National Pension Service Has $286.76 Million Holdings in Danaher Corporation $DHR

National Pension Service lifted its stake in shares of Danaher Corporation (NYSE:DHR) by 2.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,446,361 shares of the conglomerate’s stock after purchasing an additional 34,264 shares during the period. National Pension Service owned approximately 0.20% of Danaher worth $286,756,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Sivia Capital Partners LLC boosted its position in Danaher by 6.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,009 shares of the conglomerate’s stock valued at $397,000 after buying an additional 119 shares during the last quarter. PFG Investments LLC boosted its holdings in 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 acquiring an additional 228 shares during the last quarter. Robeco Institutional Asset Management B.V. increased its position in Danaher by 161.2% in the second quarter. Robeco Institutional Asset Management B.V. now owns 175,724 shares of the conglomerate’s stock worth $34,713,000 after purchasing an additional 108,448 shares during the period. Naples Global Advisors LLC bought a new stake in Danaher during the 2nd quarter worth about $270,000. Finally, Lecap Asset Management Ltd. lifted its position in Danaher by 185.2% during the 2nd quarter. Lecap Asset Management Ltd. now owns 4,073 shares of the conglomerate’s stock valued at $805,000 after purchasing an additional 2,645 shares during the period. Institutional investors and hedge funds own 79.05% of the company’s stock.

Analyst Ratings Changes

DHR has been the subject of several analyst reports. HSBC lifted their price target on shares of Danaher from $255.00 to $270.00 and gave the stock a “buy” rating in a research report on Monday, December 1st. Barclays upped their target price on shares of Danaher from $225.00 to $250.00 and gave the company an “overweight” rating in a research report on Wednesday, October 22nd. Rothschild Redb lowered Danaher from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 8th. Argus set a $265.00 price objective on Danaher in a report on Wednesday, January 14th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Danaher in a research note on Monday, December 29th. Twenty analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Danaher presently has an average rating of “Moderate Buy” and a consensus target price of $252.32.

Insider Buying and Selling

In other 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 transaction of $4,773,952.48. Following the completion of the transaction, the senior vice president directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Georgeann Couchara sold 5,174 shares of the stock in a transaction dated 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 transaction, the senior vice president owned 2,625 shares of the company’s stock, valued at approximately $552,352.50. The trade was a 66.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 30,248 shares of company stock valued at $6,609,663. Company insiders own 11.10% of the company’s stock.

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.

Danaher Trading Down 0.4%

NYSE:DHR opened at $218.82 on Friday. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.87 and a quick ratio of 1.10. The business’s 50-day simple moving average is $230.60 and its 200-day simple moving average is $213.96. Danaher Corporation has a fifty-two week low of $171.00 and a fifty-two week high of $242.80. The stock has a market capitalization of $154.56 billion, a PE 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 EPS for the quarter, topping the consensus estimate of $2.14 by $0.09. Danaher had a net margin of 14.71% and a return on equity of 10.81%. The firm had revenue of $6.84 billion for the quarter, compared to the consensus estimate of $6.79 billion. During the same period last year, the company posted $2.14 EPS. The business’s quarterly revenue was up 4.6% on a year-over-year basis. Danaher has set its FY 2026 guidance at 8.350-8.500 EPS. Sell-side analysts expect that Danaher Corporation will post 7.63 earnings per share for the current fiscal year.

Danaher Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Investors of record on Friday, December 26th were given a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Friday, December 26th. Danaher’s payout ratio is currently 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.