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DONALDSON Co INC (DCI) reports that Chairman, President and CEO Tod E. Carpenter on September 4, 2026 exercised employee stock options for 31,968 shares of common stock at an exercise price of $42.72 per share, then sold 31,968 common shares at $91.10 per share. The options exercised were fully vested, and following the exercise Carpenter holds 131,500 options directly. He also holds common stock indirectly through benefit plan trusts, with reported positions of 11,303 and 11,978 shares. No transactions are reported as made under a Rule 10b5-1 trading plan.
DONALDSON Co INC (DCI) received a notice that company officer Tod Carpenter plans to sell 31,968 shares of common stock under Rule 144. The planned sale, to be handled through Morgan Stanley Smith Barney, has an aggregate market value of $2,912,380.70 based on recent prices.
The shares are to be sold on September 4, 2026 following an exercise of options under a registered plan. Over the prior three months, Carpenter sold 3,032 shares of common stock for $275,912.00. Donaldson reports 115,911,056 common shares outstanding as context for these transactions.
Donaldson Co Inc (DCI) reported insider activity by Chairman, President and CEO Tod E. Carpenter on 2026-08-31. Carpenter exercised 3,032 employee stock options at an exercise price of $42.72 per share, receiving 3,032 shares of common stock, and then sold 3,032 shares of common stock at $91.00 per share. After the option exercise, he held 163,468 employee stock options directly, and also had indirect ownership of 11,303 and 11,978 common shares through benefit plan trusts.
DONALDSON Co INC (DCI) received a notice under Rule 144 that Tod Carpenter plans a resale of company common stock. The filing covers up to 3,032 shares to be sold through Morgan Stanley Smith Barney, with an indicated value of $275,912.00, following a cash exercise of options under a registered plan, with a proposed sale date of 08/31/2026 on the NYSE.
DONALDSON Co INC (DCI) reported that Chief Financial Officer Bradley J. Pogalz exercised employee stock options for 3,000 shares at an exercise price of $42.72 per share, receiving 3,000 shares of common stock. On the same date, 2,129 shares of common stock were delivered or withheld at $91.84 per share for payment of exercise price or tax liability, resulting in a net acquisition of 871 shares. The exercised option position is now fully vested and exhausted, and he also reports indirect holdings of 47 and 888 shares of common stock held by a Benefit Plan Trust.
DONALDSON Co INC (DCI) received a Rule 144 notice for a proposed sale of common stock by officer Bradley J. Pogalz. The filing lists 2,129 shares of Donaldson common stock to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on or about August 27, 2026, following an exercise of options under a registered plan. The shares are listed on the NYSE, and the proposed transaction is for cash.
DONALDSON Co INC (DCI) received a notice of proposed sale of restricted or control securities under Rule 144 by former officer Douglas Allan Milroy. The filing covers the intended sale of 13,400 shares of common stock, with an aggregate market value of $1,230,436.24, through Morgan Stanley Smith Barney LLC. The shares are to be sold on or about 08/27/2026 on the NYSE and were acquired via exercise of options under a registered plan. The issuer reports 115,911,056 shares outstanding, which is a baseline figure, not the amount being sold.
Donaldson Co Inc (DCI) reported record fourth-quarter and full-year fiscal 2026 results. Fourth-quarter net sales were $1.06 billion, up 8.0%, with GAAP diluted EPS of $1.10, up 13.4%, and adjusted EPS of $1.15, up 11.7%. Full-year 2026 net sales were $3.89 billion, up 5.3%, and GAAP net earnings rose 23.7% to $453.8 million, with GAAP EPS of $3.85 and adjusted EPS of $3.98, up 8.2%.
Gross margin improved to 36.3% in Q4 and 34.6% for the year, with adjusted operating margin for 2026 at 16.0%. Mobile Solutions sales grew 5.6% for the year, Industrial Solutions 2.6%, and Life Sciences 12.8%. The Facet acquisition added about $30 million in Q4 sales and contributed to higher aerospace and defense revenue, but helped drive long-term debt up to $1.28 billion and interest expense to $36.0 million, up 48.8%.
Free cash flow was $426.5 million, and Donaldson returned about $250 million through dividends and share repurchases. For fiscal 2027, the company projects sales growth of 5.5%–9.5% and EPS of $4.22–$4.38, and expects operating margin between 16.6% and 17.2%, implying another potential record year.
Donaldson Company, Inc. reports that Board member Douglas A. Milroy has decided to resign from the Board of Directors. He notified the Board on July 23, 2026, and his resignation will be effective July 31, 2026.
Milroy has served on Donaldson’s Board since 2016. The report does not provide additional details regarding this Board change.
Smiley Jacinth C reported acquisition or exercise transactions in this Form 4 filing.
Donaldson Company director Jacinth C. Smiley received a grant of 267 shares of Donaldson common stock on July 3, 2026, at a reference price of $89.09 per share. This was recorded as a compensation-related award rather than an open-market purchase.
Following this grant, Smiley directly holds a total of 8,243 Donaldson common shares. The filing reflects a routine equity award that increases the director’s ownership stake and more closely aligns compensation with shareholder interests.