Donaldson Company, Inc.DCINYSE
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Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating
Hold
13 analysts·Moderate coverage
38%
Rating Distribution
Strong Buy
00%
Buy
538%
Hold
538%
Sell
323%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Price is near analyst consensus — limited near-term upside expected.

Bear Case
$84.00
-17%
Consensus
$102.50
+1%
Bull Case
$120.00
+18%
Price Range13 analysts
Low
Consensus
High
$84.00
$120.00
Current Target
Current Price
$101.58
Upside to Target
$0.92

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Earnings Surprises

Recent Analyst Actions

Feb 2, 2026Robert W. Baird
Donaldson price target raised to $110 from $100 at Baird
Target:$110.00
+8.1%from $101.77
Jan 9, 2026Jefferies
Donaldson upgraded to Buy from Hold at Jefferies
Target:$120.00
+29.0%from $93.02
Dec 5, 2025Robert W. Baird
Donaldson price target raised to $100 from $96 at Baird
Target:$100.00
+6.2%from $94.16
Dec 5, 2025Stifel Nicolaus
Donaldson price target raised to $96 from $90 at Stifel
Target:$96.00
+2.0%from $94.16
Dec 3, 2025Robert W. Baird
Donaldson price target raised to $96 from $85 at Baird
Target:$96.00
+8.9%from $88.16
Nov 24, 2025Morgan Stanley
Donaldson upgraded to Equal Weight from Underweight at Morgan Stanley
Target:$84.00
-5.1%from $88.53
Nov 24, 2025Stifel Nicolaus
Donaldson price target raised, coverage transferred at Stifel
Target:$90.00
+2.6%from $87.68
Aug 29, 2025Robert W. Baird
Donaldson price target raised to $85 from $78 at Baird
Target:$85.00
+6.7%from $79.67
Aug 28, 2025Stifel Nicolaus
Donaldson price target raised to $84 from $69 at Stifel
Target:$84.00
+4.8%from $80.12
Apr 14, 2025Stifel Nicolaus
Donaldson price target lowered to $63 from $70 at Stifel
Target:$63.00
-0.6%from $63.40
Dec 2, 2024Robert W. Baird
Baird Reiterates Outperform Rating on Donaldson Company (DCI)
Target:$81.00
+4.2%from $77.75
Jun 4, 2024Jefferies
Donaldson price target raised to $81 from $77 at Jefferies
Target:$81.00
+11.6%from $72.59
Jun 3, 2024Robert W. Baird
Donaldson Company (DCI) PT Lowered to $79 at Baird
Target:$79.00
+7.2%from $73.68
Apr 15, 2024Morgan Stanley
Donaldson price target raised to $62 from $59 at Morgan Stanley
Target:$62.00
-14.4%from $72.45
Apr 11, 2024Robert W. Baird
Donaldson Company (DCI) PT Raised to $80 at Baird
Target:$80.00
+7.9%from $74.17
Dec 1, 2022Morgan Stanley
Morgan Stanley Maintains Overweight on Donaldson, Raises Price Target to $66
Target:$66.00
+8.6%from $60.75
Jul 18, 2022Stifel Nicolaus
Donaldson price target lowered to $51 from $53 at Stifel
Target:$51.00
+4.7%from $48.71