National Pension Service Acquires 34,264 Shares of Danaher Corporation $DHR

National Pension Service increased its holdings in shares of Danaher Corporation (NYSE:DHR) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,446,361 shares of the conglomerate’s stock after purchasing an additional 34,264 shares during the quarter. National Pension Service’s holdings in Danaher were worth $286,756,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in DHR. Sivia Capital Partners LLC grew its holdings in shares of Danaher by 6.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,009 shares of the conglomerate’s stock valued at $397,000 after acquiring an additional 119 shares in the last quarter. PFG Investments LLC boosted its position in Danaher by 4.6% during the second quarter. PFG Investments LLC now owns 5,233 shares of the conglomerate’s stock valued at $1,034,000 after purchasing an additional 228 shares during the last quarter. Robeco Institutional Asset Management B.V. grew its stake in Danaher by 161.2% in the second quarter. Robeco Institutional Asset Management B.V. now owns 175,724 shares of the conglomerate’s stock valued at $34,713,000 after purchasing an additional 108,448 shares in the last quarter. Naples Global Advisors LLC acquired a new position in shares of Danaher during the 2nd quarter worth approximately $270,000. Finally, Lecap Asset Management Ltd. increased its position in shares of Danaher by 185.2% during the 2nd quarter. Lecap Asset Management Ltd. now owns 4,073 shares of the conglomerate’s stock worth $805,000 after purchasing an additional 2,645 shares during the last quarter. 79.05% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have recently commented on DHR. Rothschild & Co Redburn reissued a “neutral” rating and issued a $220.00 price objective (down previously from $245.00) on shares of Danaher in a report on Wednesday, October 8th. Evercore ISI reiterated an “outperform” rating and issued a $254.00 price target on shares of Danaher in a research note on Wednesday. Argus set a $265.00 price objective on shares of Danaher in a research report on Wednesday, January 14th. Guggenheim upped their target price on shares of Danaher from $250.00 to $275.00 and gave the company a “buy” rating in a report on Friday, January 2nd. Finally, Barclays raised their target price on shares of Danaher from $225.00 to $250.00 and gave the company an “overweight” rating in a research note on Wednesday, October 22nd. Twenty research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Danaher currently has an average rating of “Moderate Buy” and a consensus price target of $252.32.

Danaher Trading Down 0.4%

Shares of NYSE:DHR opened at $218.82 on Friday. Danaher Corporation has a 12-month low of $171.00 and a 12-month high of $242.80. The business has a 50 day moving average of $230.60 and a 200-day moving average of $213.96. 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 market cap of $154.56 billion, a PE ratio of 43.42, a P/E/G ratio of 3.12 and a beta of 0.89.

Danaher (NYSE:DHR) last released its quarterly earnings results on Wednesday, January 28th. The conglomerate reported $2.23 earnings per share 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 analysts’ expectations 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% compared to the same quarter last year. Danaher has set its FY 2026 guidance at 8.350-8.500 EPS. As a group, equities research analysts forecast that Danaher Corporation will post 7.63 earnings per share for the current year.

Danaher Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Friday, December 26th were given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, December 26th. Danaher’s payout ratio is presently 25.40%.

Trending Headlines about 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.

Insider Activity at Danaher

In related news, SVP Georgeann Couchara sold 5,174 shares of the firm’s stock in a transaction dated 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 transaction, the senior vice president directly owned 2,625 shares of the company’s stock, valued at approximately $552,352.50. This trade represents a 66.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Teri List sold 3,298 shares of the business’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $226.50, for a total transaction of $746,997.00. Following the completion of the sale, the director directly owned 20,762 shares of the company’s stock, valued at $4,702,593. This represents a 13.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 30,248 shares of company stock worth $6,609,663. Corporate insiders own 11.10% of the company’s stock.

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.