DCI
DONALDSON Co INC
$83.98
+0.39%
$10.0B
No data for this timeframe.
Vol
Market Cap$10.0B
Cap SizeMid Cap
Analyst ConsensusHold (42%)
Inst. Holders8 funds
Inst. Value$1.9B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 4S
Insider Net $-$2.2M
SEC Reports2
Congressional1 trades
Exchange NYSE·Sector Industrial & Commercial Fans & Blowers & Air Purifing Equip·Inc. DE·CIK 0000029644·Prev Close $83.65
Recent Activity
Jun 2, 2026
earnings_calendar
DCI Q3 2026 Earnings Scheduled — 2026-06-02
Apr 14, 2026
Insider
Owens James sold 7,153 shares
Director @ $42.26 ($302.3K)
Apr 14, 2026
Insider
Owens James sold 7,153 shares
Director @ $89.21 ($638.1K)
Apr 14, 2026
Insider
Owens James sold 7,153 shares
Director @ $0.00 ($0.00)
Apr 10, 2026
SEC
Donaldson Company (DCI) entered into a $400 million delayed-draw term loan facility to finance its acquisition of Facet,
8-K — Impact 4/10
Feb 26, 2026
SEC
Donaldson Company (DCI) reported record second-quarter fiscal 2026 sales of $896.3 million, up 3.0% year-over-year, driv
8-K — Impact 6/10
Inst.
NORGES BANK — NEW
1,355,580 shares ($120.2M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
469,476 shares ($41.6M)
Price Targets
$96.80
+12.3% upside
Buy
Current $86.16
Low $79.00
Median $95.00
High $123.00
5 analysts
$79.00
$123.00
Analyst Ratings
3Strong Buy
2Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | Stifel | MAINTAIN | Hold → Hold |
| Mar 30, 2026 | Baird | MAINTAIN | Outperform → Outperform |
| Mar 9, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Feb 27, 2026 | Baird | MAINTAIN | Outperform → Outperform |
| Feb 3, 2026 | Jefferies | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.12 ▼ -3.7% | $1.10 — $1.15 | 9% YoY | 4 |
| Next Q | $1.01 ▼ -2.9% | $1.00 — $1.02 | 7% YoY | 2 |
| Current FY | $3.95 ▼ -0.7% | $3.92 — $3.98 | 7% YoY | 4 |
| Next FY | $4.35 | $4.24 — $4.45 | 10% YoY | 4 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.0B | — |
| FMR LLC | $351.1M | — |
| MORGAN STANLEY | $225.4M | ADD |
| NORGES BANK | $120.2M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $70.7M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 14, 2026 | Owens James | M | $302.3K |
| Apr 14, 2026 | Owens James | SELL | $638.1K |
| Apr 14, 2026 | Owens James | M | $0.00 |
| Apr 13, 2026 | Owens James | M | $250.2K |
| Apr 13, 2026 | Owens James | SELL | $527.1K |
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Michael McCaul | R | SELL | $100,001 - $250,000 |
8 institutional holders with $1.9B total value (21,777,847 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 11,809,433 | $1.0B | 54.2% | — |
| 2 | FMR LLC | 3,960,255 | $351.1M | 18.2% | — |
| 3 | MORGAN STANLEY | 2,542,166 | $225.4M | 11.7% | ADD +62.4% |
| 4 | NORGES BANK | 1,355,580 | $120.2M | 6.2% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 797,592 | $70.7M | 3.7% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 530,078 | $47.0M | 2.4% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 469,476 | $41.6M | 2.2% | DOUBLED +581.8% |
| 8 | BANK OF AMERICA CORP /DE/ | 313,267 | $27.8M | 1.4% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,355,580 | — | $120.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 68,863 | 469,476 | +581.8% | $41.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 13,765 | 68,863 | +400.3% | $5.6M | 2025-Q3 |
| NORGES BANK | EXIT | 991,484 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 991,484 | — | $68.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 21,389 | 13,765 | -35.6% | $954.6K | 2025-Q2 |
| UBS Group AG | ADD | 512,196 | 823,166 | +60.7% | $55.2M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 12,289 | 21,389 | +74.0% | $1.4M | 2025-Q1 |
| NORGES BANK | EXIT | 977,403 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 65,300 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 1,339,308 | 2,175,601 | +62.4% | $146.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 172,171 | 227,816 | +32.3% | $15.3M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 244,000 | 65,300 | -73.2% | $4.4M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 760,143 | — | $56.0M | 2024-Q3 |
6 unique insiders with 4 transactions. Net insider value: -$2.2M ($0.00 bought, $2.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 14, 2026 | Owens James | Director | M | 7,153 | $42.26 | $302.3K |
| Apr 14, 2026 | Owens James | Director | SELL | 7,153 | $89.21 | $638.1K |
| Apr 14, 2026 | Owens James | Director | M | 7,153 | $0.00 | $0.00 |
| Apr 13, 2026 | Owens James | Director | M | 5,921 | $42.26 | $250.2K |
| Apr 13, 2026 | Owens James | Director | SELL | 5,921 | $89.02 | $527.1K |
| Apr 13, 2026 | Owens James | Director | M | 5,921 | $0.00 | $0.00 |
| Apr 10, 2026 | Owens James | Director | M | 126 | $42.26 | $5.3K |
| Apr 10, 2026 | Owens James | Director | SELL | 126 | $88.82 | $11.2K |
| Apr 10, 2026 | Owens James | Director | M | 126 | $0.00 | $0.00 |
| Apr 3, 2026 | Hilger Christopher M. | Director | A | 418 | $85.23 | $35.6K |
| Apr 3, 2026 | Owens James | Director | A | 279 | $85.23 | $23.8K |
| Apr 3, 2026 | Rautio Trudy A. | Director | A | 349 | $85.23 | $29.7K |
| Apr 3, 2026 | Smiley Jacinth C | Director | A | 279 | $85.23 | $23.8K |
| Mar 26, 2026 | Briseno Guillermo | President | M | 12,000 | $0.00 | $0.00 |
| Mar 26, 2026 | Briseno Guillermo | President | M | 12,000 | $42.72 | $512.6K |
| Mar 26, 2026 | Briseno Guillermo | President | SELL | 12,000 | $84.97 | $1.0M |
| Mar 2, 2026 | Lewis Richard Brent | President | A | 15,500 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (42% buy). Based on 12 analysts: 3 strong buy, 2 buy, 7 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$96.80 mean target
+12.3% upside
Buy (2.50)
$79.00 Low
$123.00 High
| Metric | Value |
|---|---|
| Current Price | $86.16 |
| Target Low | $79.00 |
| Target Mean | $96.80 |
| Target Median | $95.00 |
| Target High | $123.00 |
| # Analysts | 5 |
| Recommendation | Buy (2.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$1.12 | $1.10 | $1.15 | 9.0% | -3.7% | 3↑ 4↓ | $1.0B | 6.8% | 4 |
| Next Q 2026-10-31 |
$1.01 | $1.00 | $1.02 | 7.4% | -2.9% | — | $1.0B | 9.6% | 2 |
| Current FY 2026-07-31 |
$3.95 | $3.92 | $3.98 | 7.3% | -0.7% | 0↑ 3↓ | $3.9B | 4.9% | 4 |
| Next FY 2027-07-31 |
$4.35 | $4.24 | $4.45 | 10.1% | +0.1% | 1↑ 2↓ | $4.2B | 7.8% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.123 | |
| 7d ago | $1.166 | -0.043 |
| 30d ago | $1.166 | -0.043 |
| 60d ago | $1.166 | -0.043 |
| 90d ago | $1.170 | -0.047 |
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Mar 30, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Mar 9, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 27, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Feb 3, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Jan 9, 2026 | Jefferies | UPGRADE | Hold | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 2 | 2 | 8 | 0 | 0 | 33% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| 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) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 2, 2026
earnings_calendar
DCI Q3 2026 Earnings Scheduled — 2026-06-02
Jun 2, 2026
short_volume
Short Volume: DCI — 68.4% short (0.4M / 0.6M)
Short: 386,968 | Exempt: 121 | TRF Vol: 566,141 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: DCI — 68.3% short (0.4M / 0.6M)
Short: 435,949 | Exempt: 505 | TRF Vol: 638,429 | Short Ratio: 68.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: DCI — 0.9M shares, 27,020 trades
Week starting 2026-05-18. Total ATS volume: 860,302 shares across 27,020 trades.
May 11, 2026
dark_pool
Dark Pool: DCI — 0.8M shares, 25,239 trades
Week starting 2026-05-11. Total ATS volume: 842,047 shares across 25,239 trades.
May 4, 2026
dark_pool
Dark Pool: DCI — 0.6M shares, 25,270 trades
Week starting 2026-05-04. Total ATS volume: 604,484 shares across 25,270 trades.
Apr 27, 2026
dark_pool
Dark Pool: DCI — 0.8M shares, 30,276 trades
Week starting 2026-04-27. Total ATS volume: 848,316 shares across 30,276 trades.
Apr 20, 2026
dark_pool
Dark Pool: DCI — 0.8M shares, 24,328 trades
Week starting 2026-04-20. Total ATS volume: 844,076 shares across 24,328 trades.
Apr 13, 2026
dark_pool
Dark Pool: DCI — 0.9M shares, 24,432 trades
Week starting 2026-04-13. Total ATS volume: 910,921 shares across 24,432 trades.
Apr 13, 2026
short_interest
FTD: DCI — 31,248 shares ($2.8M) failed to deliver
Settlement: 20260413, Price: $88.65, FTD Value: $2,770,135.2, DONALDSON CO INC
Apr 6, 2026
dark_pool
Dark Pool: DCI — 0.7M shares, 22,350 trades
Week starting 2026-04-06. Total ATS volume: 691,405 shares across 22,350 trades.
Mar 30, 2026
dark_pool
Dark Pool: DCI — 0.4M shares, 17,234 trades
Week starting 2026-03-30. Total ATS volume: 446,671 shares across 17,234 trades.
Mar 23, 2026
dark_pool
Dark Pool: DCI — 0.6M shares, 25,030 trades
Week starting 2026-03-23. Total ATS volume: 602,467 shares across 25,030 trades.
Mar 16, 2026
dark_pool
Dark Pool: DCI — 0.7M shares, 23,746 trades
Week starting 2026-03-16. Total ATS volume: 700,007 shares across 23,746 trades.
Mar 9, 2026
dark_pool
Dark Pool: DCI — 0.6M shares, 23,020 trades
Week starting 2026-03-09. Total ATS volume: 611,583 shares across 23,020 trades.