Donaldson (DCI)

Company Profile

ounded in 1915, Donaldson is a global leader in technology-led filtration products and solutions, serving a broad range of industries and advanced markets. Our diverse, skilled employees at over 140 locations on six continents partner with customers-from small business owners to the world's biggest OE brands-to solve complex filtration challenges.

Company profile

Ticker

DCI

Exchange

NYSE

Website

www.donaldson.com

CEO

Tod Carpenter

Incorporated

Delaware

Location

Minnesota

Fiscal year end

Jul 31

Sector

Manufacturing > Iron and Steel Forging

Industry (SIC)

Industrial & Commercial Fans & Blowers & Air Purifying Equip

Perma-Pipe International • Fuel Tech • Ceco Environmental • Princeton Capital • Molekule • Bare Metal Standard • Kronos Advanced ...

SEC CIK

0000029644

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

BOFA Americas Inc. • BOFA International Ltd. • Donaldson Australasia Pty. Ltd. • Donaldson Canada, Inc. • Donaldson Chile, Ltd. • Donaldson China Holding Co., Ltd. • Donaldson China Trading Co., Ltd. • Donaldson Colombia S.A.S. • Donaldson Czech Republic s.r.o. • Donaldson do Brasil Equipamentos Industriais Ltda ...

IRS number

410222640

DCI stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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8 Mar 23

Donaldson Reports Record Second Quarter 2023 Sales and Earnings

28 Feb 23

8-K

Departure of Directors or Certain Officers

31 Jan 23

8-K

Select Recast Segment Results

7 Dec 22

Donaldson Company Reports Record First Quarter 2023 Sales and Earnings

29 Nov 22

8-K

Submission of Matters to a Vote of Security Holders

21 Nov 22

DEFA14A

Additional proxy soliciting materials

4 Oct 22

Departure of Directors or Certain Officers

4 Oct 22

Transcripts

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DCI

Earnings call transcript

2023 Q2

1 Mar 23

DCI

Earnings call transcript

2023 Q1

30 Nov 22

DCI

Earnings call transcript

2022 Q4

31 Aug 22

DCI

Earnings call transcript

2022 Q3

1 Jun 22

DCI

Earnings call transcript

2022 Q2

2 Mar 22

DCI

Earnings call transcript

2022 Q1

1 Dec 21

DCI

Earnings call transcript

2021 Q4

2 Sep 21

DCI

Earnings call transcript

2021 Q3

2 Jun 21

DCI

Earnings call transcript

2021 Q2

26 Feb 21

DCI

Earnings call transcript

2021 Q1

3 Dec 20

Latest ownership filings

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STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

Financial summary

Financial statements Chart DCI financial data

Quarter (USD)	Jan 23	Oct 22	Jul 22	Apr 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jul 22	Jul 21	Jul 20	Jul 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Donaldson earnings reports.

Institutional ownership, Q4 2022

DCI institutional ownership history Ownership history

80.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	410	376	+9.0%
Opened positions	73	39	+87.2%
Closed positions	39	41	-4.9%
Increased positions	137	131	+4.6%
Reduced positions	125	126	-0.8%

13F shares	Current	Prev Q	Change
Total value	5.65 tn	4.49 bn	+125772.6%
Total shares	97.61 mm	90.70 mm	+7.6%
Total puts	11.40 k	9.60 k	+18.8%
Total calls	16.80 k	16.30 k	+3.1%
Total put/call ratio	0.7	0.6	+15.2%

Largest owners	Shares	Value	Change
Vanguard	12.76 mm	$751.17 bn	+1.5%
BLK Blackrock	11.18 mm	$658.19 bn	+4.9%
State Farm Mutual Automobile Insurance	10.09 mm	$594.72 bn	0.0%
STT State Street	6.49 mm	$382.28 bn	NEW
FMR	4.10 mm	$241.31 bn	+2.0%
Allspring Global Investments	3.86 mm	$227.47 bn	-2.6%
Mairs & Power	2.81 mm	$165.22 bn	-6.9%
BEN Franklin Resources	2.78 mm	$163.91 bn	+0.7%
Boston Trust Walden	2.60 mm	$153.35 bn	+0.3%
Kayne Anderson Rudnick Investment Management	1.96 mm	$115.59 bn	-0.8%

Largest transactions	Shares	Bought/sold	Change
STT State Street	6.49 mm	+6.49 mm	NEW
First Trust Advisors	303.52 k	-1.12 mm	-78.7%
Norges Bank	1.07 mm	+1.07 mm	NEW
Deprince Race & Zollo	0.00	-635.54 k	EXIT
BLK Blackrock	11.18 mm	+520.90 k	+4.9%
Fuller & Thaler Asset Management	918.95 k	-435.90 k	-32.2%
MS Morgan Stanley	1.31 mm	+404.34 k	+44.7%
Eaton Vance Management	0.00	-369.33 k	EXIT
Fiduciary Management	1.92 mm	+214.31 k	+12.6%
Mairs & Power	2.81 mm	-207.24 k	-6.9%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

DCI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
2 Mar 23	Oberton Willard D	Common Stock	Sell	Dispose S	No	No	65.64	8,400	551.38 k	25,869
2 Mar 23	Oberton Willard D	Common Stock	Option exercise	Acquire M	No	No	43.07	8,400	361.79 k	34,269
2 Mar 23	Oberton Willard D	Stock Option Common Stock	Option exercise	Dispose M	No	No	43.07	8,400	361.79 k	0
2 Mar 23	Owens James	Common Stock	Sell	Dispose S	No	No	66.08	10,800	713.66 k	14,378
2 Mar 23	Owens James	Common Stock	Option exercise	Acquire M	No	No	35.47	10,800	383.08 k	25,178
2 Mar 23	Owens James	Common Stock Common Stock	Option exercise	Dispose M	No	No	35.47	10,800	383.08 k	0
11 Jan 23	Scalf Thomas R	Common Stock	Sell	Dispose S	No	No	61	4,500	274.50 k	26,443
3 Jan 23	Pilar Cruz	Common Stock	Grant	Acquire A	No	No	0	1,300	0.00	11,641
3 Jan 23	Pilar Cruz	Common Stock	Grant	Acquire A	No	No	59	159	9.38 k	10,341
3 Jan 23	Pilar Cruz	Stock Option Common Stock	Grant	Acquire A	No	No	59	4,000	236.00 k	4,000