UMB Bank n.a. Lowers Holdings in Danaher Corporation $DHR

UMB Bank n.a. decreased its holdings in Danaher Corporation (NYSE:DHR) by 10.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 44,452 shares of the conglomerate’s stock after selling 4,940 shares during the period. UMB Bank n.a.’s holdings in Danaher were worth $8,813,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in DHR. WFA of San Diego LLC bought a new position in Danaher in the 2nd quarter worth approximately $26,000. Howard Hughes Medical Institute purchased a new position in shares of Danaher in the second quarter worth $27,000. TruNorth Capital Management LLC bought a new position in shares of Danaher during the third quarter worth $28,000. Tripletail Wealth Management LLC purchased a new position in Danaher during the third quarter valued at $31,000. Finally, Red Tortoise LLC increased its holdings in Danaher by 175.0% in the 2nd quarter. Red Tortoise LLC now owns 154 shares of the conglomerate’s stock valued at $30,000 after acquiring an additional 98 shares during the last quarter. Hedge funds and other institutional investors own 79.05% of the company’s stock.

Insider Transactions at Danaher

In other Danaher news, SVP Georgeann Couchara sold 5,174 shares of the stock in a transaction on 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 in the company, valued at $552,352.50. This trade represents a 66.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Brian W. Ellis sold 21,776 shares of Danaher stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $219.23, for a total value of $4,773,952.48. Following the sale, the senior vice president owned 14,553 shares of the company’s stock, valued at approximately $3,190,454.19. This trade represents a 59.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 30,248 shares of company stock worth $6,609,663. 11.10% of the stock is currently owned by company insiders.

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.

Wall Street Analysts Forecast Growth

DHR has been the subject of several research reports. Wall Street Zen raised shares of Danaher from a “hold” rating to a “buy” rating in a report on Saturday, November 22nd. Rothschild Redb cut Danaher from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 8th. Wells Fargo & Company upped their price objective on Danaher from $230.00 to $240.00 and gave the stock an “equal weight” rating in a report on Monday, December 15th. Argus set a $265.00 target price on shares of Danaher in a report on Wednesday, January 14th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Danaher in a research note on Thursday. Twenty research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, Danaher presently has an average rating of “Moderate Buy” and a consensus price target of $252.32.

Danaher Trading Down 0.4%

DHR stock opened at $218.82 on Friday. Danaher Corporation has a twelve month low of $171.00 and a twelve month high of $242.80. The stock has a market capitalization 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. 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 firm’s fifty day simple moving average is $230.60 and its two-hundred day simple moving average is $214.11.

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

Danaher Announces Dividend

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

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.