Donaldson Stock Drops 12% After Q2 Sales Miss. Analysts See Limited Upside to $100

Rexielyn Diaz3 minute read
Reviewed by: Thomas Richmond
Last updated Feb 27, 2026

Key Stats for DCI Stock

  • Price Change for DCI stock: -12
  • DCI Share Price as of Feb. 26: 92
  • 52-Week High: $113
  • DCI Stock Price Target: $100

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What Happened?

Donaldson Company (DCI) stock fell 12% on February 26 after reporting fiscal Q2 results. Shares closed at $92 following a slight revenue miss. Investors reacted despite modest year-over-year growth.

The company posted Q2 sales of $896.3 million, compared to IBES estimates of $898.7 million. Revenue still rose 3% year over year. However, volume declines weighed on sentiment.

Earlier in February, Donaldson announced an $820 million acquisition of the Facet filtration business. The company also launched its ArmorSeal next-generation air filtration technology.

Still, earnings results drove the short-term move. DCI had traded above $101 in January before pulling back. The stock remains below its 52-week high of $113.

DCI Stock Price Targets (TIKR)

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What the Market Is Telling Us About DCI Stock

Donaldson manufactures filtration systems and replacement parts globally DCI. The company operates across Mobile Solutions, Industrial Solutions, and Life Sciences. Its products serve OEMs and industrial customers.

From a financial standpoint, Donaldson maintains a conservative balance sheet. LTM net debt stands at $486.4 million. Net debt to EBITDA is 0.73x, which reflects modest leverage.

Market cap is $10.6 billion, and enterprise value is $11.1 billion. The company’s 5-year beta is 1.01. Average three-month volume is 0.78 million shares.

Donaldson also declared a $0.30 quarterly dividend in February. However, investors appear focused on near-term volume trends. Industrial demand remains a key variable.

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Should You Invest in Donaldson Company, Inc.?

The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.

Pull up DCI, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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