$DCI

DONALDSON Co INC

No enriched coverage for $DCI in the last 7 days.

$3.2M
Carpenter Tod E.
0%
See all $DCI insider activity →

Donaldson Co. CEO Tod Carpenter sells $2.9 million in DCI stock

Donaldson Co. (DCI) CEO Tod Carpenter sold 31,968 shares for $2.91M at $91.1 each, after exercising options at $42.72. DCI trades at $88.27, with a PEG ratio of 0.87. Q4 earnings beat estimates, with revenue at $1.1B and EPS at $1.15. Stifel raised its price target to $95, maintaining a Hold rating.

Carpenter Tod E. sold $2.9M of DCI

Carpenter Tod E. (Chairman, President and CEO) sold 31,968 shares of DONALDSON Co INC (DCI) at $91.10 ($2.91M total) on 2026-09-04.

DCI sentiment & insider activity

Recent DCI coverage spans earnings, financial news and insider activity.

In the last 30 days, DCI insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($3.2M). The most active reporter was Carpenter Tod E., Chairman, President and CEO, with 2 filings.

What's driving DCI

  • Karus Mining Inc. has appointed Chris Donaldson, a mining industry veteran with 30 years of experience, as a director effective September 16, 2026. Donaldson previously served as CEO of Vizsla Copper Corp. and Valkea Resources. Andrew Kaip will continue as a director after stepping down as Interim CEO.

    marketscreener.com · Sep 16, 2026

  • The insider sale may signal reduced confidence, potentially pressuring the stock.

    investing.com · Sep 10, 2026

  • The insider sale may signal confidence concerns and could pressure the stock short term.

    SEC EDGAR · Sep 10, 2026

  • Insider sale may signal reduced confidence, potential short-term pressure on the stock.

    SEC EDGAR · Sep 1, 2026

  • Earnings beat and strong guidance support upside, while rising debt service and dilution create downside risk.

    insidermonkey.com · Aug 28, 2026

AlphAI scores every news story that mentions DCI with an AI model for sentiment and relevance, and aggregates insider trades from DONALDSON Co INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $DCI

Score
$DCIMedAI 8/10

Donaldson’s (DCI) Billion-Dollar Quarter Hides A Costlier Bet Ahead

Donaldson Company (DCI) reported a record quarter with $1 billion in sales, an 8% increase, and adjusted EPS of $1.15, up 12%. Operating margin reached 17.5%, the highest ever. The company guided for another record year but noted increased interest costs and dilution from its largest acquisition. Aerospace and Industrial Filtration segments saw declines, and input costs from the Middle East conflict impacted margins.

$DCIMedAI 8/10

Donaldson Co Inc (DCI) (Q4 2026) Earnings Call Highlights: Record Sales and EPS Fuel

Donaldson Co Inc (DCI) reported record fiscal 2026 results with sales of $3.9B, EPS of $3.98, and 16% operating margin. Q4 sales exceeded $1B, with adjusted EPS up 12% YoY. Strong aftermarket growth in Mobile Solutions and Facet acquisition performing as expected. Fiscal 2027 guidance projects $4.1B+ sales, 16.9% margin, and $4.30 EPS. Challenges include Mexico facility inefficiencies and supply chain constraints in Aerospace and Defense.

$DCIMedAI 8/10

Donaldson Company, Inc. Q4 2026 Earnings Call Summary

Donaldson Company reported record 2026 sales of $3.9B, driven by acquisitions and segment growth. It forecasts 2027 sales of $4.1B and operating margins of 16.6-17.2%. The Facet acquisition is expected to be $0.12 dilutive to EPS. Management expects operational recovery in H2 2027.

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