Donaldson Company, Inc. (DCI)Industrials | Specialty Industrial Machinery | Bloomington, United States | NYSE
91.89 USD
-0.52
(-0.563%) ⇩
(Aug. 28, 2026, 4 p.m.
EDT)
After hours: 91.89 |
Hot Take ↕ | Aug. 22, 2026, 3:08 a.m. EDT
Donaldson presents a classic quality-versus-momentum dilemma. While the underlying business is exceptionally efficient with a 27.8% return on equity and robust free cash flow, the recent quarter's sales miss triggered a sharp 12% price correction that has left the stock lagging its 50-day moving average. The 1.34% dividend yield is modest and likely trails inflation, making it less attractive for pure income seekers. On the long end, the company remains a solid buy with a fortress balance sheet and consistent earnings growth, though it lacks the explosive revenue expansion required for top-tier growth status. Options traders are hedging downside risk aggressively in the near term, reflecting lingering uncertainty around the sales guidance. For investors willing to overlook the recent stumble, the valuation remains fair relative to the earnings power, but the immediate path looks choppy. |
| Model | MAE |
|---|---|
| MSTL ✓ | 0.082756 |
| AutoETS | 0.083745 |
| AutoARIMA | 0.084528 |
| AutoTheta | 0.093659 |
Forecast horizon: 45 days | Selected: MSTL
| Forecast Reliability | |
|---|---|
| Score | 52% |
| H-stat | 9.93 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.348 |
| Excess Kurtosis | -0.31 |
| Attribute | Value |
|---|---|
| Sector | Industrials |
| Ex Dividend Date | 2026-08-16 |
| Last Dividend Date | 2026-08-16 |
| Debt to Equity Ratio | 75.085 |
| Revenue per Share | 33.554 |
| Market Cap | 10,651,066,368 |
| Trailing P/E | 23.99 |
| Forward P/E | 18.87 |
| Beta | 0.93 |
| Profit Margins | 11.68% |
| Website | https://www.donaldson.com |
As of Aug. 22, 2026, 3:08 a.m. EDT: Near-term implied volatility skews higher for puts (1.23) versus calls (0.95), indicating defensive positioning. Open interest clusters heavily at the 80 and 90 strike puts for August expiration, while call open interest concentrates at the 100 strike. February flow shows new call volume at deep in-the-money 65 strikes alongside out-of-the-money 100 strikes, suggesting a mix of hedging and upside bets on a recovery.
| Last Yield | 1yr Yield | 3yr Avg | 5yr Avg |
|---|---|---|---|
| 0.34% | 1.31% | 1.48% | 1.52% |
| Date | Dividend | Yield % |
|---|---|---|
| 2026-08-17 | 0.320000 | 0.337981 |
| 2026-06-15 | 0.320000 | 0.370242 |
| 2026-02-12 | 0.300000 | 0.272876 |
| 2025-12-05 | 0.300000 | 0.324535 |
| 2025-08-12 | 0.300000 | 0.406945 |
| 2025-06-16 | 0.300000 | 0.434531 |
| 2025-02-13 | 0.270000 | 0.385219 |
| 2024-12-09 | 0.270000 | 0.372106 |
| 2024-08-13 | 0.270000 | 0.374740 |
| 2024-06-17 | 0.270000 | 0.372311 |
| 2024-02-09 | 0.250000 | 0.371085 |
| 2023-12-04 | 0.250000 | 0.404138 |
| 2023-08-14 | 0.250000 | 0.398724 |
| 2023-06-06 | 0.250000 | 0.421301 |
| 2023-02-09 | 0.230000 | 0.367353 |
| 2022-12-02 | 0.230000 | 0.378227 |
| 2022-08-15 | 0.230000 | 0.405215 |
| 2022-06-08 | 0.230000 | 0.436019 |
| 2022-02-10 | 0.220000 | 0.409074 |
| 2021-12-06 | 0.220000 | 0.381481 |
| 2021-08-13 | 0.220000 | 0.322061 |
| 2021-06-09 | 0.220000 | 0.353868 |
| 2021-02-10 | 0.210000 | 0.342410 |
| 2020-12-04 | 0.210000 | 0.383632 |
| 2020-08-14 | 0.210000 | 0.404002 |
| 2020-06-12 | 0.210000 | 0.462250 |
| 2020-02-13 | 0.210000 | 0.398633 |
| 2019-12-09 | 0.210000 | 0.379267 |
| 2019-08-12 | 0.210000 | 0.436590 |
| 2019-06-12 | 0.210000 | 0.425877 |
| 2019-02-08 | 0.190000 | 0.397822 |
| 2018-12-10 | 0.190000 | 0.395257 |
| 2018-08-13 | 0.190000 | 0.405723 |
| 2018-06-08 | 0.190000 | 0.394355 |
| 2018-02-13 | 0.180000 | 0.384780 |
| 2017-12-05 | 0.180000 | 0.373599 |
| 2017-08-11 | 0.180000 | 0.387180 |
| 2017-06-08 | 0.175000 | 0.379198 |
| 2017-02-10 | 0.175000 | 0.415381 |
| 2016-12-02 | 0.175000 | 0.404064 |
| 2016-08-11 | 0.175000 | 0.476320 |
| 2016-06-08 | 0.175000 | 0.483960 |
| 2016-02-11 | 0.170000 | 0.606709 |
| 2015-12-04 | 0.170000 | 0.581992 |
| 2015-08-17 | 0.170000 | 0.496931 |
| 2015-06-12 | 0.170000 | 0.474198 |
| 2015-02-12 | 0.165000 | 0.440823 |
| 2014-12-04 | 0.165000 | 0.425587 |
| 2014-08-13 | 0.165000 | 0.418145 |
| 2014-06-04 | 0.165000 | 0.399709 |
| 2014-02-14 | 0.140000 | 0.328947 |
| 2013-12-05 | 0.140000 | 0.337025 |
| 2013-08-14 | 0.130000 | 0.351067 |
| 2013-06-05 | 0.130000 | 0.358028 |
| 2013-02-13 | 0.100000 | 0.266596 |
| 2012-12-04 | 0.090000 | 0.270108 |
| 2012-08-15 | 0.090000 | 0.259890 |
| 2012-06-06 | 0.090000 | 0.255537 |
| 2012-02-15 | 0.080000 | 0.211333 |
| 2011-12-01 | 0.075000 | 0.221762 |
| 2011-08-22 | 0.075000 | 0.302908 |
| 2011-06-08 | 0.075000 | 0.272084 |
| 2011-02-23 | 0.065000 | 0.236235 |
| 2010-12-02 | 0.065000 | 0.232558 |
| 2010-08-18 | 0.062500 | 0.282231 |
| 2010-06-08 | 0.060000 | 0.288046 |
| 2010-03-03 | 0.060000 | 0.283889 |
| 2009-12-02 | 0.057500 | 0.271483 |
| 2009-08-26 | 0.057500 | 0.296774 |
| 2009-05-27 | 0.057500 | 0.355927 |
| 2009-02-18 | 0.057500 | 0.382568 |
| 2008-12-03 | 0.057500 | 0.352005 |
| 2008-08-20 | 0.055000 | 0.238560 |
| 2008-05-28 | 0.055000 | 0.219780 |
| 2008-02-20 | 0.055000 | 0.261656 |
| 2007-11-21 | 0.050000 | 0.251446 |
| 2007-08-15 | 0.050000 | 0.274273 |
| 2007-05-30 | 0.045000 | 0.250000 |
| 2007-02-14 | 0.045000 | 0.253521 |
| 2006-11-22 | 0.045000 | 0.241805 |
| 2006-08-16 | 0.045000 | 0.269058 |
| 2006-06-01 | 0.040000 | 0.238024 |
| 2006-02-15 | 0.040000 | 0.229292 |
| 2005-11-23 | 0.040000 | 0.253646 |
| 2005-08-17 | 0.040000 | 0.260163 |
| 2005-06-02 | 0.030000 | 0.187676 |
| 2005-02-16 | 0.030000 | 0.186800 |
| 2004-11-24 | 0.030000 | 0.178042 |
| 2004-08-18 | 0.027500 | 0.205684 |
| 2004-06-03 | 0.027500 | 0.201835 |
| 2004-02-18 | 0.027500 | 0.217134 |
| 2003-12-04 | 0.023750 | 0.156456 |
| 2003-08-20 | 0.023750 | 0.189394 |
| 2003-05-21 | 0.022500 | 0.222938 |
| 2003-02-26 | 0.022500 | 0.268577 |
| 2002-11-27 | 0.021250 | 0.226667 |
| 2002-08-21 | 0.021250 | 0.243553 |
| 2002-05-22 | 0.020000 | 0.191939 |
| 2002-02-20 | 0.020000 | 0.228571 |
| 2001-11-28 | 0.018750 | 0.206782 |
| 2001-08-22 | 0.018750 | 0.247606 |
| 2001-05-22 | 0.018750 | 0.237117 |
| 2001-02-21 | 0.018750 | 0.266714 |
| 2000-11-28 | 0.018750 | 0.309278 |
| 2000-08-22 | 0.017500 | 0.328446 |
| 2000-05-25 | 0.017500 | 0.295515 |
| 2000-02-23 | 0.017500 | 0.322767 |
| 1999-12-01 | 0.017500 | 0.314607 |
| 1999-08-25 | 0.015000 | 0.296296 |
| 1999-06-02 | 0.015000 | 0.247423 |
| 1999-02-24 | 0.015000 | 0.328767 |
| 1998-12-02 | 0.015000 | 0.298137 |
| 1998-08-26 | 0.012500 | 0.269360 |
| 1998-06-03 | 0.012500 | 0.240240 |
| 1998-02-25 | 0.012500 | 0.211082 |
| 1997-12-03 | 0.012500 | 0.205920 |
| 1997-08-27 | 0.011250 | 0.208394 |
| 1997-06-04 | 0.011250 | 0.244068 |
| 1997-02-26 | 0.011250 | 0.263736 |
| 1996-12-03 | 0.011250 | 0.269663 |
| 1996-08-27 | 0.010000 | 0.310680 |
| 1996-06-04 | 0.010000 | 0.309179 |
| 1996-02-26 | 0.010000 | 0.292237 |
| 1995-12-01 | 0.008750 | 0.284264 |
| 1995-08-24 | 0.008750 | 0.280000 |
| 1995-05-30 | 0.008750 | 0.281407 |
| 1995-02-22 | 0.008750 | 0.282828 |
| 1994-11-29 | 0.008750 | 0.335329 |
| 1994-08-22 | 0.008750 | 0.287179 |
| 1994-05-27 | 0.008750 | 0.327485 |
| 1994-02-22 | 0.008750 | 0.297872 |
| 1993-11-29 | 0.006875 | 0.264264 |
| 1993-08-19 | 0.006875 | 0.295302 |
| 1993-05-28 | 0.006875 | 0.291391 |
| 1993-02-22 | 0.006250 | 0.266667 |
| 1992-11-27 | 0.006250 | 0.273973 |
| 1992-08-18 | 0.006250 | 0.346320 |
| 1992-05-27 | 0.006250 | 0.329670 |
| 1992-02-21 | 0.005833 | 0.316366 |
| 1991-11-21 | 0.005833 | 0.383540 |
| 1991-08-21 | 0.005833 | 0.391586 |
| 1991-05-28 | 0.004583 | 0.319977 |
| 1991-02-20 | 0.004583 | 0.297276 |
| 1990-11-23 | 0.004583 | 0.362114 |
| 1990-08-17 | 0.004583 | 0.415064 |
| 1990-05-29 | 0.004583 | 0.357698 |
| 1990-02-22 | 0.003958 | 0.436745 |
| 1989-11-28 | 0.003958 | 0.463375 |
| 1989-08-17 | 0.003958 | 0.506624 |
| 1989-05-24 | 0.003958 | 0.535166 |
| 1989-02-22 | 0.003958 | 0.531424 |
| 1988-11-25 | 0.003958 | 0.510024 |
| 1988-08-17 | 0.003958 | 0.499958 |
| 1988-05-24 | 0.003958 | 0.520504 |
| 1988-04-08 | 0.003958 | 0.449666 |
| 1988-02-24 | 0.003438 | 0.444509 |
| 1987-11-25 | 0.003438 | 0.680512 |
| 1987-08-19 | 0.003438 | 0.387153 |
| 1987-05-19 | 0.003438 | 0.490778 |
| 1987-02-25 | 0.003438 | 0.490778 |
| Attribute | Value |
|---|---|
| 52 Week Change | 0.16005528 |
| Address1 | 1,400 West 94th Street |
| All Time High | 112.84 |
| All Time Low | 0.265625 |
| Ask | 91.77 |
| Ask Size | 200 |
| Audit Risk | 4 |
| Average Analyst Rating | 2.6 - Hold |
| Average Daily Volume10 Day | 696,860 |
| Average Daily Volume3 Month | 788,619 |
| Average Volume | 788,619 |
| Average Volume10Days | 696,860 |
| Beta | 0.929 |
| Bid | 91.69 |
| Bid Size | 600 |
| Board Risk | 4 |
| Book Value | 15.21 |
| City | Bloomington |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 5 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 91.89 |
| Current Ratio | 2.076 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,786,665,600 |
| Day High | 93.18 |
| Day Low | 90.85 |
| Debt To Equity | 75.085 |
| Display Name | Donaldson Company |
| Dividend Date | 1,788,134,400 |
| Dividend Rate | 1.24 |
| Dividend Yield | 1.34 |
| Earnings Call Timestamp End | 1,787,752,800 |
| Earnings Call Timestamp Start | 1,787,752,800 |
| Earnings Growth | 0.14 |
| Earnings Quarterly Growth | 0.131 |
| Earnings Timestamp | 1,787,747,400 |
| Earnings Timestamp End | 1,787,747,400 |
| Earnings Timestamp Start | 1,787,747,400 |
| Ebitda | 714,200,000 |
| Ebitda Margins | 0.18381001 |
| Enterprise To Ebitda | 16.429 |
| Enterprise To Revenue | 3.02 |
| Enterprise Value | 11,733,640,192 |
| Eps Current Year | 4.395 |
| Eps Forward | 4.86857 |
| Eps Trailing Twelve Months | 3.83 |
| Esg Populated | 0 |
| Ex Dividend Date | 1,786,924,800 |
| Exchange | NYQ |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 91.8032 |
| Fifty Day Average Change | 0.08679962 |
| Fifty Day Average Change Percent | 0.00094549666 |
| Fifty Two Week Change Percent | 16.005527 |
| Fifty Two Week High | 112.84 |
| Fifty Two Week High Change | -20.949997 |
| Fifty Two Week High Change Percent | -0.18566109 |
| Fifty Two Week Low | 78.52 |
| Fifty Two Week Low Change | 13.370003 |
| Fifty Two Week Low Change Percent | 0.17027514 |
| Fifty Two Week Range | 78.52 - 112.84 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 322,151,400,000 |
| Five Year Avg Dividend Yield | 1.49 |
| Float Shares | 115,219,320 |
| Forward Eps | 4.86857 |
| Forward P E | 18.874126 |
| Free Cashflow | 347,024,992 |
| Full Exchange Name | NYSE |
| Fullday Change | -0.520004 |
| Fullday Change Percent | -0.562714 |
| Fullday Price | 91.89 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,785,542,400 |
| Gross Margins | 0.35091 |
| Gross Profits | 1,363,500,032 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.0057099997 |
| Held Percent Institutions | 0.92877996 |
| Implied Shares Outstanding | 115,911,056 |
| Industry | Specialty Industrial Machinery |
| Industry Disp | Specialty Industrial Machinery |
| Industry Key | specialty-industrial-machinery |
| Ir Website | http://ir.donaldson.com/ |
| Is Earnings Date Estimate | 0 |
| Language | en-US |
| Last Dividend Date | 1,786,924,800 |
| Last Dividend Value | 0.32 |
| Last Fiscal Year End | 1,785,456,000 |
| Last Split Date | 1,332,720,000 |
| Last Split Factor | 2:1 |
| Long Business Summary | Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota. |
| Long Name | Donaldson Company, Inc. |
| Market | us_market |
| Market Cap | 10,651,066,368 |
| Market State | CLOSED |
| Max Age | 86,400 |
| Message Board Id | finmb_174765 |
| Most Recent Quarter | 1,785,456,000 |
| Net Income To Common | 453,800,000 |
| Next Fiscal Year End | 1,816,992,000 |
| Non Diluted Market Cap | 10,711,340,684 |
| Number Of Analyst Opinions | 5 |
| Open | 92.25 |
| Operating Cashflow | 493,700,000 |
| Operating Margins | 0.17085 |
| Overall Risk | 4 |
| Payout Ratio | 0.3169 |
| Peg Ratio | 1.78 |
| Phone | 952 887 3131 |
| Post Market Change | 0.0 |
| Post Market Change Percent | 0.0 |
| Post Market Price | 91.89 |
| Post Market Time | 1,787,959,805 |
| Previous Close | 92.41 |
| Price Eps Current Year | 20.90785 |
| Price Hint | 2 |
| Price To Book | 6.04142 |
| Price To Sales Trailing12 Months | 2.741164 |
| Profit Margins | 0.11679 |
| Quick Ratio | 1.254 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | EQUITY |
| Recommendation Key | hold |
| Recommendation Mean | 2.625 |
| Region | US |
| Regular Market Change | -0.520004 |
| Regular Market Change Percent | -0.562714 |
| Regular Market Day High | 93.18 |
| Regular Market Day Low | 90.85 |
| Regular Market Day Range | 90.85 - 93.18 |
| Regular Market Open | 92.25 |
| Regular Market Previous Close | 92.41 |
| Regular Market Price | 91.89 |
| Regular Market Time | 1,787,947,202 |
| Regular Market Volume | 603,080 |
| Return On Assets | 0.10917 |
| Return On Equity | 0.28205 |
| Revenue Growth | 0.08 |
| Revenue Per Share | 33.554 |
| Sand P52 Week Change | 0.20504117 |
| Sector | Industrials |
| Sector Disp | Industrials |
| Sector Key | industrials |
| Share Holder Rights Risk | 5 |
| Shares Outstanding | 115,911,056 |
| Shares Percent Shares Out | 0.0271 |
| Shares Short | 3,140,900 |
| Shares Short Previous Month Date | 1,784,073,600 |
| Shares Short Prior Month | 4,189,537 |
| Short Name | Donaldson Company, Inc. |
| Short Percent Of Float | 0.0306 |
| Short Ratio | 4.74 |
| Source Interval | 15 |
| State | MN |
| Symbol | DCI |
| Target High Price | 123.0 |
| Target Low Price | 79.0 |
| Target Mean Price | 98.8 |
| Target Median Price | 91.0 |
| Total Cash | 250,400,000 |
| Total Cash Per Share | 2.159 |
| Total Debt | 1,324,800,000 |
| Total Revenue | 3,885,600,000 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 1.24 |
| Trailing Annual Dividend Yield | 0.013418461 |
| Trailing Eps | 3.83 |
| Trailing P E | 23.992167 |
| Trailing Peg Ratio | 1.763 |
| Triggerable | 1 |
| Two Hundred Day Average | 91.2954 |
| Two Hundred Day Average Change | 0.59459686 |
| Two Hundred Day Average Change Percent | 0.0065128896 |
| Type Disp | Equity |
| Volume | 603,080 |
| Website | https://www.donaldson.com |
| Zip | 55,431 |