Analyst Price Targets — DCI
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| August 28, 2026 5:22 pm | — | Stifel Nicolaus | $95.00 | $91.55 | TheFly | Donaldson price target raised to $95 from $91 at Stifel |
| August 19, 2026 10:53 am | — | Robert W. Baird | $105.00 | $93.97 | TheFly | Donaldson price target raised to $105 from $95 at Baird |
| June 4, 2026 11:22 am | — | Stifel Nicolaus | $91.00 | $85.24 | TheFly | Donaldson price target lowered to $91 from $96 at Stifel |
| June 4, 2026 10:52 am | — | Wells Fargo | $91.00 | $85.24 | StreetInsider | Donaldson Company (DCI) PT Lowered to $91 at Stifel |
| March 9, 2026 12:25 pm | Angel Castillo | Morgan Stanley | $91.00 | $88.95 | TheFly | Donaldson price target lowered to $91 from $93 at Morgan Stanley |
| February 24, 2026 2:53 pm | — | UBS | $96.00 | $106.97 | StreetInsider | Stifel Reiterates Hold Rating on Donaldson Company (DCI) Following Distributor Survey |
| February 2, 2026 7:36 pm | — | Jefferies | $123.00 | $101.13 | TheFly | Donaldson price target raised to $123 from $120 at Jefferies |
| February 2, 2026 12:55 pm | — | Robert W. Baird | $110.00 | $101.77 | TheFly | Donaldson price target raised to $110 from $100 at Baird |
| January 9, 2026 10:38 am | — | Jefferies | $120.00 | $93.02 | TheFly | Donaldson upgraded to Buy from Hold at Jefferies |
| December 5, 2025 12:19 pm | — | Robert W. Baird | $100.00 | $94.16 | TheFly | Donaldson price target raised to $100 from $96 at Baird |
Latest News for DCI
Donaldson Company is rated a 'hold' as shares trade at 23x earnings, reflecting full valuation and improved operating momentum. Fiscal Q4 saw EPS up 12% and revenue up 9%, with margin expansion and customer inventory headwinds largely resolved. The Facet acquisition offers growth in power and aerospace but is currently dilutive; accretion depends on synergy execution by H2 2027.
Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript
Donaldson NYSE: DCI reported record fiscal 2026 results, including annual sales of $3.9 billion and adjusted earnings per share of $3.98, as the filtration company cited growth across its Mobile Solutions, Industrial Solutions and Life Sciences segments. Sales rose 5% from fiscal 2025, while EPS increased 8% and operating margin reached a record 16%.
While the top- and bottom-line numbers for Donaldson (DCI) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Donaldson (DCI) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.03 per share a year ago.
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Insider Trading
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