DCI Smart Money
Donaldson Company, Inc.
1W: -2.5%
1M: -2.4%
3M: -7.4%
YTD: -4.1%
1Y: +3.9%
3Y: +52.4%
5Y: +54.9%
$85.40
-0.11 (-0.13%)
Weekly Expected Move ±2.7%
$80
$83
$85
$87
$89
Credit Risk of going bust: lower than 85% of companies Debt: 12.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.70 (down 99.2%), Donaldson Company, Inc. would be worth roughly what it owes.
Total debt $1.38B against a stock market value of $9.89B.
Distance to default 11.17 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $684.8M (short-term plus half of long-term), stock volatility 26.2%; Altman Z 5.45. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.70 (down 99.2%), Donaldson Company, Inc. would be worth roughly what it owes.
Total debt $1.38B against a stock market value of $9.89B.
Distance to default 11.17 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $684.8M (short-term plus half of long-term), stock volatility 26.2%; Altman Z 5.45. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026686
Institutions Holding
+5 vs prior
95.4%
Ownership
+9.51%
77
New
217
Increased
276
Reduced
54
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Hilger Christopher M. | director | A-Grant/Award | 402 | $88.65 | $36K | Filing |
| 2026-10-02 | Owens James | director | A-Grant/Award | 268 | $88.65 | $24K | Filing |
| 2026-10-02 | Rautio Trudy A. | director | A-Grant/Award | 336 | $88.65 | $30K | Filing |
| 2026-10-02 | Smiley Jacinth C | director | A-Grant/Award | 268 | $88.65 | $24K | Filing |
| 2026-09-24 | Becker Amy C | officer: chief legal officer | F-Tax Withholding | 2,944 | $86.60 | $255K | Filing |
| 2026-09-24 | Becker Amy C | officer: chief legal officer | A-Grant/Award | 5,983 | $— | $0 | Filing |
| 2026-09-24 | Carpenter Tod E. | officer: chairman, president and ceo | F-Tax Withholding | 18,761 | $86.60 | $1.6M | Filing |
| 2026-09-24 | Carpenter Tod E. | officer: chairman, president and ceo | A-Grant/Award | 38,131 | $— | $0 | Filing |
| 2026-09-24 | Driesen Bart C. | officer: president | F-Tax Withholding | 2,661 | $86.60 | $230K | Filing |
| 2026-09-24 | Driesen Bart C. | officer: president | A-Grant/Award | 4,465 | $— | $0 | Filing |
| 2026-09-24 | Lewis Richard Brent | officer: president | F-Tax Withholding | 149 | $86.60 | $13K | Filing |
| 2026-09-24 | Lewis Richard Brent | officer: president | A-Grant/Award | 6,340 | $— | $0 | Filing |
| 2026-09-04 | Carpenter Tod E. | officer: chairman, president and ceo | S-Sale | 31,968 | $91.10 | $2.9M | Filing |
| 2026-08-31 | Carpenter Tod E. | officer: chairman, president and ceo | S-Sale | 3,032 | $91.00 | $276K | Filing |
| 2026-08-27 | Pogalz Bradley J. | officer: chief financial officer | F-Tax Withholding | 2,129 | $91.84 | $196K | Filing |
| 2026-07-03 | Owens James | director | A-Grant/Award | 267 | $89.09 | $24K | Filing |
| 2026-07-03 | Rautio Trudy A. | director | A-Grant/Award | 334 | $89.09 | $30K | Filing |
| 2026-07-03 | Smiley Jacinth C | director | A-Grant/Award | 267 | $89.09 | $24K | Filing |
| 2026-07-03 | Hilger Christopher M. | director | A-Grant/Award | 400 | $89.09 | $36K | Filing |
| 2026-04-03 | Smiley Jacinth C | director | A-Grant/Award | 279 | $85.23 | $24K | Filing |
| 2026-04-03 | Hilger Christopher M. | director | A-Grant/Award | 418 | $85.23 | $36K | Filing |
| 2026-04-03 | Owens James | director | A-Grant/Award | 279 | $85.23 | $24K | Filing |
| 2026-04-03 | Rautio Trudy A. | director | A-Grant/Award | 349 | $85.23 | $30K | Filing |
| 2026-03-26 | Briseno Guillermo | officer: president | S-Sale | 8,600 | $84.97 | $731K | Filing |
| 2026-03-26 | Briseno Guillermo | officer: president | S-Sale | 12,000 | $84.97 | $1.0M | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-06-18 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2026-06-18 | Michael T. McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2025-01-23 | Michael McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2025-01-23 | Michael T. McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2024-08-26 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2024-01-17 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2024-01-17 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2023-11-01 | Michael McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2023-11-01 | Michael McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2023-05-04 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2023-05-04 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2022-12-14 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2022-12-14 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2022-10-17 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-10-17 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-05-06 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-05-06 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-04-20 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-04-20 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-04-14 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-04-14 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-03-21 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-03-21 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-03-10 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2022-03-10 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,941,762 | $1.1B | +724,694 | 2026-06-30 | Filing |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE C | 9,142,617 | $821M | — | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,523,217 | $586M | +5,068 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,249,585 | $471M | +66,251 | 2026-06-30 | Filing |
| STATE STREET CORP | 5,031,135 | $452M | +262,227 | 2026-06-30 | Filing |
| FMR LLC | 3,932,243 | $353M | +103,238 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 3,120,304 | $280M | -211,570 | 2026-06-30 | Filing |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGE | 2,782,815 | $250M | -141,379 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,505,649 | $225M | +96,084 | 2026-06-30 | Filing |
| Pictet Asset Management Holding SA | 2,305,723 | $207M | +504,242 | 2026-06-30 | Filing |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,298,083 | $206M | +186,470 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 2,041,534 | $183M | +52,746 | 2026-06-30 | Filing |
| Invesco Ltd. | 1,910,328 | $171M | -383,178 | 2026-06-30 | Filing |
| Boston Trust Walden Corp | 1,846,607 | $166M | -53,809 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 1,635,889 | $150M | +973,531 | 2026-06-30 | Filing |
| FIDUCIARY MANAGEMENT INC /WI | 1,279,144 | $115M | -147,283 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 1,267,162 | $114M | -386,692 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 1,163,233 | $104M | +6,760 | 2026-06-30 | Filing |
| FIRST TRUST ADVISORS LP | 1,084,103 | $97M | +51,805 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 1,064,301 | $96M | -158,403 | 2026-06-30 | Filing |