Danaher Corporation $DHR Stock Holdings Cut by CCLA Investment Management

CCLA Investment Management lessened its stake in shares of Danaher Corporation (NYSE:DHR) by 14.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 622,571 shares of the conglomerate’s stock after selling 103,405 shares during the period. Danaher comprises about 2.3% of CCLA Investment Management’s portfolio, making the stock its 13th largest holding. CCLA Investment Management owned 0.09% of Danaher worth $142,550,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Enterprise Financial Services Corp increased its position in Danaher by 1.4% during the fourth quarter. Enterprise Financial Services Corp now owns 3,219 shares of the conglomerate’s stock worth $737,000 after buying an additional 46 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of Danaher by 2.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,870 shares of the conglomerate’s stock valued at $428,000 after purchasing an additional 47 shares during the last quarter. Kestra Private Wealth Services LLC grew its position in shares of Danaher by 0.3% in the third quarter. Kestra Private Wealth Services LLC now owns 15,421 shares of the conglomerate’s stock valued at $3,057,000 after purchasing an additional 48 shares during the last quarter. Norway Savings Bank grew its position in shares of Danaher by 0.7% in the fourth quarter. Norway Savings Bank now owns 7,063 shares of the conglomerate’s stock valued at $1,617,000 after purchasing an additional 49 shares during the last quarter. Finally, SOL Capital Management CO grew its position in shares of Danaher by 2.8% in the third quarter. SOL Capital Management CO now owns 1,829 shares of the conglomerate’s stock valued at $363,000 after purchasing an additional 50 shares during the last quarter. Institutional investors and hedge funds own 79.05% of the company’s stock.

More Danaher News

Here are the key news stories impacting Danaher this week:

• Positive Sentiment: Evercore ISI kept an Outperform rating on DHR and added the shares to its “Tactical Outperform” list — a vote of confidence from a major research house that can support demand for the stock despite a lower target. Evercore article
• Positive Sentiment: Major analysts (Jefferies, Wolfe) maintained buy/outperform stances on DHR even after adjusting models — indicating continued conviction in Danaher’s long‑term fundamentals and M&A strategy. Jefferies Wolfe
• Neutral Sentiment: Sector context: a recent healthcare roundup notes the industry holding up versus the broader market and highlights companies with solid fundamentals — a neutral tailwind for Danaher given its exposure to diagnostics and life‑science tools. Healthcare sector article
• Negative Sentiment: Multiple firms cut DHR price targets this week (Jefferies: $265 → $240; Wolfe: $260 → $230; Evercore: $254 → $225). Lower targets narrow upside and reflect more conservative near‑term expectations, which can cap gains even with buy/outperform ratings. Jefferies Wolfe Evercore
• Negative Sentiment: An investor‑rights firm is investigating the proposed sale of Masimo to Danaher, probing whether the $180/share offer and the process were adequate — a potential legal/transactional headwind that could delay or complicate the deal and create near‑term uncertainty. Masimo investigation

Danaher Stock Up 2.8%

Shares of DHR opened at $196.34 on Thursday. The stock has a market cap of $138.95 billion, a price-to-earnings ratio of 38.96, a P/E/G ratio of 2.59 and a beta of 0.95. The company has a quick ratio of 1.51, a current ratio of 1.87 and a debt-to-equity ratio of 0.35. Danaher Corporation has a 12 month low of $171.00 and a 12 month high of $242.80. The company has a 50-day moving average price of $202.14 and a two-hundred day moving average price of $214.46.

Danaher (NYSE:DHR) last posted its earnings results on Tuesday, January 27th. The conglomerate reported $2.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.14 by $0.09. Danaher had a net margin of 14.71% and a return on equity of 10.81%. The company had revenue of $6.84 billion during the quarter, compared to analysts’ expectations of $6.79 billion. During the same quarter in the previous year, the company posted $2.14 earnings per share. Danaher’s quarterly revenue was up 4.6% compared to the same quarter last year. Equities analysts predict that Danaher Corporation will post 7.63 EPS for the current fiscal year.

Danaher Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Friday, March 27th will be given a $0.40 dividend. This is a boost from Danaher’s previous quarterly dividend of $0.32. The ex-dividend date is Friday, March 27th. This represents a $1.60 annualized dividend and a yield of 0.8%. Danaher’s dividend payout ratio is presently 31.75%.

Insiders Place Their Bets

In related news, EVP Gregory M. Milosevich sold 1,320 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $208.01, for a total value of $274,573.20. Following the completion of the transaction, the executive vice president owned 5,099 shares in the company, valued at $1,060,642.99. The trade was a 20.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 11.10% of the stock is owned by company insiders.

Analyst Ratings Changes

Several brokerages have recently issued reports on DHR. Wolfe Research lowered their price target on Danaher from $260.00 to $230.00 and set an “outperform” rating on the stock in a research report on Wednesday. Evercore lowered their price target on Danaher from $254.00 to $225.00 and set an “outperform” rating on the stock in a research report on Monday. The Goldman Sachs Group lowered their price target on Danaher from $270.00 to $265.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Jefferies Financial Group lowered their price target on Danaher from $265.00 to $240.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Danaher in a research report on Thursday, January 29th. Eighteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $251.35.

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.