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Corporate Score 25 Neutral

Morgan Stanley Slightly Lowers Price Target on Donaldson (DCI) to $91

Mar 12, 2026 09:37 UTC
DCI
Short term

Morgan Stanley adjusted its price target for Donaldson Company (DCI) to $91 from $93 while keeping its Equal Weight rating, reflecting a modest revision without altering the stock's overall recommendation.

  • Morgan Stanley lowered DCI's price target to $91 from $93.
  • The Equal Weight rating remains unchanged.
  • No new company-specific or sector-wide catalysts triggered the revision.
  • The price target change is described as minor and routine.
  • DCI operates within the industrial sector.
  • The update does not signal a shift in the firm's long-term outlook.

Morgan Stanley has updated its price target for Donaldson Company, Inc. (DCI), lowering it to $91 from $93. The adjustment reflects a minor recalibration in the firm's valuation model but maintains the stock's Equal Weight rating. The change underscores a cautious approach to DCI's near-term prospects, though no fundamental shifts or new catalysts triggered the update. The firm continues to view DCI as a market-neutral investment, aligning with its current positioning in the industrial sector. Given the minimal nature of the price target reduction and the unchanged rating, the move is considered routine rather than indicative of broader concerns. Investors are expected to continue assessing DCI based on its industrial performance and macroeconomic conditions affecting its core markets.

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