What is William Blair’s Forecast for Donaldson Q2 Earnings?

Donaldson Company, Inc. (NYSE:DCI) – Stock analysts at William Blair decreased their Q2 2025 EPS estimates for shares of Donaldson in a research report issued to clients and investors on Tuesday, December 3rd. William Blair analyst B. Drab now expects that the industrial products company will post earnings of $0.85 per share for the quarter, down from their previous forecast of $0.87. The consensus estimate for Donaldson’s current full-year earnings is $3.63 per share. William Blair also issued estimates for Donaldson’s FY2026 earnings at $3.95 EPS.

Other equities analysts have also issued reports about the stock. StockNews.com raised shares of Donaldson from a “buy” rating to a “strong-buy” rating in a report on Saturday, September 28th. Morgan Stanley lifted their price objective on shares of Donaldson from $67.00 to $68.00 and gave the company an “underweight” rating in a report on Wednesday. Stifel Nicolaus cut their price objective on shares of Donaldson from $76.00 to $71.00 and set a “hold” rating on the stock in a report on Thursday, August 29th. Finally, Robert W. Baird lifted their price objective on shares of Donaldson from $81.00 to $83.00 and gave the company an “outperform” rating in a report on Wednesday. One research analyst has rated the stock with a sell rating, two have given a hold rating, one has assigned a buy rating and one has issued a strong buy rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $74.00.

Donaldson Stock Performance

Shares of NYSE:DCI opened at $73.35 on Thursday. The firm has a market cap of $8.78 billion, a PE ratio of 21.32, a price-to-earnings-growth ratio of 1.91 and a beta of 1.04. The firm’s 50 day simple moving average is $75.11 and its 200-day simple moving average is $73.43. Donaldson has a one year low of $60.78 and a one year high of $78.95. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.23 and a current ratio of 1.85.

Donaldson (NYSE:DCI) last issued its earnings results on Tuesday, December 3rd. The industrial products company reported $0.83 EPS for the quarter, topping analysts’ consensus estimates of $0.82 by $0.01. The business had revenue of $900.10 million for the quarter, compared to analyst estimates of $888.88 million. Donaldson had a net margin of 11.56% and a return on equity of 29.07%. The company’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same period last year, the company posted $0.75 earnings per share.

Donaldson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, December 23rd. Shareholders of record on Monday, December 9th will be paid a $0.27 dividend. The ex-dividend date of this dividend is Monday, December 9th. This represents a $1.08 annualized dividend and a yield of 1.47%. Donaldson’s dividend payout ratio (DPR) is 31.40%.

Insider Buying and Selling at Donaldson

In other news, CEO Tod E. Carpenter sold 30,919 shares of Donaldson stock in a transaction on Monday, September 23rd. The shares were sold at an average price of $72.69, for a total transaction of $2,247,502.11. Following the completion of the sale, the chief executive officer now directly owns 256,742 shares in the company, valued at approximately $18,662,575.98. The trade was a 10.75 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director James Owens sold 5,210 shares of Donaldson stock in a transaction on Wednesday, September 18th. The stock was sold at an average price of $71.74, for a total transaction of $373,765.40. Following the sale, the director now owns 17,788 shares of the company’s stock, valued at $1,276,111.12. The trade was a 22.65 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 167,805 shares of company stock worth $12,310,222 over the last three months. Corporate insiders own 2.70% of the company’s stock.

Institutional Investors Weigh In On Donaldson

Institutional investors and hedge funds have recently made changes to their positions in the stock. UMB Bank n.a. lifted its stake in shares of Donaldson by 359.2% during the third quarter. UMB Bank n.a. now owns 349 shares of the industrial products company’s stock worth $26,000 after buying an additional 273 shares during the period. Mather Group LLC. lifted its position in Donaldson by 408.1% during the second quarter. Mather Group LLC. now owns 503 shares of the industrial products company’s stock valued at $38,000 after purchasing an additional 404 shares during the period. Capital Performance Advisors LLP acquired a new position in Donaldson during the third quarter valued at $41,000. V Square Quantitative Management LLC lifted its position in Donaldson by 52.0% during the third quarter. V Square Quantitative Management LLC now owns 605 shares of the industrial products company’s stock valued at $45,000 after purchasing an additional 207 shares during the period. Finally, GAMMA Investing LLC lifted its position in Donaldson by 72.0% during the third quarter. GAMMA Investing LLC now owns 719 shares of the industrial products company’s stock valued at $53,000 after purchasing an additional 301 shares during the period. 82.81% of the stock is currently owned by institutional investors and hedge funds.

Donaldson Company Profile

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.