Welcome to our dedicated page for DONALDSON Co SEC filings (Ticker: DCI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on DONALDSON Co's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into DONALDSON Co's regulatory disclosures and financial reporting.
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.
Rautio Trudy A. reported acquisition or exercise transactions in this Form 4 filing.
Donaldson Company director Trudy A. Rautio received a stock grant of 334 shares of Common Stock, valued at $89.09 per share. This was a compensation-related award, not an open-market purchase. After the grant, she directly owns 28,106 shares of Donaldson Common Stock.
Owens James reported acquisition or exercise transactions in this Form 4 filing.
Donaldson Co. director James Owens received a grant of 267 shares of Common Stock at $89.09 per share. This compensation-related award increased his direct holdings to 22,913 shares, reflecting a routine equity grant rather than an open‑market purchase or sale.
Donaldson Co. Inc. director Christopher M. Hilger reported a stock award of 400 shares of common stock, valued at $89.09 per share. This was a grant classified as a “grant, award, or other acquisition,” not an open-market purchase. After this award, Hilger directly holds 16,244 common shares of Donaldson.
Donaldson Company, Inc. reported stronger results for the quarter ended April 30, 2026. Net sales rose to $995.1 million from $940.1 million, while net earnings more than doubled to $118.1 million, lifting diluted EPS to $1.00 from $0.48. Growth was led by Mobile Solutions and Life Sciences, with Industrial Solutions held back by production inefficiencies and weaker Aerospace and Defense.
For the first nine months, net sales reached $2,826.8 million and net earnings were $324.5 million, with diluted EPS of $2.75. Gross margin percentage eased due to footprint optimization costs and Power Generation manufacturing shifts, partly offset by pricing and mix. Operating cash flow was $293.8 million, supporting $108.5 million of share repurchases and $104.0 million of dividends.
After quarter-end, Donaldson closed the acquisition of Facet for cash consideration of $828.7 million, funding it with about $820 million of new variable-rate debt, bringing long-term debt to roughly $1.4 billion. Management also highlights uncertainties from U.S. tariff developments and the conflict in Iran as potential macro risks.
Donaldson Company reported record fiscal third quarter 2026 sales of $995.1 million, up 5.8%, with GAAP net earnings of $118.1 million versus $57.8 million a year ago. Diluted EPS rose to $1.00 from $0.48.
Adjusted net earnings were $125.5 million and adjusted diluted EPS were $1.06, up from $118.9 million and $0.99. Operating margin was 15.6%, with an all-time high adjusted operating margin of 16.6%. Mobile and Life Sciences delivered solid growth, while Industrial Solutions was softer.
The company closed the all-cash $829 million Facet Filtration acquisition, to be reported in Industrial Solutions. For fiscal 2026, organic adjusted EPS is guided to $3.94–$4.01, 7–9% above 2025 adjusted EPS, on organic sales growth of 3–5% and adjusted operating margin of 15.8–16.2%. Year to date, Donaldson paid $104.0 million in dividends and repurchased 1.2% of shares for $108.5 million.
Donaldson Co Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 6,064,424 shares of Common Stock, representing 5.23% as of 03/31/2026. The filer reports 881,090 shares of sole voting power and sole dispositive power over the reported shares.
Vanguard Portfolio Management reported beneficial ownership of 6,535,093 shares of Donaldson Co Inc common stock, representing 5.64% of the class as of 03/31/2026. The filer discloses sole voting power for 16,944 shares and sole dispositive power for 6,535,093 shares; no shared voting or dispositive power is reported. The filing states these holdings include securities held by Vanguard funds and managed accounts for which Vanguard affiliates exercise voting or dispositive power.
Donaldson Company director James Owens exercised stock options and sold the resulting shares in a series of routine transactions. He exercised options for a total of 19,800 shares of common stock at exercise prices of $42.26 and $48.96 per share, then sold 19,800 shares in open-market trades at prices around $89 per share. After these transactions, he directly holds 22,565 shares of Donaldson common stock.