DONALDSON Co INC(DCI)Stock Analysis
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Rank #843 of 2,960 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DCI Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for DONALDSON Co INC (DCI), a Industrials sector company. 13F Pro's AI-powered ranking engine scores DCI at 60.6/100 on a 32-signal composite quality model, placing it at rank #843 of 2,960 stocks — the top half of the AI-ranked universe. DCI scores in the top quartile across balance sheet strength (92.2). Areas of concern include revenue growth (38.4) and earnings quality (38.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), DONALDSON Co INC reports quarterly revenue of $995.1M, net income of $118.1M, an operating margin of 15.6%. Top institutional holders of DCI by reported 13-F value include BlackRock, STATE FARM MUTUAL AUTOMOBILE INSURANCE, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. DCI trades on the NYSE exchange and files with the SEC under CIK 29644. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DCI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DONALDSON Co INC directly from SEC EDGAR. DONALDSON Co INC's 13F Pro composite quality score has ranged between 55 and 68 since 2021, currently 60.6 — a stable long-term trajectory across 52 quarterly and live scoring snapshots.
Revenue
Q1 2026
$995.1M
Net Income
Q1 2026
$118.1M
Free Cash Flow
Q1 2026
$112.1M
Operating Margin
Q1 2026
15.6%
ROIC
Q1 2026
27.0%
D/E Ratio
Q1 2026
0.36
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+2.9% YoYNet Income
-11.4% YoYOperating Income
-9.0% YoYEPS (Diluted)
-9.8% YoYTotal Assets
+2.2% YoYTotal Debt
+25.3% YoYOp. Cash Flow
-15.0% YoYFree Cash Flow
-16.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $3.69B +2.9% | $3.59B +4.5% | $3.43B +3.8% | $3.31B +15.9% | $2.85B +10.5% | $2.58B |
| Net Income | $367.0M -11.4% | $414.0M +15.4% | $358.8M +7.8% | $332.8M +16.0% | $286.9M +11.6% | $257.0M |
| Operating Income | $495.4M -9.0% | $544.1M +13.3% | $480.2M +8.3% | $443.5M +15.3% | $384.7M +13.1% | $340.1M |
| EPS (Diluted) | $3.05 -9.8% | $3.38 +16.6% | $2.90 +9.0% | $2.66 +18.7% | $2.24 +12.0% | $2.00 |
| Total Assets | $2.98B +2.2% | $2.91B +5.2% | $2.77B +6.5% | $2.60B +8.3% | $2.40B +6.9% | $2.24B |
| Total Debt | $637.1M +25.3% | $508.4M -18.2% | $621.6M -3.5% | $644.3M +39.8% | $461.0M -27.3% | $634.5M |
| Operating Cash Flow | $418.8M -15.0% | $492.5M -9.6% | $544.5M +115.4% | $252.8M -37.1% | $401.9M +3.9% | $387.0M |
| Free Cash Flow | $339.9M -16.5% | $406.9M -4.5% | $426.0M +154.6% | $167.3M -51.2% | $342.9M +30.6% | $262.6M |
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Available Research
13F Pro tracks comprehensive data for DONALDSON Co INC including:
Top Institutional Holders of DCI
BlackRock, Inc.
$1.1B11,941,762 shSTATE FARM MUTUAL AUTOMOBILE INSURANCE CO
$820.7M9,142,617 shVANGUARD PORTFOLIO MANAGEMENT LLC
$585.6M6,523,217 shVANGUARD CAPITAL MANAGEMENT LLC
$471.3M5,249,585 shSTATE STREET CORP
$451.6M5,031,135 shFMR LLC
$353.0M3,932,243 shGEODE CAPITAL MANAGEMENT, LLC
$280.2M3,120,304 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$249.8M2,782,815 shMORGAN STANLEY
$224.9M2,505,649 shPictet Asset Management Holding SA
$207.0M2,305,723 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.1B | 11,941,762 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $820.7M | 9,142,617 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $585.6M | 6,523,217 |
| VANGUARD CAPITAL MANAGEMENT LLC | $471.3M | 5,249,585 |
| STATE STREET CORP | $451.6M | 5,031,135 |
| FMR LLC | $353.0M | 3,932,243 |
| GEODE CAPITAL MANAGEMENT, LLC | $280.2M | 3,120,304 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $249.8M | 2,782,815 |
| MORGAN STANLEY | $224.9M | 2,505,649 |
| Pictet Asset Management Holding SA | $207.0M | 2,305,723 |
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Popular Research
Is DCI a good stock to buy?
13F Pro's AI-powered analysis of DONALDSON Co INC (DCI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DCI are available on the DCI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DCI is classified as a large company.
Which hedge funds own DCI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DCI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DONALDSON Co INC's investment landscape.