Stock Fundamentals

Company Information

Company Name
Donaldson Company Inc
Sector
Industrials
Industry
Specialty Industrial Machinery
Exchange
NYSE
ISIN: US2576511099
CIK: 0000029644
CUSIP: 257651109
Currency: USD
Full Time Employees: 15,000
Phone: 952 887 3131
Fiscal Year End: July
IPO Date: Jan 01, 1987
Description:

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company operates through Mobile Solutions, Industrial Solutions, and Life Sciences segments. The Mobile Solutions segment provides replacement filters for air and liquid filtration applications, such as air filtration systems, fuel, lube and hydraulic systems, emissions systems and sensors, indicators, and monitoring systems. This segment sells its products to original equipment manufacturers (OEMs) in the construction, mining, agriculture, and transportation markets; and to independent distributors, and OEM dealer networks. The Industrial Solutions segment offers dust, fume, and mist collectors; compressed air and industrial gasses purification systems; air inlet systems and filtration for power generation; ancillary components; replacement parts; performance monitoring and service; and hydraulic and lubricated rotating equipment applications, as well as gas and liquid filtration for industrial processes and connected services. It also sells aerospace and defense products comprising of air, fuel, lubrication and hydraulic filtration for fixed-wing and rotorcraft aerospace applications and ground defense vehicle and naval platforms. This segment sells its products to various distributors, OEMs, and end-users. The Life Sciences segment provides micro-environment gas and liquid filtration for food, beverage, and industrial processes; bioprocessing equipment that includes bioreactors and fermenters; and bioprocessing consumables, such as chromatography devices, reagents and filters, and polytetrafluoroethylene membrane-based products, as well as specialized air and gas filtration systems for applications, including hard disk drives, semi-conductor manufacturing and sensors, battery systems, and powertrain components to OEMs and various end-users. The company was founded in 1915 and is headquartered in Bloomington, Minnesota.

Address:

1400 West 94th Street, Bloomington, MN, United States, 55431

Directors & Officers

Name Title Year Born
Mr. Tod E. Carpenter Executive Chairman 1959
Mr. Richard B. Lewis President, CEO, COO & Director 1972
Mr. Bradley J. Pogalz Chief Financial Officer 1976
Ms. Amy C. Becker Chief Legal Officer & Corporate Secretary 1965
Mr. David W. Mulder Chief Technology Officer NA
Ms. Sarika Dhadwal Director of Investor Relations NA
Mr. David E. Wood Vice President of Corporate Development NA
Ms. Darcy D. Devincke Chief Human Resources Officer 1967
Mr. Guillermo Briseño President of Industrial Solutions 1968
Mr. Bart C. Driesen President of Mobile Solutions Aftermarket NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 14, 2026 James Owens N/A Sale 13.75K $89.21 $1.23M
Apr 13, 2026 James Owens N/A Sale 5.92K $89.02 $527.09K
Apr 10, 2026 James Owens N/A Sale 126.00 $88.82 $11.19K
Feb 18, 2026 Michael T. McCaul N/A Sale N/A $107.96 N/A
Dec 09, 2025 Bradley J Pogalz N/A Sale 566.00 $91.57 $51.83K
Dec 05, 2025 Ajita G Rajendra N/A Sale 19.80K $92.04 $1.82M
Sep 03, 2025 Guillermo Briseno N/A Sale 13.50K $79.03 $1.07M
Aug 28, 2025 Amy C Becker N/A Sale 18.50K $81.71 $1.51M
Aug 28, 2025 Trudy A Rautio N/A Sale 31.90K $79.96 $2.55M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 11.81M Dec 31, 2025 10.19% $0.02 -1.91%
BlackRock Inc 11.22M Mar 31, 2026 9.68% $0.02 2.75%
State Farm Mutual Automobile Ins Co 9.14M Mar 31, 2026 7.89% $0.61 0.00%
Vanguard Portfolio Management, LLC 6.52M Mar 31, 2026 5.62% $0.03 0.00%
Vanguard Capital Management, LLC 5.18M Mar 31, 2026 4.47% $0.01 0.00%
State Street Corp 4.77M Mar 31, 2026 4.11% $0.01 -1.83%
FMR Inc 3.83M Mar 31, 2026 3.30% $0.02 -3.31%
Geode Capital Management, LLC 3.33M Mar 31, 2026 2.87% $0.02 17.06%
Kayne Anderson Rudnick Investment Management LLC 2.92M Mar 31, 2026 2.52% $0.73 -3.05%
Morgan Stanley - Brokerage Accounts 2.41M Mar 31, 2026 2.08% $0.01 -5.22%
Amvescap Plc. 2.29M Mar 31, 2026 1.98% $0.03 69.14%
Fuller & Thaler Asset Management Inc 2.11M Mar 31, 2026 1.82% $0.60 -49.95%
Dimensional Fund Advisors, Inc. 1.99M Mar 31, 2026 1.72% $0.04 -1.06%
BTIM Corp 1.90M Mar 31, 2026 1.64% $1.33 -20.57%
Pictet Asset Manangement SA 1.80M Mar 31, 2026 1.55% $0.16 10,438.06%
American Century Companies Inc 1.65M Mar 31, 2026 1.43% $0.07 11.83%
William Blair Investment Management, LLC 1.62M Mar 31, 2026 1.39% $0.45 -5.42%
Fiduciary Management, Inc. of Milwaukee 1.43M Mar 31, 2026 1.23% $1.50 -38.52%
NORGES BANK 1.36M Dec 31, 2025 1.17% $0.01 36.72%
Bank of New York Mellon Corp 1.22M Mar 31, 2026 1.05% $0.02 0.78%

Shares Statistics

Shares Outstanding: 115.91M
Shares Float: 115.10M
% Insiders: 57.10%
% Institutions: 9,085.40%
Short % Float: 3.65%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 3.91M 3.38% ▲ 0.02% May 29, 2026
2 Vanguard Total Stock Mkt Idx Inv 3.69M 3.18% ▲ 0.23% Apr 30, 2026
3 Vanguard Small Cap Index 2.67M 2.30% ▼ 0.21% Apr 30, 2026
4 FullerThaler Beh Small-Cap Equity SMA 2.01M 1.73% ▲ 29.58% Dec 31, 2025
5 FullerThaler Behavioral Sm-Cp Eq R6 2.01M 1.73% ▲ 0.00% Apr 30, 2026
6 FullerThaler Behavioral Small-Cap Equity 2.01M 1.73% ▲ 29.58% Dec 31, 2025
7 Vanguard Small Cap Value Index Inv 1.71M 1.48% ▲ 0.70% Apr 30, 2026
8 Pictet-Water I EUR 1.46M 1.26% ▲ 75.98% Feb 28, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 1.30M 1.12% ▲ 1.04% Apr 30, 2026
10 State Street® SPDR® S&P® Dividend ETF 1.15M 0.99% ▲ 0.00% May 31, 2026

Valuation Metrics

Enterprise Value: $10.42B
Trailing P/E: 23.29
Forward P/E: 19.88

Financial Highlights

Market Cap: $10.01B
EBITDA: $682.90M
P/E Ratio: $23.29
PEG Ratio: $1.65
Book Value: $14.63
Dividend/Share: $1.25
Dividend Yield: 1.46%
Earnings/Share: $3.71
Profit Margin: 11.53%
Operating Margin: 16.33%
ROA (TTM): 12.03%
ROE (TTM): 27.78%
Revenue (TTM): $3.81B
Revenue/Share (TTM): $32.82
Earnings Growth (YOY): 108.30%
Revenue Growth (YOY): 5.80%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-07-31 1.93x 0.48x 0.51x 23.03x 1.12x
2024-07-31 1.84x 0.37x 0.49x 25.43x 0.85x
2023-07-31 1.70x 0.51x 0.52x 25.01x 1.16x
2022-07-31 2.23x 0.59x 0.56x 29.77x 1.21x
2021-07-31 2.05x 0.46x 0.53x 29.59x 1.08x
2020-07-31 2.70x 0.66x 0.56x 19.55x 1.48x
2019-07-31 2.32x 0.71x 0.58x 19.51x 1.34x
2018-07-31 2.40x 0.63x 0.57x 17.84x 1.19x
2017-07-31 2.38x 0.72x 0.57x 16.85x 1.47x
2016-07-31 1.86x 0.74x 0.57x 13.25x 1.61x
2015-07-31 1.84x 0.74x 0.57x 18.97x 1.53x
2014-07-31 2.01x 0.43x 0.48x 34.88x 0.98x
2013-07-31 2.22x 0.19x 0.38x 31.47x 0.50x
2012-07-31 2.18x 0.33x 0.47x 31.60x 0.68x
2011-07-31 2.15x 0.29x 0.46x 25.17x 0.69x
2010-07-31 2.21x 0.42x 0.50x 19.90x 1.03x
2009-07-31 2.26x 0.42x 0.48x 9.99x 1.22x
2008-07-31 1.65x 0.43x 0.52x 0.01x 1.09x
2007-07-31 1.47x 0.46x 0.53x 0.01x 1.10x
2006-07-31 1.56x 0.33x 0.51x 19.52x 0.78x
2005-07-31 1.75x 0.41x 0.53x 16.62x 1.10x
2004-07-31 2.02x 0.23x 0.45x 28.58x 0.68x
2003-07-31 2.12x 0.27x 0.49x 22.37x 0.91x
2002-07-31 1.67x 0.43x 0.55x N/A 1.06x
2001-07-31 1.87x 0.50x 0.55x N/A 1.05x
2000-07-31 1.59x 0.64x 0.58x N/A 1.27x
1999-07-31 2.06x 0.08x 0.50x N/A 0.18x
1998-07-31 1.72x 0.18x 0.49x N/A 0.41x
1997-07-31 1.52x 0.18x 0.46x N/A 0.41x
1996-07-31 1.81x 0.06x 0.43x N/A 0.13x
1995-07-31 2.00x 0.09x 0.42x N/A 0.24x
1994-07-31 1.90x 0.09x 0.44x N/A 0.25x
1993-07-31 2.09x 0.04x 0.42x N/A 0.13x
1992-07-31 2.08x 0.07x 0.44x N/A 0.21x
1991-07-31 2.19x 0.05x 0.45x N/A 0.12x
1990-07-31 2.11x 0.09x 0.48x N/A 0.21x
1989-07-31 2.26x 0.08x 0.48x N/A 0.18x
1988-07-31 2.35x 0.04x 0.50x N/A 0.09x
1987-07-31 2.88x 0.04x 0.45x N/A 0.13x
1986-07-31 2.49x 0.04x 0.41x N/A 0.12x

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