Danaher Corporation $DHR Stock: Robeco Institutional Asset Management B.V. Cuts Holdings

Robeco Institutional Asset Management B.V. cut its holdings in shares of Danaher Corporation (NYSE:DHR) by 79.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 84,148 shares of the conglomerate’s stock after selling 330,568 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Danaher were worth $18,643,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of DHR. BlackRock Inc. acquired a new stake in Danaher during the second quarter worth about $10,492,520,000. Wellington Management Group LLP lifted its holdings in Danaher by 10.4% in the second quarter. Wellington Management Group LLP now owns 16,316,834 shares of the conglomerate’s stock valued at $3,108,031,000 after acquiring an additional 1,542,310 shares during the period. Jupiter Topco LLC acquired a new position in Danaher in the second quarter valued at approximately $1,456,317,000. Generation Investment Management LLP purchased a new stake in Danaher in the 2nd quarter worth approximately $1,287,949,000. Finally, Bank of America Corp DE purchased a new stake in Danaher in the 2nd quarter worth approximately $993,846,000. 79.05% of the stock is currently owned by institutional investors and hedge funds.

Danaher Stock Performance

NYSE DHR opened at $230.36 on Friday. The stock has a market capitalization of $161.94 billion, a price-to-earnings ratio of 37.70, a PEG ratio of 2.87 and a beta of 0.76. The stock has a 50-day moving average of $216.32 and a 200 day moving average of $197.35. The company has a current ratio of 1.63, a quick ratio of 1.25 and a debt-to-equity ratio of 0.45. Danaher Corporation has a twelve month low of $160.93 and a twelve month high of $242.80.

Danaher (NYSE:DHR) last issued its quarterly earnings data on Wednesday, October 21st. The conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $1.92 by $0.19. The company had revenue of $6.55 billion for the quarter, compared to analyst estimates of $6.56 billion. Danaher had a return on equity of 11.17% and a net margin of 16.91%. Danaher’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same period last year, the company earned $1.89 earnings per share. Sell-side analysts anticipate that Danaher Corporation will post 8.59 EPS for the current fiscal year.

Danaher Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Wednesday, September 30th will be given a dividend of $0.40 per share. The ex-dividend date is Wednesday, September 30th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.7%. Danaher’s dividend payout ratio (DPR) is 26.19%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Citigroup raised their price objective on shares of Danaher from $230.00 to $270.00 and gave the stock a “buy” rating in a research note on Thursday. Wall Street Zen cut shares of Danaher from a “buy” rating to a “hold” rating in a research note on Sunday, October 18th. Wells Fargo & Company lowered their price target on shares of Danaher from $212.00 to $195.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 22nd. Stifel Nicolaus increased their price target on shares of Danaher from $220.00 to $260.00 and gave the stock a “buy” rating in a report on Thursday. Finally, The Goldman Sachs Group restated a “buy” rating and set a $275.00 price target on shares of Danaher in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Danaher presently has a consensus rating of “Moderate Buy” and a consensus target price of $242.91.

Danaher News Roundup

Here are the key news stories impacting Danaher this week:

• Positive Sentiment: Danaher reported third-quarter adjusted earnings of $2.11 per share, above the $1.92 analyst consensus, while revenue reached approximately $6.55 billion. Revenue increased 8.3% year over year, and management raised its full-year 2026 adjusted EPS outlook. Danaher 3Q Net Up Sharply as Company Boosts 2026 Adjusted EPS View
• Positive Sentiment: Analysts raised their valuation targets following the results. TD Cowen and JPMorgan lifted targets to $270, Goldman Sachs raised its target to $275, Stifel increased its target to $260, and Robert W. Baird raised its target to $254. The firms maintained bullish ratings, including Buy, Overweight and Outperform. Danaher Analysts Raise Their Forecasts Following Better-Than-Expected Q3 Earnings
• Positive Sentiment: Management highlighted margin strength, improved execution and an increased focus on innovation and artificial intelligence, factors analysts viewed as supporting a better longer-term outlook. Danaher Earnings Call Highlights Margin Strength, AI Push
• Neutral Sentiment: Despite the earnings beat and higher targets, shares declined in the immediate post-results reaction, suggesting investors may have already priced in much of the improvement. A recent valuation comparison also frames DHR as a stock for investors weighing quality and growth against its relatively elevated valuation. Danaher Q3 Recap: Decent Results, Still A Hold
• Negative Sentiment: Danaher’s new CEO emphasized the need for better execution and innovation. TD Cowen cited tariff pressure and a cautious 2027 outlook, creating uncertainty beyond the raised 2026 guidance and helping explain why the stock did not fully respond to the strong quarterly report. Danaher Posts First Earnings Under New CEO

About Danaher

Danaher Corporation (NYSE: DHR) is a global science and technology company that develops products, services and solutions for the life sciences, biotechnology and diagnostics markets. Its offerings help researchers, pharmaceutical and biotechnology companies, healthcare providers and other organizations conduct scientific research, develop and manufacture medicines, and diagnose disease.

The company operates through businesses that provide bioprocessing equipment and technologies, laboratory instruments, consumables, analytical tools and clinical diagnostic systems.