Danaher Corporation $DHR Shares Sold by Compass Wealth Management LLC

Key Points

• Compass Wealth Management reduced its Danaher stake by 9.2% in the third quarter, selling 4,464 shares and retaining 44,242 shares valued at approximately $9.8 million. Institutional investors collectively own 79.05% of Danaher.
• Danaher reported quarterly adjusted EPS of $2.11, beating estimates of $1.92, while revenue rose 8.3% year over year to $6.55 billion. Management raised its 2026 adjusted EPS outlook to $8.57–$8.62, supported by stronger biotechnology demand and margin expansion.
• Analysts remain generally positive, with a consensus “Moderate Buy” rating and an average price target of $242.91, although Danaher’s roughly 41 P/E ratio, tariff pressure and cautious 2027 outlook present valuation risks.

Compass Wealth Management LLC reduced its holdings in shares of Danaher Corporation (NYSE:DHR - Free Report) by 9.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 44,242 shares of the conglomerate's stock after selling 4,464 shares during the period. Danaher comprises approximately 1.9% of Compass Wealth Management LLC's portfolio, making the stock its 11th biggest holding. Compass Wealth Management LLC's holdings in Danaher were worth $9,802,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Prime Capital Investment Advisors LLC boosted its stake in shares of Danaher by 0.5% in the 3rd quarter. Prime Capital Investment Advisors LLC now owns 9,203 shares of the conglomerate's stock valued at $2,039,000 after purchasing an additional 45 shares in the last quarter. Veery Capital LLC grew its holdings in shares of Danaher by 3.1% during the 3rd quarter. Veery Capital LLC now owns 1,581 shares of the conglomerate's stock valued at $350,000 after purchasing an additional 48 shares during the last quarter. Studio Investment Management LLC raised its position in Danaher by 3.3% in the 2nd quarter. Studio Investment Management LLC now owns 1,581 shares of the conglomerate's stock worth $302,000 after purchasing an additional 51 shares during the period. OLD Second National Bank of Aurora raised its position in Danaher by 0.5% in the 1st quarter. OLD Second National Bank of Aurora now owns 12,114 shares of the conglomerate's stock worth $2,297,000 after purchasing an additional 57 shares during the period. Finally, Adelphi Trust Co raised its position in Danaher by 2.5% in the 3rd quarter. Adelphi Trust Co now owns 2,365 shares of the conglomerate's stock worth $524,000 after purchasing an additional 57 shares during the period. 79.05% of the stock is owned by hedge funds and other institutional investors.

Danaher News Roundup

Here are the key news stories impacting Danaher this week:

• Positive Sentiment: Danaher reported third-quarter adjusted earnings of $2.11 per share, ahead of the $1.92 analyst consensus, while revenue increased 8.3% year over year to $6.55 billion. Biotechnology profitability and improving demand across several end markets supported the earnings beat. Danaher Beats Profit Estimates, Raises Outlook as Customer Demand Improves
• Positive Sentiment: Management raised its full-year 2026 adjusted EPS outlook to $8.57-$8.62, and biotechnology orders grew at a mid-teens rate. The company also highlighted margin expansion, improving customer demand, and artificial-intelligence capabilities that could support longer-term drug-discovery growth. Danaher: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Several analysts raised their price targets, including TD Cowen and JPMorgan to $270, Goldman Sachs to $275, and Stifel to $260. The upgrades reflect confidence in the earnings beat, improved execution, and the stronger profit outlook.
• Neutral Sentiment: New CEO Julie Montgomery emphasized the need to improve execution and innovation. Investors are watching whether management can convert the company’s AI and biotechnology investments into sustained growth. Danaher Posts First Earnings Under New CEO
• Negative Sentiment: Revenue was approximately in line with, or slightly below, estimates, while analysts cited tariff pressure and a cautious 2027 outlook. At roughly 41 times earnings, Danaher’s valuation leaves limited room for operational disappointment, contributing to the negative investor reaction despite the quarterly beat.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. JPMorgan Chase & Co. boosted their price target on shares of Danaher from $250.00 to $270.00 and gave the stock an "overweight" rating in a research note on Thursday. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $240.00 target price on shares of Danaher in a research note on Wednesday, July 22nd. The Goldman Sachs Group restated a "buy" rating and set a $275.00 target price on shares of Danaher in a report on Thursday. Robert W. Baird raised their price target on Danaher from $246.00 to $254.00 and gave the stock an "outperform" rating in a research report on Thursday. Finally, Morgan Stanley lifted their price target on Danaher from $220.00 to $240.00 and gave the stock an "overweight" rating in a research note on Monday, October 12th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $242.91.

Danaher Trading Down 1.7%

Shares of DHR opened at $229.86 on Friday. The stock has a market capitalization of $161.59 billion, a P/E ratio of 40.83, a PEG ratio of 2.95 and a beta of 0.76. The company has a quick ratio of 1.25, a current ratio of 1.65 and a debt-to-equity ratio of 0.48. The firm has a fifty day simple moving average of $215.76 and a two-hundred day simple moving average of $197.12. Danaher Corporation has a twelve month low of $160.93 and a twelve month high of $242.80.

Danaher (NYSE:DHR - Get Free Report) last announced its quarterly earnings results on Wednesday, October 21st. The conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.92 by $0.19. Danaher had a net margin of 16.91% and a return on equity of 11.22%. The business had revenue of $6.55 billion for the quarter, compared to analyst estimates of $6.56 billion. During the same quarter last year, the firm earned $1.89 EPS. The company's revenue was up 8.3% on a year-over-year basis. On average, research analysts anticipate that Danaher Corporation will post 8.51 EPS for the current year.

Danaher Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Wednesday, September 30th will be paid a $0.40 dividend. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $1.60 annualized dividend and a dividend yield of 0.7%. Danaher's dividend payout ratio (DPR) is presently 28.42%.

Danaher Company Profile

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.

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