Donaldson Co INC Stock: price and insider trades · United States · SEC (Form 4)Track the Donaldson Co INC share price and the full insider trade history of the company, a listed issuer based in United States. Shares are listed on the US market, under the oversight of SEC (Form 4). Operating in the Industry sector, Donaldson Co INC has recorded 262 insider filings. Market capitalisation: €8.4bn. The latest transaction was filed on 1 September 2026 (Levée d'options). Among the most active insiders: Owens James. All data is free.
Analyst consensus: bullish or bearish? Analysts rate Donaldson Co INC Hold (neutral), based on 5 analysts. Average price target: US$99.60.
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 8,759 of 29,063 companies
FCF yld 4.1%
Earn yld 4.4%
EV/EBITDA 14.6x
ROE 28%
Gross mgn 35%
Net mgn 9.9%
Debt/EBITDA 1.1x
Pillars 2/3
Transparent value + quality ranking, distinct from the insider signal.
Σ Sigma AI Analysis Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 1 September 2026
All Executives262 Thresholds0 Prospectus0 Other0
Declarations 262 total
◇ Chairman, President and CEO · Executives · 31 Aug 2026
3,032 shares @ US$42.72 Common Stock SEC:0000029644-26-000075:0
▼ Chairman, President and CEO · Executives · 31 Aug 2026
3,032 shares @ US$91.00 Common Stock SEC:0000029644-26-000075:1
◇ Chief Financial Officer · Executives · 27 Aug 2026
3,000 shares @ US$42.72 0.0015% mcap 36.4% of flow Common Stock SEC:0000029644-26-000073:0
● Chief Financial Officer · Executives · 27 Aug 2026
2,129 shares @ US$91.84 0.0023% mcap 55.6% of flow Common Stock SEC:0000029644-26-000073:1
◆ Director · Executives · 3 Jul 2026
334 shares @ US$89.09 0.0004% mcap 2.8% of flow Common Stock SEC:0000029644-26-000063:0
◆ Director · Executives · 3 Jul 2026
400 shares @ US$89.09 0.0004% mcap 6.4% of flow Common Stock SEC:0000029644-26-000059:0
◆ Director · Executives · 3 Jul 2026
267 shares @ US$89.09 0.0003% mcap 1.1% of flow Common Stock SEC:0000029644-26-000061:0
◆ Director · Executives · 3 Jul 2026
267 shares @ US$89.09 0.0003% mcap 34.4% of flow Common Stock SEC:0000029644-26-000065:0
◇ Director · Executives · 10 Apr 2026
126 shares @ US$42.26 0.0001% mcap 0.1% of flow Common Stock SEC:0000029644-26-000040:0
▼ Director · Executives · 10 Apr 2026
126 shares @ US$88.82 0.0001% mcap 0.2% of flow Common Stock SEC:0000029644-26-000040:1
▼ Director · Executives · 14 Apr 2026
7,153 shares @ US$89.21 0.0059% mcap 13.1% of flow Common Stock SEC:0000029644-26-000040:5
◇ Director · Executives · 13 Apr 2026
5,921 shares @ US$42.26 0.0023% mcap 5.2% of flow Common Stock SEC:0000029644-26-000040:2
▼ Director · Executives · 13 Apr 2026
5,921 shares @ US$89.02 0.0049% mcap 10.9% of flow Common Stock SEC:0000029644-26-000040:3
◇ Director · Executives · 14 Apr 2026
7,153 shares @ US$42.26 0.0028% mcap 6.2% of flow Common Stock SEC:0000029644-26-000040:4
◇ Director · Executives · 14 Apr 2026
6,600 shares @ US$48.96 0.0030% mcap 6.6% of flow Common Stock SEC:0000029644-26-000040:6
▼ Director · Executives · 14 Apr 2026
6,600 shares @ US$89.21 0.0055% mcap 12.1% of flow Common Stock SEC:0000029644-26-000040:7
◆ Director · Executives · 3 Apr 2026
418 shares @ US$85.23 6.0% of flow Common Stock SEC:0000029644-26-000032:0
◆ Director · Executives · 3 Apr 2026
279 shares @ US$85.23 0.5% of flow Common Stock SEC:0000029644-26-000034:0
◆ Director · Executives · 3 Apr 2026
349 shares @ US$85.23 2.7% of flow Common Stock SEC:0000029644-26-000036:0
◆ Director · Executives · 3 Apr 2026
279 shares @ US$85.23 25.5% of flow Common Stock SEC:0000029644-26-000038:0
◇ President · Executives · 26 Mar 2026
12,000 shares @ US$42.72 43.5% of flow Common Stock SEC:0000029644-26-000030:0
◆ Director · Executives · 2 Jan 2026
900 shares 0Common Stock SEC:0000029644-26-000016:0
◆ Director · Executives · 2 Jan 2026
900 shares 0Common Stock SEC:0000029644-26-000014:0
◆ Director · Executives · 2 Jan 2026
900 shares 0Common Stock SEC:0000029644-26-000012:0
◆ Director · Executives · 2 Jan 2026
900 shares 0Common Stock SEC:0000029644-26-000010:0
25 of 262 declarations
Load more (237 remaining) 关于 Donaldson Co INC Donaldson Company, Inc. (NYSE: DCI) 是一家在美国纽约证券交易所上市的美国工业过滤专家。公司成立于1915年,总部位于明尼苏达州布卢明顿,为苛刻的终端市场开发空气、液体和气体应用的技术领先过滤产品和解决方案。对于讲法语的投资者而言,Donaldson 是一家成熟的工业平台,具有重要的售后市场组成部分,将新设备需求与经常性的替换零件销售相结合,这有助于在整个周期中保持弹性。([ir.donaldson.com](https://ir.donaldson.com/overview/?utm_source=openai))
公司通过三个可报告部门运营:移动解决方案、工业解决方案和生命科学。移动解决方案包括用于非公路车辆、农业机械、建筑设备和其他移动平台的空气过滤、燃油和润滑油过滤、液压过滤以及排放相关产品。工业解决方案服务于工业空气过滤、工业气体、工业液压、发电以及航空航天和国防客户。生命科学涵盖食品和饮料、生物加工和某些高级应用。这种组合使 Donaldson 能够接触到广泛的工业和高级市场,同时减少对任何单一终端市场的依赖。([sec.gov](https://www.sec.gov/Archives/edgar/data/29644/000002964425000098/dci-20250731.htm?utm_source=openai))
Donaldson 的竞争地位得益于其全球足迹、安装基础和经常性消耗品模式。公司强调其在六大洲拥有140-150多个分支机构,服务于从小型企业和研发机构到大型原始设备制造商的客户。它还强调其广泛的专利组合和创新驱动的产品开发。一个关键的商业优势是其大部分业务的售后市场性质,尤其是在替换过滤器和消耗品方面,这有助于建立长期的客户关系和更稳定的现金生成。([ir.donaldson.com](https://ir.donaldson.com/overview/?utm_source=openai))
近期发展具有建设性。在2025财年和2026财年初,Donaldson 报告了更高的销售额、改善的盈利能力以及通过股息和股票回购持续的股东回报。2026年2月,公司宣布达成协议,以全现金交易方式收购燃油和流体过滤专家 Facet,管理层强调立即增加利润并增强在航空航天和国防以及发电等耐用终端市场的存在。管理层还对2026财年充满信心,目标是创纪录的销售额和收益。这些更新强化了 Donaldson 作为纽约证券交易所上市的美国纪律严明、创新驱动的过滤领导者的地位。([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))