DCIIndustrials · Specialty Industrial MachineryThe 8 Wall Street analysts covering Donaldson Co., Inc. hold a median 12-month price target of $95 — +11.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 28 Oct 2026 — in the upper half.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (92): The share price has been relatively steady.
Accruals (27): 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 systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on DCI, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +11.4% from it.
Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $91 → $95 |
| 27 Aug 2026 | Baird | Maintains | Outperform | $105 → $110 |
| 27 Aug 2026 | Baird | Maintains | Outperform | — |
| 19 Aug 2026 | Baird | Maintains | Outperform | $95 → $105 |
| 19 Aug 2026 | Baird | Maintains | Outperform | — |
| 4 June 2026 | Stifel | Maintains | Hold | $96 → $91 |
| 4 June 2026 | Stifel | Maintains | Hold | — |
| 30 Mar 2026 | Baird | Maintains | Outperform | — |
| 9 Mar 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 27 Feb 2026 | Baird | Maintains | Outperform | — |
| 3 Feb 2026 | Jefferies | Maintains | Buy | — |
| 9 Jan 2026 | Jefferies | Upgrade | Buy | — |
| 5 Dec 2025 | Baird | Maintains | Outperform | — |
| 5 Dec 2025 | Stifel | Maintains | Hold | — |
| 3 Dec 2025 | Baird | Maintains | Outperform | — |
| 24 Nov 2025 | Morgan Stanley | Upgrade | Equal-Weight | — |
| 24 Nov 2025 | Stifel | Maintains | Hold | — |
| 2 Sept 2025 | Morgan Stanley | Maintains | Underweight | — |
| 29 Aug 2025 | Baird | Maintains | Outperform | — |
| 28 Aug 2025 | Stifel | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
DCI appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, Donaldson Co., Inc. returned +3.4% against +13.1% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 34% of US stocks
Cheaper than 45% of US stocks
Cheaper than 17% of US stocks
Cheaper than 22% of US stocks
Higher than 48% of US stocks
Higher than 52% of US stocks
Higher than 39% of US stocks
Higher than 75% of US stocks
Higher than 73% of US stocks
Higher than 87% of US stocks
Higher than 93% of US stocks
Higher than 75% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $9.9B and an enterprise value of $11.0B.
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.
Trailing P/E: 22.2×; forward P/E: 17.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.50%, paying out 32% of earnings.
Donaldson Co., Inc. employs 15,500 people — $246K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Donaldson appointed Jeff Stierman president of its Industrial Solutions segment, effective November 2, 2026. Stierman currently serves as senior vice president of Business Operations at Donaldson.
Why it matters — The appointment is a leadership change in a segment of interest to DCI watchers.
Zacks says the Pollution Control industry may benefit from healthy demand for products, supported by global initiatives to tackle greenhouse gas emissions. It names DCI, CECO, FTEK and LIQT as notable stocks in the industry.
Why it matters — DCI is included among the stocks identified in an industry outlook tied to demand and emissions-reduction initiatives.
Seeking Alpha describes Donaldson’s recurring replacement demand, installed base, aftermarket sales and diversified filtration portfolio as supporting resilience, margin recovery and growth. It also highlights the Facet acquisition as adding consumables exposure and recurring revenue, alongside fiscal 2027 and 2028 estimates.
Why it matters — These factors and projections may interest DCI watchers tracking the company’s recurring revenue streams and potential operating performance.
Donaldson (DCI) reported earnings 30 days ago, and its stock has dropped 6.3% since that report. The article raises the question of what may come next for the company's shares.
Why it matters — A DCI watcher would care because the post-earnings decline and outlook discussion could signal how investors are responding to the company's latest financial results.
Donaldson Company, Inc. presented at Morgan Stanley's 14th Annual Laguna Conference, with a transcript of the presentation published on Seeking Alpha. The presentation covers the company's remarks and discussion at the conference.
Why it matters — DCI watchers would care because the conference transcript offers insight into the company's current positioning and messaging as presented to investors at a major industry event.
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.
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. 59 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Oct 2026, Donaldson Co., Inc. ranks 59 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 (92 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +11.4% from the last close, and Ticker Nerd's factor model ranks Donaldson Co., Inc. 59 out of 100 as at 28 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
Donaldson Co., Inc. returned +3.4% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Donaldson Company, Inc. is a global filtration products and solutions company that designs, manufactures, and sells systems for air, liquid, and gas purification.
The most recent item we track (Business Wire, 20 Oct 2026): "Donaldson Appoints Jeff Stierman President of Industrial Solutions". Donaldson appointed Jeff Stierman president of its Industrial Solutions segment, effective November 2, 2026. Stierman currently serves as senior vice president of Business Operations at Donaldson.
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 · 15,500 employees · United States · https://www.donaldson.com
