Donaldson Company, Inc.

NYSE:DCI 주식 리포트

시가총액: US$10.3b

Donaldson Company 배당 및 자사주 매입

배당 기준 점검 5/6

Donaldson Company 수익으로 충분히 충당되는 현재 수익률 1.46% 보유한 배당금 지급 회사입니다.

핵심 정보

1.5%

배당 수익률

0.6%

자사주 매입 수익률

총 주주 수익률2.0%
미래 배당 수익률1.6%
배당 성장률5.6%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향32%

최근 배당 및 자사주 매입 업데이트

Recent updates

Seeking Alpha • Aug 26

Donaldson Company: Continued Execution Can Validate Valuation

Summary Donaldson Company is rated a 'hold' as shares trade at 23x earnings, reflecting full valuation and improved operating momentum. Fiscal Q4 saw EPS up 12% and revenue up 9%, with margin expansion and customer inventory headwinds largely resolved. The Facet acquisition offers growth in power and aerospace but is currently dilutive; accretion depends on synergy execution by H2 2027. The balance sheet remains healthy with leverage at 1.4x; deleveraging is prioritized, with buybacks likely to resume as leverage approaches 1.0x. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 19

DCI: Q3 Beat, Narrowed Guidance And Capital Returns Will Shape Balanced Outlook

Analysts have modestly raised their fair value estimate for Donaldson Company from $96.80 to $98.80. They point to the recent adjustment in Street price targets, including a move to $91 from $96 following the fiscal Q3 update and narrowed organic guidance, as key context for this change.
내러티브 업데이트 • Jul 24

DCI: Repurchase Completion And Dividend Increase Will Support Future Upside Potential

Analysts now see Donaldson Company’s fair value edging up by $3 to $123, supported by updated assumptions for revenue growth, profit margin, and future P/E following recent price target revisions after the fiscal Q3 results and narrowed organic guidance. What's in the News for Donaldson Company Donaldson Company issued earnings guidance for the fourth quarter of fiscal 2026, with expected sales between $25 million and $30 million.
내러티브 업데이트 • Jul 10

DCI: Strong Outlook And Higher Margin Assumptions Will Likely Outrun Future Returns

Analysts have nudged their fair value estimate for Donaldson Company to $79, reflecting updated assumptions on growth, profitability, and P/E expectations following recent price target revisions around the $91 level after the fiscal Q3 update. What’s in the News for Donaldson Company Donaldson reported Q1 financial results that were ahead of analyst expectations, with year-over-year revenue growth and support from solid sector performance in gas and liquid handling (source: recent earnings coverage).
내러티브 업데이트 • Jun 26

DCI: Q3 Beat And Narrowed Guidance Will Shape Balanced Future Returns

Analysts have trimmed their 12 month price target on Donaldson Company by $5 to $91 from $96, citing updated estimates after a fiscal Q3 beat and narrower organic guidance. Analyst Commentary Recent commentary around Donaldson Company focuses on how the latest fiscal Q3 results and updated organic growth guidance feed into valuation expectations over the next year.
내러티브 업데이트 • Jun 04

DCI: Margin Expansion And Facet Deal Will Support Future Share Returns

Analysts have reduced their consolidated price target for Donaldson Company to about $91. This change reflects updated views on revenue growth assumptions, profit margin expectations, and future P/E levels following recent estimate revisions.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
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 Alpha
Seeking 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 Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: DCI 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.

배당금 증가: DCI 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

Donaldson Company 배당 수익률 vs 시장
DCI의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (DCI)1.5%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.1%
업계 평균 (Machinery)1.3%
분석가 예측 (DCI) (최대 3년)1.6%

주목할만한 배당금: DCI 의 배당금( 1.46% )은 US 시장에서 배당금 지급자의 하위 25%( 1.37% )보다 높습니다.

고배당: DCI 의 배당금( 1.46% )은 US 시장에서 배당금 지급자의 상위 25%( 4.11% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 31.6% )로 DCI 의 배당금 지급은 수익으로 충분히 충당됩니다.

주주 현금 배당

현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 34.8% )로 DCI 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 09:12
종가2026/09/14 00:00
수익2026/07/31
연간 수익2026/07/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Donaldson Company, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Quinn FredricksonBaird
Charles BradyBMO Capital Markets Equity Research
Andrew ObinBofA Global Research