Donaldson Ownership
| DCI Stock | USD 68.00 0.55 0.80% |
Shares in Circulation | First Issued 1985-12-31 | Previous Quarter 122.5 M | Current Value 121.9 M | Avarage Shares Outstanding 176.1 M | Quarterly Volatility 38.1 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Donaldson |
Donaldson Stock Ownership Analysis
About 87.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.19. Donaldson last dividend was issued on the 9th of December 2024. The entity had 2:1 split on the 26th of March 2012. Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company was founded in 1915 and is headquartered in Bloomington, Minnesota. Donaldson operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 14000 people. To learn more about Donaldson call Tod Carpenter at 952 887 3131 or check out https://www.donaldson.com.Besides selling stocks to institutional investors, Donaldson also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Donaldson's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Donaldson's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Donaldson Quarterly Liabilities And Stockholders Equity |
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Donaldson Insider Trades History
Less than 1% of Donaldson are currently held by insiders. Unlike Donaldson's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Donaldson's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Donaldson's insider trades
Donaldson Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Donaldson is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Donaldson backward and forwards among themselves. Donaldson's institutional investor refers to the entity that pools money to purchase Donaldson's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Fuller & Thaler Asset Management Inc | 2024-09-30 | 1.6 M | Td Asset Management Inc | 2024-09-30 | 1.5 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.5 M | Mairs & Power Inc | 2024-09-30 | 1.4 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 1.3 M | Hhg Plc | 2024-09-30 | 1.3 M | Amvescap Plc. | 2024-09-30 | 1.2 M | Td Global Investment Solutions – Td Epoch | 2024-09-30 | 1.2 M | Bank Of New York Mellon Corp | 2024-09-30 | 1.2 M | Vanguard Group Inc | 2024-09-30 | 12.7 M | Blackrock Inc | 2024-06-30 | 10.8 M |
Donaldson Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Donaldson insiders, such as employees or executives, is commonly permitted as long as it does not rely on Donaldson's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Donaldson insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Thomas Scalf over two months ago Disposition of 4295 shares by Thomas Scalf of Donaldson at 73.33 subject to Rule 16b-3 | ||
Scott Robinson over three months ago Disposition of 37600 shares by Scott Robinson of Donaldson at 45.43 subject to Rule 16b-3 | ||
Briseno Guillermo over six months ago Disposition of 2737 shares by Briseno Guillermo of Donaldson at 61.5 subject to Rule 16b-3 | ||
Richard Lewis over six months ago Disposition of 3000 shares by Richard Lewis of Donaldson at 38.78 subject to Rule 16b-3 | ||
Andrew Cebulla over six months ago Disposition of 498 shares by Andrew Cebulla of Donaldson at 73.2 subject to Rule 16b-3 | ||
Scott Robinson over six months ago Acquisition by Scott Robinson of 37000 shares of Donaldson at 42.72 subject to Rule 16b-3 |
Donaldson's latest congressional trading
Congressional trading in companies like Donaldson, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Donaldson by those in governmental positions are based on the same information available to the general public.
| 2024-09-18 | Representative Michael McCaul | Acquired Under $15K | Verify |
Donaldson Outstanding Bonds
Donaldson issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Donaldson uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Donaldson bonds can be classified according to their maturity, which is the date when Donaldson has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Donaldson Corporate Filings
F4 | 9th of December 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 6th of December 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 3rd of December 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 7th of November 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether Donaldson offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Donaldson's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Donaldson Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Donaldson Stock:Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Donaldson. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. For more detail on how to invest in Donaldson Stock please use our How to Invest in Donaldson guide.You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
Is Industrial Machinery & Supplies & Components space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Donaldson. If investors know Donaldson will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Donaldson listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.216 | Earnings Share 3.44 | Revenue Per Share 29.713 | Quarterly Revenue Growth 0.064 | Return On Assets 0.1207 |
The market value of Donaldson is measured differently than its book value, which is the value of Donaldson that is recorded on the company's balance sheet. Investors also form their own opinion of Donaldson's value that differs from its market value or its book value, called intrinsic value, which is Donaldson's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Donaldson's market value can be influenced by many factors that don't directly affect Donaldson's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Donaldson's value and its price as these two are different measures arrived at by different means. Investors typically determine if Donaldson is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Donaldson's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.