Keybank National Association OH Trims Position in Danaher Corporation $DHR

Keybank National Association OH lowered its stake in shares of Danaher Corporation (NYSE:DHR) by 4.0% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 357,778 shares of the conglomerate’s stock after selling 15,015 shares during the period. Keybank National Association OH’s holdings in Danaher were worth $70,933,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. WFA of San Diego LLC acquired a new stake in shares of Danaher during the second quarter worth $26,000. Howard Hughes Medical Institute acquired a new position in Danaher in the 2nd quarter valued at $27,000. TruNorth Capital Management LLC purchased a new position in Danaher during the 3rd quarter worth $28,000. Red Tortoise LLC lifted its stake in shares of Danaher by 175.0% in the 2nd quarter. Red Tortoise LLC now owns 154 shares of the conglomerate’s stock worth $30,000 after acquiring an additional 98 shares during the period. Finally, Tripletail Wealth Management LLC purchased a new stake in shares of Danaher in the third quarter valued at about $31,000. 79.05% of the stock is owned by hedge funds and other institutional investors.

Key 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.

Danaher Trading Down 0.4%

NYSE:DHR opened at $218.82 on Friday. Danaher Corporation has a 52-week low of $171.00 and a 52-week high of $242.80. The company has a quick ratio of 1.10, a current ratio of 1.87 and a debt-to-equity ratio of 0.35. The stock has a fifty day simple moving average of $230.60 and a 200-day simple moving average of $213.96. The company 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.

Danaher (NYSE:DHR) last posted its earnings results on Wednesday, January 28th. The conglomerate reported $2.23 earnings per share for the quarter, beating the consensus estimate of $2.14 by $0.09. Danaher had a net margin of 14.71% and a return on equity of 10.81%. The firm had revenue of $6.84 billion during the quarter, compared to the consensus estimate of $6.79 billion. During the same period last year, the firm posted $2.14 EPS. The firm’s revenue for the quarter was up 4.6% on a year-over-year basis. Danaher has set its FY 2026 guidance at 8.350-8.500 EPS. On average, equities research analysts expect that Danaher Corporation will post 7.63 earnings per share for the current fiscal year.

Danaher Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Friday, December 26th were paid 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 yield of 0.6%. Danaher’s dividend payout ratio is presently 25.40%.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on DHR shares. Morgan Stanley began coverage on shares of Danaher in a report on Monday, December 1st. They set an “overweight” rating and a $270.00 price target for the company. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Danaher in a research note on Thursday. Jefferies Financial Group lifted their price target on Danaher from $255.00 to $265.00 and gave the company a “buy” rating in a research note on Wednesday. Wall Street Zen upgraded Danaher from a “hold” rating to a “buy” rating in a research report on Saturday, November 22nd. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Danaher in a research report on Monday, December 29th. Twenty research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $252.32.

Insider Buying and Selling at Danaher

In related news, SVP Brian W. Ellis sold 21,776 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $219.23, for a total transaction of $4,773,952.48. Following the sale, the senior vice president owned 14,553 shares of the company’s stock, valued at $3,190,454.19. This trade represents a 59.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Georgeann Couchara sold 5,174 shares of Danaher stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $210.42, for a total value of $1,088,713.08. Following the sale, the senior vice president owned 2,625 shares of the company’s stock, valued at approximately $552,352.50. This represents a 66.34% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 30,248 shares of company stock worth $6,609,663. 11.10% of the stock is owned by insiders.

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.