DCI

Donaldson Company, Inc.
NYSEUSDEQUITY Industrials DELAYED
Last price
90.11
▲ 0.92 (1.03%)
MARKET · —

Price

1D — H — L — Range — Vol —
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
89.63
Prev close
89.19
Day high
90.54
Day low
89.52
Volume
495.59K
Market cap
$10.44B
P/E (TTM)
23.16
52W range
79.42 – 112.84

Day trading desk

Current session · delayed
Gap from prior close
+0.49%
Prior close 89.19
VWAP
90.02
+0.10% from price
Relative volume
1.76×
Unusually busy
Session range
1.16%
89.50 – 90.54
Position in range
59%
Mid range
ATR (14D)
1.54
1.71% of price
Prior day high
90.57
PDH
Prior day low
88.06
PDL
Bid / ask spread
—
Quote not published
Session volume
1.19M
Avg 673.60K

VWAP and the session figures are computed from the delayed intraday series on this page, so they lag the live tape and will not match a broker's real-time VWAP exactly. Turn on Prior day H/L/C, Opening range and Volume profile in the chart's Studies menu to see these levels drawn on price.

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
+3.21% +1.3%
1M
-1.01% -2.2%
3M
+2.77% -1.7%
6M
+5.35% -12.8%
YTD
+1.64% -12.6%
1Y
+9.08% -7.3%
3Y
+51.09% -31.2%
5Y
— —

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Unusual options activity

Account required
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
Free account required

Contracts trading at or above their open interest, ranked by notional and where the print landed.

Free account

5 more panels on DCI open with an account.

Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.

Insider net activity

6m · Form 4 rollup
Net shares
+60.46K
Net buying
Buy transactions
16
115.26K shares
Sell transactions
3
54.80K shares
Net transactions
+19
Buys less sells
Sell : buy shares
0.5 : 1
Mixed
Insider-held shares
696.62K
Total on file
Bought 115.26KSold 54.80K

Insider transactions

Account required
DateInsiderAction SharesValueHeld
Oct 2, 26
SMILEY JACINTH C
Director
STOCK 268 $23.76K Direct
Oct 2, 26
HILGER CHRISTOPHER M
Director
STOCK 402 $35.64K Direct
Oct 2, 26
OWENS JAMES J
Director
STOCK 268 $23.76K Direct
Oct 2, 26
RAUTIO TRUDY A
Director
STOCK 336 $29.79K Direct
Sep 24, 26
BECKER AMY C.
Officer
STOCK 5.98K $0 Direct
Sep 24, 26
LEWIS RICHARD BRENT
President
STOCK 6.34K $0 Direct
Sep 24, 26
DRIESEN BART C
President
STOCK 4.46K $0 Direct
Sep 24, 26
CARPENTER TOD E
Chief Executive Officer
STOCK 38.13K $0 Direct
Sep 4, 26
CARPENTER TOD E
Chief Executive Officer
SELL 31.97K $2.91M Direct
Sep 4, 26
CARPENTER TOD E
Chief Executive Officer
CONVERSION 31.97K $1.37M Direct
Aug 31, 26
CARPENTER TOD E
Chief Executive Officer
SELL 3.03K $275.91K Direct
Aug 31, 26
CARPENTER TOD E
Chief Executive Officer
CONVERSION 3.03K $129.53K Direct
Aug 27, 26
POGALZ BRADLEY J.
Chief Financial Officer
CONVERSION 3.00K $128.16K Direct
Jul 2, 26
SMILEY JACINTH C
Director
STOCK 267 $23.79K Direct
What this is, and what it is not

These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.

A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.

This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.

Free account required

Officer and director trades in their own stock, straight from Form 4 filings.

Insider holders

10 reporting
NameRelationShares heldLatest
BECKER AMY C.
Officer 60.84K Stock Award(Grant)
BRISENO DEIBERT GUILLERMO
President 29.27K Sale
CARPENTER TOD E
Chief Executive Officer 341.35K Stock Award(Grant)
DAHLGREN ANDREW C
President 19.96K Sale
LEWIS RICHARD BRENT
President 53.77K Stock Award(Grant)
OBERTON WILLARD D
Director 29.83K Stock Award(Grant)
OWENS JAMES J
Director 23.26K Stock Award(Grant)
RAJENDRA AJITA G
Director 45.00K Stock Award(Grant)
RAUTIO TRUDY A
Director 28.54K Stock Award(Grant)
SCALF THOMAS R.
President 85.27K Sale

Fundamentals

TTM · reported
Market cap$10.44B
Enterprise value$11.58B
Revenue (TTM)$3.89B
Gross profit$1.36B
EBITDA$713.60M
Net income$453.80M
EPS (TTM)$3.89
Free cash flow$321.85M
Total cash$250.40M
Total debt$1.38B
Book value / share$15.21
Shares outstanding115.91M
Float115.09M
Short % of float3.07%
Dividend yield1.39%
Beta (5Y)0.87

Valuation & profitability ratios

Account required
Trailing P/E23.16
Forward P/E18.56
PEG ratio1.64
Price / sales—
Price / book5.92
EV / revenue2.98
EV / EBITDA16.22
Gross margin35.09%
Operating margin17.04%
Profit margin11.68%
Return on equity28.21%
Return on assets10.91%
Debt / equity78.37
Current ratio2.08
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

As reported · 4 years · 6 quarters
Blank means not reported, not zero
Line item2025202420232022YoY
Total revenue $3.69B$3.59B$3.43B$3.31B +2.9%
Operating revenue $3.69B$3.59B$3.43B$3.31B +2.9%
Cost of revenue $2.40B$2.31B$2.27B$2.24B +4.0%
Gross profit $1.29B$1.27B$1.16B$1.07B +0.9%
Research & development $87.80M$93.60M$78.10M$69.10M -6.2%
Selling, general & admin $641.00M$636.70M$602.30M$554.80M +0.7%
Total operating expense $728.80M$730.30M$680.40M$623.90M -0.2%
Operating income $557.40M$544.10M$480.20M$443.50M +2.4%
Net interest income -$24.20M-$21.40M-$19.20M-$14.90M -13.1%
Pre-tax income $492.20M$535.30M$468.70M$438.40M -8.1%
Tax provision $125.20M$121.30M$109.90M$105.60M +3.2%
Net income $367.00M$414.00M$358.80M$332.80M -11.4%
Net income to common $367.00M$414.00M$358.80M$332.80M -11.4%
Basic EPS 3.093.432.952.69 -9.9%
Diluted EPS 3.053.382.902.66 -9.8%
EBIT $516.40M$556.70M$487.90M$453.30M -7.2%
EBITDA $615.90M$655.10M$580.20M$547.10M -6.0%
Basic shares 118.70M120.70M121.80M123.70M -1.7%
Diluted shares 120.40M122.60M123.60M125.20M -1.8%

Options analytics

Account required
Put / call volume
0.31
Call-heavy session
Put / call open interest
—
Positioning, not flow
Max pain
80.00
-11.2% from spot
ATM implied vol
0.0%
Nearest strike to spot
Skew (10% OTM)
0.0%
Calls bid over puts
Call volume
61
Contracts, this expiry
Put volume
19
Contracts, this expiry
Heaviest call OI
85.00
0 contracts
Heaviest put OI
80.00
0 contracts

Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.

Free account required

Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.

Earnings

History & consensus estimates
Reported vs expected · EPS
QuarterEst.ActualSurprise
Jul 2026 1.131.15 +2.1%
Apr 2026 1.051.06 +1.2%
Jan 2026 0.890.83 -6.6%
Oct 2025 0.920.94 +1.8%
Forward consensus
PeriodEPSAnalystsRevenueGrowth
Current quarter 0.97 6 $1.02B +8.6%
Next quarter 0.90 6 $978.99M +9.2%
Current year 4.33 8 $4.19B +7.9%
Next year 4.86 8 $4.40B +4.9%

Analyst targets & ownership

Account required
Mean target$100.40
High target$123.00
Low target$79.00
Implied upside11.42%
Analyst count5
ConsensusHOLD
Strong buy / Buy0 / 2
Hold5
Sell / Strong sell0 / 1
Held by insiders0.60%
Held by institutions92.73%
Institutions holding810
Free account required

Price targets, consensus spread, insider and institutional ownership.

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
87.83
+2.60% from price
SMA 20
87.57
+2.90% from price
SMA 50
91.43
-1.45% from price
SMA 100
89.08
+1.15% from price
SMA 200
91.19
-1.19% from price
EMA 12
88.20
+2.17% from price
EMA 26
88.74
+1.54% from price
EMA 50
89.53
+0.64% from price
RSI (14)
57.6
Neutral
MACD (12,26,9)
-0.54
Hist 0.54
ATR (14)
1.54
1.71% of price
Realised vol 30D
16.8%
Annualised
Bollinger upper
90.05
20, 2σ
Bollinger lower
85.10
20, 2σ
50 / 200 cross
Golden
91.43 vs 91.19
Trend bias
Below 200
-1.19%

Options chain

Account required
Expiry
Spot 90.11
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

Risk profile

Daily returns · 1Y window
Beta vs SPY
0.86
Less volatile than market
Correlation to SPY
0.43
Loosely linked
Realised vol 30D
16.8%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-26.2%
Peak to trough
Max drawdown 5Y
-26.2%
Peak to trough
ATR 14
1.54
1.71% of price
Beta (reported)
0.87
5Y monthly, from filing

Short interest

Semi-monthly exchange report · lags by ~2 weeks
Shares short
3.15M
Prior 3.14M
Change vs prior
+0.1%
Shorts adding
% of float
3.07%
Normal
% of shares out
2.71%
Against total outstanding
Days to cover
4.7
Liquid
Float
115.09M
Freely tradeable shares

Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.

Rating changes

79 on file
DateFirm ActionFromTo
Sep 29, 26 Morgan Stanley MAINTAINED Equal-Weight Equal-Weight
Aug 27, 26 Baird MAINTAINED Outperform Outperform
Aug 19, 26 Baird MAINTAINED Outperform Outperform
Jun 4, 26 Stifel MAINTAINED Hold Hold
Mar 30, 26 Baird MAINTAINED Outperform Outperform
Mar 9, 26 Morgan Stanley MAINTAINED Equal-Weight Equal-Weight
Feb 27, 26 Baird MAINTAINED Outperform Outperform
Feb 3, 26 Jefferies MAINTAINED Buy Buy
Jan 9, 26 Jefferies UPGRADE Hold Buy
Dec 5, 25 Stifel MAINTAINED Hold Hold
Dec 5, 25 Baird MAINTAINED Outperform Outperform
Dec 3, 25 Baird MAINTAINED Outperform Outperform

Dividends & splits

Declared · from the issuer
Forward rate$1.24 / yr
Forward yield1.39%
5-year avg yield1.48%
Payout ratio31.69%
Ex-dividend dateAug 17, 2026
Next pay dateAug 31, 2026
Last split2:1
Split dateMar 26, 2012

PRIVATE STRATEGY · BY QUALIFICATION

The same data. A different seat.

The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.