Sumitomo Mitsui DS Asset Management Company 13F: Cuts DCI Stake by $5.1M

Sumitomo Mitsui DS Asset Management Company lowered its investment in Donaldson Company, Inc. (NYSE:DCI) during the period according to a Form 13F filing disclosed on October 20, 2026. The institutional investor cut its position by 58,060 shares, leaving it with 15,540 shares of the industrial machinery maker. The remaining stake carried a value of about $1.35 million at the time of the report.

DCI Donaldson Company, Inc.

$87.60 ▼ -1.64% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in Sumitomo Mitsui DS Asset Management Company's Donaldson Company, Inc. Position

The fund trimmed its holdings in Donaldson Company by a substantial 78.9% during the quarter. Prior to this filing, the firm owned 73,600 shares of the company. The sizable reduction left the asset manager with 15,540 shares worth roughly $1.35 million.

Other Institutional Activity in Donaldson Company, Inc.

Other large investors adjusted their positions in Donaldson Company around the same time. Patriot Investment Management Group sold out its entire stake by shedding 2,275 shares. Pinestone Asset Management cut its holdings by 89.8%, reducing its position by 125,133 shares to end with 14,228 shares worth about $1.27 million. State Farm Mutual Automobile Insurance Co kept its massive holding steady at 9,142,617 shares valued at roughly $800.9 million. Kayne Anderson Rudnick Investment Management LLC trimmed its stake by 4.8%, dropping 141,231 shares to finish with 2,782,815 shares worth about $243.8 million. Meanwhile, Pictet Asset Management Holding SA grew its holdings by 28.0%, adding 504,236 shares to hold 2,305,723 shares worth about $202.0 million.

Donaldson Company, Inc. Stock Down 0.2%

The stock recently traded around $87.60 as of October 21, 2026, sitting slightly below its closing price of $87.97 on October 16, 2026. The filtration specialist maintains a solid market presence with a quick ratio of 1.28 and a current ratio of 2.08, pointing to steady short-term financial footing.

Recent Earnings

Donaldson Company operates with a trailing twelve month revenue of $3.89 billion and earnings of $3.85 per share. The firm posts a return on equity of 28.2% alongside a net profit margin of 11.7%. Its revenue grew 8.0% year over year. The company scheduled its next quarterly earnings release for December 3, 2026.

Dividend

The company pays an annual dividend rate of $1.24 per share, giving back to shareholders with a payout ratio of 31.7%.

Insider Buying and Selling at Donaldson Company, Inc.

Company insiders executed several sales over the prior months. President Deibert Guillermo Briseno sold 20,600 shares on March 26, 2026, at an average price of $84.97 for a total of $1,750,382. Director James J. Owens sold 19,800 shares on April 14, 2026, valued at $1,765,184. Chief Executive Officer Tod E. Carpenter sold 3,032 shares on August 31, 2026, at $91.00 for $275,912, and later sold 31,968 shares on September 4, 2026, at $91.10 for $2,912,285.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On August 19, 2026, Baird maintained an Outperform rating while raising its price target to $105.00 from $95.00, and followed up on August 27 by lifting the target to $110.00. On September 29, 2026, Morgan Stanley maintained an Equal-Weight rating while raising its price target to $95.00.

About Donaldson Company, Inc.

Headquartered in Bloomington, Minnesota, Donaldson Company manufactures and sells filtration systems and replacement parts for mobile, industrial, and life sciences markets worldwide. The firm provides filters for air, fuel, lube, and hydraulic systems across diverse industrial sectors.

Bottom Line

Investors will look toward the upcoming earnings report on December 3, 2026, for further insight into the industrial machinery maker's growth trajectory. Monitoring institutional shifts alongside insider transactions helps provide a complete picture of market sentiment surrounding the stock.