Donaldson Company Stock Forecast

Stock Price Forecast

According to 8 analysts polled by S&P Global, Donaldson Company stock has a consensus rating of "Hold" and an average price target of $96.8. The average 1-year stock price forecast is 15.72% higher than the current stock price, while the lowest is $79 (-5.56%) and the highest is $123 (+47.04%).

Price Target: $96.8 (+15.72%)

Analyst Consensus: Hold

Target	Low	Average	Median	High
Price	$79	$96.8	$95	$123
Change	-5.56%	+15.72%	+13.57%	+47.04%

Analyst Ratings

The average analyst rating for Donaldson Company stock is "Hold". This means that analysts believe this stock is likely to perform similarly to the overall market.

Recommendation Trends

Rating	Jan '26	Feb '26	Mar '26	Apr '26	May '26	Jun '26
Strong Buy	2	2	2	2	2	2
Buy	0	0	0	0	0	0
Hold	5	5	5	5	5	6
Sell	1	1	1	1	1	0
Strong Sell	0	0	0	0	0	0
Total	8	8	8	8	8	8

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Nathan Jones Stifel Nicolaus	Stifel Nicolaus	Hold Maintains $96 → $91	Hold	Maintains	$96 → $91	+8.79%	Jun 4, 2026
Angel Castillo Morgan Stanley	Morgan Stanley	Hold Maintains $93 → $91	Hold	Maintains	$93 → $91	+8.79%	Jun 3, 2026
Brian Drab William Blair	William Blair	Hold Maintains n/a	Hold	Maintains	n/a	n/a	Jun 2, 2026
Quinn Fredrickson Robert W. Baird	Robert W. Baird	Buy Maintains $104 → $95	Buy	Maintains	$104 → $95	+13.57%	Mar 30, 2026
Bryan Blair Oppenheimer	Oppenheimer	Hold Maintains n/a	Hold	Maintains	n/a	n/a	Feb 27, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

3.87B

from 3.69B

4.88%

from 3.69B

Revenue Next Year

4.17B

from 3.87B

7.73%

from 3.87B

EPS This Year

3.95

from 3.68

7.34%

from 3.68

EPS Next Year

4.33

from 3.95

9.62%

from 3.95

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026
Period Ending	Jul 31, 2021	Jul 31, 2022	Jul 31, 2023	Jul 31, 2024	Jul 31, 2025	Jul 31, 2026
Revenue	2.85B	3.31B	3.43B	3.59B	3.69B	3.87B
Revenue Growth	10.54%	15.86%	3.76%	4.53%	2.92%	4.88%
Gross Profit	977.50M	1.07B	1.16B	1.28B	1.29B	1.36B
Gross Margin	34.25%	32.28%	33.91%	35.64%	35.02%	35.23%
Operating Income	392.70M	447.60M	502.50M	546.50M	563.70M	625.65M
Net Income	286.90M	332.80M	358.80M	414.00M	367.00M	462.80M
EPS	-	-	-	-	3.68	3.95
EPS Growth	-	-	-	-	7.60%	7.34%
Forward PE	24.88	18.01	19.89	20.69	18.47	21.18
Dividend / Share	0.86	0.90	0.96	1.04	1.14	1.22
Dividend Growth	-	4.65%	6.67%	8.33%	9.62%	7.02%
Free Cash Flow	295.11M	176.74M	380.46M	385.99M	292.09M	400.10M
No. Analysts	-	-	-	-	-	3

EPS and Forward PE are based on non-GAAP adjusted numbers.

Revenue Forecast

Revenue	2026	2027	2028
High	3.9B
Avg	3.9B
Low	3.9B

Revenue Growth

Revenue Growth	2026	2027	2028
High	5.4%
Avg	4.9%
Low	4.5%

EPS Forecast

EPS	2026	2027	2028
High	3.98
Avg	3.95
Low	3.92

EPS Growth

EPS Growth	2026	2027	2028
High	8.2%
Avg	7.3%
Low	6.5%