Donaldson Company, Inc. (DCI)

In the past six months, Donaldson Co., Inc. (DCI) stock has experienced positive momentum. The stock was up 10.62% over the past 30 days and 40.81% over the past 12 months as of January 27, 2026. DCI hit a new 52-week high of $104.78 on February 4, 2026, and its all-time high closing price was $109.03 on February 6, 2026. Key events impacting the stock include Q1 2026 earnings beat, with an EPS of $0.94 exceeding estimates, and analysts having a "Moderate Buy" consensus rating for DCI, with price targets ranging up to $123.00.

Donaldson Co., Inc. experiences some demand seasonality, particularly within its Mobile Solutions aftermarket business. The second quarter (November, December, and January) is historically a softer period for this segment due to reduced activity in planting, harvesting, and construction. Seasonal chart analysis suggests a "Buy Date" of July 12 and a "Sell Date" of November 26, which has historically resulted in positive returns above the S&P 500 Total Return Index over the past 20 years.

Donaldson Company, Inc. (DCI), founded in 1915, is a global leader in technology-led filtration products and solutions operating within the Industrials sector. The company's mission is to protect people and assets by enabling cleaner air and liquids, serving a broad range of industries and advanced markets. Donaldson's business is organized into three primary segments: Mobile Solutions, Industrial Solutions, and Life Sciences. Mobile Solutions provides replacement filters for air and liquid filtration applications, serving OEMs and independent distributors. Industrial Solutions offers filtration systems for dust, fume, compressed air, power generation, aerospace, and defense applications. Life Sciences focuses on micro-environment gas and liquid filtration for food, beverage, industrial processes, bioprocessing, and specialized air and gas filtration systems.

Donaldson has a significant global presence, operating in over 140 locations across six continents. The company serves a broad range of global industries, with manufacturing and logistic processes in various regions including Belgium, Mexico, China, the UK, Czech Republic, Malaysia, Thailand, USA, South Africa, Russia, Japan, Italy, Germany, and France.

Donaldson's brand reputation over the past year appears strong, largely driven by its consistent performance and strategic positioning as a leader in filtration solutions. The company is recognized for its business quality, durable pricing power, and diversified OEM end markets. Analysts generally hold a positive view, with a consensus of "Moderate Buy" for the stock. No significant negative events impacting Donaldson's reputation were identified in the past year.

Donaldson Co., Inc. (DCI) has a diverse ownership structure, with institutional investors holding a significant portion of the company’s stock, approximately 51.57% to 86%. As of January 23, 2026, there were 994 institutional owners and shareholders. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Individual investors and public companies own approximately 47.82% of the stock, while insiders hold about 0.61%.