Donaldson Company, Inc.

Donaldson Company, Inc.

Industrials

NYSE:DCI · New York Stock Exchange

Market Cap $9.90B Beta 0.95 P/E (TTM) 22.8
$86.40 +0.91%

+$0.78 today

52W Low $67.71High $112.84

Vol 0.47M · Avg 0.68M

EPS (TTM)$3.79
Div Yield1.39%
Industrial - Machinery

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

25.2%

avg 26.4%

ROIC

18.2%

avg 15.7%

ROA

12.3%

avg 11.9%

Analysis

ROE is currently the strongest return metric at 25.2% versus its period average of 26.4%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Tod E. Carpenter

Executive Chairman$2.52M67$122,600.000.11%

Bradley J. Pogalz

Chief Financial Officer$1.45M50$1,000.00<0.01%

Richard Lewis

President, CEO, COO & Director$1.12M54$15,500.000.01%

Amy C. Becker

Chief Legal Officer & Corporate Secretary$978,589.0061$15,300.000.01%

Darcy D. Devincke

Chief Human Resources Officer$231,057.0059$11,500.00<0.01%

Bart Driesen

President of Mobile Solutions Aftermarket$15,300.000.01%

David E. Wood

Vice President of Corporate Development$122,600.000.11%

David W. Mulder

Chief Technology Officer

Guillermo Briseño

President of Industrial Solutions58$29,267.000.03%

Sarika Dhadwal

Director of Investor Relations

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

0

$0.00

Sells

14

$18.79M

Net Sentiment

$18.79M

Net selling

Most Active

Carpenter Tod E.

4 transactions

DateInsiderTypeSharesPriceValue
Apr 14, 2026

Owens James

Direct

Sell6.6K$89.21$588,786.00
Apr 13, 2026

Owens James

Direct

Sell5.9K$89.02$527,087.42
Apr 10, 2026

Owens James

Direct

Sell126$88.82$11,191.32
Mar 26, 2026

Briseno Guillermo

Direct

Sell8.6K$84.97$730,742.00
Dec 9, 2025

Pogalz Bradley J.

Direct

Sell566$91.57$51,828.62
Dec 5, 2025

Rajendra Ajita G

Direct

Sell6.6K$92.04$607,464.00
Sep 3, 2025

Briseno Guillermo

Direct

Sell13.5K$79.03$1,066,905.00
Aug 28, 2025

Carpenter Tod E.

Direct

Sell100.5K$80.62$8,102,310.00
Aug 28, 2025

Rautio Trudy A.

Direct

Sell13.2K$79.96$1,055,472.00
Aug 28, 2025

Dahlgren Andrew C

Direct

Sell3.0K$81.96$245,880.00

1–10 of 14

Analysis

Insiders reported 0 buys worth $0.00 and 14 sells worth $18.79M over the last 12 months. That adds up to net selling of $18.79M. Carpenter Tod E. was the most active insider with 4 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/A-4.9%
+9.5% (14yr)1 analysts
RevenueN/AN/A-1.7%
+4.9% (14yr)1 analysts
Net IncomeN/AN/A-7.7%
+8.3% (14yr)1 analysts
EBITN/AN/A-7.4%
+6.5% (14yr)1 analysts

Analysis

Recent growth has been strongest in Revenue at -1.7% over three years. Forward estimates point to EPS at +9.5% (14yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages DCI?

Donaldson Company, Inc. (DCI) lists 10 active executives. The top listed executive is Tod E. Carpenter, Executive Chairman.

Are DCI insiders buying or selling?

Recent insider activity shows net selling of $244,766.10.

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