Donaldson Company (NYSE:DCI) is one of the 15 best Industrial Machinery and Supplies stocks to buy according to Hedge Funds. On February 2, Baird analyst Robert Mason maintained his Outperform rating on Donaldson Company (NYSE:DCI), and also raised his price target on the stock from $100 to $110. His rating and price target revision came after the company’s announcement of its CEO transition, with current COO Richard Lewis set to replace Tod Carpenter, who is retiring. 5 Biggest Shipping Companies In The ...

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI), a leading worldwide provider of innovative filtration products and solutions, will webcast its second quarter 2026 earnings conference call on Thursday, February 26, 2026, at 9:00 a.m. CT. WEBCAST: To listen to a live webcast of the call, visit the "Events & Presentations†section of Donaldson's Investor Relations website at IR.Donaldson.com and click on the "listen to webcast†option. REPLAY: The webcast replay will be av. ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Industry Overview - The U.S. manufacturing sector is showing signs of recovery after over three years of struggle, with the ISM Manufacturing PMI rising to 52.6 in January from 47.9 in December, marking the highest reading since 2022 and the first expansion in 12 months [1][3][9] - The New Orders Index increased by 9.7% to 57.1%, the highest level since February 2022, while the Production Index rose to 55.9%, a 5.2% increase from December [4][9] Economic Context - Inflation has eased over the past two quarters, and the Federal Reserve cut interest rates by 75 basis points last year, which has reduced borrowing costs and price pressures, thereby driving demand [5] - The Federal Reserve maintained interest rates in the range of 3.5% to 3.75% at the January meeting, indicating openness to further rate cuts depending on inflation trends [6] Investment Opportunities - Four stocks from the manufacturing sector are highlighted for investment: ATS Corporation, Nordson Corporation, Donaldson Company, Inc., and RBC Bearings Incorporated, all carrying a Zacks Rank 2 (Buy) [2] - ATS Corporation is expected to have an earnings growth of 18.9% for the current year, with a 0.8% improvement in the Zacks Consensus Estimate over the past 60 days [7] - Nordson Corporation anticipates a 9.3% earnings growth for the current year, with a 2.3% increase in the Zacks Consensus Estimate [10][11] - Donaldson Company, Inc. expects a 10.1% earnings growth for the current year, with a 0.7% improvement in the Zacks Consensus Estimate [12] - RBC Bearings Incorporated projects an earnings growth of 18.6% for the current year, with a 0.3% increase in the Zacks Consensus Estimate [13]

Core Viewpoint - Jefferies upgraded Donaldson Company, Inc. to a "Buy" rating and increased the price target to $123, indicating positive sentiment towards the company's future performance [1][5]. Company Developments - Donaldson announced an agreement to acquire Facet Filtration for $820 million in cash, which is valued at 20 times the projected EBITDA for 2025, or 16.6 times when adjusted for tax benefits and cost savings, aiming to strengthen its position in the filtration industry [2]. - The current stock price of DCI is $101.13, reflecting a slight decrease of 0.79% from the previous day, with a trading range between $99.28 and $102.58 today [3]. - Donaldson's market capitalization is approximately $11.71 billion, indicating a significant presence in the market, with a trading volume of 559,393 shares today, suggesting active investor interest [4][5].

Core Viewpoint - Major U.S. stock market indices experienced a pullback on January 30, 2026, primarily due to struggles in technology shares and the nomination of Kevin Warsh to lead the Federal Reserve, which has created uncertainty among investors regarding future monetary stability [1]. Group 1: Dividend Growth Stocks - Equity investors may find more stability in steady dividend-growth stocks rather than high-beta growth names, as companies with a history of increasing payouts indicate balance sheet resilience and cash flow durability [2]. - Stocks with a strong history of year-over-year dividend growth are likely to form a healthier portfolio with greater capital appreciation potential compared to simple dividend-paying stocks or those with high yields [3]. - Dividend growth stocks are typically associated with mature companies that are less vulnerable to market volatility, providing a hedge against economic and political uncertainties [4]. Group 2: Investment Criteria - Key investment criteria for selecting dividend growth stocks include a sustainable business model, a long track record of profitability, rising cash flows, good liquidity, a strong balance sheet, and value characteristics [5]. - Stocks with a 5-year historical dividend growth greater than zero, sales growth greater than zero, and earnings per share (EPS) growth greater than zero are highlighted as strong candidates for investment [7]. - A price/cash flow ratio lower than the industry median indicates that a stock is undervalued, while a 52-week price change greater than the S&P 500 ensures that the stock has appreciated more than the broader market [8]. Group 3: Selected Dividend Growth Stocks - Ford Motor (F) has a steady dividend growth with a yield of 4.32% and projected revenue improvement of 6.4% for the first quarter of 2026 [9][11]. - Applied Materials (AMAT) combines dividend growth with a long-term earnings growth rate of 11.70% and a yield of 0.57%, with a projected revenue improvement of 2.3% for fiscal 2026 [9][13]. - Alfa Laval (ALFVY) is expected to see a revenue improvement of 5.9% in 2026, with a long-term earnings growth rate of 8.50% and a yield of 1.31% [9][14]. - Tapestry (TPR) has a projected revenue improvement of 5.6% for fiscal 2026, a long-term earnings growth rate of 10.4%, and a yield of 1.26% [9][15]. - Donaldson (DCI) is projected to have a revenue improvement of 3.5% in 2026, with a long-term earnings growth rate of 10% and a yield of 1.18% [9][16].

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today announced it has entered into a definitive agreement to acquire Filtration Group's Facet Filtration business in an all-cash transaction valued at approximately $820 million. The purchase price represents approximately 20.0x calendar year 2025 EBITDA, or 16.6x when adjusted for the present value of expected tax benefits and cost synergies. De ...

上世纪70年代末，日本著名的调味品公司味之素开始研究副产品的应用。 而当我们回望半导体行业近百年发展历程，像味之素这样跨界成功的半导体"隐形冠军"，远不止一两家。 从拖拉机到洁净室 上世纪20年代，在美国中西部的农场中，弗兰克·唐纳森（Frank Donaldson）望着自己报废的拖拉机发动机，陷入了沉思。 他遇到了一个简单的问题：每次耕地，发动机就会吸入大量尘土，不出几天就得大修。但解决方案却不简单——如何在不影响进气量的前提下，把那些微 小的灰尘颗粒拦截下来？ 唐纳森用了一年时间，尝试了十几种材料和结构，最终发明了世界上第一个实用的拖拉机空气滤清器。这个简陋的装置用多层金属网和棉纤维构成过滤 层，能够捕捉99%以上的尘埃颗粒，而且不会明显降低发动机功率。 当地的农民们疯抢这个小小发明，在随后的日子里，以唐纳森命名的公司，迅速成为了美国最大的工业过滤器制造商。 2024年，在台积电的3纳米工厂之中，一套价值数千万美元的化学气体过滤系统正在运转，而这套系统的核心技术，正是出自百年前的拖拉机滤清器。 在对蛋白质和氨基酸（关键调味料成分）进行研究时，味之素研发团队发现副产物可以做出拥有极高绝缘性的树脂类合成材料， ...

Lewis said, "I am excited about the opportunities in front of us. We have a strong leadership team, a clear strategy, and a culture deeply committed to our customers and operational excellence. I look forward to building on the momentum established under Tod's leadership and continuing to deliver value for our employees, customers and shareholders.†Lewis joined Donaldson in 2002 and became chief operating officer in August 2025. He has held a broad range of senior leadership roles across the Company, incl ...

Core Insights - Donaldson Company, Inc. (NYSE:DCI) is recognized as one of the 14 Best Mid Cap Dividend Aristocrat Stocks to buy now [1] - Jefferies upgraded Donaldson to Buy from Hold, raising the price target to $120 from $92, citing early signs of improvement in mining and non-residential construction markets [2] - The company reported record sales of $935 million for fiscal Q1 2026, with an operating margin of 15.5% and EPS of $0.94, reflecting a 13% increase from the previous year [3] Financial Performance - Donaldson's fiscal Q1 2026 results showed broad-based momentum, with growth in Mobile Aftermarket, Power Generation, Food and Beverage, and Disk Drive sectors [3] - The company raised its full-year operating margin outlook by 10 basis points to a range of 16.2%–16.8%, with a midpoint of 16.5% [5] - EPS guidance for fiscal 2026 was increased by $0.03, now forecasting between $3.95 and $4.11, with a midpoint of $4.03 [5] Market Position and Growth Drivers - CEO Tod Carpenter highlighted expanding partnerships, including work with NAPA, and noted that the independent channel experienced nearly double-digit sales growth [4] - Strength in the Off-Road segment was attributed to construction activity, which helped mitigate weaker conditions in agriculture [4] - Strong demand in Power Generation was noted, driven by spending in data centers and AI-related infrastructure [4]