DCI trades 17.3% below Wall Street's consensus target of $100.33.
Last 12 months price action with 12-month analyst target path
The base valuation assumes DCI achieves its forward estimates and maintains a stable P/E multiple of 21.6x. This scenario reflects the blended consensus of 14 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 22, 2026, Donaldson Company, Inc. (DCI) has a Wall Street consensus price target of $100.33, based on estimates from 14 covering analysts. With the stock currently trading at $85.52, this represents a potential upside of +17.3%. The company has a market capitalization of $9.91B.
Analyst price targets range from a low of $91.00 to a high of $123.00, representing a 32% spread in expectations. The median target of $93.50 differs from the mean, suggesting potential outlier estimates.
The current analyst consensus rating is Hold, with 5 analysts rating the stock as a Buy or Strong Buy,6 rating it Hold, and 3 rating it Sell or Strong Sell. The mixed ratings reflect uncertainty about near-term direction.
From a valuation perspective, DCI trades at a trailing P/E of 28.0x and forward P/E of 21.6x. The forward PEG ratio of 2.46 reflects a premium valuation. Analysts expect EPS to grow +6.4% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $112.41, with bear and bull scenarios of $70.82 and $148.11 respectively. Model confidence stands at 55/100, reflecting moderate uncertainty in projections.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
PHParker-Hannifin Corporation | $120.3B | $953.27 | $1047.25 | +9.9% | Buy | 30.5x | 38 |
MWAMueller Water Products, Inc. | $4.1B | $26.13 | $32.25 | +23.4% | Hold | 17.7x | 21 |
ROPRoper Technologies, Inc. | $34.0B | $330.25 | $457.64 | +38.6% | Buy | 15.1x | 23 |
FELEFranklin Electric Co., Inc. | $4.6B | $104.20 | $100.00 | -4.0% | Hold | 22.7x | 11 |
CECOCECO Environmental Corp. | $3.5B | $98.40 | $105.40 | +7.1% | Buy | 54.1x | 16 |
AAONAAON, Inc. | $11.2B | $136.72 | $119.00 | -13.0% | Buy | 60.4x | 5 |
CLFDClearfield, Inc. | $554M | $40.45 | $44.00 | +8.8% | Buy | 76.7x | 8 |
NFBKNorthfield Bancorp, Inc. | $602M | $14.41 | $14.50 | +0.6% | Hold | 10.7x | 9 |
MNROMonro, Inc. | $467M | $15.55 | $28.00 | +80.1% | Hold | 28.5x | 24 |
CATCaterpillar Inc. | $458.7B | $985.82 | $882.20 | -10.5% | Buy | 40.0x | 53 |
Quick answers to the most common questions about buying DCI stock.
Donaldson Company, Inc. (DCI) has a consensus 12-month price target of $100.33, implying 17.3% upside from $85.52. The 14 analysts covering DCI see moderate appreciation potential.
DCI has a consensus rating of "Hold" based on 14 Wall Street analysts. The rating breakdown is mixed, with 6 Hold ratings making up the largest segment. The consensus 12-month price target of $100.33 implies 17.3% upside from current levels.
DCI trades at a forward P/E of 21.6347x, representing a moderate valuation. With analysts targeting $100.33 (17.3% implied move), the stock appears reasonably valued with upside.
The most bullish Wall Street analyst has a price target of $123 for DCI, while the most conservative target is $91. The consensus of $100.33 represents the median expectation. Our quantitative valuation model projects a bull case target of $148 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
DCI is moderately covered, with 14 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 5 have Buy ratings, 6 recommend Hold, and 3 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month DCI stock forecast based on 14 Wall Street analysts shows a consensus price target of $100.33, with estimates ranging from $91 (bear case) to $123 (bull case). The median consensus rating is "Hold". Our proprietary valuation model produces a base case fair value of $112, with bear/bull scenarios of $71/$148.
Our quantitative valuation model calculates DCI's fair value at $112 (base case), with a bear case of $71 and bull case of $148. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 55/100.
DCI trades at a forward P/E ratio of 21.6x based on next-twelve-months earnings estimates compared to a trailing P/E of 28.0x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are optimistic on DCI, with a "Hold" consensus rating and $100.33 price target (17.3% upside). 5 of 14 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
DCI analyst price targets range from $91 to $123, a 32% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $100.33 consensus represents the middle ground. Our model's $71-$148 range provides an independent fundamental perspective.
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