Calamos Advisors LLC Has $55.79 Million Stock Position in Danaher Corporation $DHR

Key Points

• Calamos Advisors raised its Danaher stake 9% in Q4 to 243,698 shares, worth about $55.79 million.
• Other institutions moved heavily too—Massachusetts Financial Services more than doubled its position (+104.7%) to 4.33 million shares (~$992M) and institutional ownership totals about 79.05%.
• Company news is mixed: Danaher agreed to a ~$172.5M shareholder settlement and issued ~€3.0B of senior notes, while reporting an EPS beat and raising its quarterly dividend to $0.40 (annualized $1.60), creating near-term pressure but sustained shareholder income.

Calamos Advisors LLC boosted its holdings in Danaher Corporation (NYSE:DHR - Free Report) by 9.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 243,698 shares of the conglomerate's stock after purchasing an additional 20,180 shares during the quarter. Calamos Advisors LLC's holdings in Danaher were worth $55,787,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Capital International Investors grew its stake in Danaher by 1.9% in the third quarter. Capital International Investors now owns 16,758,240 shares of the conglomerate's stock valued at $3,318,926,000 after acquiring an additional 312,951 shares during the period. Generation Investment Management LLP raised its position in shares of Danaher by 34.0% during the third quarter. Generation Investment Management LLP now owns 6,654,666 shares of the conglomerate's stock worth $1,319,354,000 after purchasing an additional 1,689,020 shares during the period. Legal & General Group Plc lifted its holdings in shares of Danaher by 5.0% in the 3rd quarter. Legal & General Group Plc now owns 4,452,118 shares of the conglomerate's stock worth $882,677,000 after purchasing an additional 211,053 shares in the last quarter. Fisher Asset Management LLC grew its position in Danaher by 0.7% in the 3rd quarter. Fisher Asset Management LLC now owns 4,369,219 shares of the conglomerate's stock valued at $866,241,000 after purchasing an additional 28,583 shares during the period. Finally, Massachusetts Financial Services Co. MA increased its stake in Danaher by 104.7% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,333,056 shares of the conglomerate's stock valued at $991,923,000 after purchasing an additional 2,216,789 shares in the last quarter. 79.05% of the stock is owned by institutional investors and hedge funds.

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 Stock Down 0.7%

Danaher stock opened at $177.31 on Friday. Danaher Corporation has a fifty-two week low of $175.00 and a fifty-two week high of $242.80. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.51 and a current ratio of 1.87. The firm's 50-day simple moving average is $195.75 and its 200 day simple moving average is $213.86. The stock has a market cap of $125.49 billion, a PE ratio of 34.30, a price-to-earnings-growth ratio of 2.42 and a beta of 0.95.

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

Danaher Increases Dividend

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

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Argus set a $265.00 price objective on shares of Danaher in a report on Wednesday, January 14th. The Goldman Sachs Group reduced their price objective on shares of Danaher from $265.00 to $230.00 and set a "buy" rating for the company in a report on Monday, April 13th. UBS Group lowered their target price on shares of Danaher from $270.00 to $250.00 and set a "buy" rating on the stock in a report on Wednesday. Robert W. Baird dropped their price target on shares of Danaher from $251.00 to $249.00 and set an "outperform" rating on the stock in a research report on Friday, April 17th. Finally, Wells Fargo & Company cut their price target on Danaher from $240.00 to $212.00 and set an "equal weight" rating for the company in a research note on Wednesday. Seventeen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $242.45.

Insiders Place Their Bets

In other Danaher news, EVP Gregory M. Milosevich sold 1,320 shares of the company's stock in a transaction on Thursday, February 19th. The stock was 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 owned 5,099 shares in the company, valued at $1,060,642.99. This represents a 20.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 10.80% of the company's stock.

About Danaher

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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