Private Wealth Partners LLC grew its position in Danaher Corporation (NYSE:DHR – Free Report) by 6.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 97,828 shares of the conglomerate’s stock after purchasing an additional 5,765 shares during the quarter. Danaher makes up approximately 1.4% of Private Wealth Partners LLC’s portfolio, making the stock its 22nd largest holding. Private Wealth Partners LLC’s holdings in Danaher were worth $19,395,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors and hedge funds have also modified their holdings of the company. Norges Bank bought a new stake in Danaher during the second quarter valued at about $1,979,503,000. Viking Global Investors LP lifted its position in shares of Danaher by 543.9% during the 2nd quarter. Viking Global Investors LP now owns 2,907,515 shares of the conglomerate’s stock worth $574,351,000 after purchasing an additional 2,455,994 shares during the last quarter. Generation Investment Management LLP boosted its stake in Danaher by 56.2% during the 2nd quarter. Generation Investment Management LLP now owns 4,965,646 shares of the conglomerate’s stock valued at $980,914,000 after purchasing an additional 1,787,522 shares during the period. Primecap Management Co. CA grew its holdings in Danaher by 924.2% in the 2nd quarter. Primecap Management Co. CA now owns 1,239,320 shares of the conglomerate’s stock valued at $244,815,000 after buying an additional 1,118,318 shares during the last quarter. Finally, Vanguard Group Inc. grew its holdings in Danaher by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 60,769,587 shares of the conglomerate’s stock valued at $12,004,424,000 after buying an additional 788,499 shares during the last quarter. 79.05% of the stock is currently owned by institutional investors and hedge funds.
Key Stories Impacting Danaher
Here are the key news stories impacting Danaher this week:
- Positive Sentiment: Q4 results beat on EPS and management set FY2026 EPS guidance of $8.35–$8.50, which is above many street estimates and supports upside to earnings expectations. Danaher (DHR) Tops Q4 Earnings Estimates, Issues Solid 2026 Outlook
- Positive Sentiment: JPMorgan raised its price target to $275 and kept an overweight rating, signaling continued bullish sentiment among some large sell?side shops. Benzinga
- Positive Sentiment: Molecular Devices (a Danaher business) announced a partnership to expand automated, AI?ready research solutions — a product/market development that supports longer?term growth in lab automation and software?enabled sales. Molecular Devices Expands Access to Automated, AI-Ready Research Solutions
- Neutral Sentiment: Goldman Sachs trimmed its target slightly to $265 but maintained a buy rating, a modest calibration that still implies material upside but signals some caution. MarketScreener
- Neutral Sentiment: Earnings call transcripts and highlights show management emphasizing free cash flow and balance sheet strength, but a cautious tone on near?term demand. These details provide context but are not unambiguously positive or negative. Danaher (DHR) Q4 2025 Earnings Call Transcript
- Negative Sentiment: Market commentary and headlines framed the report as “in?line” on sales and cautioned investors that the post?earnings dip may not be a good buying opportunity, which likely amplified selling pressure. Danaher Stock Plunge Does Not Represent A Good Entry Point
- Negative Sentiment: Despite the EPS beat, some outlets highlighted the stock drop after an essentially in?line revenue/outlook, reinforcing bearish sentiment in the short term. Danaher drops after in-line earnings outlook
- Negative Sentiment: Valuation is elevated (P/E ~43) versus historical averages, which can make the stock more sensitive to any guidance softness or mixed indicators.
Danaher Stock Down 0.4%
Danaher (NYSE:DHR – Get Free Report) last posted its earnings results on Wednesday, January 28th. The conglomerate reported $2.23 EPS for the quarter, topping the consensus estimate of $2.14 by $0.09. Danaher had a return on equity of 10.81% and a net margin of 14.71%.The business had revenue of $6.84 billion during the quarter, compared to the consensus estimate of $6.79 billion. During the same quarter last year, the company earned $2.14 EPS. Danaher’s revenue was up 4.6% on a year-over-year basis. Danaher has set its FY 2026 guidance at 8.350-8.500 EPS. Equities analysts forecast that Danaher Corporation will post 7.63 earnings per share for the current fiscal year.
Danaher Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Friday, December 26th were issued a $0.32 dividend. The ex-dividend date of this dividend was Friday, December 26th. This represents a $1.28 annualized dividend and a dividend yield of 0.6%. Danaher’s dividend payout ratio is presently 25.40%.
Analyst Upgrades and Downgrades
DHR has been the subject of several research reports. Robert W. Baird set a $251.00 price objective on Danaher in a research report on Thursday. Leerink Partners upped their target price on shares of Danaher from $260.00 to $270.00 and gave the company an “outperform” rating in a research note on Friday, January 16th. Guggenheim raised their price target on shares of Danaher from $250.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, January 2nd. Barclays boosted their price objective on shares of Danaher from $225.00 to $250.00 and gave the stock an “overweight” rating in a report on Wednesday, October 22nd. Finally, The Goldman Sachs Group reduced their target price on shares of Danaher from $270.00 to $265.00 and set a “buy” rating for the company in a research note on Thursday. Twenty analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $252.32.
View Our Latest Stock Report on Danaher
Insider Buying and Selling
In related news, SVP Brian W. Ellis sold 21,776 shares of Danaher stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $219.23, for a total transaction of $4,773,952.48. Following the completion of the transaction, the senior vice president directly owned 14,553 shares of the company’s stock, valued at $3,190,454.19. This trade represents a 59.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Georgeann Couchara sold 5,174 shares of the company’s stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $210.42, for a total transaction of $1,088,713.08. Following the sale, the senior vice president directly owned 2,625 shares in the company, valued at $552,352.50. This represents a 66.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 30,248 shares of company stock worth $6,609,663 in the last quarter. 11.10% of the stock is owned by corporate insiders.
About Danaher
Danaher Corporation (NYSE: DHR) is a global science and technology company that designs, manufactures and markets products and services for the life sciences, diagnostics, and environmental and applied markets. The company organizes its operations into business segments focused on Life Sciences, Diagnostics, and Environmental & Applied Solutions, supplying instruments, reagents, software and related services that support research, clinical testing, biopharmaceutical development, and industrial and environmental monitoring.
Products and services in Danaher’s portfolio include analytical and diagnostic instruments, laboratory consumables and reagents, digital and software solutions for workflow and data management, field and industrial monitoring equipment, and service and maintenance programs.
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