Donaldson Company Inc

Donaldson Company Inc (DCI) Stock Analysis

$87.970

+0.202 (+0.23%)At close

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High
88.870
Open
88.040
VWAP
88.00
Volume
430.30K
Mkt Cap
8.59B
Low
87.170
Amount
37.87M
EV/EBITDA, TTM
13.21

Donaldson Company, Inc. specializes in technology-led filtration products and solutions, serving a range of industries and advanced markets. Its segments include Mobile Solutions, Industrial Solutions and Life Sciences. The Mobile Solutions segment is organized based on a combination of customers and products and consists of the off-road, on-road and aftermarket business units. Its products consist of replacement filters for both air and liquid filtration applications and filtration housings for new equipment production and systems related to exhaust and emissions. The Industrial Solutions segment is organized based on product type and consists of industrial air filtration, industrial gases, industrial hydraulics, power generation and aerospace and defense products. The Life Sciences segment is organized by end market and consists of the Food and Beverage, Disk Drive, Vehicle Electrification and Medical Device, Microelectronics and Bioprocessing Equipment and Consumables markets.

AI analysis of Donaldson Company Inc (DCI)

Hold

Donaldson Company Inc (DCI) is currently trading at $86.93, which is below the average analyst price target of $95 to $110, indicating potential upside. However, the RSI is at 38.78, suggesting the stock is nearing oversold territory, but the recent performance shows a decline of 3.34% year-to-date. The main risk is the debt to equity ratio which has increased to 75.09%, indicating rising leverage that could impact financial stability.

Analyst Ratings (8)

+19.93% upside
Hold
1 Buy
7 Hold
0 Sell
Current: 87.97
Low
93.00
Average
105.50
High
123.00

Morgan Stanley

2026-09-29

Price Target

$95

Equal Weight

Stifel

2026-08-28

Price Target

$95

Hold

Baird

2026-08-19

Price Target

$105

Outperform

Stifel

2026-06-04

Price Target

$91

Hold

Baird

2026-03-30

Price Target

$95

Outperform

Valuation Metrics

The current forward P/E ratio for Donaldson Company Inc (DCI) is 19.88, compared to its 5-year average forward P/E of 19.65.

Forward P/E

Fair
5Y Average P/E
19.65
Current P/E
19.88
Overvalued
21.40
Undervalued
17.91

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
13.06
Current EV/EBITDA
13.21
Overvalued
14.60
Undervalued
11.52

Forward P/S

Fair
5Y Average P/S
2.24
Current P/S
2.31
Overvalued
2.49
Undervalued
1.99

Alphio AI Price Scenarios for DCI

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%DCI

$67.66

Scenario price

B

Base

Base · 50%DCI

$62.80

Scenario price

B

Bear

Bear · 25%DCI

$55.65

Scenario price

Whales holding DCI

W

Waters, Parkerson & Co., LLC

+ HoldingDCI

+8.20%

3M Return

P

Parallel Advisors, LLC

+ HoldingDCI

+7.96%

3M Return

M

Mairs and Power, Inc.

+ HoldingDCI

+4.28%

3M Return

S

State Farm Mutual Automobile Insurance Company

+ HoldingDCI

+2.18%

3M Return

C

Carnegie Capital Asset Management, LLC

+ HoldingDCI

+1.82%

3M Return

C

Ceredex Value Advisors LLC

+ HoldingDCI

-3.34%

3M Return

Events Timeline

2026-08-26 (ET)

09:00:00

Investors Await Nvidia Earnings as Futures Show Little Change

06:30:00

Donaldson Projects FY27 Free Cash Flow Conversion at 95%-105%

06:30:00

FY27 Sales Growth Expected at 5.5%-9.5%

06:30:00

Mobile Sales Expected to Increase 2% to 6% Year Over Year

06:30:00

Donaldson Reports Q4 Revenue of $1.1B

News

DCI FAQ — answered by Alphio AI

Donaldson Company, Inc. specializes in technology-led filtration products and solutions, serving a range of industries and advanced markets. Its segments include Mobile Solutions, Industrial Solutions and Life Sciences. The Mobile Solutions segment is organized based on a combination of customers and products and consists of the off-road, on-road and aftermarket business units. Its products consist of replacement filters for both air and liquid filtration applications and filtration housings for new equipment production and systems related to exhaust and emissions. The Industrial Solutions segment is organized based on product type and consists of industrial air filtration, industrial gases, industrial hydraulics, power generation and aerospace and defense products. The Life Sciences segment is organized by end market and consists of the Food and Beverage, Disk Drive, Vehicle Electrification and Medical Device, Microelectronics and Bioprocessing Equipment and Consumables markets. It operates in the Industrials sector (INDUSTRIAL & COMMERCIAL FANS & BLOWERS & AIR PURIF industry).

Donaldson Company Inc (DCI) is currently trading at $86.93, which is below the average analyst price target of $95 to $110, indicating potential upside. However, the RSI is at 38.78, suggesting the stock is nearing oversold territory, but the recent performance shows a decline of 3.34% year-to-date. The main risk is the debt to equity ratio which has increased to 75.09%, indicating rising leverage that could impact financial stability.

8 analysts cover DCI: 1 rate it Buy, 7 Hold and 0 Sell. The average price target is 105.50.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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