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6 Analysts Assess Donaldson: What You Need To Know

Benzinga·02/27/2026 14:01:22
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Across the recent three months, 6 analysts have shared their insights on Donaldson (NYSE:DCI), expressing a variety of opinions spanning from bullish to bearish.

The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 2 3 1 0 0
Last 30D 0 1 0 0 0
1M Ago 1 0 0 0 0
2M Ago 1 0 0 0 0
3M Ago 0 2 1 0 0

Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $106.5, along with a high estimate of $123.00 and a low estimate of $96.00. Marking an increase of 7.76%, the current average surpasses the previous average price target of $98.83.

price target chart

Investigating Analyst Ratings: An Elaborate Study

A comprehensive examination of how financial experts perceive Donaldson is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
Richard Eastman Baird Lowers Outperform $104.00 $110.00
Laurence Alexander Jefferies Raises Buy $123.00 $120.00
Laurence Alexander Jefferies Raises Buy $120.00 $92.00
Adam Farley Stifel Raises Hold $96.00 $90.00
Richard Eastman Baird Raises Outperform $100.00 $96.00
Richard Eastman Baird Raises Outperform $96.00 $85.00

Key Insights:

  • Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Donaldson. This information offers a snapshot of how analysts perceive the current state of the company.
  • Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Donaldson compared to the broader market.
  • Price Targets: Understanding forecasts, analysts offer estimates for Donaldson's future value. Examining the current and prior targets provides insight into analysts' changing expectations.

Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Donaldson's market standing. Stay informed and make well-considered decisions with our Ratings Table.

Stay up to date on Donaldson analyst ratings.

All You Need to Know About Donaldson

Donaldson is a leading manufacturer of filtration systems and replacement parts (including air filtration systems, liquid filtration systems, and dust, fume, and mist collectors). The company serves a diverse range of end markets, including construction, mining, agriculture, truck, and industrial. Its business is organized into three segments: mobile solutions, industrial solutions, and life sciences. Donaldson generated approximately $3.7 billion in revenue in its fiscal 2025.

Breaking Down Donaldson's Financial Performance

Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.

Revenue Growth: Over the 3M period, Donaldson showcased positive performance, achieving a revenue growth rate of 3.92% as of 31 October, 2025. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.

Net Margin: Donaldson's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 12.18% net margin, the company effectively manages costs and achieves strong profitability.

Return on Equity (ROE): Donaldson's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 7.67%, the company showcases efficient use of equity capital and strong financial health.

Return on Assets (ROA): Donaldson's ROA excels beyond industry benchmarks, reaching 3.79%. This signifies efficient management of assets and strong financial health.

Debt Management: With a below-average debt-to-equity ratio of 0.45, Donaldson adopts a prudent financial strategy, indicating a balanced approach to debt management.

The Significance of Analyst Ratings Explained

Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter.

Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.

This article was generated by Benzinga's automated content engine and reviewed by an editor.