Welch & Forbes LLC Has $123.34 Million Position in Danaher Corporation $DHR

Welch & Forbes LLC cut its stake in shares of Danaher Corporation (NYSE:DHR) by 10.5% during the 3rd quarter, HoldingsChannel reports. The firm owned 622,089 shares of the conglomerate’s stock after selling 72,790 shares during the period. Danaher comprises 1.5% of Welch & Forbes LLC’s investment portfolio, making the stock its 15th largest position. Welch & Forbes LLC’s holdings in Danaher were worth $123,335,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Bryn Mawr Trust Advisors LLC boosted its position in Danaher by 6.4% in the third quarter. Bryn Mawr Trust Advisors LLC now owns 82,806 shares of the conglomerate’s stock valued at $16,417,000 after buying an additional 4,969 shares in the last quarter. AlphaQuest LLC lifted its stake in shares of Danaher by 896.1% in the 3rd quarter. AlphaQuest LLC now owns 5,598 shares of the conglomerate’s stock valued at $1,110,000 after acquiring an additional 5,036 shares during the last quarter. SYM FINANCIAL Corp acquired a new stake in shares of Danaher during the 3rd quarter valued at $432,000. Capital Investment Services of America Inc. grew its position in Danaher by 1.3% during the 3rd quarter. Capital Investment Services of America Inc. now owns 136,252 shares of the conglomerate’s stock worth $27,013,000 after acquiring an additional 1,719 shares during the last quarter. Finally, Golden State Wealth Management LLC grew its position in Danaher by 445.0% during the 3rd quarter. Golden State Wealth Management LLC now owns 327 shares of the conglomerate’s stock worth $65,000 after acquiring an additional 267 shares during the last quarter. Institutional investors own 79.05% of the company’s stock.

Danaher Stock Down 0.4%

Danaher stock opened at $218.82 on Friday. The firm has a market cap of $154.56 billion, a price-to-earnings ratio of 43.42, a PEG ratio of 3.12 and a beta of 0.89. Danaher Corporation has a 52-week low of $171.00 and a 52-week high of $242.80. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.10 and a current ratio of 1.87. The firm has a 50 day moving average price of $230.60 and a two-hundred day moving average price of $213.96.

Danaher (NYSE:DHR) last posted its quarterly earnings data 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. The company had revenue of $6.84 billion during the quarter, compared to analysts’ expectations of $6.79 billion. Danaher had a net margin of 14.71% and a return on equity of 10.81%. Danaher’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same period in the prior year, the company posted $2.14 earnings per share. Danaher has set its FY 2026 guidance at 8.350-8.500 EPS. Equities analysts predict that Danaher Corporation will post 7.63 EPS for the current year.

Danaher Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Friday, December 26th were paid 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 currently 25.40%.

Analysts Set New Price Targets

Several equities analysts have commented on the company. The Goldman Sachs Group dropped their target price on Danaher from $270.00 to $265.00 and set a “buy” rating for the company in a research report on Thursday. Morgan Stanley assumed coverage on shares of Danaher in a report on Monday, December 1st. They issued an “overweight” rating and a $270.00 price objective for the company. Wells Fargo & Company lifted their target price on shares of Danaher from $230.00 to $240.00 and gave the stock an “equal weight” rating in a research report on Monday, December 15th. Evercore ISI reissued an “outperform” rating and set a $254.00 target price on shares of Danaher in a report on Wednesday. Finally, HSBC raised their price target on shares of Danaher from $255.00 to $270.00 and gave the company a “buy” rating in a research note on Monday, December 1st. 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, the stock presently has an average rating of “Moderate Buy” and an average target price of $252.32.

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.

Insider Activity at Danaher

In related news, Director Teri List sold 3,298 shares of the firm’s stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $226.50, for a total transaction of $746,997.00. Following the completion of the sale, the director owned 20,762 shares of the company’s stock, valued at $4,702,593. This trade represents a 13.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Brian W. Ellis sold 21,776 shares of the business’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $219.23, for a total value of $4,773,952.48. Following the completion of the transaction, the senior vice president directly owned 14,553 shares in the company, valued at approximately $3,190,454.19. This trade represents a 59.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,248 shares of company stock worth $6,609,663 in the last 90 days. Corporate insiders own 11.10% of the company’s stock.

Danaher Company 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.