7,500 Shares in Donaldson Company, Inc. $DCI Purchased by Livforsakringsbolaget Skandia Omsesidigt

Livforsakringsbolaget Skandia Omsesidigt acquired a new position in shares of Donaldson Company, Inc. (NYSE:DCI) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 7,500 shares of the industrial products company’s stock, valued at approximately $664,000.

A number of other large investors have also added to or reduced their stakes in DCI. Leonteq Securities AG purchased a new position in shares of Donaldson in the fourth quarter worth about $40,000. Eagle Bay Advisors LLC purchased a new position in shares of Donaldson in the fourth quarter worth about $45,000. Clearstead Advisors LLC increased its stake in shares of Donaldson by 92.6% in the fourth quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company’s stock worth $53,000 after purchasing an additional 288 shares in the last quarter. CENTRAL TRUST Co increased its stake in shares of Donaldson by 40.3% in the third quarter. CENTRAL TRUST Co now owns 1,024 shares of the industrial products company’s stock worth $84,000 after purchasing an additional 294 shares in the last quarter. Finally, Steph & Co. increased its stake in shares of Donaldson by 76.4% in the fourth quarter. Steph & Co. now owns 944 shares of the industrial products company’s stock worth $84,000 after purchasing an additional 409 shares in the last quarter. Hedge funds and other institutional investors own 82.81% of the company’s stock.

Insider Transactions at Donaldson

In other Donaldson news, Director James Owens sold 13,753 shares of Donaldson stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $89.21, for a total transaction of $1,226,905.13. Following the completion of the sale, the director directly owned 22,565 shares in the company, valued at $2,013,023.65. The trade was a 37.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders have sold 19,800 shares of company stock worth $1,765,184 in the last three months. Insiders own 2.20% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently weighed in on DCI. Wells Fargo & Company set a $91.00 target price on shares of Donaldson in a research note on Thursday. Wall Street Zen upgraded shares of Donaldson from a “hold” rating to a “buy” rating in a research note on Saturday. Stifel Nicolaus reduced their target price on shares of Donaldson from $96.00 to $91.00 and set a “hold” rating for the company in a research note on Thursday. Robert W. Baird reduced their target price on shares of Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a research note on Monday, March 30th. Finally, Morgan Stanley reduced their target price on shares of Donaldson from $93.00 to $91.00 and set an “equal weight” rating for the company in a research note on Monday, March 9th. Three research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $97.83.

Donaldson Price Performance

Shares of NYSE:DCI opened at $83.72 on Friday. The company has a 50 day moving average of $85.71 and a 200 day moving average of $91.71. The stock has a market cap of $9.70 billion, a P/E ratio of 22.50, a P/E/G ratio of 2.12 and a beta of 0.95. Donaldson Company, Inc. has a 12 month low of $67.71 and a 12 month high of $112.84. The company has a current ratio of 2.35, a quick ratio of 1.46 and a debt-to-equity ratio of 0.35.

Donaldson (NYSE:DCI) last issued its quarterly earnings data on Tuesday, June 2nd. The industrial products company reported $1.06 EPS for the quarter, beating the consensus estimate of $1.05 by $0.01. The company had revenue of $995.10 million during the quarter, compared to analysts’ expectations of $973.65 million. Donaldson had a net margin of 11.52% and a return on equity of 29.17%. Donaldson’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.99 earnings per share. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. As a group, sell-side analysts forecast that Donaldson Company, Inc. will post 3.97 EPS for the current fiscal year.

Donaldson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Monday, June 15th will be paid a dividend of $0.32 per share. This is an increase from Donaldson’s previous quarterly dividend of $0.30. This represents a $1.28 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Monday, June 15th. Donaldson’s dividend payout ratio is presently 32.26%.

About Donaldson

Donaldson Company, Inc (NYSE: DCI) is a global provider of filtration systems and replacement parts for a wide range of industries. The company develops and manufactures air, liquid and gas filtration solutions for engine and industrial applications, helping customers improve performance, lower emissions and extend equipment life. Donaldson’s product portfolio includes engine air intake filters, fuel filters, hydraulic filters, compressor filters, dust collection systems and gas turbine air intake systems.

Serving markets such as agriculture, construction, mining, power generation, aerospace and original equipment manufacturing, Donaldson operates through two primary business segments: Engine Products and Industrial Products.