13F Pro Quality Score

60.6/100

Rank #843 of 2,960 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

38.4/100

Profitability

70.1/100

Balance Sheet

92.2/100

Earnings Quality

38.7/100

Free Cash Flow

56.3/100

Institutional Flow

74.0/100

Revenue Scale

73.9/100

Dilution Risk

68.8/100
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DCI Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI 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.

Fun facts about DONALDSON Co INC

Quirks, history, and lore behind DCI — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. industrial manufacturer · mid-cap · listed on the NYSE · headquartered in Minnesota.
  • 2
    The Numbers
    Annual revenue of roughly $3 billion, with operations in over 40 countries — a quietly global company most people have never heard of.
  • 3
    The History
    Founded in 1915, it got its start making filtration equipment for the early automotive industry, and never really left that lane.
  • 4
    The Secret
    Its products are the unglamorous heroes inside engines, turbines, and industrial equipment — removing the dust, dirt, and contaminants that would otherwise kill a machine.
  • 5
    The Lore
    It holds thousands of patents in filtration technology and counts aerospace, defense, and agriculture among its customers — your tractor and an F-16 may share its DNA.
  • 6
    The Giveaway
    Its ticker is DCI, its founder shares a last name with a certain fast-food clown's corporate parent, and it has filtered the world's engines for over 100 years.
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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

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+2.9% YoY
$3.69BFY 2025
FY22 $3.31BFY23 $3.43BFY24 $3.59BFY25 $3.69B

Net Income

-11.4% YoY
$367.0MFY 2025
FY22 $332.8MFY23 $358.8MFY24 $414.0MFY25 $367.0M

Operating Income

-9.0% YoY
$495.4MFY 2025
FY22 $443.5MFY23 $480.2MFY24 $544.1MFY25 $495.4M

EPS (Diluted)

-9.8% YoY
$3.05FY 2025
FY22 $2.66FY23 $2.90FY24 $3.38FY25 $3.05

Total Assets

+2.2% YoY
$2.98BFY 2025
FY22 $2.60BFY23 $2.77BFY24 $2.91BFY25 $2.98B

Total Debt

+25.3% YoY
$637.1MFY 2025
FY22 $644.3MFY23 $621.6MFY24 $508.4MFY25 $637.1M

Op. Cash Flow

-15.0% YoY
$418.8MFY 2025
FY22 $252.8MFY23 $544.5MFY24 $492.5MFY25 $418.8M

Free Cash Flow

-16.5% YoY
$339.9MFY 2025
FY22 $167.3MFY23 $426.0MFY24 $406.9MFY25 $339.9M

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Available Research

13F Pro tracks comprehensive data for DONALDSON Co INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of DCI

Companies Similar to DCI

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

LECO

LINCOLN ELECTRIC HOLDINGS INC

65
AI score
Very similar · 19 shared holders
EXPD

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

63
AI score
Very similar · 16 shared holders
SNA

Snap-on Inc

64
AI score
Very similar · 14 shared holders
ITW

ILLINOIS TOOL WORKS INC

65
AI score
Very similar · 19 shared holders
MAS

MASCO CORP /DE/

59
AI score
Very similar · 16 shared holders

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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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.