The Goldman Sachs Group Cuts Danaher (NYSE:DHR) Price Target to $265.00

Danaher (NYSE:DHR) had its target price trimmed by The Goldman Sachs Group from $270.00 to $265.00 in a research report released on Thursday morning,MarketScreener reports. The brokerage currently has a buy rating on the conglomerate’s stock.

DHR has been the topic of several other research reports. TD Cowen reaffirmed a “buy” rating on shares of Danaher in a report on Wednesday, January 7th. Rothschild & Co Redburn reiterated a “neutral” rating and issued a $220.00 price target (down previously from $245.00) on shares of Danaher in a report on Wednesday, October 8th. Rothschild Redb lowered shares of Danaher from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, October 8th. Barclays raised their price objective 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. Finally, Redburn Partners set a $220.00 target price on shares of Danaher in a research report on Wednesday, October 8th. Twenty analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat, Danaher has a consensus rating of “Moderate Buy” and a consensus target price of $252.32.

Danaher Stock Down 0.4%

Shares of NYSE DHR opened at $218.82 on Thursday. Danaher has a 12-month low of $171.00 and a 12-month high of $242.80. The firm’s 50-day simple moving average is $230.60 and its 200 day simple moving average is $214.11. 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 company has a market cap of $154.56 billion, a price-to-earnings ratio of 43.42, a price-to-earnings-growth ratio of 3.12 and a beta of 0.89.

Danaher (NYSE:DHR) last announced its earnings results 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. Danaher had a net margin of 14.71% and a return on equity of 10.81%. The company had revenue of $6.84 billion during the quarter, compared to the consensus estimate of $6.79 billion. During the same period in the previous year, the firm posted $2.14 earnings per share. The company’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. On average, research analysts expect that Danaher will post 7.63 earnings per share for the current fiscal year.

Danaher Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Friday, December 26th were given a dividend of $0.32 per share. 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 (DPR) is currently 25.40%.

Insider Activity at Danaher

In related news, SVP Georgeann Couchara sold 5,174 shares of the stock in a transaction that occurred on 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 completion of the sale, the senior vice president directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Teri List sold 3,298 shares of the company’s 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 completion of the transaction, 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 position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 30,248 shares of company stock worth $6,609,663. 11.10% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the business. Sivia Capital Partners LLC grew its holdings in Danaher by 6.3% during the second quarter. Sivia Capital Partners LLC now owns 2,009 shares of the conglomerate’s stock worth $397,000 after purchasing an additional 119 shares during the period. PFG Investments LLC lifted its position in shares of Danaher by 4.6% in the second quarter. PFG Investments LLC now owns 5,233 shares of the conglomerate’s stock valued at $1,034,000 after buying an additional 228 shares during the last quarter. Robeco Institutional Asset Management B.V. boosted its stake in shares of Danaher by 161.2% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 175,724 shares of the conglomerate’s stock worth $34,713,000 after acquiring an additional 108,448 shares during the period. Naples Global Advisors LLC bought a new position in shares of Danaher during the 2nd quarter worth approximately $270,000. Finally, Lecap Asset Management Ltd. increased its holdings 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 acquiring an additional 2,645 shares during the last quarter. Institutional investors own 79.05% of the company’s stock.

Danaher News Roundup

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 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.