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Investing.com - Stifel raised its price target on Donaldson Company (NYSE:DCI) to $84.00 from $69.00 on Thursday, while maintaining a Hold rating on the filtration systems manufacturer. The stock, which has gained over 23% year-to-date according to InvestingPro data, currently trades near its 52-week high of $83.31.
The price target adjustment represents a significant 22% increase from the previous valuation, reflecting the company’s recent performance despite maintaining the same rating recommendation.
Stifel noted that Donaldson delivered "a strong finish to a solid year," with management effectively driving margin expansion despite operating in what it described as a "variable demand environment."
The research firm highlighted Donaldson’s ability to gain market share as a key differentiator, providing "differentiated performance across the majority of the portfolio."
Despite the substantial price target increase and positive operational assessment, Stifel maintained its Hold rating on Donaldson Company shares, suggesting the current valuation may already reflect the company’s improved performance outlook.
In other recent news, Donaldson Company Inc. reported its Q4 2025 earnings, exceeding analyst expectations. The company achieved an adjusted earnings per share of $1.03, slightly above the forecasted $1.02. Revenue also surpassed projections, reaching $981 million compared to the expected $951.57 million. These results contributed to record sales and operating margins for the full year, setting a positive tone for the upcoming fiscal year. Despite these achievements, investor caution was evident as pre-market trading showed a slight dip. No significant merger announcements or changes in analyst ratings were reported in this period. However, the earnings performance underscores the company’s strong financial position. These developments reflect the company’s ongoing growth and operational efficiency.
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