DCI
DONALDSON Co INC
$86.40
+1.18%
$10.0B
No data for this timeframe.
Vol
Market Cap$10.0B
Cap SizeLarge Cap
Analyst ConsensusHold (42%)
Inst. Holders50 funds
Inst. Value$5.4B
Inst. Activity20 buys / 18 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 $85.39
Recent Activity
Jun 2, 2026
earnings_calendar
DCI Q3 2026 Earnings Scheduled — 2026-06-02
Apr 14, 2026
Insider
Owens James acquired via exercise 7,153 shares
Director @ $42.26 ($302.3K)
Apr 14, 2026
Insider
Owens James sold 7,153 shares
Director @ $89.21 ($638.1K)
Apr 13, 2026
Insider
Owens James acquired via exercise 5,921 shares
Director @ $42.26 ($250.2K)
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.
Invesco Ltd. — ADD
2,293,506 shares ($194.6M)
Inst.
Pictet Asset Management Holding — DOUBLED
1,801,481 shares ($152.9M)
Price Targets
$96.80
+12.0% upside
Buy
Current $86.40
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 ▼ -3.6% | $1.10 — $1.15 | 9% YoY | 6 |
| Next Q | $1.02 ▼ -1.6% | $1.00 — $1.05 | 9% YoY | 3 |
| Current FY | $3.95 ▼ -0.6% | $3.92 — $3.98 | 7% YoY | 6 |
| Next FY | $4.38 ▲ +1.0% | $4.24 — $4.52 | 11% YoY | 6 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $952.0M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $553.2M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $439.9M | — |
| STATE STREET CORP | $404.7M | — |
| FMR LLC | $325.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 14, 2026 | Owens James | M | $302.3K |
| Apr 14, 2026 | Owens James | SELL | $638.1K |
| Apr 13, 2026 | Owens James | M | $250.2K |
| Apr 13, 2026 | Owens James | SELL | $527.1K |
| Apr 10, 2026 | Owens James | M | $5.3K |
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Michael McCaul | R | SELL | $100,001 - $250,000 |
50 institutional holders with $5.4B total value (63,746,278 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 20 institutions added/increased vs 18 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11,217,068 | $952.0M | 17.6% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,518,149 | $553.2M | 10.2% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 5,183,334 | $439.9M | 8.1% | — |
| 4 | STATE STREET CORP | 4,768,908 | $404.7M | 7.5% | — |
| 5 | FMR LLC | 3,829,005 | $325.0M | 6.0% | — |
| 6 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,924,194 | $248.2M | 4.6% | — |
| 7 | MORGAN STANLEY | 2,409,565 | $204.5M | 3.8% | — |
| 8 | Invesco Ltd. | 2,293,506 | $194.6M | 3.6% | ADD +69.1% |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 2,111,613 | $179.2M | 3.3% | — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1,988,788 | $168.8M | 3.1% | — |
| 11 | Boston Trust Walden Corp | 1,900,416 | $161.3M | 3.0% | — |
| 12 | Pictet Asset Management Holding SA | 1,801,481 | $152.9M | 2.8% | DOUBLED +10438.1% |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,615,349 | $137.1M | 2.5% | DOUBLED +26235.7% |
| 14 | FIRST TRUST ADVISORS LP | 1,032,298 | $87.6M | 1.6% | TRIM -27.8% |
| 15 | Allspring Global Investments Holdings, LLC | 898,389 | $77.3M | 1.4% | — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 816,733 | $69.3M | 1.3% | — |
| 17 | TWO SIGMA INVESTMENTS, LP | 779,219 | $66.1M | 1.2% | DOUBLED +581.8% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 716,234 | $60.8M | 1.1% | — |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 690,981 | $58.6M | 1.1% | TRIM -27.8% |
| 20 | TD ASSET MANAGEMENT INC | 686,608 | $58.3M | 1.1% | TRIM -33.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | ADD | 1,355,944 | 2,293,506 | +69.1% | $194.6M | 2026-Q1 |
| Pictet Asset Management Holding SA | DOUBLED | 17,095 | 1,801,481 | +10438.1% | $152.9M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 957,573 | 690,981 | -27.8% | $58.6M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | TRIM | 1,025,579 | 686,608 | -33.1% | $58.3M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 662,358 | — | $56.2M | 2026-Q1 |
| Epoch Investment Partners, Inc. | TRIM | 889,841 | 621,014 | -30.2% | $52.7M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 676,665 | 470,148 | -30.5% | $39.9M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 313,267 | 442,180 | +41.2% | $37.5M | 2026-Q1 |
| HighTower Advisors, LLC | TRIM | 567,022 | 369,243 | -34.9% | $31.3M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 180,409 | 242,122 | +34.2% | $20.5M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | NEW | — | 192,822 | — | $15.9M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 39,599 | 161,245 | +307.2% | $13.7M | 2026-Q1 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 39,225 | 123,630 | +215.2% | $10.5M | 2026-Q1 |
| Mariner, LLC | ADD | 76,991 | 101,604 | +32.0% | $8.6M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 71,891 | 98,040 | +36.4% | $8.3M | 2026-Q1 |
| Neuberger Berman Group LLC | DOUBLED | 34,261 | 88,176 | +157.4% | $7.5M | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp | ADD | 54,717 | 71,273 | +30.3% | $6.0M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | DOUBLED | 26,005 | 64,482 | +148.0% | $5.5M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 86,641 | 63,812 | -26.3% | $5.4M | 2026-Q1 |
| HSBC HOLDINGS PLC | ADD | 37,893 | 58,011 | +53.1% | $4.9M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | DOUBLED | 14,132 | 44,947 | +218.1% | $3.7M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 1,152 | 38,580 | +3249.0% | $3.3M | 2026-Q1 |
| NATIXIS | DOUBLED | 17 | 38,454 | +226100.0% | $3.3M | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 20,149 | 34,961 | +73.5% | $3.0M | 2026-Q1 |
| Horizon Investments, LLC | TRIM | 46,851 | 33,666 | -28.1% | $2.9M | 2026-Q1 |
6 unique insiders with 13 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 | EXERCISE | 7,153 | $42.26 | $302.3K |
| Apr 14, 2026 | Owens James | Director | SELL | 7,153 | $89.21 | $638.1K |
| Apr 13, 2026 | Owens James | Director | EXERCISE | 5,921 | $42.26 | $250.2K |
| Apr 13, 2026 | Owens James | Director | SELL | 5,921 | $89.02 | $527.1K |
| Apr 10, 2026 | Owens James | Director | EXERCISE | 126 | $42.26 | $5.3K |
| Apr 10, 2026 | Owens James | Director | SELL | 126 | $88.82 | $11.2K |
| Apr 3, 2026 | Hilger Christopher M. | Director | AWARD | 418 | $85.23 | $35.6K |
| Apr 3, 2026 | Owens James | Director | AWARD | 279 | $85.23 | $23.8K |
| Apr 3, 2026 | Rautio Trudy A. | Director | AWARD | 349 | $85.23 | $29.7K |
| Apr 3, 2026 | Smiley Jacinth C | Director | AWARD | 279 | $85.23 | $23.8K |
| Mar 26, 2026 | Briseno Guillermo | President | EXERCISE | 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 | AWARD | 15,500 | — | — |
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
+12.0% upside
Buy (2.50)
$79.00 Low
$123.00 High
| Metric | Value |
|---|---|
| Current Price | $86.40 |
| 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 | 9.1% | -3.6% | 0↑ 3↓ | $1.0B | 6.9% | 6 |
| Next Q 2026-10-31 |
$1.02 | $1.00 | $1.05 | 8.9% | -1.6% | — | $1.0B | 9.1% | 3 |
| Current FY 2026-07-31 |
$3.95 | $3.92 | $3.98 | 7.4% | -0.6% | 0↑ 3↓ | $3.9B | 5.0% | 6 |
| Next FY 2027-07-31 |
$4.38 | $4.24 | $4.52 | 11.0% | +1.0% | 1↑ 2↓ | $4.2B | 7.4% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.123 | |
| 7d ago | $1.123 | |
| 30d ago | $1.166 | -0.042 |
| 60d ago | $1.166 | -0.042 |
| 90d ago | $1.166 | -0.042 |
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 25, 2026
dark_pool
Dark Pool: DCI — 0.7M shares, 23,644 trades
Week starting 2026-05-25. Total ATS volume: 668,760 shares across 23,644 trades.
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
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 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 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.