DCIDCIIndustrials · Specialty Industrial Machinery

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

Last close, 14 Aug 2026
$96
+0.25% on the day

The 8 Wall Street analysts covering Donaldson Co., Inc. hold a median 12-month price target of $95 — -1.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 15 Aug 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.

Market cap
$11.1B
Ticker Nerd rank
80 / 100
Median analyst target
$95
Analysts covering
8
Total return, dividends reinvested
1W
−2.7%
1M
+6.9%
YTD
+8.9%
1Y
+30.4%
From 52W high
−12.7%
From 52W low
+32.0%
$73
$110
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 15 Aug 2026
80 / 100

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

Issuance
95
Volatility
94
Quality
90
Value
72
Momentum
71
Revisions
59
Growth
50
Accruals
43
Size
15

Issuance (95): The share count has been shrinking and the company is not leaning on new borrowing.

Accruals (43): 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
$70$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.

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

The green dot is the last close — the median target sits −1.0% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
4 June 2026StifelMaintainsHold$96$91
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
14 Apr 2025StifelMaintainsHold
8 Apr 2025Morgan StanleyMaintainsUnderweight
4 Dec 2024BairdMaintainsOutperform
4 Dec 2024Morgan StanleyMaintainsUnderweight

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.

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
−0.6%
Analysts raising
0
Analysts cutting
5
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
25.9×

Cheaper than 31% of US stocks

Price / sales
3.0×

Cheaper than 42% of US stocks

Price / book
6.6×

Cheaper than 17% of US stocks

EV / EBITDA
16.9×

Cheaper than 20% of US stocks

Growth & margins
Revenue growth (YoY)
5.8%

Higher than 41% of US stocks

Earnings growth (YoY)
104.3%

Higher than 85% of US stocks

Gross margin
33.5%

Higher than 40% of US stocks

Operating margin
16.3%

Higher than 74% of US stocks

Net margin
11.5%

Higher than 73% of US stocks

Returns & dividend
Return on equity
27.8%

Higher than 87% of US stocks

Return on assets
12.0%

Higher than 95% of US stocks

Dividend yield
1.3%

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.

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.$11.1B
80
PNRPentair plc$10.8B
40
RRXRegal Rexnord Corp.$11.6B
81
FLSFlowserve Corp.$10.3B
55
CRCrane Co.$12.6B
44
WTSWatts Water Technologies, Inc.$12.8B
93
GNRCGenerac Holdings, Inc.$12.9B
83

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

Donaldson to Webcast Fourth Quarter Fiscal 2026 Earnings Conference Call

Business Wire · 6 Aug 2026neutral

Donaldson Company, Inc. announced it will webcast its fourth quarter fiscal 2026 earnings conference call on Wednesday, August 26, 2026, at 9:00 a.m. CT. The live webcast will be available via the "Events & Presentations" section of Donaldson's Investor Relations website, with a webcast replay to follow.

Why it matters — This announcement lets DCI watchers know when and how to access the company's fourth quarter fiscal 2026 financial results and conference call.

Donaldson Company Declares Quarterly Cash Dividend

Business Wire · 31 July 2026positive

Donaldson Company's Board of Directors declared a regular quarterly cash dividend of 32.0 cents per share, payable August 31st, 2026, to shareholders of record on August 17th, 2026.

Why it matters — The dividend declaration underscores Donaldson's long-standing commitment to shareholder returns, as the company has paid a cash dividend every quarter for 70 years and marked its 30th consecutive year of annual dividend increases in 2025.

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. 80 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank DCI?

As at 15 Aug 2026, Donaldson Co., Inc. ranks 80 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 Issuance (95 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 -1.0% from the last close, and Ticker Nerd's factor model ranks Donaldson Co., Inc. 80 out of 100 as at 15 Aug 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 +30.4% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Donaldson Co., Inc. do?

Donaldson Company, Inc. is a leading provider within the diversified industrial manufacturing sector, specializing in filtration systems and replacement parts.

What is the latest news on DCI?

The most recent item we track (Business Wire, 6 Aug 2026): "Donaldson to Webcast Fourth Quarter Fiscal 2026 Earnings Conference Call". Donaldson Company, Inc. announced it will webcast its fourth quarter fiscal 2026 earnings conference call on Wednesday, August 26, 2026, at 9:00 a.m. CT. The live webcast will be available via the "Events & Presentations" section of Donaldson's Investor Relations website, with a webcast replay to follow.

Company

About Donaldson Co., Inc.

Donaldson Company, Inc. is a leading provider within the diversified industrial manufacturing sector, specializing in filtration systems and replacement parts. With a rich history dating back to 1915, Donaldson delivers innovative solutions to enhance equipment performance and protect the environment. Its product offerings are widely used across various industries, including aerospace, agriculture, construction, mining, and transportation, emphasizing its crucial role in promoting operational efficiency and reliability in diverse settings. The company’s extensive portfolio includes air and liquid filtration systems, offering both standard and customized solutions to meet the specific needs of its clientele. Donaldson’s reach is global, supported by a network of manufacturing facilities and distribution centers strategically located to optimally serve its customers worldwide. Continually advancing its technology to meet evolving environmental standards and industrial requirements, Donaldson Company, Inc. is recognized for its commitment to quality and innovation, maintaining a significant presence in the global filtration markets.

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