Insider buying last 90 days
No open-market insider purchases were filed for DCI in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every DCI insider filing, plotted on the chart in Gekko.Open DCI in Gekko
NYSE: DCI
Donaldson (DCI) Stock Analysis & Forecast
Sep 28 close
$87.48+0.07 (+0.1%)
Gekko Brief
AI summaryDonaldson's week centers on its fiscal 2026 results, with a 10-K summary showing revenue of $3.89 billion and diluted EPS of $3.85, alongside a reported 23.7% rise in net income to $453.8 million driven by pricing, volume gains and foreign-exchange effects. This follows the record fiscal 2026 sales of $3.9 billion and record EPS of $3.98 disclosed at the last earnings call, along with the completed Facet Filtration acquisition expanding into aerospace, defense and power generation. Coverage has also questioned why shares are down 6.3% since that report, and Bank of America disclosed a new stake in the company during the quarter.
Shares closed at $87.48, up 0.1%, sitting between the 50-day average of $91.79 and the 200-day average of $91.30, reflecting a mixed trend. The GekkoIndex reads 63.3, placing DCI in the Accumulation zone, while the price stands 6.8% above Gekko Fair Value of $81.94.
The next earnings date falls on 3 December 2026, 65 days out, beyond a typical 20-trading-day holding window. No insider, Congress or unusual options activity appears in the current windows. Seasonally, the next 20 trading days from this point in the calendar have averaged a 2.5% return over 5 years, rising in 3 of those years, a pattern worth noting alongside the current gap to fair value.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Donaldson price vs fair value
Close $87.48200-day averageGekko Fair Value $81.94
Donaldson quick facts
- Market cap
- $10.14B
- P/E ratio
- 22.7
- Forward P/E
- 19.9
- EPS, TTM
- $3.85
- Revenue, TTM
- $3.89B
- Profit margin
- 11.7%
- Dividend yield
- 1.43%
- Beta
- 0.92
- Volume
- 526,116 avg 666,534
- 1-year return
- +9.3%
- Typical daily move
- ±1.9%
- Typical 20-day move
- ±3.7%
- 50-day average
- $91.79
- 200-day average
- $91.30
- Next earnings
- Dec 3
- Shares outstanding
- 115.9M
Donaldson swing-trade checklist
Donaldson scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive1 mixed1 headwind
- Trendmixed
Averages disagree
Close $87.48 sits between the 50-day ($91.79) and 200-day ($91.30) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
63.3, Accumulation
Reading 63.3 is in the Accumulation zone.
See the GekkoIndex - Fair valueheadwind
6.8% above
Price is 6.8% above Gekko Fair Value (more than 5% above).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 65 days
Next report Dec 3, 2026, 65 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+2.5% on average
From this point in the calendar, the next 20 trading days averaged +2.5% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Donaldson stock chart and price history
Donaldson closed at $87.48 on Sep 28, 2026, +9.3% over the past year, inside a 52-week range of $79.42 to $112.84.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −5.3%
- 3 months
- −1.0%
- 6 months
- +4.3%
- 1 year
- +9.3%
The full DCI chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open DCI in Gekko
Follow Donaldson through every session
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About Donaldson
Donaldson makes and sells filtration equipment and the replacement parts that keep it running, serving customers around the world. Its offerings cover air and liquid filters, exhaust and emissions equipment, and monitoring tools such as sensors and indicators, and the company is recognized for this broad filtration lineup.
The business runs through two segments. Engine Products supplies filters and related systems for fuel, lubrication and hydraulic uses, sold to equipment makers in construction, mining, agriculture, aerospace, defense and transportation, as well as to aftermarket buyers like distributors, dealer networks and fleet operators. Industrial Products covers dust, fume and mist collection, compressed air purification, and filtration for food, beverage and industrial processes, plus gas turbine air intake systems, PTFE membrane products, and filtration for sensitive settings such as hard disk drives and semiconductor manufacturing, reaching dealers, distributors, turbine makers and other equipment producers.
Donaldson was founded in 1915 and is headquartered in Bloomington, Minnesota. Its shares are listed on the NYSE under the ticker DCI.
- Listed
- NYSE
- Sector
- Producer manufacturing
- Industry
- Auto parts: OEM
- Website
- donaldson.com
Donaldson GekkoIndex: the smart money zone
Donaldson’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 63.3, in the Accumulation zone, down 9.2 points over five sessions.
63.3Accumulation
Down 9.2 points over five sessions, from the Buying zone.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 26 | −0.2% | +2.6% | ||
| Accumulation (current zone) | 163 | +0.1% | +1.3% | ||
| Neutral | 453 | +0.4% | +1.2% | ||
| Distribution | 29 | −0.3% | −1.9% | ||
| Selling | 1 | Too few readings yet | |||
Average DCI share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the DCI price, zone by zone.Track DCI in Gekko
Is Donaldson stock overvalued? Gekko Fair Value
Donaldson trades 6.8% above Gekko Fair Value of $81.94, so the shares are overvalued on Gekko’s estimate.
Gekko’s own estimate of what Donaldson shares are worth, recalculated every trading day.
$81.94
Gekko Fair Value, Sep 29, 2026
6.8% Overvalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open DCI in Gekko
Donaldson insider and Congress trading
No open-market insider purchases were filed for Donaldson, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in DCI were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for DCI, plotted on the chart in Gekko.Open DCI in Gekko
Buybacks
Donaldson has been buying back its own shares.
- Bought back, quarter ended Apr 30, 2026
- $111.2M
- As a share of market cap
- 1.10%
- Trailing four quarters
- $281.7M
From company filings.
Donaldson earnings: next date and track record
Donaldson reports on Dec 3, 2026 (65 days away), and beat the EPS estimate in 6 of its last 8 reports.
Next earnings report
Dec 3, 2026
65 days away
- EPS estimate
- $0.98
- Revenue estimate
- $1.02B
6 of 8reports beat the EPS estimate
±4.3%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 26, 2026 AI summary
- What they said
- Donaldson Company (DCI) reported record fiscal 2026 sales of $3.9 billion, up 5% YoY, with record EPS of $3.98 (up 8%) and record operating margin of 16%. Q4 sales surpassed $1 billion for the first time, up 8% YoY, with operating margin of 17.5% (up 110 bps). The company completed its largest-ever acquisition, Facet Filtration, expanding into aerospace/defense and power generation. $250 million was returned to shareholders via dividends and buybacks.
- Guidance
- Management provided fiscal 2027 guidance during the call, with CFO Bradley Pogalz to detail specific targets. The Facet acquisition is expected to contribute high-growth, high-margin, and high-aftermarket revenue. Synergy realization and integration progress are expected to support continued margin expansion.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 26, 2026 | $1.15 est $1.13 | $1.06B est $1.04B | −0.9% |
| Jun 2, 2026 | $1.06 est $1.05 | $995.1M est $973.6M | +4.2% |
| Feb 26, 2026 | $0.83 est $0.90 | $896.3M est $898.7M | −11.2% |
| Dec 4, 2025 | $0.94 est $0.92 | $935.4M est $922.9M | +5.5% |
| Aug 27, 2025 | $1.03 est $1.02 | $980.7M est $951.5M | +5.9% |
| Jun 3, 2025 | $0.99 est $0.95 | $940.1M est $933.4M | +0.5% |
| Feb 27, 2025 | $0.83 est $0.85 | $870.0M est $945.0M | −0.2% |
| Dec 3, 2024 | $0.83 est $0.82 | $900.1M est $888.9M | −6.0% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Donaldson stock forecast and analyst price targets
Analysts’ average 12-month price target for Donaldson is $99.60, +13.9% from the last close, from 3 firms rating the stock in the last 90 days.
$99.60consensus 12-month target, +13.9% from the last close
Now $87.48Avg $99.60
Low $95High $110
Each firm’s latest rating in the last 90 days: 3 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Aug 28 | William Blair | — | — |
| Aug 28 | Stifel Nicolaus | $95 | +8.6% |
| Aug 27 | Robert W. Baird | $110 | +25.7% |
| Aug 19 | Robert W. Baird | $105 | +20.0% |
+1.3%average 20-day move after past Accumulation readings
+2.5%average move over the next 20 trading days in the last 5 years
±1.9%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Donaldson seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, Donaldson averaged +2.5% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.7% | 3 of 5 |
| Next 10 trading days | +0.3% | 2 of 5 |
| Next 15 trading days | +1.5% | 4 of 5 |
| Next 20 trading days | +2.5% | 3 of 5 |
| Next 30 trading days | +7.6% | 5 of 5 |
For scale, DCI’s typical 20-trading-day move in either direction is about 3.7%.
Donaldson market cap and key statistics
Donaldson’s market cap is $10.14B, with a P/E ratio of 22.7 and revenue of $3.89B over the last twelve months.
Valuation
- Market cap
- $10.14B
- P/E ratio
- 22.7
- Forward P/E
- 19.9
- EPS, TTM
- $3.85
- Gekko Fair Value
- $81.94
Trading
- Volume
- 526,116
- Avg volume, 20 days
- 666,534
- 52-week high
- $112.84
- 52-week low
- $79.42
- Shares outstanding
- 115.9M
Financials
- Revenue, TTM
- $3.89B
- Profit margin
- 11.7%
- Return on equity
- 28.2%
- Quarterly earnings growth, YoY
- +14.0%
Risk and income
- Beta
- 0.92
- Typical daily move
- ±1.9%
- Typical 20-day move
- ±3.7%
- Dividend yield
- 1.43%
Donaldson stock news this week
Coverage of Donaldson this week reads neutral: 2 positive, 3 neutral and 0 negative headlines.
- Donaldson (DCI) CEO receives a share award and delivers or withholds 18,761 shares for exercise costs or taxes.Stock Titan, Sep 28
- Donaldson President Awarded 4,465 SharesStock Titan, Sep 28
- Donaldson (NYSE: DCI) legal chief receives a share award; 2,944 shares are delivered or withheld for payment.Stock Titan, Sep 28
- DONALDSON Co INC FY 2026: Revenue $3.89B, EPS $3.85— 10-K SummaryTradingView, Sep 25
- Why Is Donaldson (DCI) Down 6.3% Since Last Earnings Report?Zacks Investment Research, Sep 25
- Head-To-Head Comparison: Donaldson (NYSE:DCI) and GEA Group (OTCMKTS:GEAGF)Defense World, Sep 24
Donaldson peers
Donaldson’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| ITWIllinois Tool Works | Neutral | 10.1% above |
| CMICummins | Accumulation | 2.2% below |
| ITTITT | Neutral | 11.5% above |
| MGAMagna International | Accumulation | 13.3% above |
| ALSNAllison Transmission | Accumulation | 0.6% above |
| ALVAutoliv | Accumulation | 12.1% below |
A peer links to its own page where one exists.
Donaldson stock FAQ
What is Donaldson’s market cap?
Donaldson’s market cap is $10.14B at the Sep 28, 2026 close of $87.48, with 115.9M shares outstanding. The shares trade on a P/E ratio of 22.7.
What is the Donaldson stock forecast?
The consensus analyst 12-month price target for Donaldson is $99.60, +13.9% from the last close. Of the 3 firms that rated the stock in the last 90 days, 1 rate it a buy, 2 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Donaldson stock overvalued or undervalued?
On Gekko’s estimate Donaldson is overvalued: the Sep 28, 2026 close of $87.48 is 6.8% above Gekko Fair Value of $81.94. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Donaldson report earnings next?
Donaldson is expected to report on Dec 3, 2026 (65 days away). Analysts expect earnings of $0.98 per share on revenue of $1.02B. Donaldson beat the earnings estimate in 6 of its last 8 reports, moving 4.3% on average across the report.
What is Donaldson’s 52-week high and low?
Donaldson’s 52-week high is $112.84 and its 52-week low is $79.42; it closed at $87.48 on Sep 28, 2026, +9.3% over the past year.
Is Donaldson stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, earnings risk and seasonality), 1 as mixed (trend) and 1 as a headwind (fair value). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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