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. 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…


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

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 Stanleyโ€™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 โ€œrecord salesโ€ 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 companyโ€™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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