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A holder of DCI common stock filed a notice of planned sales under Rule 144. The filer plans to sell 566 common shares through Morgan Stanley Smith Barney LLC on the NYSE, with an indicated aggregate market value of $51,829.24. The shares relate to an exercise of options under a registered plan, acquired and paid for in cash on 12/09/2025. For context, the notice cites 115,336,687 common shares outstanding for the issuer.
Donaldson Company director reports stock option exercises and sales
On 12/05/2025, a director of Donaldson Company (DCI) exercised stock options and sold an equivalent number of common shares. The director exercised 13,200 options at an exercise price of $42.26 per share and 6,600 options at $48.96 per share, receiving common stock in each case. On the same date, the director sold 13,200 shares and 6,600 shares of common stock at a sale price of $92.04 per share.
After these transactions, the director directly owned 43,993 shares of Donaldson common stock. The stock options exercised, covering 19,800 underlying shares in total, were described as fully vested, and the remaining balance for those specific option grants is now reported as zero.
An affiliate of DCI has filed a Form 144 notice to sell 19,800 shares of common stock through Morgan Stanley Smith Barney LLC on or around 12/05/2025 via the NYSE. The filing lists an aggregate market value of 1,822,372.20 for the planned sale, compared with 115,336,687 shares outstanding of the same class. The shares were acquired on 12/05/2025 by exercising stock options under a registered plan, with the purchase price paid in cash on the same date. The seller represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Donaldson Company, Inc. reported stronger quarterly results for the three months ended October 31, 2025. Net sales rose to $935.4 million from $900.1 million, helped by pricing, modest volume growth and an $11.9 million foreign currency tailwind. Net earnings increased to $113.9 million from $99.0 million, and diluted EPS grew to $0.97 from $0.81.
Gross margin eased slightly to 35.2%, but operating margin improved as selling, general and administrative expense leveraged lower versus sales, research and development spending declined, and the company recorded a $9.3 million gain on sale of fixed assets tied to footprint optimization. Life Sciences revenue grew 13.1% and moved from a loss to a 9.2% pre-tax margin, while Mobile Solutions posted higher earnings; Industrial Solutions saw margin pressure from mix and higher costs.
Operating cash flow strengthened to $125.4 million from $72.9 million, supporting $91.9 million of share repurchases, $34.7 million of dividends and higher cash on hand of $210.7 million. Total debt rose modestly to $678.0 million, and the company retained $491.6 million of capacity on its $600.0 million revolving credit facility.
Donaldson Company, Inc. reported that it has released its financial results for the quarter ended October 31, 2025. The company announced these quarterly results through a press release dated December 4, 2025, which is attached as an exhibit to this report. This update informs investors that detailed financial and operating information for the quarter is now publicly available in that press release.
Donaldson Company director Daniel P. Shine has reported his insider holdings, showing no beneficial ownership of the company’s common stock. The filing identifies him as a director of Donaldson Co Inc, not a 10% owner, officer, or other affiliated role. The report indicates that he beneficially owns 0 shares of Donaldson common stock in direct form, meaning he holds no reported non-derivative or derivative securities of the company as of the event date.
Donaldson Company, Inc. reported the results of its 2025 Annual Meeting of Stockholders held on November 21, 2025. Stockholders elected four directors: Douglas A. Milroy received 91,803,644 votes for and 5,949,474 withheld; Richard M. Olson received 90,038,371 for and 7,714,747 withheld; Daniel P. Shine received 97,348,024 for and 405,094 withheld; and Jacinth C. Smiley received 96,991,970 for and 761,148 withheld, with 9,705,334 broker non-votes on each.
Stockholders approved the non-binding advisory vote on executive compensation, with 90,657,554 votes for, 6,173,524 against, 922,040 abstentions, and 9,705,334 broker non-votes. They also ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending July 31, 2026, with 104,131,883 votes for, 2,966,465 against, and 360,104 abstentions.
Form 144 notice of proposed sale: A shareholder filed to sell up to 7,852 shares of the issuer’s common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $645,775.77. The shares are expected to be sold on or after 10/15/2025 on the NYSE.
The shares to be sold were acquired via an option exercise on 10/15/2025 for 3,000 shares (cash), and through restricted stock vesting of 1,704 shares on 09/27/2024, 1,064 on 12/01/2022, and 2,084 on 09/22/2025. Shares outstanding were 115,907,357.
In the past three months, Andrew Dahlgren sold 3,000 common shares on 08/28/2025 for $245,879.40.
Director purchase of common stock recorded. A director reported acquiring $82.61 per share on 10/03/2025, buying 272 shares and increasing total beneficial ownership to 6,473 shares. The transaction was coded as an open-market acquisition and was reported on a Form 4 signed by an attorney-in-fact on 10/06/2025. No derivative transactions or additional remarks were disclosed.
Insider purchase recorded: A Form 4 shows director Trudy A. Rautio bought 339 shares of Donaldson Co. (DCI) on 10/03/2025 at $82.61 per share. After the purchase she directly owns 25,960 shares, indicating continued equity alignment with shareholders. The filing was signed by an attorney-in-fact on 10/06/2025.