According to a Form 4 filing with the Securities and Exchange Commission, Owens James, a director of Donaldson Company, sold 14,790 shares of the companys common stock between April 10 and April 14, 2026, bringing in $1.76 million. The stock was sold at prices ranging from $88.82 to $89.21, which are close to the reported current trading price of $89.24.
The filing also shows that Owens exercised options to acquire 19,790 shares of Donaldson common stock on April 10, April 13 and April 14. Those option-exercise transactions were valued at a combined $880,968, with exercise prices reported between $42.26 and $48.96.
After completing the sales and the option exercises, Owens is recorded as directly owning 22,565 shares of the company.
Market context in the filing notes that Donaldsons share performance has been strong over the past year, with a total return of 42% over the last 12 months.
Separately, Donaldson Company released its fiscal second-quarter 2026 financial results, which showed an adjusted earnings per share of $0.83, below the $0.89 that had been forecast. Revenue for the quarter totaled $896.3 million, narrowly underperforming the expected $898.59 million. The companys reported results have prompted investor concern about the earnings miss and margin pressures indicated by managements reported figures.
In the wake of those results, Morgan Stanley has maintained an Equalweight rating on Donaldson, with a price target of $93.00. The analyst who issued that rating is Angel Castillo, according to the update cited in the filing and related disclosures.
These disclosures - the directors sales and option exercises, the quarterly financials and the analysts maintained rating - together make up the latest set of public developments concerning Donaldson Company.