Donaldson Company Ausschüttungen und Rückkäufe
Zukünftiges Wachstum Kriterienprüfungen 5/6
Donaldson Company ist ein dividendenzahlendes Unternehmen mit einer aktuellen Rendite von 1.43%, die durch die Erträge gut gedeckt ist.
Wichtige Informationen
1.4%
Dividendenausschüttung
3.2%
Rückkaufsrendite
| Gesamte Aktionärsrendite | 4.7% |
| Zukünftige Dividendenrendite | 1.6% |
| Wachstum der Dividende | 5.3% |
| Nächster Dividendenzahlungstermin | n/a |
| Ex-Dividendendatum | n/a |
| Dividende pro Aktie | n/a |
| Ausschüttungsquote | 37% |
Jüngste Updates zu Dividenden und Rückkäufen
Recent updates
Narrativ-Update • May 21
DCI: Filtration Advances And Buybacks Will Support Future Share Returns
Analysts have nudged their price targets on Donaldson stock lower, with one firm cutting its target by $9 and another trimming its view to $91 from $93. The changes reflect refreshed models for the machinery and construction group.Narrativ-Update • Apr 23
DCI: Next Generation Filtration And Buybacks Will Support Future Share Performance
Analysts have adjusted their price targets on Donaldson in both directions recently, with some firms trimming targets by up to $9 and others lifting them by as much as $10. This reflects updated models on the machinery and construction group rather than a broad shift in the investment case.Narrativ-Update • Apr 09
DCI: Mining Recovery And New Filtration Are Expected To Support Shares
Analysts have nudged the fair value estimate for Donaldson slightly lower to $96.40 from $98.20, reflecting modestly higher discount rate assumptions and a somewhat reduced future P/E multiple in recent model updates. Analyst Commentary Recent research on Donaldson presents a mixed picture, with analysts updating models, resetting price targets, and revisiting ratings as sector assumptions and discount rates move around.Narrativ-Update • Mar 26
DCI: Mining Turn And New Filtration Will Support Future Upside
Analysts have modestly adjusted their blended price target on Donaldson to reflect a mix of upward revisions, including from Jefferies and Baird, and a slight reduction from $93 to $91 at one large bank, while also recognizing a higher assumed future P/E multiple of 25.0x from 23.2x. Analyst Commentary Recent research points to a split view on Donaldson, with some bullish analysts focusing on upside tied to end market trends and others taking a more cautious stance and keeping targets closer to current trading levels.Narrativ-Update • Mar 11
DCI: Mining Turn And New Filtration Technology Will Support Balanced Outlook
Narrative Update: Donaldson Company Our analyst price target for Donaldson edges slightly lower by about $1.60 to reflect a modest trim to fair value and profit margin assumptions, even as other analysts adjust their targets in both directions based on updated machinery group models and a more supportive backdrop for key end markets. Analyst Commentary Recent Street research on Donaldson points to a mix of optimism and caution, with some analysts raising targets and ratings while others trim their assumptions as they refresh machinery group models.Seeking Alpha • Feb 26
Rich Multiple And Weak Results Put Donaldson In The Penalty Box
Summary Donaldson Company, Inc. shares plunged 16% after a mixed quarter, with EPS missing expectations and margin compression across segments. DCI's $820M Facet Filtration acquisition increases leverage to 1.8-2.0x, with accretion expected in FY2027 but at a premium valuation. Management cut FY guidance, citing weaker demand post-tariff front-loading and ongoing margin pressures, especially in Industrial Solutions. I remain on the sidelines, seeking entry near $80 and viewing DCI as a "show me" stock amid macro and execution uncertainties. Read the full article on Seeking AlphaNarrativ-Update • Feb 25
DCI: Mining And Construction Recovery Will Support A Fairly Balanced Outlook
Analysts have raised their average price target on Donaldson by a single-digit amount in dollar terms. They cite recent target increases from firms that point to improving conditions in mining, non-residential construction, and related industrial end markets as key supports for the updated view.Narrativ-Update • Feb 09
DCI: AI Infrastructure And Aftermarket Demand Will Support A Fairly Balanced Outlook
Analysts have lifted their price targets on Donaldson Company by low single-digit dollar amounts, citing healthier demand in Mobile Solutions Aftermarket, support from data center and AI-related filtration needs, and a more balanced risk and reward profile as key reasons for the adjustment. Analyst Commentary Bullish Takeaways Bullish analysts link higher price targets to healthier demand in the Mobile Solutions Aftermarket channel, which they see as supportive for revenue resilience and cash flow quality.Analyseartikel • Jan 30
When Should You Buy Donaldson Company, Inc. (NYSE:DCI)?
Let's talk about the popular Donaldson Company, Inc. ( NYSE:DCI ). The company's shares led the NYSE gainers with a...
Neues Narrativ • Jan 27
Power Generation And Data Center Demand Will Reshape This Filtration Leader’s Long Term Outlook
Catalysts About Donaldson Company Donaldson Company focuses on filtration solutions across Mobile, Industrial and Life Sciences applications, using a recurring “razor to sell razorblades” model built around replacement parts. What are the underlying business or industry changes driving this perspective?Narrativ-Update • Jan 26
DCI: AI Infrastructure And Aftermarket Strength Will Support A Balanced Outlook
Narrative Update on Donaldson Company The updated analyst price target for Donaldson Company now reflects a modest adjustment in underlying assumptions. Research notes citing healthier mining and non residential construction trends, growing data center and AI related demand for filtration, and solid aftermarket channel feedback help explain the spread of targets ranging from $84 to $120.Narrativ-Update • Jan 11
DCI: AI Infrastructure And Aftermarket Demand Will Shape A Balanced Earnings Outlook
Narrative Update Analysts have lifted their implied fair value estimate for Donaldson Company from US$91.60 to US$97.20, pointing to higher price targets supported by improving conditions in mining and non residential construction, healthier demand in Mobile Solutions Aftermarket channels, and potential earnings support from data center and AI infrastructure related gas turbine exposure. Analyst Commentary Recent research updates on Donaldson Company focus on how end market trends and new demand drivers could influence earnings power, valuation support, and execution risk over the next few years.Analyseartikel • Dec 29
Does Donaldson Company (NYSE:DCI) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narrativ-Update • Dec 24
DCI: AI Infrastructure And Aftermarket Demand Will Support A Balanced Earnings Outlook
Analysts have modestly raised their price target on Donaldson Company to approximately $92 from about $90, citing healthier survey-based demand trends in the Mobile Solutions Aftermarket channel and improved earnings visibility from AI-driven data center and infrastructure exposure. Analyst Commentary Street research updates reflect a more balanced stance on Donaldson, with recent rating upgrades and target price increases acknowledging both the upside from AI infrastructure exposure and the limits of near term valuation upside.Narrativ-Update • Dec 10
DCI: AI Demand And Aftermarket Strength Will Shape A Balanced Earnings Outlook
Analysts have raised their price target on Donaldson Company to approximately $90 from the low $80s. This reflects slightly higher projected revenue growth, modestly improved profit margins, and increasing confidence that AI driven data center demand and resilient aftermarket trends can support stronger long term earnings.Narrativ-Update • Nov 25
DCI: Aftermarket Demand And AI Infrastructure Investments Will Shape Earnings Outlook
Analysts have increased their price target for Donaldson Company from $80.00 to $83.60. They cite stronger aftermarket demand and anticipated benefits from ongoing AI infrastructure investments as key factors supporting the upward revision.Analyseartikel • Nov 16
Donaldson Company (NYSE:DCI) Is Achieving High Returns On Its Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Analyseartikel • Sep 06
Donaldson Company (NYSE:DCI) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narrativ-Update • Aug 29
Environmental Regulations Will Expand Global Advanced Filtration Demand
Despite a notable decline in revenue growth forecasts, increased valuation multiples have driven Donaldson Company's consensus analyst price target higher from $72.40 to $78.00. What's in the News Fiscal 2026 earnings guidance issued: EPS expected between $3.92 and $4.08, with sales projected to increase 1% to 5% to $3.8 billion at midpoint, including a 1% pricing benefit.Analyseartikel • Aug 23
Estimating The Fair Value Of Donaldson Company, Inc. (NYSE:DCI)
Key Insights Donaldson Company's estimated fair value is US$93.51 based on 2 Stage Free Cash Flow to Equity Donaldson...Analyseartikel • Aug 10
Why The 25% Return On Capital At Donaldson Company (NYSE:DCI) Should Have Your Attention
NYSE:DCI 1 Year Share Price vs Fair Value Explore Donaldson Company's Fair Values from the Community and select yours...Analyseartikel • Jul 23
Donaldson Company, Inc.'s (NYSE:DCI) P/E Still Appears To Be Reasonable
Donaldson Company, Inc.'s ( NYSE:DCI ) price-to-earnings (or "P/E") ratio of 22.9x might make it look like a sell right...Analyseartikel • Jul 07
Is There Now An Opportunity In Donaldson Company, Inc. (NYSE:DCI)?
Donaldson Company, Inc. ( NYSE:DCI ), might not be a large cap stock, but it saw a significant share price rise of 20...Analyseartikel • Jun 10
Some May Be Optimistic About Donaldson Company's (NYSE:DCI) Earnings
Soft earnings didn't appear to concern Donaldson Company, Inc.'s ( NYSE:DCI ) shareholders over the last week. We did...Seeking Alpha • Mar 11
Donaldson Company: Remain On The Sidelines For Now
Summary Donaldson Company has decent financial metrics but has underperformed the broad market over the past decade. The company is a dividend champion, having raised its dividend for nearly 30 years, with another dividend increase expected in a few months. Valuation suggests DCI stock is trading for a small premium, and for the time being it'll remain on the watchlist. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
Donaldson: Stay The Course And Keep Reinvesting Those Dividends
Summary Maintaining a bullish stance on Donaldson due to strong Q1 performance, despite shares trailing the S&P 500 and a recent lack of upward traction. DCI's historical resilience and strong technicals suggest staying long, with reinvested dividends enhancing returns during down moves. Above-average profitability, robust return on capital, and sustained revenue growth across segments highlight the Company's strong value-creation potential. Elevated margins and a strong balance sheet position Donaldson to defend profitability and capitalize on weaker competition amid rising inflation. Read the full article on Seeking AlphaSeeking Alpha • Nov 09
Donaldson's Bullish Dividend Metrics Point To More Share Price Gains
Summary Upgraded Donaldson Company, Inc. to a Buy rating in July due to growing margins, strong volumes, and bullish fundamentals in key segments. Despite trailing the S&P's return, recent technical indicators and MACD crossover suggest a potential rally for DCI in the coming months. Donaldson's robust dividend growth, driven by consistent earnings growth and effective capital allocation, underscores the company's fundamental strength. Fiscal 2024 GAAP earnings grew by 15.64%, with Q4 earnings up 19.36%, highlighting profitability across Mobile, Industrial, and Life-Sciences segments. Read the full article on Seeking Alpha
Neues Narrativ • Aug 29
Tactical Investments And R&D Propel Growth In Life Sciences And Enhance Shareholder Returns
Strategic investments and focus on hollow fiber membrane technology in the Life Sciences segment indicate potential for revenue and market share growth.Stabilität und Wachstum des Zahlungsverkehrs
Rufe Dividendendaten ab
Stabile Dividende: DCIDie Dividende je Aktie war in den letzten 10 Jahren stabil.
Wachsende Dividende: DCIDie Dividendenzahlungen des Unternehmens sind in den letzten 10 Jahren gestiegen.
Dividendenrendite im Vergleich zum Markt
| Donaldson Company Dividendenrendite im Vergleich zum Markt |
|---|
| Segment | Dividendenrendite |
|---|---|
| Unternehmen (DCI) | 1.4% |
| Untere 25 % des Marktes (US) | 1.4% |
| Markt Top 25 % (US) | 4.2% |
| Branchendurchschnitt (Machinery) | 1.1% |
| Analystenprognose (DCI) (bis zu 3 Jahre) | 1.6% |
Bemerkenswerte Dividende: DCIDie Dividende des Unternehmens (1.43%) ist höher als die der untersten 25% der Dividendenzahler auf dem US Markt (1.42%).
Hohe Dividende: DCIDie Dividende des Unternehmens (1.43%) ist im Vergleich zu den besten 25% der Dividendenzahler auf dem Markt US (4.25%) niedrig.
Gewinnausschüttung an die Aktionäre
Abdeckung der Erträge: Mit einer relativ niedrigen Ausschüttungsquote (37%) sind die Dividendenzahlungen von DCI gut durch die Erträge gedeckt.
Barausschüttung an die Aktionäre
Cashflow-Deckung: Mit einer relativ niedrigen Ausschüttungsquote (39.7%) sind die Dividendenzahlungen von DCI durch den Cashflow gut gedeckt.
Entdecken Sie dividendenstarke Unternehmen
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/22 07:24 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/01/31 |
| Jährliche Einnahmen | 2025/07/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
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Analysten-Quellen
Donaldson Company, Inc. wird von 20 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Robert Mason | Baird |
| Quinn Fredrickson | Baird |
| Charles Brady | BMO Capital Markets Equity Research |