Donaldson (NYSE:DCI) Updates FY25 Earnings Guidance

Donaldson (NYSE:DCI) issued an update on its FY25 earnings guidance on Tuesday morning. The company provided earnings per share guidance of $3.56-3.72 for the period, compared to the consensus earnings per share estimate of $3.62. The company issued revenue guidance of +2-6% yr/yr to ~$3.66-3.80 billion, compared to the consensus revenue estimate of $3.72 billion. Donaldson also updated its FY 2025 guidance to 3.560-3.720 EPS.

Donaldson Trading Down 7.0 %

DCI opened at $72.61 on Wednesday. Donaldson has a twelve month low of $60.78 and a twelve month high of $78.95. The company has a quick ratio of 1.23, a current ratio of 1.84 and a debt-to-equity ratio of 0.32. The company has a fifty day moving average of $75.13 and a 200-day moving average of $73.44. The stock has a market cap of $8.70 billion, a PE ratio of 21.48, a price-to-earnings-growth ratio of 2.05 and a beta of 1.04.

Donaldson (NYSE:DCI) last posted its quarterly earnings results on Tuesday, December 3rd. The industrial products company reported $0.83 EPS for the quarter, topping analysts’ consensus estimates of $0.82 by $0.01. The business had revenue of $900.10 million during the quarter, compared to analysts’ expectations of $888.88 million. Donaldson had a net margin of 11.54% and a return on equity of 29.47%. The business’s quarterly revenue was up 6.4% on a year-over-year basis. During the same period last year, the company posted $0.75 earnings per share. On average, sell-side analysts predict that Donaldson will post 3.63 EPS for the current year.

Donaldson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, December 23rd. Shareholders of record on Monday, December 9th will be issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 1.49%. The ex-dividend date is Monday, December 9th. Donaldson’s payout ratio is 31.95%.

Wall Street Analysts Forecast Growth

DCI has been the subject of a number of research reports. Stifel Nicolaus reduced their price target on shares of Donaldson from $76.00 to $71.00 and set a “hold” rating for the company in a report on Thursday, August 29th. StockNews.com raised shares of Donaldson from a “buy” rating to a “strong-buy” rating in a research note on Saturday, September 28th. One analyst has rated the stock with a sell rating, two have given a hold rating, one has issued a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat.com, Donaldson currently has an average rating of “Hold” and an average price target of $69.67.

Insider Activity at Donaldson

In other Donaldson news, CFO Scott J. Robinson sold 83,600 shares of Donaldson stock in a transaction dated Friday, September 27th. The shares were sold at an average price of $74.04, for a total value of $6,189,744.00. Following the sale, the chief financial officer now owns 37,702 shares of the company’s stock, valued at approximately $2,791,456.08. The trade was a 68.92 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, President Thomas R. Scalf sold 2,500 shares of Donaldson stock in a transaction dated Wednesday, October 9th. The stock was sold at an average price of $73.16, for a total transaction of $182,900.00. Following the completion of the sale, the president now directly owns 28,334 shares in the company, valued at approximately $2,072,915.44. This represents a 8.11 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 167,805 shares of company stock valued at $12,310,222 over the last ninety days. Corporate insiders own 2.70% of the company’s stock.

Donaldson Company Profile

Donaldson Company, Inc manufactures and sells filtration systems and replacement parts worldwide. The company operates through three segments: Mobile Solutions, Industrial Solutions, and Life Sciences. Its Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems; liquid filtration systems for fuel, lube, and hydraulic applications; exhaust and emissions systems and sensors; indicators; and monitoring systems.