Welch & Forbes LLC Sells 72,790 Shares of Danaher Corporation $DHR

Welch & Forbes LLC lowered its position in Danaher Corporation (NYSE:DHR) by 10.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 622,089 shares of the conglomerate’s stock after selling 72,790 shares during the quarter. Danaher makes up about 1.5% of Welch & Forbes LLC’s investment portfolio, making the stock its 15th largest holding. Welch & Forbes LLC owned 0.09% of Danaher worth $123,335,000 at the end of the most recent reporting period.

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

Insider Buying and Selling

In related news, SVP Brian W. Ellis sold 21,776 shares of Danaher stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $219.23, for a total value of $4,773,952.48. Following the transaction, the senior vice president directly owned 14,553 shares of the company’s stock, valued at $3,190,454.19. This trade represents a 59.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Georgeann Couchara sold 5,174 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $210.42, for a total transaction 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. This represents a 66.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 30,248 shares of company stock worth $6,609,663. Corporate insiders own 11.10% of the company’s stock.

Danaher Price Performance

Shares of NYSE DHR opened at $218.82 on Friday. The business has a fifty day moving average price of $230.60 and a two-hundred day moving average price of $213.96. The stock has a market capitalization of $154.56 billion, a PE ratio of 43.42, a P/E/G ratio of 3.12 and a beta of 0.89. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.87 and a quick ratio of 1.10. Danaher Corporation has a fifty-two week low of $171.00 and a fifty-two week high of $242.80.

Danaher (NYSE:DHR) last issued its quarterly earnings results 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 company had revenue of $6.84 billion for the quarter, compared to analysts’ expectations of $6.79 billion. During the same quarter last year, the business earned $2.14 earnings per share. Danaher’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 analysts predict that Danaher Corporation will post 7.63 earnings per share for the current fiscal year.

Danaher Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Friday, December 26th were issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, December 26th. Danaher’s dividend payout ratio is 25.40%.

Key Headlines Impacting 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 topic of a number of research reports. Redburn Partners set a $220.00 price target on shares of Danaher in a research note on Wednesday, October 8th. JPMorgan Chase & Co. boosted their price objective on Danaher from $270.00 to $275.00 and gave the stock an “overweight” rating in a report on Thursday. Wells Fargo & Company upped their target price on Danaher from $230.00 to $240.00 and gave the company an “equal weight” rating in a research report on Monday, December 15th. KeyCorp reissued an “overweight” rating on shares of Danaher in a report on Thursday. Finally, Rothschild & Co Redburn reaffirmed a “neutral” rating and issued a $220.00 price objective (down from $245.00) on shares of Danaher in a report on Wednesday, October 8th. Twenty investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $252.32.

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.