TICKERNERD
Menu
DCIDCIIndustrials · Specialty Industrial Machinery

DCI Stock Forecast: Donaldson Co., Inc. Price Predictions for 2026-2027

Last close, 11 Sept 2026
$89
+1.21% on the day

The 8 Wall Street analysts covering Donaldson Co., Inc. hold a median 12-month price target of $95 — +6.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 64 of 100 as at 10 Sept 2026 — in the upper half.

Market cap
$10.3B
Ticker Nerd rank
64 / 100
Median analyst target
$95
Analysts covering
8
Revenue$995.1M+5.9% y/y
Operating income$155.3M
Net income$118.1M
Free cash flow$112.1M
Quarterly, 7 quarters to 30 Apr 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−1.5%
1M
−7.6%
YTD
+1.7%
1Y
+10.8%
From 52W high
−18.5%
From 52W low
+13.2%
$79
$109
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

DCI stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Donaldson Co., Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 10 Sept 2026
64 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
96
Quality
88
Value
73
Momentum
71
Revisions
64
Growth
55
Issuance
40
Accruals
28
Size
15

Volatility (96): The share price has been relatively steady.

Accruals (28): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

DCI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on DCI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$80$90$100$110$120$130Oct 25Jan 26Apr 26Jul 26DCIHigh $123Median $95Low $79

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says8 analysts
2 Buy5 Hold1 Sell
Low $79Median $95High $123

The green dot is the last close — the median target sits +6.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
27 Aug 2026BairdMaintainsOutperform$105 → $110
19 Aug 2026BairdMaintainsOutperform$95 → $105
19 Aug 2026BairdMaintainsOutperform—
4 June 2026StifelMaintainsHold$96 → $91
4 June 2026StifelMaintainsHold—
30 Mar 2026BairdMaintainsOutperform—
9 Mar 2026Morgan StanleyMaintainsEqual-Weight—
27 Feb 2026BairdMaintainsOutperform—
3 Feb 2026JefferiesMaintainsBuy—
9 Jan 2026JefferiesUpgradeBuy—
5 Dec 2025BairdMaintainsOutperform—
5 Dec 2025StifelMaintainsHold—
3 Dec 2025BairdMaintainsOutperform—
24 Nov 2025Morgan StanleyUpgradeEqual-Weight—
24 Nov 2025StifelMaintainsHold—
2 Sept 2025Morgan StanleyMaintainsUnderweight—
29 Aug 2025BairdMaintainsOutperform—
28 Aug 2025StifelMaintainsHold—
6 June 2025Morgan StanleyMaintainsUnderweight—
4 June 2025BairdMaintainsOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DCI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

DCI vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 11 Sept 2026, Donaldson Co., Inc. returned +10.8% against +17.5% for the S&P 500, dividends included.

DCI vs S&P 500, last 12 monthsTotal return, rebased to 100
100110120130140Oct 25Jan 26Apr 26Jul 26DCIS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

DCI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+1.5%
Analysts raising
1
Analysts cutting
1
Fundamentals

Donaldson Co., Inc. (DCI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
23.2×

Cheaper than 33% of US stocks

Price / sales
2.8×

Cheaper than 45% of US stocks

Price / book
5.9×

Cheaper than 17% of US stocks

EV / EBITDA
15.8×

Cheaper than 20% of US stocks

Growth & margins
Revenue growth (YoY)
8.0%

Higher than 46% of US stocks

Earnings growth (YoY)
13.1%

Higher than 51% of US stocks

Gross margin
33.5%

Higher than 40% of US stocks

Operating margin
17.1%

Higher than 75% of US stocks

Net margin
11.7%

Higher than 73% of US stocks

Returns & dividend
Return on equity
28.2%

Higher than 87% of US stocks

Return on assets
10.9%

Higher than 93% of US stocks

Dividend yield
1.4%

Higher than 33% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Donaldson Co., Inc. (DCI) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Donaldson Co., Inc. has a market value of $10.3B and an enterprise value of $11.3B.

  • Revenue in the twelve months to 30 Apr 2026: $3.8B. The latest quarter grew 8.0% year on year.

  • Net income over the same four quarters: $438.8M, a 11.5% net margin.

  • Diluted earnings per share, trailing twelve months: $3.72.

  • Free cash flow in the twelve months to 30 Apr 2026: $388.8M, after $60.4M of capital spending.

  • Donaldson Co., Inc. spent $170.5M on share buybacks and $139.0M on dividends in the twelve months to 30 Apr 2026.

  • Shares outstanding: 115.9M.

  • Trailing P/E: 23.2×; forward P/E: 18.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.43%, paying out 32% of earnings.

  • Donaldson Co., Inc. employs 15,000 people — $254K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 Apr 2026 · market figures as at 12 Sept 2026

Data provided by Twelve Data

Peers

DCI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSpecialty Industrial Machinery
CompanyMarket capTKN rank
DCIDonaldson Co., Inc.$10.3B
64
RRXRegal Rexnord Corp.$10.4B
77
GNRCGenerac Holdings, Inc.$10.7B
77
PNRPentair plc$9.3B
40
FLSFlowserve Corp.$9.3B
58
CRCrane Co.$11.4B
45
WTSWatts Water Technologies, Inc.$11.7B
93

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Donaldson Co., Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest DCI news & analysis

Graco Inc. Appoints Richard B. Lewis to the Board of Directors

Business Wire · 11 Sept 2026positive

Graco Inc. announced that Richard B. Lewis, President and Chief Executive Officer of Donaldson Company, Inc., has been appointed to Graco's Board of Directors, effective December 3, 2026. Lewis has served as DCI's CEO since March 2026 and previously held the role of Chief Operating Officer.

Why it matters — The appointment highlights DCI's CEO being recognized by another major industrial company, reflecting positively on DCI leadership and its standing in the filtration industry.

Donaldson Company, Inc. (DCI) Presents at Jefferies Global Industrials Conference 2026 Transcript

Seeking Alpha · 9 Sept 2026neutral

Donaldson Company, Inc. (DCI) presented at the Jefferies Global Industrials Conference 2026, and a transcript of the presentation was published by Seeking Alpha. The item documents the company's appearance at the conference.

Why it matters — A DCI watcher would care because the conference presentation provides investors with insight into the company's outlook and operations directly from its management.

Donaldson Company to Present at the Jefferies 2026 Global Industrials and Morgan Stanley 14th Annual Laguna Conferences

Business Wire · 4 Sept 2026neutral

Donaldson Company announced that CEO Rich Lewis will present at the Jefferies 2026 Global Industrials Conference on September 9, 2026, and CFO Brad Pogalz will present at the Morgan Stanley 14th Annual Laguna Conference on September 15, 2026.

Why it matters — These conference appearances give investors and analysts an opportunity to hear directly from Donaldson's top executives about the company's business outlook.

Donaldson Company: Continued Execution Can Validate Valuation

Seeking Alpha · 26 Aug 2026neutral

Seeking Alpha rates Donaldson Company a 'hold' with shares trading at 23x earnings, reflecting full valuation and improved operating momentum. Fiscal Q4 showed EPS up 12% and revenue up 9% with margin expansion, while the Facet acquisition is currently dilutive with accretion depending on synergy execution by H2 2027.

Why it matters — DCI watakers would care about the assessment of valuation and operating momentum, and the timeline for the Facet acquisition to become accretive.

Donaldson Company, Inc. (DCI) Q4 2026 Earnings Call Transcript

Seeking Alpha · 26 Aug 2026neutral

Seeking Alpha published the transcript of Donaldson Company, Inc.'s (DCI) Q4 2026 earnings call. The article presents the company's quarterly earnings discussion as reported during the call.

Why it matters — A DCI watcher would care because the earnings call transcript provides a direct record of the company's Q4 2026 financial performance and management commentary.

FAQ

Frequently asked questions about DCI stock

What is the DCI stock price forecast for 2026-2027?

The 8 Wall Street analysts covering Donaldson Co., Inc. have a median 12-month price target of $95, with estimates ranging from $79 to $123. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is DCI stock a buy right now?

Of the 8 analysts covering Donaldson Co., Inc., 2 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Donaldson Co., Inc. 64 out of 100 across roughly 4,600 US stocks as at 10 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank DCI?

As at 10 Sept 2026, Donaldson Co., Inc. ranks 64 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (96 of 100).

Will DCI stock go up?

No one can know that. What the data says: the median 12-month target from 8 analysts implies +6.4% from the last close, and Ticker Nerd's factor model ranks Donaldson Co., Inc. 64 out of 100 as at 10 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the DCI stock forecast for 2030?

No analyst covering Donaldson Co., Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DCI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $79 to $123 over the next 12 months.

How has DCI stock performed over the past year?

Donaldson Co., Inc. returned +10.8% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Donaldson Co., Inc. do?

Donaldson Company, Inc. is a global filtration products and solutions company that designs, manufactures, and sells systems for air, liquid, and gas purification.

What is the latest news on DCI?

The most recent item we track (Business Wire, 11 Sept 2026): "Graco Inc. Appoints Richard B. Lewis to the Board of Directors". Graco Inc. announced that Richard B. Lewis, President and Chief Executive Officer of Donaldson Company, Inc., has been appointed to Graco's Board of Directors, effective December 3, 2026. Lewis has served as DCI's CEO since March 2026 and previously held the role of Chief Operating Officer.

Company

About Donaldson Co., Inc.

Donaldson Company, Inc. is a global filtration products and solutions company that designs, manufactures, and sells systems for air, liquid, and gas purification. Donaldson serves customers through three core business segments: Mobile Solutions, Industrial Solutions, and Life Sciences. Its offerings include replacement filters, engine air intake and exhaust systems, dust, fume, and mist collectors, compressed air and gas purification systems, industrial process filtration, and bioprocessing equipment and consumables. The company supports a broad range of end markets, including construction, agriculture, mining, transportation, aerospace, food and beverage, manufacturing, and advanced life sciences applications. Donaldson plays an important role in helping customers manage contamination control, improve equipment performance, and support critical production processes across industrial and scientific environments.

CEO Mr. Richard B. Lewis · 15,000 employees · United States · https://www.donaldson.com