Donaldson Posts Record Q4 Sales of $1.06 Billion and $1.10 Diluted EPS

Donaldson Company (DCI) reported fiscal fourth-quarter 2026 net sales of $1.0588 billion, up 8.0% from a year earlier, and GAAP net earnings of $129.3 million, up from $114.3 million. Diluted GAAP EPS was $1.10, compared with $0.97 in the prior-year quarter.

For fiscal 2026, Donaldson reported sales of $3.8856 billion and GAAP net earnings of $453.8 million. The company forecast fiscal 2027 sales growth of 5.5% to 9.5% and EPS of $4.22 to $4.38.

• Fourth-quarter basic EPS was $1.11, up from $0.98 a year earlier.
• Fourth-quarter gross margin increased 180 basis points to 36.3%.
• Facet Filtration contributed approximately $30 million in fourth-quarter sales.
• Fiscal 2026 diluted GAAP EPS was $3.85, up 26.2% year over year.
• The company paid $141.2 million in dividends and repurchased $108.5 million of shares during fiscal 2026.

$DCI Insider Trading Activity

$DCI insiders have traded $DCI stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $DCI stock by insiders over the last 6 months:

• JAMES OWENS has made 0 purchases and 4 sales selling 19,800 shares for an estimated $1,765,183.
• GUILLERMO BRISENO (President) has made 0 purchases and 2 sales selling 20,600 shares for an estimated $1,750,382.

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$DCI Hedge Fund Activity

We have seen 291 institutional investors add shares of $DCI stock to their portfolio, and 311 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 1,672,908 shares (-98.0%) from their portfolio in Q2 2026, for an estimated $150,176,951
• MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 973,531 shares (+147.0%) to their portfolio in Q2 2026, for an estimated $87,393,877
• JPMORGAN CHASE & CO added 865,465 shares (+inf%) to their portfolio in Q2 2026, for an estimated $77,692,793
• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 821,884 shares (+inf%) to their portfolio in Q2 2026, for an estimated $73,780,526
• BLACKROCK, INC. added 724,694 shares (+6.5%) to their portfolio in Q2 2026, for an estimated $65,055,780
• BOSTON PARTNERS added 671,952 shares (+inf%) to their portfolio in Q2 2026, for an estimated $60,321,131
• DEPRINCE RACE & ZOLLO INC added 530,933 shares (+inf%) to their portfolio in Q2 2026, for an estimated $47,661,855

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.