Danaher Corporation $DHR Stock Sold by Robeco Schweiz AG

by · The Markets Daily

Robeco Schweiz AG trimmed its holdings in shares of Danaher Corporation (NYSE:DHR – Free Report) by 10.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 275,980 shares of the conglomerate’s stock after selling 33,704 shares during the period. Danaher accounts for 1.1% of Robeco Schweiz AG’s portfolio, making the stock its 26th biggest position. Robeco Schweiz AG’s holdings in Danaher were worth $61,143,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of DHR. Gunderson Capital Management LLC bought a new stake in Danaher in the third quarter valued at $765,000. EP Wealth Advisors LLC acquired a new position in shares of Danaher during the second quarter valued at $3,807,000. Frank Rimerman Advisors LLC grew its position in shares of Danaher by 181.9% during the third quarter. Frank Rimerman Advisors LLC now owns 40,855 shares of the conglomerate’s stock worth $9,051,000 after acquiring an additional 26,363 shares during the last quarter. Birch Hill Investment Advisors LLC grew its position in Danaher by 9.6% in the 3rd quarter. Birch Hill Investment Advisors LLC now owns 40,549 shares of the conglomerate’s stock worth $8,984,000 after purchasing an additional 3,553 shares during the last quarter. Finally, Forbes J M & Co. LLP grew its position in Danaher by 141.6% in the 3rd quarter. Forbes J M & Co. LLP now owns 4,276 shares of the conglomerate’s stock worth $947,000 after purchasing an additional 2,506 shares during the last quarter. 79.05% of the stock is currently owned by institutional investors.

Key Headlines Impacting Danaher

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

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Royal Bank Of Canada raised their price target on shares of Danaher from $215.00 to $250.00 and gave the company an “outperform” rating in a research note on Monday, October 5th. Barclays boosted their price objective on Danaher from $255.00 to $260.00 and gave the stock an “overweight” rating in a research report on Thursday. Morgan Stanley boosted their price objective on Danaher from $220.00 to $240.00 and gave the stock an “overweight” rating in a research report on Monday, October 12th. Robert W. Baird increased their price objective on Danaher from $246.00 to $254.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, Guggenheim raised their target price on Danaher from $200.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, October 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $242.91.

Check Out Our Latest Stock Analysis on DHR

Danaher Stock Up 0.3%

Shares of DHR stock opened at $230.36 on Friday. Danaher Corporation has a 1 year low of $160.93 and a 1 year high of $242.80. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.25 and a current ratio of 1.63. The business’s fifty day moving average is $216.32 and its 200-day moving average is $197.35. The stock has a market cap of $162.07 billion, a PE ratio of 37.70, a price-to-earnings-growth ratio of 2.88 and a beta of 0.76.

Danaher (NYSE:DHR – Get Free Report) last issued its quarterly earnings results on Wednesday, October 21st. The conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $1.92 by $0.19. Danaher had a return on equity of 11.17% and a net margin of 16.91%. The firm had revenue of $6.55 billion for the quarter, compared to analysts’ expectations of $6.56 billion. During the same quarter last year, the business posted $1.89 EPS. Danaher’s revenue was up 8.3% on a year-over-year basis. Equities analysts expect that Danaher Corporation will post 8.59 earnings per share for the current fiscal year.

Danaher Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Wednesday, September 30th will be issued 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 payout ratio is currently 26.19%.

About Danaher

(Free Report)

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.

See Also

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