Donaldson Company, Inc. (DCI)
Industrials · NYQ
Price as at 1 Oct 2026, 14:45 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Donaldson Company, Inc. trades at $87.39, which is 63% below the $142.84 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 60 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 24.1 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
DCI dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | $0.940 | 3 |
| 2025 | $1.17 | 4 |
| 2024 | $1.06 | 4 |
| 2023 | $0.980 | 4 |
| 2022 | $0.910 | 4 |
| 2021 | $0.870 | 4 |
| 2020 | $0.840 | 4 |
| 2019 | $0.820 | 4 |
| 2018 | $0.750 | 4 |
| 2017 | $0.710 | 4 |
| 2016 | $0.695 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
DCI earnings and analyst estimates
Recommendation mix, 8 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Donaldson Company, Inc.
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace platforms, missile systems, and ground defense vehicles and naval platforms. This segment sells its products to various distributors, OEMs, and direct-to-consumer. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
DCI passes 5 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
14 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$59.88M · 0.0% of book
- Joel Greenblatt, Gotham Asset Management, LLC$58.98M · 0.1% of book
- Steve Cohen, Point72 Asset Management, L.P.$51.56M · 0.1% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$43.87M · 0.0% of book
- Mairs & Power, MAIRS & POWER INC$41.63M · 0.4% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
DCI peers
The largest companies in the same industry (Specialty Industrial Machinery), then in the same sector.
- SMERY Siemens Energy AG
- SHLRF Schindler Holding AG
- SYM Symbotic Inc.
- VWSYF Vestas Wind Systems A/S
- INIO Innio N.V.
- ITT ITT Inc.
- IEX IDEX Corporation
- NDSN Nordson Corporation
Every industrials company we cover is on the Industrials hub.
Common questions
Is Donaldson Company, Inc. (DCI) undervalued?
Against our fair value estimate of $142.84, DCI at $87.39 is 63% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own DCI?
14 of the institutions we track reported a position in DCI in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is DCI's P/E ratio?
DCI trades at 24.1 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does Donaldson Company, Inc. (DCI) pay a dividend?
Yes. Donaldson Company, Inc. yields 1.37% at the current share price. It has paid $1.24 per share over the trailing twelve months. It has paid a dividend in each of the last 39 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
Where does SteadyShares get its DCI data?
Fundamentals for DCI come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 14:45 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for DCI, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.