AustralianSuper Pty Ltd Buys New Stake in Danaher Corporation $DHR

AustralianSuper Pty Ltd purchased a new position in shares of Danaher Corporation (NYSE:DHR) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,684 shares of the conglomerate’s stock, valued at approximately $730,000.

Several other large investors also recently modified their holdings of DHR. WFA of San Diego LLC bought a new stake in Danaher in the second quarter valued at $26,000. Howard Hughes Medical Institute bought a new position in shares of Danaher during the second quarter valued at $27,000. TruNorth Capital Management LLC acquired a new stake in shares of Danaher in the 3rd quarter valued at $28,000. Tripletail Wealth Management LLC bought a new stake in shares of Danaher in the 3rd quarter worth about $31,000. Finally, Red Tortoise LLC increased its position in shares of Danaher by 175.0% during the 2nd quarter. Red Tortoise LLC now owns 154 shares of the conglomerate’s stock worth $30,000 after purchasing an additional 98 shares in the last quarter. 79.05% of the stock is currently owned by 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.

Insiders Place Their Bets

In related news, SVP Brian W. Ellis sold 21,776 shares of the company’s stock in a transaction dated 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 completion of the sale, the senior vice president owned 14,553 shares in the company, valued at approximately $3,190,454.19. This represents a 59.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, SVP Georgeann Couchara sold 5,174 shares of the stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $210.42, for a total value of $1,088,713.08. Following the completion of the transaction, the senior vice president directly owned 2,625 shares in the company, valued at $552,352.50. The trade was a 66.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 30,248 shares of company stock valued at $6,609,663. Company insiders own 11.10% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have commented on DHR. Rothschild & Co Redburn restated a “neutral” rating and issued a $220.00 price target (down from $245.00) on shares of Danaher in a research report on Wednesday, October 8th. Guggenheim boosted their target price on Danaher from $250.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, January 2nd. Jefferies Financial Group increased their price target on Danaher from $255.00 to $265.00 and gave the stock a “buy” rating in a research report on Wednesday. Robert W. Baird set a $251.00 price objective on Danaher in a research report on Thursday. Finally, TD Cowen reissued a “buy” rating on shares of Danaher in a research note on Wednesday, January 7th. Twenty analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $252.32.

Danaher Trading Down 0.4%

DHR stock opened at $218.82 on Friday. The company has a quick ratio of 1.10, a current ratio of 1.87 and a debt-to-equity ratio of 0.35. Danaher Corporation has a twelve month low of $171.00 and a twelve month high of $242.80. The company has a market cap of $154.56 billion, a P/E ratio of 43.42, a PEG ratio of 3.12 and a beta of 0.89. The business has a fifty day moving average of $230.60 and a 200-day moving average of $213.96.

Danaher (NYSE:DHR) last announced its quarterly earnings data on Wednesday, January 28th. The conglomerate reported $2.23 EPS for the quarter, topping analysts’ consensus estimates of $2.14 by $0.09. Danaher had a return on equity of 10.81% and a net margin of 14.71%.The firm had revenue of $6.84 billion during the quarter, compared to analyst estimates of $6.79 billion. During the same period last year, the company earned $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. As a group, equities research analysts expect that Danaher Corporation will post 7.63 EPS for the current year.

Danaher Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Shareholders 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 (DPR) is presently 25.40%.

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.