Impax Asset Management Group plc Sells 51,641 Shares of Danaher Corporation $DHR

Key Points

• Impax Asset Management trimmed its Danaher stake by 10.2%, selling 51,641 shares and leaving it with 454,388 shares valued at about $104.0 million at quarter-end.
• Danaher beat quarterly EPS estimates ($2.06 vs. $1.94) with revenue up 3.7% year-over-year and set FY2026 guidance of 8.350–8.550 EPS, while analysts carry an average "Moderate Buy" rating and a $242.45 target.
• Danaher increased its quarterly dividend to $0.40 (annualized $1.60, ~0.9% yield) but faces near-term pressures including a ~$172.5M shareholder settlement, rising short interest, and a €3.0 billion senior notes offering.

Impax Asset Management Group plc reduced its holdings in shares of Danaher Corporation (NYSE:DHR - Free Report) by 10.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 454,388 shares of the conglomerate's stock after selling 51,641 shares during the quarter. Impax Asset Management Group plc owned approximately 0.06% of Danaher worth $104,019,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Capital International Investors grew its stake in shares of 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 buying an additional 312,951 shares in the last quarter. Generation Investment Management LLP grew its stake in shares of Danaher by 34.0% in the third quarter. Generation Investment Management LLP now owns 6,654,666 shares of the conglomerate's stock valued at $1,319,354,000 after buying an additional 1,689,020 shares in the last quarter. Legal & General Group Plc grew its stake in shares of Danaher by 5.0% in the third quarter. Legal & General Group Plc now owns 4,452,118 shares of the conglomerate's stock valued at $882,677,000 after buying an additional 211,053 shares in the last quarter. Fisher Asset Management LLC grew its stake in shares of Danaher by 0.7% in the third quarter. Fisher Asset Management LLC now owns 4,369,219 shares of the conglomerate's stock valued at $866,241,000 after buying an additional 28,583 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA grew its stake in shares of Danaher by 104.7% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,333,056 shares of the conglomerate's stock valued at $991,923,000 after buying an additional 2,216,789 shares in the last quarter. 79.05% of the stock is owned by institutional investors.

Insider Buying and Selling at Danaher

In other news, EVP Gregory M. Milosevich sold 1,320 shares of Danaher stock in a transaction on Thursday, February 19th. The stock was 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 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 10.80% of the company's stock.

Danaher Trading Down 0.7%

DHR stock opened at $177.31 on Friday. Danaher Corporation has a one year low of $175.00 and a one year high of $242.80. The company has a debt-to-equity ratio of 0.33, a current ratio of 1.87 and a quick ratio of 1.51. The stock has a market cap of $125.49 billion, a price-to-earnings ratio of 34.30, a price-to-earnings-growth ratio of 2.42 and a beta of 0.95. The company has a fifty day moving average price of $195.75 and a two-hundred day moving average price of $213.86.

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

Danaher Increases Dividend

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

Analyst Upgrades and Downgrades

Several research firms recently weighed in on DHR. Rothschild & Co Redburn set a $205.00 target price on shares of Danaher in a research note on Friday, April 17th. The Goldman Sachs Group decreased their target price 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. TD Cowen reduced their price objective on shares of Danaher from $245.00 to $240.00 and set a "buy" rating for the company in a research report on Wednesday. Jefferies Financial Group reaffirmed a "buy" rating and set a $245.00 price objective on shares of Danaher in a research report on Tuesday. Finally, Evercore lifted their price objective on shares of Danaher from $225.00 to $232.00 and gave the stock an "outperform" rating in a research report on Tuesday. Seventeen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Danaher currently has an average rating of "Moderate Buy" and an average target price of $242.45.

Key Danaher News

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

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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