates
Donaldson (DCI) came out with quarterly earnings of $0.83 per share, missing the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.81 per share a year ago.
Neutral
Business Wire
1 month ago
Donaldson Reports Second Quarter Fiscal Year 2025 Sales and Earnings
MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported second quarter fiscal 2025 generally accepted accounting principles (GAAP) net earnings of $95.9 million, compared with $98.7 million in fiscal 2024. Second quarter 2025 GAAP earnings per share (EPS)1 were $0.79 compared with 2024 EPS of $0.81. Second quarter 2025 adjusted EPS2,3 was $0.83. The tables attached to this p.
Charts implemented using Lightweight Charts™