Bryn Mawr Trust Advisors LLC Grows Position in Danaher Corporation $DHR

Bryn Mawr Trust Advisors LLC grew its stake in Danaher Corporation (NYSE:DHR) by 6.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 82,806 shares of the conglomerate’s stock after buying an additional 4,969 shares during the period. Danaher accounts for 0.8% of Bryn Mawr Trust Advisors LLC’s holdings, making the stock its 23rd biggest position. Bryn Mawr Trust Advisors LLC’s holdings in Danaher were worth $16,417,000 as of its most recent filing with the Securities and Exchange Commission.

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

Danaher Stock Down 0.4%

Shares of DHR opened at $218.82 on Friday. The company’s 50-day moving average price is $230.60 and its 200 day moving average price is $213.96. Danaher Corporation has a 12-month low of $171.00 and a 12-month high of $242.80. The company has a current ratio of 1.87, a quick ratio of 1.10 and a debt-to-equity ratio of 0.35. The firm has a market cap of $154.56 billion, a P/E ratio of 43.42, a price-to-earnings-growth ratio of 3.12 and a beta of 0.89.

Danaher (NYSE:DHR) last announced its earnings results on Wednesday, January 28th. The conglomerate reported $2.23 earnings per share for the quarter, topping the consensus estimate 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 analyst estimates of $6.79 billion. During the same quarter last year, the firm posted $2.14 earnings per share. Danaher’s revenue was up 4.6% compared to the same quarter last year. Danaher has set its FY 2026 guidance at 8.350-8.500 EPS. On average, sell-side analysts forecast that Danaher Corporation will post 7.63 earnings per share for the current year.

Danaher Dividend Announcement

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

Insider Transactions at Danaher

In other news, SVP Georgeann Couchara sold 5,174 shares of Danaher stock in a transaction on Monday, November 10th. The stock was 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 in the company, valued at approximately $552,352.50. The trade was a 66.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, SVP Brian W. Ellis sold 21,776 shares of the company’s stock in a transaction dated 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 completion of the transaction, the senior vice president owned 14,553 shares in the company, valued at $3,190,454.19. This represents a 59.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,248 shares of company stock valued at $6,609,663 over the last quarter. Company insiders own 11.10% of the company’s stock.

More Danaher News

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

A number of equities analysts have weighed in on the company. HSBC lifted their price objective on Danaher from $255.00 to $270.00 and gave the company a “buy” rating in a research note on Monday, December 1st. TD Cowen reissued a “buy” rating on shares of Danaher in a report on Wednesday, January 7th. Barclays boosted their price objective on Danaher from $225.00 to $250.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 22nd. Evercore ISI reiterated an “outperform” rating and issued a $254.00 target price on shares of Danaher in a research report on Wednesday. Finally, Wells Fargo & Company lifted their price objective on Danaher from $230.00 to $240.00 and gave the stock an “equal weight” rating in a research report on Monday, December 15th. Twenty analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $252.32.

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.