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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


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Donaldson Co Inc (DCI) exemplifies quality investing with high ROIC, strong cash flow, and solid profit growth, making it a durable filtration leader for long-term portfolios.

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2026-02-10
Donaldson and peers gain from strict emission rules and rising air-quality demand, keeping pollution control stocks in focus.

How Recent Developments Are Reframing The Donaldson Company (DCI) Investment Story

2026-02-09
Donaldson Company’s latest valuation update edges its fair value estimate to $99.80 and trims the discount rate to 8.43%, with slightly higher revenue growth assumptions at 4.60%, as analysts factor in healthier Mobile Solutions Aftermarket demand and filtration needs tied to data centers and AI. At the same time, exposure to areas like gas turbines, industrial applications, trucks and mining is being balanced against more cautious views on Life Sciences and the idea that some improvement may...

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2026-02-09
The Zacks Pollution Control industry is poised to gain from healthy demand for products, driven by global initiatives to tackle greenhouse gas emissions. DCI, CECO, ERII and FTEK are some notable stocks in the industry.

Does Donaldson (DCI) Leadership Transition and Steady Dividend Reveal Its Long-Term Capital Priorities?

2026-02-09
Donaldson Company, Inc. recently announced that Chief Operating Officer Richard Lewis will become president and chief executive officer on March 2, 2026, succeeding retiring CEO Tod Carpenter, who will move into the role of executive chairman after three decades at the company. The leadership change places a long-tenured insider with deep operational experience across multiple business units at the helm, while the board also reaffirmed its 30.0 cents per share regular cash dividend. Next, we...

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Get this week’s dividend updates for Dividend Champions, Contenders & Challengers—see dividend changes, upcoming ex-dividend dates and pay dates. Read the full analysis here.

Baird Reiterates Outperform Rating on Donaldson (DCI)

2026-02-06
Donaldson Company (NYSE:DCI) is one of the 15 best Industrial Machinery and Supplies stocks to buy according to Hedge Funds. On February 2, Baird analyst Robert Mason maintained his Outperform rating on Donaldson Company (NYSE:DCI), and also raised his price target on the stock from $100 to $110. His rating and price target revision came […]