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Donaldson Co. Inc. Value Stock - Dividend - Research Selection

Donaldson

ISIN: US2576511099 , WKN: 859763

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Description of the company

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. It operates through Engine Products and Industrial Products segments. The Engine Products segment offers replacement filters for air and liquid filtration applications, air filtration systems, liquid filtration systems for fuel, lube and hydraulic applications, and exhaust and emissions systems. This segment sells its products to original equipment manufacturers (OEM) in the construction, mining, agriculture, aerospace, defense, and truck markets; and to independent distributors, OEM dealer networks, private label accounts, and large equipment fleets. The Industrial Products segment provides dust, fume, and mist collectors; compressed air purification systems; air filtration systems for gas turbines; polytetrafluoroethylene membrane-based products; and specialized air and gas filtration systems for applications, including hard disk drives and semi-conductor manufacturing. This segment sells its products to various dealers, distributors, OEMs of gas-fired turbines, and OEMs and end-users requiring filtration solutions and replacement filters. Donaldson Company, Inc. was founded in 1915 and is based in Minneapolis, Minnesota.

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NEWS


1 Mid-Cap Stock on Our Watchlist and 2 We Avoid

2026-09-02
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

Tod E Carpenter At Donaldson Decides to Exercises Options Worth $142K

2026-09-02
On September 1, it was revealed in an SEC filing that Tod E Carpenter, Chairman at Donaldson (NYSE:DCI) executed a significant exercise of company stock options. What Happened: Carpenter, Chairman at Donaldson, made a

1 Mid-Cap Stock for Long-Term Investors and 2 We Brush Off

2026-09-02
Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Donaldson’s (DCI) Billion-Dollar Quarter Hides A Costlier Bet Ahead

2026-08-28
On August 26, Donaldson Company (NYSE:DCI) reported the first $1 billion quarter in its history, an 8% jump that capped a record fiscal year with $3.9 billion in total sales. Adjusted earnings per share climbed 12% to $1.15, and operating margin hit an all-time high of 17.5%. The filtration maker also handed investors fiscal 2027 […]

Donaldson (NYSE:DCI) Delivers Dividend Quality With Sustainable Payout and Strong Profitability

2026-08-28
Discover why Donaldson Co Inc earns a 7/10 dividend rating with sustainable 1.65% yield, strong profitability, and healthy financials. A quality pick.

Baird Maintains Outperform on Donaldson, Raises Price Target to $110

2026-08-27
Baird analyst Richard Eastman maintains Donaldson (NYSE:DCI) with a Outperform and raises the price target from $105 to $110.

Donaldson (DCI) Stock Looks Reasonable On Earnings But Rich On Cash Flow

2026-08-27
Donaldson Company stock has delivered a 56.2% gain over the past three years, yet both an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and market multiple checks currently point to the shares trading at a premium, with the intrinsic value estimate sitting about 14.6% below the recent market price of US$95.24. A 56.2% return over three years puts Donaldson Company among the stronger compounders in its peer group. This often invites closer scrutiny of how much future...

DCI Q2 Deep Dive: Acquisition Momentum, Segment Growth, and Margin Expansion Shape Outlook

2026-08-27
Filtration equipment manufacturer Donaldson (NYSE:DCI) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 8% year on year to $1.06 billion. Its GAAP profit of $1.10 per share was 1.8% below analysts’ consensus estimates.

Donaldson (DCI) Q4 2026 Earnings Call Transcript

2026-08-27
Record margins and $1B quarterly revenue highlight strong fiscal 2026 performance.

Donaldson Co Inc (DCI) (Q4 2026) Earnings Call Highlights: Record Sales and EPS Fuel Optimistic ...

2026-08-27
Donaldson Co Inc (DCI) caps off a record fiscal 2026 with fourth-quarter sales surpassing $1 billion for the first time, driven by strong aftermarket growth and strategic acquisitions.