William Blair Comments on Donaldson Company, Inc.’s Q3 2025 Earnings (NYSE:DCI)

Donaldson Company, Inc. (NYSE:DCI) – Investment analysts at William Blair dropped their Q3 2025 earnings per share estimates for shares of Donaldson in a research note issued to investors on Wednesday, August 28th. William Blair analyst B. Drab now forecasts that the industrial products company will post earnings of $0.96 per share for the quarter, down from their previous forecast of $0.99. The consensus estimate for Donaldson’s current full-year earnings is $3.37 per share. William Blair also issued estimates for Donaldson’s Q4 2025 earnings at $0.98 EPS.

Donaldson (NYSE:DCI) last posted its quarterly earnings data on Tuesday, June 4th. The industrial products company reported $0.92 EPS for the quarter, topping analysts’ consensus estimates of $0.84 by $0.08. The firm had revenue of $927.90 million during the quarter, compared to analysts’ expectations of $915.84 million. Donaldson had a return on equity of 29.00% and a net margin of 11.22%. The firm’s quarterly revenue was up 6.0% compared to the same quarter last year. During the same quarter last year, the business posted $0.76 EPS.

Other equities analysts also recently issued research reports about the stock. Raymond James began coverage on shares of Donaldson in a research note on Friday, June 28th. They set a “market perform” rating on the stock. Robert W. Baird cut their target price on Donaldson from $80.00 to $79.00 and set an “outperform” rating on the stock in a research report on Monday, June 3rd. Finally, Stifel Nicolaus reduced their target price on Donaldson from $76.00 to $71.00 and set a “hold” rating on the stock in a report on Thursday. One analyst has rated the stock with a sell rating, two have given a hold rating, one has given a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $69.67.

Donaldson Trading Up 1.7 %

Donaldson stock opened at $72.73 on Friday. The stock has a market cap of $8.76 billion, a PE ratio of 22.52, a P/E/G ratio of 1.90 and a beta of 1.05. The stock has a 50-day moving average price of $72.48 and a 200 day moving average price of $72.57. Donaldson has a 52 week low of $57.05 and a 52 week high of $78.03. The company has a current ratio of 1.91, a quick ratio of 1.30 and a debt-to-equity ratio of 0.32.

Institutional Investors Weigh In On Donaldson

Several institutional investors and hedge funds have recently made changes to their positions in the company. TD Asset Management Inc raised its position in shares of Donaldson by 23.7% during the 1st quarter. TD Asset Management Inc now owns 1,920,651 shares of the industrial products company’s stock valued at $143,434,000 after acquiring an additional 367,705 shares in the last quarter. Kayne Anderson Rudnick Investment Management LLC raised its position in shares of Donaldson by 1.8% during the 2nd quarter. Kayne Anderson Rudnick Investment Management LLC now owns 1,884,187 shares of the industrial products company’s stock valued at $134,832,000 after acquiring an additional 32,964 shares in the last quarter. Fiduciary Management Inc. WI raised its position in shares of Donaldson by 3.5% during the 4th quarter. Fiduciary Management Inc. WI now owns 1,819,192 shares of the industrial products company’s stock valued at $118,884,000 after acquiring an additional 61,584 shares in the last quarter. American Century Companies Inc. raised its position in shares of Donaldson by 4.7% during the 2nd quarter. American Century Companies Inc. now owns 1,691,903 shares of the industrial products company’s stock valued at $121,073,000 after acquiring an additional 75,733 shares in the last quarter. Finally, First Trust Advisors LP increased its position in Donaldson by 19.4% in the fourth quarter. First Trust Advisors LP now owns 1,584,936 shares of the industrial products company’s stock worth $103,576,000 after buying an additional 256,994 shares during the period. 82.81% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Donaldson news, CFO Scott J. Robinson sold 37,600 shares of the company’s stock in a transaction that occurred on Tuesday, July 2nd. The stock was sold at an average price of $70.97, for a total value of $2,668,472.00. Following the transaction, the chief financial officer now directly owns 37,702 shares of the company’s stock, valued at approximately $2,675,710.94. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. 2.58% of the stock is owned by company insiders.

Donaldson Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 28th. Shareholders of record on Tuesday, August 13th were issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 1.49%. The ex-dividend date of this dividend was Tuesday, August 13th. Donaldson’s dividend payout ratio is presently 33.44%.

About Donaldson

Donaldson Company, Inc manufactures and sells filtration systems and replacement parts worldwide. The company operates through three segments: Mobile Solutions, Industrial Solutions, and Life Sciences. Its Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems.