Donaldson Company Inc (DCI)

Donaldson Company Inc. is set to announce its Q4 fiscal 2026 results, with analysts anticipating earnings of $1.13 per share on $1.04 billion in revenue. Key areas of focus for investors include the performance of its aerospace and defense and Life Sciences segments, as well as the integration of the recently acquired Facet Filtration business. The company operates in an industrial filtration market poised for strong growth due to environmental mandates and smart factory trends.

Meiji Yasuda Asset Management Co Ltd. recently acquired 33,845 shares of Donaldson Company, Inc. (NYSE:DCI) for approximately $3.038 million during the second quarter. Other institutional investors have also adjusted their positions in DCI, which has a market capitalization of $10.71 billion. Analysts have a "Moderate Buy" rating for Donaldson, with a consensus price target of $99.50.

Bank of New York Mellon Corp has acquired a new position in Donaldson Company, Inc. (NYSE:DCI) during the 2nd quarter, purchasing over 1 million shares valued at approximately $95.54 million. This move positions Bank of New York Mellon Corp as a significant institutional investor in Donaldson, owning about 0.92% of the company's stock. Other institutional investors also adjusted their holdings, and analysts have issued varied ratings and price targets for Donaldson, which recently beat earnings estimates and declared a quarterly dividend.

William Blair Investment Management LLC has acquired a new position in Donaldson Company, Inc. (NYSE:DCI), purchasing 34,964 shares valued at approximately $3.14 million. This move aligns with generally positive analyst sentiment, as Donaldson holds a "Moderate Buy" consensus rating and recently exceeded its quarterly earnings and revenue expectations. The company also declared a quarterly dividend of $0.32 per share, reflecting a 1.4% annual yield.

First Nebraska Trust Co acquired 81,307 shares of Donaldson Company, Inc. (NYSE:DCI) in Q2, valued at $7.3 million, representing 0.07% of the company. Donaldson reported strong Q2 earnings, beating analyst estimates with $1.06 EPS and $995.1 million in revenue. The company also declared a quarterly dividend of $0.32, with analysts maintaining a "Moderate Buy" rating and an average price target of $99.50.