Donaldson

DCI · NYSE

$87.60+$0.28 (+0.32%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $87.32

DCI analyst rating

HoldConsensus of 5 analysts over the last 12 months. 40% rate it a buy.

Strong buy0
Buy2
Hold3
Underperform0
Sell0

12-month price target · 6 analysts

Average $102.73 (+17.3% upside)

Low: $81.39
Now: $87.60
High: $129.15

Upgrades and downgrades

The latest rating actions, newest first

DCI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Morgan Stanley	Sep 29, 2026	Maintains	Equal-Weight	$91.00 → $95.00	42%
Baird	Aug 27, 2026	Maintains	Outperform	$105.00 → $110.00	72%
Baird	Aug 19, 2026	Maintains	Outperform	$95.00 → $105.00	72%
Stifel	Jun 4, 2026	Maintains	Hold	$96.00 → $91.00	100%
Baird	Mar 30, 2026	Maintains	Outperform	$104.00 → $95.00	72%
Morgan Stanley	Mar 9, 2026	Maintains	Equal-Weight	$93.00 → $91.00	42%
Baird	Feb 27, 2026	Maintains	Outperform	$110.00 → $104.00	72%
Jefferies	Feb 3, 2026	Maintains	Buy	$120.00 → $123.00	57%
Jefferies	Jan 9, 2026	Upgrade	Hold → Buy	$92.00 → $120.00	57%
Stifel	Dec 5, 2025	Maintains	Hold	$90.00 → $96.00	100%

The case for and against

Updated May 12, 2026

Bull case

Donaldson is in a good financial position with strong organic growth in multiple business segments, leading market share in its various markets served, and a solid long-term outlook for increasing profitability and global reach through cost optimization initiatives. The company has a diverse range of high-quality products and a strong management team that continues to drive growth and profitability through strategic investments and acquisitions. With a focus on high-margin markets and long-term growth potential, Donaldson is well-positioned to continue its strong performance in the filtration industry.

Bear case

Donaldson is experiencing a decline in the Eurozone and Global PMI® numbers, indicating a slowdown in the manufacturing and construction industries, which are key markets for its aftermarket segment. The company is also facing competition from independent distributors and OEM dealer networks, which could negatively affect its revenue and profitability. Additionally, the eight consecutive months of contraction in the U.S. ISM® Manufacturing PMI® could impact demand for Donaldson's products in the industrial solutions segment, further contributing to a negative outlook for the company's financials in the near future.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.