Ticker League

Buyback yield (TTM)

2.76%

Shareholder yield (TTM)

4.12%

5Y share count change

-6.2%

Buyback spend (TTM)

$281.70M

Key takeaways

  • Donaldson Company (DCI) repurchased about $281.70M of stock over the trailing twelve months.
  • Diluted share count is down 6.2% over the last ~5 fiscal years — buybacks are net-shrinking the share base.
  • TTM buyback ÷ stock-based-comp ratio of 11.59× — repurchases more than cover SBC dilution.
  • Cash buyback spend has compounded at +28.6% per year over the latest 5-year window.
  • TTM repurchases used about 113% of free cash flow remaining after dividends.

Dividend & buyback yield over time for Donaldson Company (DCI)

Stacked annual yields — buyback yield (TTM cash repurchases ÷ market cap) plus dividend yield from the same fiscal-year-end key-metrics period — show how total cash return per dollar of equity has evolved.

Diluted vs basic shares (annual) for Donaldson Company (DCI)

Diluted weighted-average shares are the EPS denominator — a falling count means buybacks are outpacing SBC dilution.

Year-over-year change in diluted shares for Donaldson Company (DCI)

Green is fewer shares vs the prior fiscal year (net repurchase); red is growth (dilution). The earliest year shown has no prior year to compare.

Cash buyback spend over time for Donaldson Company (DCI)

Latest: $331.50M

Overview

Donaldson Company (DCI) most recent annual buyback spend stands at $331.50M (2025) – surged 94.2% year-over-year.

Over 2020–2025 (5 years), Donaldson Company buyback spend expanded at a +28.6% compound annual rate, sustaining 2 straight years of year-over-year growth.

The record annual buyback spend stands at $331.50M, reached in 2025; the historical low of $0.00 was recorded in 1990.

Donaldson Company Buyback Spend 2025: $331.50M

Donaldson Company posted buyback spend of $331.50M in 2025, surged 94.2% from 2024. This figure represents the highest annual value in the available history.

Donaldson Company Buyback Spend 2024: $170.70M

In 2024, Donaldson Company reported buyback spend of $170.70M, grew 20.4% from 2023.

Donaldson Company Buyback Spend 2023: $141.80M

Donaldson Company buyback spend in 2023 was $141.80M, declined 16.9% below 2022.

Donaldson Company Buyback Spend 2022: $170.60M

2022's buyback spend for Donaldson Company came in at $170.60M, grew 20.0% from 2021.

Donaldson Company Buyback Spend 2021: $142.20M

Donaldson Company buyback spend in 2021 was $142.20M.

See more financial history for Donaldson Company (DCI).

Buyback, SBC & dilution history

Buyback spend, SBC, net dilution effect, and share count.

  • 2025$331.50M
  • 2024$170.70M
  • 2023$141.80M
  • 2022$170.60M
  • 2021$142.20M
  • 2020$94.30M
  • 2019$129.20M
  • 2018$122.00M
  • 2017$140.40M
  • 2016$84.30M
  • 2015$256.30M
  • 2014$279.40M
  • 2013$102.57M
  • 2012$130.23M
  • 2011$108.93M
  • 2010$66.70M
  • 2009$32.77M
  • 2008$92.20M
  • 2007$76.90M
  • 2006$118.91M
  • 2005$116.27M
  • 2004$29.77M
  • 2003$24.87M
  • 2002$22.61M
  • 2001$10.30M
  • 2000$35.92M
  • 1999$44.50M
  • 1998$33.30M
  • 1997$24.90M
  • 1996$23.10M
  • 1995$14.70M
  • 1994$17.60M
  • 1993$13.10M
  • 1992$9.70M
  • 1991$13.50M
  • 1990$0.00

Buybacks vs stock-based compensation for Donaldson Company (DCI)

Annual cash repurchases set against stock-based compensation. Coverage above 1× means buybacks fully offset the equity dilution from SBC. TTM coverage: 11.59×.

Buybacks vs dividends (share of cash returned) for Donaldson Company (DCI)

How Donaldson Company splits cash returned to shareholders between dividends and buybacks.

Sector peers by buyback spend

Companies in the same sector as Donaldson Company, ranked by their latest buyback spend.

Buyback capacity (TTM)

Free cash flow minus dividends paid versus actual TTM repurchases — the headroom bar shows how much of post-dividend FCF is still being deployed elsewhere.

TTM buybacks vs headroom (FCF − dividends, TTM)100% of headroom

Headroom $249.80M (TTM FCF − TTM dividends, clamped at zero).

Frequently asked questions

Data & methodology