Birchwood Financial Partners Inc. Acquires New Holdings in Donaldson Company, Inc. $DCI

Birchwood Financial Partners Inc. bought a new position in shares of Donaldson Company, Inc. (NYSE:DCI) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 39,684 shares of the industrial products company’s stock, valued at approximately $3,518,000. Donaldson makes up 3.5% of Birchwood Financial Partners Inc.’s portfolio, making the stock its 8th biggest position.

A number of other institutional investors have also recently added to or reduced their stakes in DCI. Leonteq Securities AG acquired a new position in shares of Donaldson during the fourth quarter worth $40,000. Eagle Bay Advisors LLC acquired a new stake in Donaldson in the fourth quarter valued at $45,000. Clearstead Advisors LLC raised its position in Donaldson by 92.6% during the 4th quarter. Clearstead Advisors LLC now owns 599 shares of the industrial products company’s stock worth $53,000 after purchasing an additional 288 shares during the last quarter. Strive Financial Group LLC bought a new position in Donaldson during the 4th quarter worth $57,000. Finally, Steph & Co. lifted its holdings in Donaldson by 76.4% during the 4th quarter. Steph & Co. now owns 944 shares of the industrial products company’s stock worth $84,000 after buying an additional 409 shares during the period. 82.81% of the stock is owned by institutional investors.

Donaldson Stock Performance

Shares of Donaldson stock opened at $85.59 on Friday. The business has a 50-day moving average price of $85.84 and a two-hundred day moving average price of $91.60. Donaldson Company, Inc. has a 1-year low of $67.71 and a 1-year high of $112.84. The company has a current ratio of 2.35, a quick ratio of 1.55 and a debt-to-equity ratio of 0.35. The company has a market cap of $9.92 billion, a P/E ratio of 23.01, a PEG ratio of 2.16 and a beta of 0.95.

Donaldson (NYSE:DCI) last announced its quarterly earnings data on Tuesday, June 2nd. The industrial products company reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.05 by $0.01. Donaldson had a return on equity of 29.17% and a net margin of 11.52%.The company had revenue of $995.10 million for the quarter, compared to the consensus estimate of $973.65 million. During the same period in the previous year, the business earned $0.99 EPS. The firm’s revenue was up 5.9% compared to the same quarter last year. Donaldson has set its FY 2026 guidance at 3.940-4.010 EPS. As a group, analysts anticipate that Donaldson Company, Inc. will post 3.96 EPS for the current year.

Donaldson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be paid a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.5%. This is a boost from Donaldson’s previous quarterly dividend of $0.30. The ex-dividend date of this dividend is Monday, June 15th. Donaldson’s payout ratio is presently 34.41%.

Insider Transactions at Donaldson

In other Donaldson news, Director James Owens sold 13,753 shares of the stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $89.21, for a total transaction of $1,226,905.13. Following the transaction, the director directly owned 22,565 shares in the company, valued at approximately $2,013,023.65. This represents a 37.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders sold 19,800 shares of company stock valued at $1,765,184 over the last quarter. 2.20% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research firms have commented on DCI. Morgan Stanley reduced their price target on Donaldson from $93.00 to $91.00 and set an “equal weight” rating on the stock in a research report on Monday, March 9th. Wells Fargo & Company set a $91.00 price objective on Donaldson in a research note on Thursday, June 4th. Weiss Ratings upgraded Donaldson from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, June 3rd. UBS Group set a $96.00 target price on Donaldson in a report on Tuesday, February 24th. Finally, Robert W. Baird decreased their target price on shares of Donaldson from $104.00 to $95.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. Three 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 stock presently has a consensus rating of “Moderate Buy” and an average target price of $97.83.

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.