What is William Blair’s Forecast for Donaldson Q3 Earnings?

Donaldson Company, Inc. (NYSE:DCI) – Stock analysts at William Blair lifted their Q3 2025 earnings estimates for Donaldson in a note issued to investors on Friday, February 28th. William Blair analyst B. Drab now expects that the industrial products company will post earnings of $0.97 per share for the quarter, up from their prior forecast of $0.96. The consensus estimate for Donaldson’s current full-year earnings is $3.64 per share. William Blair also issued estimates for Donaldson’s Q4 2025 earnings at $1.00 EPS and FY2025 earnings at $3.64 EPS.

Donaldson (NYSE:DCI) last issued its quarterly earnings results on Thursday, February 27th. The industrial products company reported $0.83 EPS for the quarter, missing analysts’ consensus estimates of $0.85 by ($0.02). The firm had revenue of $870.00 million for the quarter, compared to analysts’ expectations of $908.32 million. Donaldson had a net margin of 11.56% and a return on equity of 29.07%.

A number of other research firms have also commented on DCI. Morgan Stanley raised their price objective on shares of Donaldson from $67.00 to $68.00 and gave the company an “underweight” rating in a research report on Wednesday, December 4th. Robert W. Baird upped their price objective on Donaldson from $81.00 to $83.00 and gave the stock an “outperform” rating in a report on Wednesday, December 4th. Finally, StockNews.com lowered shares of Donaldson from a “strong-buy” rating to a “buy” rating in a report on Tuesday. One analyst has rated the stock with a sell rating, two have assigned a hold rating and two have assigned a buy rating to the stock. Based on data from MarketBeat.com, Donaldson has a consensus rating of “Hold” and a consensus price target of $74.00.

Donaldson Price Performance

Donaldson stock opened at $67.48 on Monday. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.85 and a quick ratio of 1.20. The firm has a market capitalization of $8.06 billion, a P/E ratio of 19.61, a PEG ratio of 1.82 and a beta of 1.04. Donaldson has a one year low of $65.10 and a one year high of $78.95. The business has a fifty day moving average price of $69.30 and a 200-day moving average price of $72.05.

Institutional Trading of Donaldson

Several large investors have recently bought and sold shares of DCI. Colonial Trust Co SC purchased a new position in shares of Donaldson in the 4th quarter valued at approximately $25,000. Smartleaf Asset Management LLC lifted its position in Donaldson by 43.2% during the fourth quarter. Smartleaf Asset Management LLC now owns 597 shares of the industrial products company’s stock valued at $40,000 after buying an additional 180 shares during the period. Capital Performance Advisors LLP purchased a new position in Donaldson during the third quarter valued at $41,000. Johnson Financial Group Inc. boosted its holdings in shares of Donaldson by 48.8% during the 4th quarter. Johnson Financial Group Inc. now owns 595 shares of the industrial products company’s stock valued at $42,000 after buying an additional 195 shares in the last quarter. Finally, Venturi Wealth Management LLC grew its position in shares of Donaldson by 89.6% in the 4th quarter. Venturi Wealth Management LLC now owns 781 shares of the industrial products company’s stock worth $53,000 after buying an additional 369 shares during the period. 82.81% of the stock is owned by institutional investors.

Insider Activity at Donaldson

In other Donaldson news, Director Trudy A. Rautio sold 14,000 shares of the business’s stock in a transaction on Thursday, January 2nd. The shares were sold at an average price of $67.60, for a total transaction of $946,400.00. Following the transaction, the director now directly owns 26,420 shares of the company’s stock, valued at approximately $1,785,992. The trade was a 34.64 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Thomas R. Scalf sold 29,500 shares of the firm’s stock in a transaction dated Friday, February 28th. The stock was sold at an average price of $68.89, for a total transaction of $2,032,255.00. Following the completion of the sale, the president now directly owns 28,334 shares of the company’s stock, valued at approximately $1,951,929.26. This represents a 51.01 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 2.70% of the stock is owned by company insiders.

Donaldson Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, February 28th. Investors of record on Thursday, February 13th were paid a $0.27 dividend. The ex-dividend date of this dividend was Thursday, February 13th. This represents a $1.08 annualized dividend and a dividend yield of 1.60%. Donaldson’s payout ratio is presently 31.58%.

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.