Advisors Capital Management LLC Has $12.56 Million Stock Position in Danaher Corporation $DHR

Key Points

• Advisors Capital Management increased its stake in Danaher by 14% in Q4 to 54,845 shares valued at about $12.56 million, and institutional investors now own roughly 79.05% of the company.
• Danaher beat quarterly EPS estimates ($2.06 vs. $1.94) while revenue slightly missed, set FY2026 guidance of 8.35–8.55 EPS (consensus ~8.43), and raised its quarterly dividend from $0.32 to $0.40 (annualized $1.60, ~0.9% yield).
• Analyst sentiment is mixed—MarketBeat shows a "Moderate Buy" consensus with a $240.70 target but several firms have cut targets—and near‑term risks include a ~$172.5 million shareholder settlement, a ~€3.0 billion senior‑note issuance, and a ~17.8% rise in short interest.

Advisors Capital Management LLC boosted its holdings in Danaher Corporation (NYSE:DHR - Free Report) by 14.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 54,845 shares of the conglomerate's stock after purchasing an additional 6,720 shares during the quarter. Advisors Capital Management LLC's holdings in Danaher were worth $12,555,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. AEGON ASSET MANAGEMENT UK Plc boosted its position in Danaher by 81.1% in the fourth quarter. AEGON ASSET MANAGEMENT UK Plc now owns 328,147 shares of the conglomerate's stock valued at $75,136,000 after buying an additional 146,929 shares in the last quarter. Coronation Fund Managers Ltd. grew its position in Danaher by 48.5% during the 4th quarter. Coronation Fund Managers Ltd. now owns 23,396 shares of the conglomerate's stock worth $5,356,000 after acquiring an additional 7,639 shares during the last quarter. Sava Infond d.o.o. increased its holdings in Danaher by 29.1% in the 4th quarter. Sava Infond d.o.o. now owns 6,840 shares of the conglomerate's stock worth $1,566,000 after purchasing an additional 1,540 shares in the last quarter. Veracity Capital LLC acquired a new position in Danaher in the 4th quarter worth about $217,000. Finally, Resonant Capital Advisors LLC raised its position in Danaher by 14.8% in the fourth quarter. Resonant Capital Advisors LLC now owns 16,400 shares of the conglomerate's stock valued at $3,760,000 after purchasing an additional 2,118 shares during the last quarter. Institutional investors own 79.05% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Leerink Partners raised their price objective on shares of Danaher from $260.00 to $270.00 and gave the company an "outperform" rating in a report on Friday, January 16th. Wall Street Zen cut shares of Danaher from a "buy" rating to a "hold" rating in a research report on Saturday. The Goldman Sachs Group dropped their price target on shares of Danaher from $265.00 to $230.00 and set a "buy" rating for the company in a research note on Monday, April 13th. UBS Group cut their price target on shares of Danaher from $270.00 to $250.00 and set a "buy" rating on the stock in a report on Wednesday, April 22nd. Finally, Jefferies Financial Group reissued a "buy" rating and issued a $245.00 price objective on shares of Danaher in a research note on Tuesday, April 21st. Eighteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, Danaher presently has a consensus rating of "Moderate Buy" and a consensus price target of $240.70.

Danaher Stock Performance

NYSE:DHR opened at $177.31 on Monday. The company has a quick ratio of 1.52, a current ratio of 1.87 and a debt-to-equity ratio of 0.33. Danaher Corporation has a twelve month low of $175.00 and a twelve month high of $242.80. The company has a fifty day moving average of $195.75 and a 200-day moving average of $213.96. The firm has a market capitalization of $125.49 billion, a P/E ratio of 34.30, a P/E/G ratio of 2.37 and a beta of 0.95.

Danaher (NYSE:DHR - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The conglomerate reported $2.06 earnings per share for the quarter, topping the consensus estimate of $1.94 by $0.12. The firm had revenue of $5.95 billion for the quarter, compared to the consensus estimate of $6 billion. Danaher had a net margin of 14.89% and a return on equity of 10.91%. The business's revenue was up 3.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.88 earnings per share. Danaher has set its FY 2026 guidance at 8.350-8.550 EPS. As a group, sell-side analysts anticipate that Danaher Corporation will post 8.43 EPS for the current year.

Danaher Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Friday, March 27th were issued a $0.40 dividend. This is an increase from Danaher's previous quarterly dividend of $0.32. The ex-dividend date of this dividend was Friday, March 27th. This represents a $1.60 annualized dividend and a yield of 0.9%. Danaher's payout ratio is 30.95%.

Insiders Place Their Bets

In related news, EVP Gregory M. Milosevich sold 1,320 shares of the firm'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 directly owned 5,099 shares of the company's stock, valued at approximately $1,060,642.99. This trade represents a 20.56% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 10.80% of the company's stock.

Danaher News Roundup

Here are the key news stories impacting Danaher this week:

• Positive Sentiment: Guggenheim reiterated a Buy rating on Danaher, supporting demand-side interest from institutional buyers. Guggenheim Reaffirms Buy
• Positive Sentiment: An analyst price-target lift to $232 signals buy-side upside vs. current levels, which can support the stock if investors focus on medium-term earnings guidance. Price Target Raised to $232
• Neutral Sentiment: Danaher priced ~€3.0 billion of euro-denominated senior notes across maturities (2028–2038). This raises liquidity for operations or M&A but increases long-term debt on the balance sheet. Senior Notes Offering
• Neutral Sentiment: Coverage pieces question whether the recent share weakness makes DHR an attractive value play — useful for long-term investors but not an immediate catalyst. Valuation Article
• Negative Sentiment: Danaher agreed to settle shareholder litigation tied to its post‑pandemic outlook for about $172.5M, a direct hit to cash and a reminder of past forecasting issues; that likely pressured sentiment. Settlement Report
• Negative Sentiment: Short interest rose ~17.8% to 8.18M shares as of April 15 (≈1.3% of float; short-interest ratio ~2.5 days), indicating increased speculative/hedged bearish positioning that can amplify downward moves.
• Negative Sentiment: Morgan Stanley trimmed its price target (from $270 to $255), and UBS issued a pessimistic forecast—both moves add analyst-driven downside pressure despite differing target levels. Morgan Stanley PT Cut UBS Forecast
• Negative Sentiment: Analysts/commentary flag Danaher’s Masimo acquisition as adding long-term potential but creating near-term margin and integration pressure, a nearer-term risk to earnings momentum. Masimo Deal Commentary

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.

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