Federated Hermes Inc. Cuts Holdings in Danaher Corporation $DHR

Federated Hermes Inc. lowered its position in Danaher Corporation (NYSE:DHR) by 9.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 129,809 shares of the conglomerate’s stock after selling 13,819 shares during the period. Federated Hermes Inc.’s holdings in Danaher were worth $25,736,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of DHR. Ceredex Value Advisors LLC grew its holdings in Danaher by 1.6% in the second quarter. Ceredex Value Advisors LLC now owns 249,377 shares of the conglomerate’s stock valued at $49,262,000 after purchasing an additional 3,862 shares during the period. Weitz Investment Management Inc. lifted its position in shares of Danaher by 6.1% during the 2nd quarter. Weitz Investment Management Inc. now owns 526,950 shares of the conglomerate’s stock valued at $104,094,000 after buying an additional 30,300 shares in the last quarter. Lockheed Martin Investment Management Co. grew its stake in Danaher by 49.4% in the 3rd quarter. Lockheed Martin Investment Management Co. now owns 25,340 shares of the conglomerate’s stock valued at $5,024,000 after acquiring an additional 8,380 shares during the period. Nvwm LLC increased its holdings in Danaher by 20.4% in the 2nd quarter. Nvwm LLC now owns 7,093 shares of the conglomerate’s stock worth $1,401,000 after acquiring an additional 1,204 shares in the last quarter. Finally, Resona Asset Management Co. Ltd. raised its position in Danaher by 4.6% during the third quarter. Resona Asset Management Co. Ltd. now owns 513,288 shares of the conglomerate’s stock worth $100,071,000 after acquiring an additional 22,595 shares during the period. 79.05% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, SVP Georgeann Couchara sold 5,174 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $210.42, for a total transaction of $1,088,713.08. Following the completion of the sale, the senior vice president owned 2,625 shares in the company, valued at $552,352.50. This trade represents a 66.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Teri List sold 3,298 shares of Danaher stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $226.50, for a total transaction of $746,997.00. Following the sale, the director directly owned 20,762 shares in the company, valued at approximately $4,702,593. The trade was a 13.71% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 30,248 shares of company stock worth $6,609,663. Insiders own 11.10% of the company’s stock.

More Danaher News

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.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on DHR shares. KeyCorp reiterated an “overweight” rating on shares of Danaher in a research report on Thursday. Rothschild & Co Redburn reiterated a “neutral” rating and set a $220.00 price objective (down from $245.00) on shares of Danaher in a research note on Wednesday, October 8th. Leerink Partners increased their target price on Danaher from $260.00 to $270.00 and gave the company an “outperform” rating in a report on Friday, January 16th. Morgan Stanley assumed coverage on Danaher in a research note on Monday, December 1st. They issued an “overweight” rating and a $270.00 price target on the stock. Finally, HSBC increased their price objective on Danaher from $255.00 to $270.00 and gave the company a “buy” rating in a research note on Monday, December 1st. Twenty analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $252.32.

Danaher Price Performance

DHR stock opened at $218.82 on Friday. Danaher Corporation has a 1 year low of $171.00 and a 1 year high of $242.80. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.87 and a quick ratio of 1.10. The firm has a market capitalization of $154.56 billion, a PE ratio of 43.42, a price-to-earnings-growth ratio of 3.12 and a beta of 0.89. The business has a 50 day simple moving average of $230.60 and a 200-day simple moving average of $213.96.

Danaher (NYSE:DHR) last released its quarterly earnings data on Wednesday, January 28th. The conglomerate reported $2.23 earnings per share for the quarter, topping analysts’ consensus estimates of $2.14 by $0.09. The company had revenue of $6.84 billion for the quarter, compared to analyst estimates of $6.79 billion. Danaher had a return on equity of 10.81% and a net margin of 14.71%.The firm’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.14 earnings per share. Danaher has set its FY 2026 guidance at 8.350-8.500 EPS. Equities research analysts anticipate that Danaher Corporation will post 7.63 earnings per share for the current fiscal year.

Danaher Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Investors 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 dividend on an annualized basis and a dividend yield of 0.6%. Danaher’s dividend payout ratio is currently 25.40%.

Danaher Profile

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.