Flossbach Von Storch SE Sells 125,854 Shares of Danaher Corporation $DHR

Key Points

• Flossbach Von Storch SE sold 125,854 shares of Danaher, trimming its position by 3% to 4,075,809 shares — about 0.58% of the company and roughly $933 million, making DHR its 8th-largest holding.
• Danaher beat Q1 EPS estimates ($2.06 vs. $1.94) but revenue was slightly below consensus at $5.95B, set FY2026 guidance of 8.35–8.55 EPS, and analysts have lowered targets while the consensus rating is a "Moderate Buy" with a $240.70 target.
• The company raised its quarterly dividend to $0.40 (annualized $1.60, ~0.9% yield), and institutional investors own about 79% of the stock.

Flossbach Von Storch SE reduced its position in Danaher Corporation (NYSE:DHR - Free Report) by 3.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 4,075,809 shares of the conglomerate's stock after selling 125,854 shares during the quarter. Danaher comprises about 3.7% of Flossbach Von Storch SE's holdings, making the stock its 8th largest position. Flossbach Von Storch SE owned approximately 0.58% of Danaher worth $933,034,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in DHR. Tyche Wealth Partners LLC purchased a new stake in Danaher during the third quarter worth about $462,000. Bank Pictet & Cie Europe AG increased its holdings in Danaher by 25.4% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 366,481 shares of the conglomerate's stock valued at $83,895,000 after buying an additional 74,301 shares in the last quarter. Lockheed Martin Investment Management Co. lifted its position in shares of Danaher by 49.4% during the 3rd quarter. Lockheed Martin Investment Management Co. now owns 25,340 shares of the conglomerate's stock valued at $5,024,000 after acquiring an additional 8,380 shares during the period. Johnson Investment Counsel Inc. lifted its position in shares of Danaher by 2.9% during the 3rd quarter. Johnson Investment Counsel Inc. now owns 664,705 shares of the conglomerate's stock valued at $131,784,000 after acquiring an additional 18,744 shares during the period. Finally, Resona Asset Management Co. Ltd. boosted its stake in shares of Danaher by 4.6% during the 3rd quarter. Resona Asset Management Co. Ltd. now owns 513,288 shares of the conglomerate's stock worth $100,071,000 after acquiring an additional 22,595 shares in the last quarter. Institutional investors and hedge funds own 79.05% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Argus lowered their target price on Danaher from $265.00 to $230.00 and set a "buy" rating on the stock in a report on Friday. UBS Group cut their price target on Danaher from $270.00 to $250.00 and set a "buy" rating for the company in a research note on Wednesday, April 22nd. JPMorgan Chase & Co. decreased their price objective on shares of Danaher from $275.00 to $245.00 and set an "overweight" rating on the stock in a research report on Wednesday, April 22nd. Wells Fargo & Company lowered their price objective on shares of Danaher from $240.00 to $212.00 and set an "equal weight" rating on the stock in a research note on Wednesday, April 22nd. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating on shares of Danaher in a report on Thursday, January 29th. Eighteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $240.70.

Danaher Stock Performance

Danaher stock opened at $180.84 on Tuesday. Danaher Corporation has a fifty-two week low of $175.00 and a fifty-two week high of $242.80. The company has a market capitalization of $127.99 billion, a price-to-earnings ratio of 34.98, a PEG ratio of 2.37 and a beta of 0.95. The stock has a fifty day moving average of $195.12 and a two-hundred day moving average of $213.79. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.52 and a current ratio of 1.87.

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

Danaher Increases Dividend

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

Insider Activity

In other news, EVP Gregory M. Milosevich sold 1,320 shares of Danaher stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $208.01, for a total transaction of $274,573.20. Following the completion of the sale, the executive vice president directly owned 5,099 shares in the company, valued at $1,060,642.99. The trade was a 20.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 10.80% of the stock is owned by corporate insiders.

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.

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