Donaldson Company Top Insiders

DCI Stock

USD 87.12 0.82 0.95%

Donaldson's insiders are aggressively selling. The analysis of insiders' sentiment of trading Donaldson stock suggests that almost all insiders are panicking at this time. Donaldson employs about 15 K people. The company is managed by 37 executives with a total tenure of roughly 229 years. There are nearly 405.41 employees per reported executive.

Tod Carpenter Chairman

Chairman of the Board, President, Chief Executive Officer

Jeffrey Spethmann President

Vice President - Global Industrial Air Filtration

Insider Sentiment

Mostly Selling

Selling

Buying

Latest Trades

2026-02-18	Michael T. McCaul	Disposed @ 107.96
2025-12-09	Bradley J Pogalz	Disposed 566 @ 91.57	View
2025-12-05	Ajita G Rajendra	Disposed 19800 @ 92.04	View
2025-09-03	Guillermo Briseno	Disposed 13500 @ 79.03	View
2025-08-28	Trudy A Rautio	Disposed 31900 @ 79.96	View
2025-08-21	Michael T. McCaul	Disposed @ 73.81
2025-04-10	James Owens	Disposed 18700 @ 62.02	View

Tracking insider sentiment in Donaldson can help investors see whether internal behavior is reinforcing or weakening the broader investment thesis. The value here is transparency: investors can review the pattern without assuming every insider transaction predicts the next price move.

Build portfolio with Donaldson Stock

Donaldson's Workforce Through the Years

Employee-history analysis for Donaldson can help investors see whether the business is expanding capacity, defending margins, or adjusting to softer demand. That is why the projected staffing path toward about under 15,000 employees by April 2026 deserves to be read with the rest of the operating context.

Macro event markers

Dot-com Bubble

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Interest Hikes

Management Team Effectiveness

The company has Return on Asset of 11.8 % implying that the company is running its asset base efficiently at $11.8 per $100. This is in the middle of the sector distribution. In the same way, it shows a return on shareholders' equity (ROE) of 24.27 %, implying that equity holders earned $24.27 on every $100 of investment in it.

Donaldson Quarterly Income Before Tax

116.6 Million

As of 03/25/2026, Common Stock Shares Outstanding is forecasted to advance to approximately 140.4 M this year, while Net Income Applicable To Common Shares are moving lower toward under 228.1 M.

Stock Institutional Investors

About 89.15% of Donaldson is held by institutions, with insiders at 0.56%. Current market capitalization is about 10.09 Billion. This helps separate index flows from active bets. The business currently sits in the Industrials sector and the Specialty Industrial Machinery industry. Volume spikes around index rebalance dates are worth monitoring given the high institutional share.

		Shares
Dimensional Fund Advisors, Inc.	2025-12-31	2 M
William Blair Investment Management, Llc	2025-12-31	1.7 M
American Century Companies Inc	2025-12-31	1.5 M
Norges Bank	2025-12-31	1.4 M
Amvescap Plc.	2025-09-30	1.3 M
Bank Of New York Mellon Corp	2025-09-30	1.3 M
Northern Trust Corp	2025-09-30	1.2 M
First Trust Advisors L.p.	2025-12-31	1 M
Td Asset Management Inc	2025-12-31	1 M
Vanguard Group Inc	2025-12-31	11.8 M
Blackrock Inc	2025-09-30	10.7 M

For a mid-cap like Donaldson (10.09 Billion), benchmark pressure and redemption cycles can limit how institutional weight turns into price support. Annual revenue is about 3.69 Billion. At this size, institutional rebalancing is usually orderly but can tighten spreads around earnings.

Insider Trading Activities

Reviewing insider trades in Donaldson shows whether management is acting in line with the public story on growth and strategy. The pattern is most useful when compared with earnings releases and guidance changes rather than treated alone.

		Briseno Guillermo over six months ago Disposition of 13500 shares by Briseno Guillermo of Donaldson at 28.0 subject to Rule 16 b-3
		Tod Carpenter over six months ago Disposition of 45808 shares by Tod Carpenter of Donaldson at 28.0 subject to Rule 16 b-3
		Tod Carpenter over six months ago Disposition of 2159 shares by Tod Carpenter of Donaldson at 28.0 subject to Rule 16 b-3
		Brad Pogalz over six months ago Insider Trading
		Thomas Scalf over a year ago Disposition of 4295 shares by Thomas Scalf of Donaldson at 73.33 subject to Rule 16 b-3
		Scott Robinson over a year ago Disposition of 37600 shares by Scott Robinson of Donaldson at 45.43 subject to Rule 16 b-3
		Briseno Guillermo over a year ago Disposition of 2737 shares by Briseno Guillermo of Donaldson at 61.5 subject to Rule 16 b-3
		Richard Lewis over a year ago Disposition of 3000 shares by Richard Lewis of Donaldson at 38.78 subject to Rule 16 b-3
		Andrew Cebulla over a year ago Disposition of 498 shares by Andrew Cebulla of Donaldson at 73.2 subject to Rule 16 b-3
		Scott Robinson over a year ago Acquisition by Scott Robinson of 37000 shares of Donaldson at 42.72 subject to Rule 16 b-3

Outstanding Bonds

Corporate bonds issued by Donaldson matter because they shape interest expense, maturity risk, and the flexibility management has during tighter credit conditions. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.

	MPLX LP 4125 Corp Bond US55336VAK61	View
	Morgan Stanley 3971 Corp Bond US61744YAL20	View
	MGM Resorts International Corp Bond US552953CD18	View

View All Donaldson Corporate Bonds

Corporate Filings

F4	4th of March 2026 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	View Verify
10Q	26th of February 2026 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
8K	2nd of February 2026 Report filed with the SEC to announce major events that shareholders should know about	View Verify
8K	29th of January 2026 Report filed with the SEC to announce major events that shareholders should know about	View Verify
F4	6th of January 2026 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	View Verify
F4	10th of December 2025 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	View Verify
F4	8th of December 2025 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	View Verify
8K	4th of December 2025 Report filed with the SEC to announce major events that shareholders should know about	View Verify

The majority of Donaldson's outstanding shares are owned by institutions. This level of institutional concentration typically reflects the stock's inclusion in major indices, consistent liquidity, and long-term investment attractiveness for funds managing assets on behalf of pensions, endowments, and other institutional clients. With institutions controlling the majority of the float, changes in quarterly 13F filings can provide meaningful signals about shifts in professional investor sentiment. The ownership breakdown for Donaldson shows approximately 89% institutional, 1% insider, and 10% public.

Shares in Circulation

First Issued

1985-12-31

Previous Quarter

117.8 M

Current Value

117.9 M

Average Shares Outstanding

174.3 M

Quarterly Volatility

38.8 M

Macro event markers

Black Monday

Oil Shock

Dot-com Bubble

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Interest Hikes

Holders Distribution

For Donaldson, institutional participation can be supportive or destabilizing depending on whether large holders are building conviction or reducing exposure. The opportunity for retail investors is not to imitate blindly, but to understand how large-holder positioning may affect liquidity, volatility, and timing.

Market Cap and Value

Market Cap Enterprise Value

Workforce Comparison

Donaldson places fourth for number of employees among direct rivals. The total workforce of Industrials industry is currently estimated at about 116,594. Donaldson retains roughly 15,000 in number of employees claiming about 13% of equities under Industrials sector.

Workforce Capitalization Revenue Valuation Total debt

Compare Donaldson to Competition

Profit Margins

The company has Net Profit Margin of 10.0 %, which implies that the company generates enough margin to fund operations and growth. This exceeds typical sector levels. In the same way, it shows Net Operating Margin of 14.0 %, which means that for every $100 of revenue, operating activities generate $14.0 in income.

Current Value

Last Year

Change From Last Year

10 Year Trend

Gross Profit Margin

0.26

0.31

Fairly Down

Slightly volatile

Net Profit Margin

0.0606

0.0895

Way Down

Very volatile

Operating Profit Margin

0.088

0.14

Way Down

Very volatile

Pretax Profit Margin

0.088

0.12

Way Down

Slightly volatile

Return On Assets

0.088

0.11

Significantly Down

Pretty Stable

Return On Equity

0.18

0.23

Significantly Down

Very volatile

Insider Trading History

The insider trade history for Donaldson reveals whether executives were buying or selling during key price moves. Shares outstanding are near 115.8 M. Since insider trades are publicly filed, the record helps verify whether management actions match their words.

	Buy/Sell Ratio	# Purchases Trades	# Sales Trades	Total Shares Purchased	Total Shares Sold
2025-12-01	2.5714	18	7	288,778	50,448
2025-09-01	0.8571	18	21	280,508	460,534
2025-06-01	1.1429	8	7	37,332	69,258
2025-03-01	2.8	28	10	129,274	162,000
2024-12-01	4.5	18	4	311,587	12,195
2024-09-01	0.88	22	25	310,959	431,793
2024-06-01	2.0	6	3	4,181	5,770
2024-03-01	1.4	35	25	250,955	376,740
2023-12-01	1.0	9	9	30,550	56,821
2023-09-01	1.6875	27	16	507,098	178,712
2023-06-01	6.0	6	1	4,413	348.00
2023-03-01	3.25	26	8	71,170	48,900
2022-12-01	0.7619	16	21	114,784	206,675
2022-09-01	1.4667	22	15	342,167	76,607
2022-06-01	8.0	8	1	11,850	7,200
2022-03-01	9.6667	29	3	66,391	0.00
2021-12-01	0.9091	10	11	27,710	45,659
2021-09-01	7.5	15	2	359,240	21,145
2021-06-01	0.875	7	8	43,605	84,714
2021-03-01	3.375	27	8	102,564	56,800
2020-12-01	0.5455	6	11	53,253	80,733
2020-09-01	2.0	20	10	711,866	64,387
2020-06-01	0.3333	3	9	31,800	76,839
2020-03-01	5.4	27	5	88,596	19,567
2019-12-01	6.5	13	2	15,502	15,012
2019-09-01	3.25	26	8	618,149	77,081
2019-06-01	5.5	11	2	14,535	28,800
2019-03-01	16.0	48	3	108,927	32,800
2018-12-01	11.6667	35	3	4,288	1,836
2018-09-01	1.9615	51	26	499,659	182,041
2018-06-01	11.0	22	2	14,721	28,800
2017-12-01	5.375	43	8	6,297	4,453
2017-09-01	2.6	26	10	478,133	53,714
2017-06-01	0.9286	13	14	40,953	75,678
2017-03-01	6.25	25	4	142,260	30,442
2016-12-01	31.0	31	1	306,525	12,000
2016-09-01	3.0	21	7	33,802	55,270
2016-06-01	1.875	30	16	73,021	91,703
2016-03-01	4.0	36	9	293,640	198,921
2015-12-01	2.4615	64	26	371,471	155,889
2015-09-01	2.0	24	12	40,566	57,983
2015-06-01	7.0	7	1	161.99	10,000
2015-03-01	2.2	33	15	441,580	134,339
2014-12-01	6.3333	76	12	415,820	56,782
2014-09-01	1.5385	40	26	108,744	124,835
2014-06-01	2.8	14	5	34,720	28,975
2014-03-01	1.72	43	25	235,066	103,319
2013-12-01	2.963	80	27	402,136	249,124
2013-09-01	0.88	22	25	106,884	92,527
2013-06-01	1.3	13	10	110,398	117,058
2013-03-01	1.8182	20	11	143,951	32,728
2012-12-01	3.9565	91	23	360,852	459,094
2012-09-01	0.9811	52	53	929,865	1,270,362
2012-06-01	4.5	18	4	13,141	10,282
2012-03-01	2.0	52	26	163,461	111,334
2011-12-01	2.4474	93	38	199,989	131,179
2011-09-01	5.2	26	5	15,507	23,546
2011-06-01	11.0	22	2	1,037	940.00
2011-03-01	2.8824	49	17	124,273	73,562
2010-12-01	2.0185	109	54	366,947	293,312
2010-09-01	1.2424	41	33	147,386	190,862
2010-06-01	1.1538	15	13	45,181	77,135
2010-03-01	1.2609	29	23	178,791	173,140
2009-12-01	1.4074	38	27	400,458	239,716
2009-09-01	1.0	2	2	17,115	9,448
2009-06-01	5.0	10	2	46,855	45,008
2009-03-01	4.1818	46	11	76,371	19,987
2008-12-01	13.4286	94	7	248,793	52,143
2008-09-01	4.75	38	8	108,700	27,710
2008-06-01	1.1351	42	37	92,374	123,421
2008-03-01	4.0	48	12	78,998	23,325
2007-12-01	3.5357	99	28	226,454	157,276
2007-09-01	1.6667	50	30	197,650	156,221
2007-06-01	39.0	39	1	15,769	0.00
2007-03-01	16.6667	50	3	10,640	4,862
2006-12-01	8.4545	93	11	291,205	52,660
2006-09-01	2.5278	91	36	551,762	626,601
2006-06-01	17.6	88	5	8,755	8,400
2006-03-01	4.8571	102	21	134,173	225,251
2005-12-01	13.0	91	7	261,421	57,257
2005-09-01	3.6	72	20	1,633,618	2,383,587
2005-06-01	2.3778	107	45	1,350,055	1,464,192
2005-03-01	6.5	104	16	198,690	219,467
2004-12-01	11.4444	103	9	328,791	79,510
2004-09-01	3.4138	99	29	183,521	250,439
2004-06-01	5.0952	107	21	89,786	104,431
2004-03-01	7.1538	93	13	109,160	73,828
2003-12-01	2.9189	108	37	316,924	199,479
2003-09-01	1.5769	82	52	256,354	352,114
2003-06-01	0.9	9	10	87,168	111,948
2002-12-01	10.0	20	2	1,637	7,000
2001-12-01	1.0	1	1	3,600	6,000

Notable Stakeholders

Stakeholders matter for Donaldson because not every influential participant is a shareholder acting with the same objective or time horizon. This becomes more informative when investors want to understand not just ownership, but influence, incentives, and strategic pressure points.

Tod Carpenter	Chairman of the Board, President, Chief Executive Officer	Profile
Jeffrey Spethmann	Vice President - Global Industrial Air Filtration	Profile
Amy Becker	Vice President General Counsel, Secretary	Profile
Sheila Kramer	Vice President - Human Resources	Profile
Richard Lewis	Senior Vice President - Global Operations	Profile
Thomas Scalf	Senior Vice President - Engine Products	Profile
Bart Driesen	President Aftermarket	Profile
Scott Robinson	Chief Financial Officer, Senior Vice President, Principal Accounting Officer	Profile
Andrew Dahlgren	President Solutions	Profile
Guillermo Briseo	President Solutions	Profile
Wim Vermeersch	Vice President - Europe, Middle East, and Africa	Profile
Douglas Milroy	Independent Director	Profile
Michael Hoffman	Independent Director	Profile
John Wiehoff	Independent Director	Profile
Trudy Rautio	Independent Director	Profile
Pilar Cruz	Independent Director	Profile
Andrew Cecere	Independent Director	Profile
James Owens	Independent Director	Profile
Ajita Rajendra	Independent Director	Profile
Willard Oberton	Lead Independent Director	Profile
Tammylynne Jonas	Chief Officer	Profile
Jeff Stierman	Senior Operations	Profile
Richard Olson	Director	Profile
Peter Keller	Principal Accounting Officer, Corporate Controller	Profile
Brad Pogalz	Chief Officer	Profile
Robert Nelson	Treasurer	Profile
Todd Smith	Chief Staff	Profile
Rick Olson	Director	Profile
Keith Bechtum	Senior OEM	Profile
David Wood	Vice Development	Profile
Jacinth Smiley	Director	Profile
Darcy Devincke	Chief Officer	Profile
Andrew Cebulla	Principal Accounting Officer and Global Corporate Controller	Profile
David Mulder	Chief Officer	Profile
Michael Wynblatt	Chief Officer	Profile
Sarika Dhadwal	Director Relations	Profile
Bradley Pogalz	Chief Officer	Profile

Management Information & Data Sources

Donaldson is a large-cap company across Industrial Machinery & Supplies & Components, Specialty Industrial Machinery, Industrials. Leadership tenure and executive continuity help assess whether strategic vision is being maintained across cycles. Longer executive tenure can improve strategic consistency, but may also reduce adaptability to changing conditions. CEO is Tod Carpenter with 15,000 employees and 37 reported executives.

This section for Donaldson is built from periodic company reporting and market reference feeds, with reporting definitions aligned before display. Values may update on different source schedules. Insider and management fields are mapped from published filings and company disclosures.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board

Last reviewed on March 3rd, 2026

Workforce Efficiency and Productivity

Workforce efficiency at Donaldson can help investors judge how effectively labor resources are being converted into revenue and profit over time. A disciplined workforce review can reveal whether execution quality is improving beneath the top-line numbers.

Donaldson Manpower Efficiency

Return on Donaldson Manpower

	Revenue Per Employee	246.1K
	Revenue Per Executive	99.8M
	Net Income Per Employee	24.5K
	Net Income Per Executive	9.9M
	Working Capital Per Employee	47K
	Working Capital Per Executive	19M

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Donaldson Company Top Insiders

Latest Trades

Donaldson's Workforce Through the Years

Management Team Effectiveness

Donaldson Quarterly Income Before Tax

Stock Institutional Investors

Insider Trading Activities

Outstanding Bonds

Corporate Filings

Holders Distribution

Market Cap and Value

Workforce Comparison

Profit Margins

Insider Trading History

Notable Stakeholders

Management Information & Data Sources

This content is curated and reviewed by:

Workforce Efficiency and Productivity

Donaldson Manpower Efficiency

Return on Donaldson Manpower

Popular Tools for Donaldson Stock analysis

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