Market closed · After hours · 6:24 PM ET
Last update: Oct 8, 2026, 6:22 PM ET
Donaldson Company, Inc.
$87.16▼ 0.11% today
After Hours

Why Donaldson Company, Inc. (DCI) stock moved

Updated Oct 8, 2026

Donaldson Company, Inc. (DCI) shares fell 0.1% to $87.16 as of October 8, 2026, a slight decline from the prior close of $87.26. BestStocks flagged the session as a major change for DCI. The move is tied to a new SEC filing. Below, we break down what changed for DCI, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

SEC Filing

Donaldson Company, Inc. (DCI) filed its 10-K annual report on 2026-09-25, disclosing full fiscal-year results and financial position. DCI is scheduled to report earnings on 2026-12-03 with consensus EPS estimate of $0.97.

This summary describes the catalyst and move as first detected on Sep 30, 2026, 4:47 PM EDT; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
FilingsWeak confidence
Rel. volume
0.8×
Below Avg
Vs peers
—
No comparable peers
Market cap
$10.1B
New York Stock Exchange
Analyst target
$97
+10.7% vs price
Price chart
Sep 8 – Oct 8
FFVVVVVVV$86$89$91Sep 8Sep 16Sep 23Oct 1Oct 8
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Donaldson Company, Inc. investors

For Donaldson Company, Inc. investors, the recent signals add up to a bearish shift. On the constructive side: Donaldson Company, Inc. (DCI) moved +0.49% from $86.02 to $86.44 on 2026-09-18. Weighing against that: Negative session, down 0.1%; New SEC filing — review for material disclosures. Wall Street's consensus price target sits at $96.50, implying +10.7% upside from $87.16. BestStocks rates the overall signal quality weak (34/100). With earnings roughly 56 days out, the next report is the most likely near-term test of the move.

DCI price reaction

DCI last traded at $87.16, down $0.10 (-0.11%) from the previous close of $87.26. The session traded on 0.8× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $86.05 and $90.99, and it currently sits about 22% of the way up that band.

Bullish and bearish analyst opinions on Donaldson Company, Inc. (DCI)

The consensus analyst price target on Donaldson Company, Inc. (DCI) is $96.50, 10.7% above the recent $87.16. Over the past 90 days analysts logged 0 upgrades, 3 maintains, and 0 downgrades. Here is how the bullish and bearish cases on DCI line up.

The bullish case

  • Wall Street's consensus price target of $96.50 implies +10.7% upside from $87.16.
  • The Street's most bullish target is $105.00 (+20.5%).
  • Donaldson Company, Inc. (DCI) moved +0.49% from $86.02 to $86.44 on 2026-09-18.

The bearish case

  • Negative session, down 0.1%.
  • DCI moved -0.97% from its $86.89 open to a $86.05 close on 2026-09-22.
  • Donaldson Company, Inc. (DCI) moved −1.10% from $87.01 to $86.05 on 2026-09-17.
Bull vs bear balanceBearish Shift
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Oct 8, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $97+10.7%
= 3 maintains
Morgan Stanley maintained Equal Weight · 2026-09-29
SEC filings watch
DEF 14A2026-10-06
Annual proxy — exec compensation & governance
low
10-K2026-09-25
Annual financial report
high
8-K2026-08-26
Material event — review for impact
high
8-K2026-07-24
Material event — review for impact
high
Peer context
DCI-0.1%

Previous notable changes for DCI

Filings2026-10-06+1.0%
Donaldson Company, Inc. (DCI) filed an updated DEF 14A proxy statement on October 6, 2026.
Activity2026-09-22-0.0%
DCI moved -0.97% from its $86.89 open to a $86.05 close on 2026-09-22.
Activity2026-09-18+0.5%
Donaldson Company, Inc. (DCI) moved +0.49% from $86.02 to $86.44 on 2026-09-18. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was 3.8x the 5-day average, suggesting elevated institutional or retail interest despite the modest price move.
Activity2026-09-17-0.3%
Donaldson Company, Inc. (DCI) moved −1.10% from $87.01 to $86.05 on 2026-09-17. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move corresponds to a new 30-day low, reached on below-average volume (0.8x the 5-day mean).
Upcoming catalysts & outlook
Next earnings
2026-12-03 (est.)
in 56 days
10-K Annual Report (est.)
2027-09-25
Medium impact
Thesis shift
Bearish Shift
bearish signal
Risk level
Low
from change events

Frequently asked questions about DCI

Why did Donaldson Company, Inc. (DCI) stock move?

DCI fell 0.1% to $87.16. The move coincided with the context summarized above, though no single company-specific catalyst was independently confirmed.

How much did DCI stock fall?

DCI lost 0.11% ($0.10) versus the prior close of $87.26, last trading at $87.16 on 0.8× average volume.

When is Donaldson Company, Inc.'s next earnings date?

DCI's next earnings report is estimated for 2026-12-03 — about 56 days away.

What is the analyst price target for DCI?

The consensus analyst price target for DCI is $96.50, about 10.7% above the current $87.16. Over the past 90 days, analysts recorded 0 upgrades, 3 maintains, and 0 downgrades.

How BestStocks tracks DCI

This page is generated automatically by BestStocks' change-detection system after a new SEC filing was detected and verified against independent data sources. It draws on 20 tracked change events for DCI, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of October 8, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataSEC EDGAR filingsAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.