Congress trades
Donaldson Company, Inc. (DCI)
About Donaldson Company, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Richard Lewis
- Employees
- 15,000
- Listed since
- -
- Market value
- $10.4B
- Price to earnings
- 22.9
- Earnings per share
- $3.92
- Dividend yield
- 1.38%
Earnings
6 reported quarters · next on Dec 3, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Aug 26, 2026 | $1.15 | $1.13 | $1.1B | $1.0B | EPS beatRevenue in line |
| Q3 FY2026reported Jun 2, 2026 | $1.06 | $1.05 | $995.1M | $973.6M | EPS in lineRevenue beat |
| Feb 26, 2026 | $0.83 | $0.90 | $896.3M | $898.7M | EPS missRevenue in line |
| Q1 FY2026reported Dec 4, 2025 | $0.94 | $0.92 | $935.4M | $922.9M | EPS beatRevenue in line |
| Aug 27, 2025 | $1.03 | $1.02 | $980.7M | $951.5M | EPS in lineRevenue beat |
| Q3 FY2025reported Jun 3, 2025 | $0.99 | $0.95 | $940.1M | $933.4M | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Oct 6, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Tod E. CarpenterChairman, President and Chief Executive Officer | $1.1M | $2.9M | $4.3M | $8.3M |
| Richard B. LewisChief Operating Officer | $540K | $498K | $1.1M | $2.1M |
| Bradley J. PogalzChief Financial Officer | $433K | $337K | $1.4M | $2.1M |
| Amy C. BeckerChief Legal Officer and Corporate Secretary | $531K | $424K | $903K | $1.9M |
The summary compensation table from the 2025 proxy statement, current executives only. 2 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $1.1B | 11,941,762 | +6.5% | 10.31% |
| State Farm Mutual Automobile Insurance Co | $820.7M | 9,142,617 | 0.0% | 7.90% |
| Vanguard Portfolio Management LLC | $585.6M | 6,523,217 | +0.1% | 5.63% |
| Vanguard Capital Management LLC | $471.3M | 5,249,585 | +1.3% | 4.53% |
| State Street Corp | $451.6M | 5,031,135 | +5.5% | 4.34% |
| FMR LLC | $353.0M | 3,932,243 | +2.7% | 3.40% |
| Geode Capital Management, LLC | $280.2M | 3,120,304 | -6.3% | 2.69% |
| Kayne Anderson Rudnick Investment Management LLC | $249.8M | 2,782,815 | -4.8% | 2.40% |
| Morgan Stanley | $224.9M | 2,505,649 | +4.0% | 2.16% |
| Pictet Asset Management Holding Sa | $207.0M | 2,305,723 | +28.0% | 1.99% |
| Fuller & Thaler Asset Management, Inc. | $206.3M | 2,298,083 | +8.8% | 1.98% |
| Dimensional Fund Advisors LP | $183.3M | 2,041,534 | +2.7% | 1.76% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in DCI
20 disclosures of 23 on record · median 35d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Michael T. McCaul | Stock | Sale | $100,001 - $250,000 | -16.8%S&P +11.2% · vs S&P 500 -28.0% | Feb 18, 2026 | Mar 10, 2026 | 20d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +21.6%S&P +20.2% · vs S&P 500 +1.4% | Aug 21, 2025 | Sep 11, 2025 | 21d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +20.0%S&P +36.2% · vs S&P 500 -16.2% | Aug 26, 2024 | Sep 16, 2024 | 21d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +42.9%S&P +61.7% · vs S&P 500 -18.8% | Jan 17, 2024 | Feb 13, 2024 | 27d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +55.4%S&P +80.7% · vs S&P 500 -25.4% | Nov 1, 2023 | Dec 9, 2023 | 38d |
| Michael T. McCaulFiled late | Stock | Sale | $1,001 - $15,000 | +41.4%S&P +88.6% · vs S&P 500 -47.2% | May 4, 2023 | Jun 22, 2023 | 49d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +50.1%S&P +91.2% · vs S&P 500 -41.1% | Dec 14, 2022 | Jan 19, 2023 | 36d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +72.5%S&P +108.3% · vs S&P 500 -35.8% | Oct 17, 2022 | Nov 14, 2022 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +78.7%S&P +85.7% · vs S&P 500 -6.9% | May 6, 2022 | Jun 14, 2022 | 39d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +70.8%S&P +71.8% · vs S&P 500 -1.0% | Apr 20, 2022 | May 25, 2022 | 35d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +78.1%S&P +74.4% · vs S&P 500 +3.7% | Apr 14, 2022 | May 25, 2022 | 41d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +75.7%S&P +79.5% · vs S&P 500 -3.7% | Mar 10, 2022 | Apr 18, 2022 | 39d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +69.8%S&P +71.3% · vs S&P 500 -1.5% | Mar 21, 2022 | Apr 18, 2022 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +65.5%S&P +71.2% · vs S&P 500 -5.7% | Feb 15, 2022 | Mar 17, 2022 | 30d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +65.5%S&P +71.0% · vs S&P 500 -5.5% | Feb 16, 2022 | Mar 17, 2022 | 29d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +65.8%S&P +74.3% · vs S&P 500 -8.5% | Jan 28, 2022 | Feb 23, 2022 | 26d |
| Lois Frankel | Stock | Sale | $1,001 - $15,000 | +53.8%S&P +62.3% · vs S&P 500 -8.5% | Jan 11, 2022 | Feb 16, 2022 | 36d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +55.4%S&P +66.2% · vs S&P 500 -10.7% | Dec 14, 2021 | Jan 27, 2022 | 44d |
| Kim SchrierJoint | Stock | Sale | $1,001 - $15,000 | +49.6%S&P +66.3% · vs S&P 500 -16.8% | Oct 28, 2021 | Nov 18, 2021 | 21d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +59.5%S&P +106.7% · vs S&P 500 -47.2% | Dec 15, 2020 | Jan 25, 2021 | 41d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded DCI?
Michael T. McCaul, Lois Frankel, Kim Schrier disclosed DCI transactions in the filings shown here.
How quickly are DCI trades disclosed?
Congressional disclosures took a median of 35 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.