Donaldson Company, Inc. (DCI) Stock Price & Analysis
Donaldson Company, Inc. (DCI) closed at USD 86.12 on Thursday, October 22, 2026, down 2.85% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 86.12; the Oct 22, 2026 session ranged USD 85.06–87.42 on volume of 584,676 shares. Market capitalization is —, with a 52-week range of USD 79.61–112.84 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:27 UTC.
Also available as compact Markdown for AI agents: nexqual.com/DCI.md
Key facts (DCI)
- Last four reported quarters (through Jul 31, 2026): revenue $3.89B, net income $454M (11.7% margin), free cash flow $426M (SEC filings).
- 3 of 80 tracked superinvestors hold DCI (13F, Q2 2026): 0 new, 0 added, 2 reduced, 1 unchanged.
- Analysts: Hold (mean 3.00 on a 1–5 scale) (8 analysts), mean target USD 100.4 (range 79–123).
- Total return with dividends: 1Y +4.7% vs S&P 500 +14.9%; 5Y +55.5% vs S&P 500 +80.3%.
- Next earnings: 2026-08-26, EPS estimate USD 0.97, revenue estimate $1.02B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (DCI)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.31B | $3.43B | $3.59B | $3.69B | $3.89B | $3.89B |
| Gross profit | $1.07B | $1.16B | $1.27B | $1.29B | $1.35B | — |
| Operating income | $444M | $480M | $544M | $495M | $600M | $600M |
| Net income | $333M | $359M | $414M | $367M | $454M | $454M |
| EPS (diluted) | $2.66 | $2.90 | $3.38 | $3.05 | $3.85 | — |
| Free cash flow | $167M | $426M | $407M | $340M | $426M | $426M |
| Gross margin | 32.3% | 33.8% | 35.5% | 34.8% | 34.6% | — |
| Operating margin | 13.4% | 14.0% | 15.2% | 13.4% | 15.4% | 15.4% |
| Net margin | 10.1% | 10.5% | 11.5% | 9.9% | 11.7% | 11.7% |
| Revenue growth | +15.9% | +3.8% | +4.5% | +2.9% | +5.3% | — |
| Cash + short-term investments | $193M | $187M | $233M | $180M | $250M | — |
| Total debt | $650M | $658M | $538M | $671M | $1.33B | — |
Fiscal years end Jul. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (DCI)
P/E at fiscal year-ends: Jul 2026 24.5x, Jul 2025 23.6x, Jul 2024 22.2x.
Superinvestors (SEC 13F-HR, Q2 2026) (DCI)
3 of 80 tracked investors hold DCI. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mairs & Power | Mairs & Power Funds | 0.38% | $41.6M | Reduced -7.1% |
| Jensen Investment Management | 0.03% | $1.2M | Reduced -41.9% | |
| First Eagle Investment | First Eagle Investment Management | <0.01% | $287K | Unchanged |
Analysts (DCI)
Consensus Hold (mean 3.00 on a 1–5 scale), 8 analysts; mean target USD 100.4 (low 79, high 123).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-29 | Morgan Stanley | Target raised | Equal-Weight | $91 → $95 |
| 2026-08-27 | Baird | Target raised | Outperform | $105 → $110 |
| 2026-08-19 | Baird | Target raised | Outperform | $95 → $105 |
Total return (dividends reinvested) (DCI)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +4.7% | +55.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +4.7% | +9.2% |
| Volatility (annualized) | 26.3% | 21.8% |
| Max drawdown | -26.1% (Feb 2026→May 2026) | -25.2% (Feb 2026→May 2026) |
DCI analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.97 | $1.02 | -5.5% | $1.02B | 6 |
| Next quarter (ends Jan 2027) | $0.90 | $0.95 | -5.9% | $978.8M | 6 |
| Current fiscal year (ends Jul 2027) | $4.33 | $4.37 | -1.0% | $4.19B | 8 |
| Next fiscal year (ends Jul 2028) | $4.86 | $4.87 | -0.3% | $4.40B | 8 |
Key Statistics (as of October 23, 2026 at 09:27 UTC)
| Price | USD 86.12 |
|---|---|
| Change | ▼ 2.85% (down) |
| Previous Close | USD 86.12 |
| Open | USD 86.12 |
| Day Range | USD 85.06 – 87.42 |
| 52-Week Range | USD 79.61 – 112.84 |
| Volume | 584,676 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (DCI)
Nexqual's technical model rates DCI "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:27 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 38.63 (neutral) |
| vs SMA50 | Below (USD 89.33) |
| MACD | -0.42 (negative) |
Analyst Ratings (DCI)
Wall Street analysts rate DCI "Hold" based on 8 analysts, with a mean price target of USD 100.4 (range USD 79–123), per Nexqual as of October 23, 2026 at 09:27 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 8 |
| Mean Target | USD 100.4 |
| High Target | USD 123 |
| Low Target | USD 79 |
| Buy / Hold / Sell | 2 / 5 / 1 |
Earnings (DCI)
| Next Earnings Date | 2026-08-26 |
|---|---|
| EPS Estimate | USD 0.97 |
| Revenue Estimate | $1.02B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 1.15 vs est 1.13 ▲ beat |
| 2026-04-30 | USD 1.06 vs est 1.05 ▲ beat |
| 2026-01-31 | USD 0.83 vs est 0.89 ▼ miss |
| 2025-10-31 | USD 0.94 vs est 0.92 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Financials & Fundamentals (DCI)
| Total Revenue | $3.89B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +8.00% |
| Gross Margin | +35.09% |
| Operating Margin | +17.04% |
| Profit Margin | +11.68% |
| ROE | +28.21% |
| Debt / Equity | 0.78 |
| Current Ratio | 2.08 |
| Total Cash | $250.40M |
| Total Debt | $1.38B |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Ownership (DCI)
| Insider Ownership | +0.58% |
|---|---|
| Institutional Ownership | +93.08% |
| Shares Outstanding | 115.82M |
| Float | 115.18M |
| Short % of Float | +2.91% |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CR | Crane Company | USD 189.05 | ▼ 7.52% |
| GNRC | Generac Holdlings Inc. | USD 188.02 | ▼ 7.44% |
| GGG | Graco Inc. | USD 69.28 | ▼ 15.32% |
| INIO | INNIO N.V. | USD 15.11 | ▼ 10.43% |
| WTS | Watts Water Technologies, Inc. | USD 356.94 | ▼ 1.78% |
| IEX | IDEX Corporation | USD 226.88 | ▼ 3.63% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:27 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt