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 Q3 regulatory filings by fund managers ($100M+ AUM)
57% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 37
30% more call options, than puts
Call options by funds: $4.25M | Put options by funds: $3.27M
3% more funds holding
Funds holding: 513 [Q2] → 528 (+15) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]
0% less capital invested
Capital invested by funds: $7.43B [Q2] → $7.42B (-$12.8M) [Q3]
2.2% less ownership
Funds ownership: 86.29% [Q2] → 84.1% (-2.2%) [Q3]
15% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 200
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Morgan Stanley Angel Castillo 53% 1-year accuracy 8 / 15 met price target | 4%downside $68 | Underweight Maintained | 4 Dec 2024 |
Baird Richard Eastman 77% 1-year accuracy 17 / 22 met price target | 17%upside $83 | Outperform Maintained | 4 Dec 2024 |
Financial journalist opinion
Based on 4 articles about DCI published over the past 30 days
