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No insider purchase over the last 90 days. The latest was filed 12 Apr 2023.
Donaldson Co Inc: what insiders have been doing
This page follows insider dealings at Donaldson Co Inc as filed with SEC (Form 4), a company from the Industry sector based in Bloomington, United States. The group dates from 1915. Over the twelve months to 18 October 2026, 51 filings were filed, from 18 insiders.
Only sales appear on the open market, 6 sales in all totalling €4.2M, filed by 2 insiders. Carpenter Tod E. filed the largest sale, €2.5M, on 10 September 2026, which represents 0.028% of the company's market value.
Across the 5,458 companies tracked on its exchange, the median is 22 filings; at 51 filings, this issuer sits above that mark. Our records for Donaldson Co Inc go back to 2016, with 1 purchase and 12 sales on the open market in total. For the fiscal year to 31 July 2026, the annual 10-K puts revenue at 3.89 bn USD and net income at 453.8 m USD, and the dividend at 1.24 USD per share.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 4 days. Section 16 rules allow two business days to file each Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Elsewhere in the same sector, our signals recently picked up insider purchases at Tennant Co and Butler National Corp. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
280
Thresholds
n/a
Buy Volume
€183,149
1 ops. · all time
Sell Volume
€6M
12 ops. · all time
Who traded when
BuySaleJames Owens4 sales
Tod E. Carpenter2 sales
Analyst consensus: bullish or bearish?
Analysts rate Donaldson Co Inc Hold (neutral), based on 5 analysts. Average price target: US$100.40.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 8,667 of 24,161 companies
58.6
score / 100
Value47
Quality70
FCF yld3.3%
Earn yld3.6%
EV/EBITDA17.6x
ROE28%
Gross mgn35%
Net mgn9.9%
Debt/EBITDA1.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended July 2025 · cache
US$87.97
Analyst consensus
5 analystsHold
US$79.00Target US$100.40(+14%)US$123.00
Income statement
RevenueUS$3.7B
Gross profitUS$1.3B35% margin
EBITDAUS$615.9M17% margin
Net incomeUS$367M11.7% margin
Valuation
PER (trailing)22.8x
PER (forward)18.1x
P/Book5.8x
Beta0.87
Balance sheet & cash
Market capUS$10.2B
Total debtUS$668.3M
Free Cash FlowUS$339.9M
Debt / Equity78%
Profitability & ownership
ROE28.2%
ROA10.9%
% insiders0.6%
% institutions93.1%
Last declaration on 5 October 2026
Declarations280 total
336 shares@ US$88.650.0003% mcap1.9% of flowCommon StockSEC:0000029644-26-000112:0
268 shares@ US$88.650.0002% mcap0.5% of flowCommon StockSEC:0000029644-26-000110:0
402 shares@ US$88.650.0004% mcap5.4% of flowCommon StockSEC:0000029644-26-000108:0
268 shares@ US$88.650.0002% mcap17.4% of flowCommon StockSEC:0000029644-26-000114:0
5,983 shares0Common StockSEC:0000029644-26-000087:0
2,944 shares@ US$86.600.0025% mcap14.1% of flowCommon StockSEC:0000029644-26-000087:1
38,131 shares0Common StockSEC:0000029644-26-000089:0
4,465 shares0Common StockSEC:0000029644-26-000091:0
6,340 shares0Common StockSEC:0000029644-26-000093:0
18,761 shares@ US$86.600.016% mcap13.6% of flowCommon StockSEC:0000029644-26-000089:1
2,661 shares@ US$86.600.0023% mcap100.0% of flowCommon StockSEC:0000029644-26-000091:1
149 shares@ US$86.600.0001% mcap1.0% of flowCommon StockSEC:0000029644-26-000093:1
31,968 shares@ US$42.720.013% mcap12.9% of flowCommon StockSEC:0000029644-26-000077:0
31,968 shares@ US$91.100.028% mcap27.6% of flowCommon StockSEC:0000029644-26-000077:1
31,968 shares@ US$91.1030.028% mcap91.3% of flowCommonSEC144:0001950047-26-009122
3,032 shares@ US$42.720.0013% mcap1.2% of flowCommon StockSEC:0000029644-26-000075:0
3,032 shares@ US$91.000.0027% mcap2.6% of flowCommon StockSEC:0000029644-26-000075:1
3,032 shares@ US$91.000.0027% mcap8.7% of flowCommonSEC144:0001950047-26-008869
3,000 shares@ US$42.720.0012% mcap36.4% of flowCommon StockSEC:0000029644-26-000073:0
2,129 shares@ US$91.840.0019% mcap55.6% of flowCommon StockSEC:0000029644-26-000073:1
2,129 shares@ US$91.83960.0019% mcap100.0% of flowCommonSEC144:0001950047-26-008778
13,400 shares@ US$91.82360.012% mcap100.0% of flowCommonSEC144:0001950047-26-008749
400 shares@ US$89.090.0003% mcap5.5% of flowCommon StockSEC:0000029644-26-000059:0
267 shares@ US$89.090.0002% mcap0.5% of flowCommon StockSEC:0000029644-26-000061:0
334 shares@ US$89.090.0003% mcap1.9% of flowCommon StockSEC:0000029644-26-000063:0
25 of 280 declarations
About Donaldson Co Inc
Donaldson Company, Inc. (NYSE: DCI) is a United States-based industrial filtration specialist listed on the NYSE. Founded in 1915 and headquartered in Bloomington, Minnesota, the company develops technology-led filtration products and solutions for air, liquid and gas applications across demanding end markets. For French-speaking investors, Donaldson stands out as a mature industrial platform with a meaningful aftermarket component, combining exposure to new equipment demand with recurring replacement-part sales, which tends to support resilience across cycles. ([ir.donaldson.com](https://ir.donaldson.com/overview/?utm_source=openai))
The company operates through three reportable segments: Mobile Solutions, Industrial Solutions and Life Sciences. Mobile Solutions includes air filtration, fuel and lube filtration, hydraulic filtration and emissions-related products for off-road vehicles, agricultural machinery, construction equipment and other mobile platforms. Industrial Solutions serves industrial air filtration, industrial gases, industrial hydraulics, power generation and aerospace and defense customers. Life Sciences covers food and beverage, bioprocessing and certain advanced applications. This mix gives Donaldson exposure to a broad set of industrial and advanced markets, while reducing reliance on any single end market. ([sec.gov](https://www.sec.gov/Archives/edgar/data/29644/000002964425000098/dci-20250731.htm?utm_source=openai))
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Donaldson’s competitive position is supported by its global footprint, installed base and recurring consumables model. The company highlights more than 140–150 locations across six continents, serving customers from small businesses and R&D organizations to large OEMs. It also emphasizes its extensive patent portfolio and innovation-driven product development. A key commercial advantage is the aftermarket nature of much of its business, especially in replacement filters and consumables, which helps build long-term customer relationships and steadier cash generation. ([ir.donaldson.com](https://ir.donaldson.com/overview/?utm_source=openai))
Recent developments have been constructive. In fiscal 2025 and early fiscal 2026, Donaldson reported higher sales, improved profitability and continued shareholder returns through dividends and share repurchases. In February 2026, the company announced an agreement to acquire Facet, a fuel and fluid filtration specialist, in an all-cash transaction, with management highlighting immediate margin accretion and a stronger presence in durable end markets such as aerospace and defense and power generation. Management has also communicated confidence in fiscal 2026, targeting record sales and earnings. These updates reinforce Donaldson’s positioning as a disciplined, innovation-led filtration leader on the NYSE in the United States. ([ir.donaldson.com](https://ir.donaldson.com/news/news-details/2025/Donaldson-Reports-Record-Fourth-Quarter-Full-Year-2025-Sales-and-Earnings/default.aspx?utm_source=openai))
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