Flossbach Von Storch SE Cuts Stake in Danaher Corporation $DHR

Flossbach Von Storch SE trimmed its position in Danaher Corporation (NYSE:DHR) by 0.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,201,663 shares of the conglomerate’s stock after selling 26,852 shares during the period. Danaher makes up approximately 3.3% of Flossbach Von Storch SE’s portfolio, making the stock its 10th biggest position. Flossbach Von Storch SE owned approximately 0.59% of Danaher worth $833,022,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. WFA of San Diego LLC bought a new stake in shares of Danaher during the second quarter valued at approximately $26,000. Howard Hughes Medical Institute acquired a new stake in Danaher in the 2nd quarter valued at $27,000. TruNorth Capital Management LLC bought a new stake in Danaher during the 3rd quarter valued at $28,000. Tripletail Wealth Management LLC acquired a new position in Danaher during the third quarter worth $31,000. Finally, Red Tortoise LLC lifted its stake 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 buying an additional 98 shares in the last quarter. Institutional investors own 79.05% of the company’s stock.

Danaher Stock Down 5.0%

Shares of NYSE:DHR opened at $224.00 on Thursday. Danaher Corporation has a 1 year low of $171.00 and a 1 year high of $242.80. The company has a market capitalization of $158.22 billion, a PE ratio of 46.19, a price-to-earnings-growth ratio of 3.59 and a beta of 0.89. The business has a fifty day moving average price of $230.83 and a two-hundred day moving average price of $213.77. The company has a debt-to-equity ratio of 0.33, a current ratio of 1.52 and a quick ratio of 1.10.

Danaher (NYSE:DHR) last issued its quarterly earnings results on Wednesday, January 28th. The conglomerate reported $2.23 earnings per share for the quarter, topping analysts’ consensus estimates of $2.14 by $0.09. The company had revenue of $6.84 billion for the quarter, compared to the consensus estimate of $6.79 billion. Danaher had a net margin of 14.44% and a return on equity of 10.92%. The firm’s quarterly revenue was up 4.6% on a year-over-year basis. During the same period in the previous year, the firm earned $2.14 EPS. Danaher has set its FY 2026 guidance at 8.350-8.500 EPS. Analysts forecast that Danaher Corporation will post 7.63 earnings per share for the current year.

Danaher Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Friday, December 26th will be given 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 is Friday, December 26th. Danaher’s dividend payout ratio is currently 26.39%.

Wall Street Analysts Forecast Growth

DHR has been the subject of several recent research reports. HSBC boosted their target price 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. Weiss Ratings reissued a “hold (c)” rating on shares of Danaher in a report on Monday, December 29th. Evercore ISI restated an “outperform” rating and issued a $254.00 target price on shares of Danaher in a report on Wednesday. The Goldman Sachs Group lifted their target price on Danaher from $265.00 to $270.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Finally, KeyCorp reissued an “overweight” rating on shares of Danaher in a research report on Thursday, December 18th. Twenty research 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, Danaher has an average rating of “Moderate Buy” and an average price target of $252.70.

Insider Transactions at Danaher

In related news, SVP Georgeann Couchara sold 5,174 shares of Danaher stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $210.42, for a total value of $1,088,713.08. Following the sale, 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 position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Brian W. Ellis sold 21,776 shares of the stock in a transaction 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 approximately $3,190,454.19. This trade represents a 59.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 30,248 shares of company stock worth $6,609,663 in the last quarter. Insiders own 11.20% of the company’s stock.

Key Stories Impacting Danaher

Here are the key news stories impacting Danaher this week:

• Positive Sentiment: Q4 beat — Danaher reported $2.23 EPS (above consensus) and $6.84B revenue, with revenue up ~4.5% year‑over‑year, showing underlying operational strength. Danaher Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Bioprocessing and diagnostics led growth — management flagged life‑sciences/bioprocessing strength as a driver and analysts point to upside from bioprocessing exposure. Danaher Q4 Earnings Beat Estimates, Life Sciences Sales Up Y/Y
• Neutral Sentiment: FY‑2026 guidance came in essentially in‑line (EPS 8.350–8.500 vs. consensus ~8.42); management described a gradual improvement in end‑market conditions rather than an immediate acceleration. Danaher forecasts 2026 profit in line with estimates on pharma spending recovery
• Neutral Sentiment: Management emphasized cash strength and a balanced result, which supports financial flexibility but did not materially change capital allocation or upside expectations. Danaher Earnings Call: Cash Strength Amid Cautious Outlook
• Negative Sentiment: Shares sold off despite the beat — investors likely disappointed by the cautious tone and guidance that was only inline, leading to profit‑taking after a recent run toward the 1‑year high; rich valuation (PE ~46) magnifies sensitivity to any lack of upside. Danaher Expects Gradual Improvement In End-Market Conditions

Danaher 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.