First Horizon Corp Acquires New Holdings in Danaher Corporation $DHR

First Horizon Corp bought a new position in Danaher Corporation (NYSE:DHR) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 2,989 shares of the conglomerate’s stock, valued at approximately $593,000.

Other hedge funds have also recently made changes to their positions in the company. Citizens Financial Group Inc. RI raised its position in shares of Danaher by 5.1% in the third quarter. Citizens Financial Group Inc. RI now owns 21,160 shares of the conglomerate’s stock worth $4,195,000 after buying an additional 1,025 shares in the last quarter. Alley Investment Management Company LLC increased its stake in Danaher by 0.5% in the 3rd quarter. Alley Investment Management Company LLC now owns 44,268 shares of the conglomerate’s stock worth $8,777,000 after acquiring an additional 227 shares during the last quarter. Tema Etfs LLC raised its holdings in shares of Danaher by 211.4% in the 3rd quarter. Tema Etfs LLC now owns 16,256 shares of the conglomerate’s stock valued at $3,223,000 after acquiring an additional 11,035 shares in the last quarter. Philip James Wealth Mangement LLC bought a new stake in shares of Danaher during the 3rd quarter valued at about $387,000. Finally, Sachetta LLC grew its holdings in shares of Danaher by 3.2% during the third quarter. Sachetta LLC now owns 2,183 shares of the conglomerate’s stock worth $433,000 after purchasing an additional 68 shares in the last quarter. 79.05% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Danaher

In related news, SVP Georgeann Couchara sold 5,174 shares of Danaher stock in a transaction on 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 transaction, the senior vice president directly owned 2,625 shares of the company’s stock, valued at $552,352.50. The trade was a 66.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Brian W. Ellis sold 21,776 shares of the company’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $219.23, for a total transaction of $4,773,952.48. Following the sale, the senior vice president owned 14,553 shares of the company’s stock, valued at $3,190,454.19. This represents a 59.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 30,248 shares of company stock worth $6,609,663. Insiders own 11.20% of the company’s stock.

Danaher Stock Performance

NYSE DHR opened at $235.40 on Wednesday. The company has a 50-day simple moving average of $226.70 and a two-hundred day simple moving average of $211.20. Danaher Corporation has a 12-month low of $171.00 and a 12-month high of $258.23. The firm has a market cap of $166.27 billion, a price-to-earnings ratio of 48.54, a PEG ratio of 4.25 and a beta of 0.89. The company has a quick ratio of 1.10, a current ratio of 1.52 and a debt-to-equity ratio of 0.33.

Danaher (NYSE:DHR) last released its earnings results on Monday, October 20th. The conglomerate reported $1.89 earnings per share for the quarter, beating analysts’ consensus estimates of $1.72 by $0.17. Danaher had a return on equity of 10.92% and a net margin of 14.44%.The company had revenue of $6.05 billion during the quarter, compared to analyst estimates of $6 billion. During the same quarter in the previous year, the company posted $1.71 EPS. Danaher’s revenue for the quarter was up 4.4% on a year-over-year basis. On average, equities analysts forecast that Danaher Corporation will post 7.63 EPS for the current year.

Danaher Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Friday, December 26th will be paid a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, December 26th. Danaher’s dividend payout ratio is 26.39%.

More Danaher News

Here are the key news stories impacting Danaher this week:

• Positive Sentiment: Management raised FY‑2025 EPS guidance to $7.80 (vs. consensus ~$7.71), signalling confidence in near‑term earnings execution — a direct driver of upside expectations for the stock.
• Positive Sentiment: Danaher said Q4 revenue is tracking at the high end of guidance on strength in bioprocessing, indicating better-than-expected top-line momentum in a core growth area. Danaher Forecasts 4Q Revenue at High-End of Guidance on Bioprocessing Strength — Update
• Positive Sentiment: Equity research support: William Blair reiterated a Buy rating, arguing Danaher’s broad-based outperformance and growth justify a premium multiple — helps underpin investor confidence. Danaher: Buy Rating Reiterated on Broad-Based Outperformance and Premium-Justified Growth Outlook
• Positive Sentiment: Fund flows/manager positioning: Mar Vista flagged Danaher as a top contributor in Q4 for its U.S. Quality strategy, signalling institutional demand from quality-oriented funds. Mar Vista U.S. Quality Q4 2025 Top Contributors And Detractors
• Neutral Sentiment: Management commentary: Danaher presented at the J.P. Morgan Healthcare Conference (transcript available) — useful for detail on strategy and outlook but largely reiterative; may not move the stock much unless new incremental news emerged. Danaher Corporation (DHR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
• Neutral Sentiment: CEO commentary scheduled/posted around Q4 results (PR release) — offers management color but is expected given the earnings cadence. Danaher CEO to Comment on Financial Performance
• Positive Sentiment: Zacks issued a positive estimate lift for Danaher earnings, adding analyst backing to the outlook. Zacks Research Issues Positive Estimate for Danaher Earnings
• Negative Sentiment: Insider selling flagged in recent reporting — raises near-term caution for some investors and can weigh on sentiment, particularly after a strong run-up. Possible Bearish Signals With Danaher Insiders Disposing Stock
• Negative Sentiment: High valuation (current PE ~48x) and recent gains increase the risk of profit-taking and short-term pullbacks despite positive fundamentals — likely a contributor to today’s weakness.

Analyst Upgrades and Downgrades

DHR has been the topic of a number of recent analyst reports. Jefferies Financial Group raised their target price on shares of Danaher from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. TD Cowen raised their price objective on shares of Danaher from $260.00 to $270.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. JPMorgan Chase & Co. upped their target price on shares of Danaher from $260.00 to $270.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 22nd. Rothschild & Co Redburn restated a “neutral” rating and set a $220.00 price target (down previously from $245.00) on shares of Danaher in a research report on Wednesday, October 8th. Finally, Barclays lifted their price target on Danaher from $225.00 to $250.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 22nd. Twenty-one research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $249.92.

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.