DONALDSON COMPANY, INC.
At today's price, DONALDSON COMPANY, INC. (DCI) is priced for today's economics sustained for ~26.9 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Donaldson is a filtration company that makes most of its durable money on replacement parts, not first-fit equipment: across Mobile Solutions, Industrial Solutions, and Life Sciences it sells the filter once and then sells it again every service interval, which is why a roughly $3.8 billion revenue base produces a 25.9% return on equity. • The biggest risk is the price, not the business: at about 23 times trailing earnings the stock prices Donaldson's best segment to compound near its self-fun
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587 institutional managers reported holding DCI in 13F filings for the quarter ended 2026-03-31. Together they hold about 85% of the company; the top 10 hold 46%. 56 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 4.2M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DCI has cut its share count 8.3% over the past five years, spending $984.00M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 16 years straight; the current rate is $1.14 a share annually. Cash returned over the past three years: $389.00M in dividends and $630.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at DCI over the trailing three years. Absence is a fact about the company, not a signal. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DCI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-06 | -7.7% | +5.8% |
| 2023-09-23 | +4.0% | +0.9% |
| 2023-12-07 | +3.5% | +9.4% |
| 2024-03-05 | +6.7% | +3.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DCI's latest 8-K filings: 2026-06-02 (items 2.02, 9.01); 2026-04-10 (items 1.01, 2.03, 9.01); 2026-02-26 (items 2.02, 9.01); 2026-02-02 (items 1.01, 7.01, 9.01); 2026-01-29 (items 5.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.