DCI Donaldson (DCI) Insider Trading, Ownership & Congress Trades
Industrials · Industrial & commercial fans & blowers & air purifing equip · CIK 0000029644
Form 144 · 4
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
296
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · $1.6M priced
What the filings say about DCI
Insiders, 180 days
-$3.2M net sold
1 seller · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$4.6M
4 notices
Donaldson insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, DONALDSON Co INC insiders sold a net $3.2M of stock across 79 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Aug 31, 2026.
- The trade is 10.7% of the 298,699 shares held after it.
- No other insider sold within 30 days.
- 296 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman, President and CEO Carpenter Tod E. sold about $2.9M of DCI on Sep 4, 2026, the largest insider sale at the company since 2025; 296 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Aug 28, 2025.
- The trade is 1.0% of the 298,699 shares held after it.
- No other insider sold within 30 days.
- 296 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman, President and CEO Carpenter Tod E. sold about $275.9K of DCI on Aug 31, 2026; 296 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Apr 13, 2026.
- The trade is 29.2% of the 22,565 shares held after it.
- 1 other insider sold within 30 days.
- 296 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Owens James sold about $588.8K of DCI on Apr 14, 2026; 1 other insider sold within 30 days and 296 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Apr 13, 2026.
- The trade is 31.7% of the 22,565 shares held after it.
- 1 other insider sold within 30 days.
- 296 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Owens James sold about $638.1K of DCI on Apr 14, 2026; 1 other insider sold within 30 days and 296 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Apr 10, 2026.
- The trade is 26.2% of the 22,565 shares held after it.
- 1 other insider sold within 30 days.
- 296 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Owens James sold about $527.1K of DCI on Apr 13, 2026; 1 other insider sold within 30 days and 296 funds added in the latest 13F quarter.79 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$3.2M over 180 days
-$3.2M over 90 days
below 62% of Industrials
Congress
no House purchase disclosed in the last 12 months
Funds
296 funds bought in last quarter
more than 72% of Industrials
Revenue
+5.3% year over year
more than 50% of Industrials
Margin
11.7% net margin
more than 75% of Industrials
Buybacks
$111.2M repurchased, FY to 2026-07-31
more than 61% of Industrials
Short interest
2.8% of the float short (float per yahoo 2026-10-27) · 5.4 days to cover · settled 2026-10-15
below 54% of Industrials
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch DCI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+3.6%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns DCI: institutional holders (13F)
13F holdings, latest reported quarter
11,941,762 sh
$1.1B
9,142,617 sh
$820.7M
6,523,217 sh
$585.6M
5,249,585 sh
$471.3M
5,031,135 sh
$451.6M
Congress trades in DCI
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
DCI planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
TOD CARPENTER
Filed 2026-09-04
$2.9M
TOD CARPENTER
Filed 2026-08-31
$275.9K
DOUGLAS ALLAN MILROY
Filed 2026-08-27
$1.2M
BRADLEY J POGALZ
Filed 2026-08-27
$195.5K
DCI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
VanEck Environmental Services ETF
$4.6M position · as of 2026-06-30
4.6%
FMI Common Stock Fund
$59.7M position · as of 2026-06-30
3.1%
Calvert Small Cap Fund
$38.2M position · as of 2026-06-30
3.0%
TAX MANAGED SMALL CAP PORTFOLIO
$5.4M position · as of 2026-07-31
2.9%
Eaton Vance Small-Cap Fund
$3.4M position · as of 2026-06-30
2.6%
Virtus KAR Small-Cap Core Fund
$44.1M position · as of 2026-06-30
2.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Carpenter
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$8.3M
$6.4M
$2.0M
+16%
+27%
2024
$7.8M
$11.2M
$2.1M
+18%
+23%
2023
$7.2M
$10.3M
$1.8M
-2%
+8%
2022
$7.0M
$5.2M
$1.8M
-17%
-14%
2021
$6.9M
$13.6M
$1.8M
+39%
+44%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $3.2M sold by insiders over 180 days, 296 funds added last quarter, $4.6M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
DCI financials
Revenue growth
+5.3%
XBRL, annual
Net margin
11.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.9B
four quarters, 2025-08-01 to 2026-07-31
Revenue, TTM DCI
| FY Jul 2026 | $3.9B |
| FY Jul 2025 | $3.7B |
| FY Jul 2024 | $3.6B |
| FY Jul 2023 | $3.4B |
| FY Jul 2022 | $3.3B |
| Jul 2026 | $1.1B |
| Apr 2026 | $995.1M |
| Jan 2026 | $896.3M |
| Oct 2025 | $935.4M |
| Jul 2025 | $980.7M |
| Apr 2025 | $940.1M |
| Jan 2025 | $870.0M |
| Oct 2024 | $900.1M |
At each fiscal year end
Single quarter
Net margin, TTM
+11.7%
net income over revenue, 2025-08-01 to 2026-07-31
Net margin, TTM DCI
| FY Jul 2026 | +11.7% |
| FY Jul 2025 | +9.9% |
| FY Jul 2024 | +11.5% |
| FY Jul 2023 | +10.5% |
| FY Jul 2022 | +10.1% |
| Jul 2026 | +12.2% |
| Apr 2026 | +11.9% |
| Jan 2026 | +10.3% |
| Oct 2025 | +12.2% |
| Jul 2025 | +11.7% |
| Apr 2025 | +6.1% |
| Jan 2025 | +11.0% |
| Oct 2024 | +11.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$426.3M
operating cash flow minus capex, 2025-08-01 to 2026-07-31
Free cash flow, TTM DCI
| FY Jul 2026 | $426.3M |
| FY Jul 2025 | $339.9M |
| FY Jul 2024 | $406.9M |
| FY Jul 2023 | $426.0M |
| FY Jul 2022 | $167.3M |
| Jul 2026 | $185.0M |
| Apr 2026 | $112.1M |
| Jan 2026 | $18.0M |
| Oct 2025 | $111.2M |
| Jul 2025 | $149.2M |
| Apr 2025 | $71.4M |
| Jan 2025 | $71.5M |
| Oct 2024 | $47.8M |
At each fiscal year end
Single quarter
Debt to equity
0.75x
long-term 2026-07-31 plus current 2026-07-31; equity 2026-07-31
Debt to equity DCI
| FY Jul 2026 | 0.75x |
| FY Jul 2025 | 0.46x |
| FY Jul 2024 | 0.36x |
| FY Jul 2023 | 0.50x |
| FY Jul 2022 | 0.57x |
| Jul 2026 | 0.75x |
| Apr 2026 | 0.36x |
| Jan 2026 | 0.43x |
| Oct 2025 | 0.44x |
| Jul 2025 | 0.46x |
| Apr 2025 | 0.49x |
| Jan 2025 | 0.36x |
| Oct 2024 | 0.40x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.37x
TTM operating cash flow over long-term 2026-07-31 plus current 2026-07-31
Cash flow to debt DCI
| FY Jul 2026 | 0.37x |
| FY Jul 2025 | 0.62x |
| FY Jul 2024 | 0.91x |
| FY Jul 2023 | 0.83x |
| FY Jul 2022 | 0.39x |
| Jul 2026 | 0.37x |
| Apr 2026 | 0.77x |
| Jan 2026 | 0.61x |
| Oct 2025 | 0.70x |
| Jul 2025 | 0.62x |
| Apr 2025 | 0.52x |
| Jan 2025 | 0.78x |
| Oct 2024 | 0.69x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+28.2%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on equity DCI
| FY Jul 2026 | +28.2% |
| FY Jul 2025 | +24.9% |
| FY Jul 2024 | +29.5% |
| FY Jul 2023 | +29.3% |
| FY Jul 2022 | +29.3% |
| Jul 2026 | +28.2% |
| Apr 2026 | +27.8% |
| Jan 2026 | +24.3% |
| Oct 2025 | +25.0% |
| Jul 2025 | +24.9% |
| Apr 2025 | +24.6% |
| Jan 2025 | +28.6% |
| Oct 2024 | +29.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+13.0%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on assets DCI
| FY Jul 2026 | +13.0% |
| FY Jul 2025 | +12.5% |
| FY Jul 2024 | +14.6% |
| FY Jul 2023 | +13.4% |
| FY Jul 2022 | +13.3% |
| Jul 2026 | +13.0% |
| Apr 2026 | +14.4% |
| Jan 2026 | +12.6% |
| Oct 2025 | +12.6% |
| Jul 2025 | +12.5% |
| Apr 2025 | +12.4% |
| Jan 2025 | +14.6% |
| Oct 2024 | +14.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+17.1%
operating income after a 22.5% effective tax rate, over long-term 2026-07-31 plus current 2026-07-31 plus average of 2025-07-31 and 2026-07-31 minus cash
Return on invested capital DCI
| FY Jul 2026 | +17.1% |
| FY Jul 2025 | +19.1% |
| FY Jul 2024 | +24.3% |
| FY Jul 2023 | +21.7% |
| FY Jul 2022 | +21.3% |
| Jul 2026 | +17.1% |
| Apr 2026 | +22.3% |
| Jan 2026 | +18.8% |
| Oct 2025 | +19.4% |
| Jul 2025 | +19.1% |
| Apr 2025 | +18.5% |
| Jan 2025 | +23.3% |
| Oct 2024 | +23.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+22.2%
operating income (EBIT proxy) over average of 2025-07-31 and 2026-07-31 minus current liabilities
Return on capital employed DCI
| FY Jul 2026 | +22.2% |
| FY Jul 2025 | +22.8% |
| FY Jul 2024 | +26.2% |
| FY Jul 2023 | +24.1% |
| FY Jul 2022 | +23.6% |
| Jul 2026 | +22.2% |
| Apr 2026 | +24.7% |
| Jan 2026 | +22.1% |
| Oct 2025 | +22.5% |
| Jul 2025 | +22.8% |
| Apr 2025 | +22.4% |
| Jan 2025 | +26.7% |
| Oct 2024 | +26.7% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
22.21x
close 2026-10-26 over four quarters of diluted EPS, 2025-08-01 to 2026-07-31
P/E, trailing DCI
| FY Jul 2026 | 24.48x |
| FY Jul 2025 | 23.67x |
| FY Jul 2024 | 22.14x |
| FY Jul 2023 | 21.67x |
| FY Jul 2022 | 20.45x |
| Jul 2026 | 24.48x |
| Apr 2026 | 23.77x |
| Jan 2026 | 31.96x |
| Oct 2025 | 26.33x |
| Jul 2025 | 23.67x |
| Apr 2025 | 22.06x |
| Jan 2025 | 20.82x |
| Oct 2024 | 21.27x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$11.0B
market value at close 2026-10-26 on 2026-09-11 shares, plus long-term 2026-07-31 plus current 2026-07-31, minus cash 2026-07-31
Enterprise value DCI
| FY Jul 2026 | $12.0B |
| FY Jul 2025 | $8.9B |
| FY Jul 2024 | $9.3B |
| FY Jul 2023 | $8.1B |
| FY Jul 2022 | $7.1B |
| Jul 2026 | $12.0B |
| Apr 2026 | $10.6B |
| Jan 2026 | $12.2B |
| Oct 2025 | $10.2B |
| Jul 2025 | $8.9B |
| Apr 2025 | $8.4B |
| Jan 2025 | $8.9B |
| Oct 2024 | $9.2B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.3%
TTM free cash flow over market value at close 2026-10-26
FCF yield DCI
| FY Jul 2026 | +3.9% |
| FY Jul 2025 | +4.1% |
| FY Jul 2024 | +4.5% |
| FY Jul 2023 | +5.6% |
| FY Jul 2022 | +2.5% |
| Jul 2026 | +3.9% |
| Apr 2026 | +3.8% |
| Jan 2026 | +3.0% |
| Oct 2025 | +4.1% |
| Jul 2025 | +4.1% |
| Apr 2025 | +3.8% |
| Jan 2025 | +4.1% |
| Oct 2024 | +3.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.83x
P/E over trailing EPS growth of 27%: four quarters to 2026-07-31 against the four to 2025-07-31
PEG, trailing DCI
| FY Jul 2026 | 0.92x |
| FY Jul 2025 | n/a |
| FY Jul 2024 | 1.34x |
| FY Jul 2023 | 2.40x |
| FY Jul 2022 | 1.09x |
| Jul 2026 | 0.92x |
| Apr 2026 | 0.97x |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | 1.77x |
| Oct 2024 | 1.28x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-07 | 2025-07 | 2024-07 | 2023-07 | |
|---|---|---|---|---|
| Revenue | $3.9B | $3.7B | $3.6B | $3.4B |
| Gross profit | $1.3B | $1.3B | $1.3B | $1.2B |
| Operating income | $599.9M | $495.4M | $544.1M | $480.2M |
| Net income | $454.0M | $367.0M | $414.0M | $359.0M |
| EPS (diluted) | 3.85 | 3.05 | 3.38 | 2.90 |
| Operating cash flow | $493.7M | $418.8M | $492.5M | $544.5M |
| Cash | $250.4M | $180.4M | $232.7M | $187.1M |
| Long-term debt | $1.3B | $640.0M | $510.0M | $623.4M |
| Buybacks | $111.2M | $331.5M | $162.7M | $141.8M |
| Dividends paid | $141.2M | $131.9M | $122.8M | $114.4M |
SEC XBRL, fiscal years, as known on 2026-10-28
DCI Stock Sonar score 6/7 axes
Find similar shapesCompareDCI ranks highest on profitability (86th percentile) and institutional and government (72nd), and lowest on insider conviction (18th), among Industrials peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
DCI filings, in plain words
Are Donaldson insiders buying or selling DCI?
In the 180 days to 2026-10-28, Donaldson insiders were net sellers, a net $3.2M across purchases and sales reported on Form 4, by 1 seller.
Are there planned insider sales of DCI?
Yes. 4 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $4.6M of stock; the latest, by TOD CARPENTER, was filed 2026-09-04.
Read the full summary
In the 180 days to 2026-10-28, Donaldson insiders were net sellers of DCI, a net $3.2M across purchases and sales reported on Form 4 by 1 seller. Insiders filed 4 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $4.6M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
