Morgan Stanley Lowers its Price Target on Donaldson Company, Inc. (DCI) to $91 from $93 and Maintains an Equal Weight Rating

Donaldson Company, Inc. (NYSE:DCI) is among the 11 Most Oversold Stocks to Buy Now.

Morgan Stanley Lowers its Price Target on Donaldson Company, Inc. (DCI) to $91 from $93 and Maintains an Equal Weight Rating

On March 9, 2026, Morgan Stanley analyst Angel Castillo lowered the price target on Donaldson Company, Inc. (NYSE:DCI) to $91 from $93 previously and maintained an Equal Weight rating. Angel Castillo adjusted several targets across the machinery and construction group as part of a weekly update to Morgan Stanley’s models.

On February 26, 2026, Donaldson Company, Inc. (NYSE:DCI) reported Q2 adjusted EPS of 83c, below the 89c consensus estimate, with revenue of $896M compared with the $898.64M consensus. CEO Tod Carpenter said the company delivered “record sales” during the quarter while continuing to strengthen the business to meet demand in key high-margin segments. Carpenter also highlighted the agreement to acquire Facet, which expands the company’s product portfolio with fuel and fluid filtration capabilities serving durable markets, including aerospace and defense and power generation.

Donaldson Company, Inc. (NYSE:DCI) lowered its fiscal 2026 adjusted EPS outlook to $3.93-$4.01 from $3.95-$4.11, compared with the $4.05 consensus estimate. The company expects fiscal 2026 revenue to rise 1%-5% from $3.69B in 2025, versus the $3.83B consensus. Management said strong backlogs and expected operating improvements in the second half support projections for record sales, operating margin, and earnings in fiscal 2026.

Donaldson Company, Inc. (NYSE:DCI) manufactures and sells filtration systems and replacement parts worldwide through its Mobile Solutions, Industrial Solutions, and Life Sciences segments.

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