Morgan Stanley has upgraded Donaldson Company Inc (DCI) from Underweight to Equal-Weight as of November 23, 2025. This change reflects a more optimistic outlook on the company's prospects within the machinery industry.
Headquartered in Minneapolis, Minnesota, Donaldson Company engages in the manufacture of filtration systems and replacement parts. The firm operates through three segments: Mobile Solutions, Industrial Solutions, and Life Sciences. The Mobile Solutions segment includes off-road, on-road, and aftermarket business units, while Industrial Solutions focuses on product types such as industrial air filtration and aerospace products. The Life Sciences segment serves markets including bioprocessing and medical devices.
As of the latest financial snapshot, Donaldson has a market capitalization of $9.9 billion and a price-to-earnings ratio of 26.93, with earnings per share reported at 3.05. The company's dividend yield stands at 140.7%. Upcoming earnings are anticipated on June 1, 2026, with an estimated EPS of $1.06 and revenue of $982.6 million.
Analyst consensus indicates a Hold rating, with one Strong Buy, eight Holds, five Sells, and one Strong Sell among 15 analysts. Recent ratings adjustments include Stifel maintaining a Hold rating and Morgan Stanley's recent upgrade, reflecting evolving perspectives on the company's performance and strategic direction.
This update provides insight into the changing analyst sentiment towards Donaldson Company Inc, highlighting its potential for improved fundamentals and business performance.