Eagle Capital Management Adds $79M in Danaher Corporation ($DHR)
Eagle Capital Management boosted its stake in Danaher by 414,628 shares, as per its latest 13F filing.
Key Points
- Eagle Capital Management increased its holdings in Danaher by 414,628 shares, bringing its total to 6,575,159 shares valued at $1.19 billion as of the latest filing.
- Danaher shares traded at $180.79 with a market cap of $127.47 billion and a P/E ratio of 35, indicating a stable market presence.
- Insiders and analysts are active, with recent insider purchases and analysts maintaining strong buy ratings with targets up to $310.
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Eagle Capital Management has boosted its stake in Danaher Corporation (NYSE: DHR) by 414,628 shares, according to its latest Form 13F filing with the SEC. This increase brings its total holdings to 6,575,159 shares, valued at approximately $1.19 billion as of the filing date.
What Changed in Eagle Capital Management's Danaher Position
Eagle Capital Management added 414,628 shares to its portfolio, increasing its stake in Danaher by about 6.73% from the previous quarter. The fund's total holdings now stand at 6,575,159 shares, a significant investment worth nearly $1.19 billion.
Other Institutional Activity in Danaher
In other institutional moves, BlackRock, Inc. trimmed its Danaher holdings by 396,733 shares, resulting in 51,640,619 shares valued at around $9.79 billion. Vanguard Capital Management LLC added a substantial 41,127,810 shares, bringing its total to the same amount, valued at $7.80 billion. State Street Corp grew its position by 212,847 shares to 27,894,181 shares, worth approximately $5.30 billion. Meanwhile, FMR LLC increased its stake by 3,027,600 shares, totaling 22,534,329 shares valued at about $4.27 billion. JPMorgan Chase & Co reduced its holdings by 4,667,877 shares, leaving it with 16,917,649 shares valued at $3.11 billion.
Danaher Corporation Stock Down 11.4%
Shares of Danaher Corporation (NYSE: DHR) traded at $180.79. The company boasts a market cap of $127.47 billion and a P/E ratio of 34.97. Danaher has a 52-week trading range between $160.93 and $242.80, with a 50-day moving average of $180.82 and a 200-day moving average of $204.87. The company maintains a current ratio of 1.87 and a quick ratio of 1.40, with a debt-to-equity ratio of 37.17.
$DHR stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Danaher reported revenues of $24.78 billion, reflecting a growth rate of 3.7%. The company's earnings per share (EPS) was $5.15, with a net margin of 14.89% and a return on equity (ROE) of 7.08%. The next earnings announcement is scheduled for April 21, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 target cuts vs 1 raises.
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EPS & revenue
EPS beat estimates by 5.3%. Revenue missed estimates by 1.8%.
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Profit surprise
EBITDA missed by 22 percent. Operating income missed by 23 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 target raise, 5 target cuts.
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Earnings quality
Gross margin down 1.1 points. Positive free cash flow.
Earnings Call Summary
Danaher started 2026 solidly with adjusted earnings per share of $2.06, up 9.5 percent year over year, beating the consensus of $1.95. Revenue came in at $5.951 billion, slightly below the $6.057 billion expected, due mainly to a lighter respiratory season at Cepheid being down roughly 25 percent. However, strong bioprocessing momentum, with consumables up high single digits and equipment orders surging over 30 percent year over year for the first time in nearly two years, offset weakness. Diagnostics and Life Sciences showed pockets of improvement, with Beckman Coulter diagnostics growing mid single digits outside China and newer products like the Xpert GI panel gaining traction.
Guidance Management raised full year adjusted earnings per share to $8.35 to $8.55 from the prior range. Revenue guidance remains 3 percent to 6 percent growth for the full year, with lower respiratory sales of $1.6 billion to $1.7 billion offset by better core growth elsewhere. Second quarter expected to show low single digit core revenue growth with operating margins around 26.5 percent.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Dividend
Danaher offers an annual dividend rate of $1.60, yielding 0.89%. The dividend payout ratio stands at 26.36%, providing a steady income stream to shareholders.
Insider Buying and Selling at Danaher Corporation
Recent insider activity at Danaher shows several purchases on May 15, 2026. Charles Lamanna, Shane Sanders, Linda Filler, and Alan Spoon each bought 1,699 shares, with additional purchases by Sanders and Filler of 680 shares each. These transactions were not part of a pre-planned trading program.
Analysts Set New Price Targets
On June 11, 2026, Piper Sandler initiated coverage on Danaher with a hold rating and a $200 price target. HSBC maintained its buy rating with a $230 target on June 3, 2026, while Citigroup reinstated its buy rating with a $230 target on May 27, 2026. The consensus among 23 analysts is a strong buy, with a target mean price of $242.35.
About Danaher Corporation
Danaher Corporation, based in Washington, DC, designs and manufactures professional, medical, research, and industrial products. The company operates through three main segments: Biotechnology, Life Sciences, and Diagnostics. With a workforce of 58,000 employees, Danaher serves markets in the United States, China, and internationally under various brand names such as Beckman Coulter and Leica Microsystems. The company's CEO is Mr. Rainer M. Blair.
Bottom Line
Eagle Capital Management's recent increase in its Danaher stake underscores the fund's confidence in the company's long-term prospects. While the 13F filing reflects past positions, it's a key tool for investors tracking institutional activity. With active insider buying and favorable analyst ratings, Danaher remains a closely watched stock in the healthcare sector.
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