Donaldson Company Inc

Donaldson Company Inc (DCI) Stock Analysis

$91.890

-0.515 (-0.56%)At close

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High
93.180
Open
92.250
VWAP
91.97
Vol
603.08K
Mkt Cap
8.59B
Low
90.840
Amount
55.47M
EV/EBITDA, TTM
13.75

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 is currently a Hold. The current price is $91.89, which is close to the lower end of analyst price targets ranging from $95 to $110. The RSI is at 36.214, indicating it is nearing oversold territory, which could suggest a potential rebound. However, the stock has seen a 1.46% decline over the past five days and a 2.49% decline over the past 20 days, indicating short-term weakness. The main risk is the high debt to equity ratio of 75.09%, which could affect financial stability if not managed properly.

Analyst Ratings (8)

+14.81% upside
Hold
1 Buy
7 Hold
0 Sell
Current: 91.89
Low
93.00
Average
105.50
High
123.00

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

Morgan Stanley

2026-03-09

Price Target

$91

Equal Weight

Valuation Metrics

The current forward P/E ratio for Donaldson Company Inc (DCI) is 21.23, compared to its 5-year average forward P/E of 19.71.

Forward P/E

Fair
5Y Average P/E
19.71
Current P/E
21.23
Overvalued
21.51
Undervalued
17.91

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
13.07
Current EV/EBITDA
13.75
Overvalued
14.62
Undervalued
11.53

Forward P/S

Fair
5Y Average P/S
2.24
Current P/S
2.44
Overvalued
2.49
Undervalued
1.98

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

S

Scharf Investments, LLC

+ HoldingDCI

+6.30%

3M Return

W

Waters, Parkerson & Co., LLC

+ HoldingDCI

+5.26%

3M Return

F

Fiduciary Management, Inc.

+ HoldingDCI

+5.10%

3M Return

C

Capital Counsel LLC

+ HoldingDCI

+3.98%

3M Return

S

State Farm Mutual Automobile Insurance Company

+ HoldingDCI

+2.66%

3M Return

M

Mairs and Power, Inc.

+ HoldingDCI

+2.29%

3M Return

Events Timeline

2026-08-26 (ET)

09:00:00

Investors Await Nvidia Earnings as Futures Show Little Change

06:30:00

Donaldson Reports Q4 Revenue of $1.1B

06:30:00

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

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%

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 is currently a Hold. The current price is $91.89, which is close to the lower end of analyst price targets ranging from $95 to $110. The RSI is at 36.214, indicating it is nearing oversold territory, which could suggest a potential rebound. However, the stock has seen a 1.46% decline over the past five days and a 2.49% decline over the past 20 days, indicating short-term weakness. The main risk is the high debt to equity ratio of 75.09%, which could affect financial stability if not managed properly.

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

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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