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NYSE · Health Care

DANAHER CORP DHR

Danaher Corporation designs, manufactures, and markets professional, medical, research, and industrial products and services in the United States, China, and internationally. The company operates through Biotechnology, Life Sciences, and Diagnostics segments.

Sources StockAnalysis company profile stockanalysis.com
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Company profile

Business mix

  • The company operates through Biotechnology, Life Sciences, and Diagnostics segments.
  • The Life Sciences segment provides mass spectrometers; bioanalytical measurement systems; flow cytometry, genomics, lab automation, centrifugation, liquid handling automation instruments, antibodies and reagents.
  • The Diagnostics segment offers clinical instruments, consumables, software, and services that hospitals, physicians’ offices, reference laboratories and other critical care settings use to diagnose disease and make treatment decisions.
  • The company was formerly known as Diversified Mortgage Investors, Inc. and changed its name to Danaher Corporation in 1984.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within diagnostics & research?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 7 Current sample portfolio
Public mentions 1 Videos / interviews / letters
Valuation snapshot
PE 35.73 FCF 4.06% Buyback 2.27%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Eagle Capital Management 4.2% $1.2B 2026-03-31
Dorsey Asset Management Pat Dorsey 8.8% $110.0M 2026-03-31
Eminence Capital Ricky Sandler 2.4% $106.4M 2026-03-31
Third Point Dan Loeb 4.8% $99.5M 2026-03-31
Weitz Investment Management Wallace Weitz 6.3% $90.6M 2026-03-31
Glenview Capital Management Larry Robbins 0.7% $29.6M 2026-03-31
Mar Vista Investment Partners 2.3% $22.8M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 5 Last 3 13F filing periods
Net reducers 5 Last 3 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $843.2M Estimated from net added shares
Reduction amount $1.0B Estimated from net reduced shares
Net share change / base shares +24.6% +1,796,022 / 7,305,991
Third Point Dan Loeb 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -90.0% 13F value change -$88.9M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 1100.0% 13F value change +$127.4M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.5% 13F value change -$37.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 500,000 Last 3 periods +25,000 (+5.0%) Total shares 525,000 Value $99.5M
Dorsey Asset Management Pat Dorsey 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -7.1% 13F value change -$12.4M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -3.9% 13F value change +$18.8M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -29.9% 13F value change -$79.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 926,992 Last 3 periods -346,752 (-37.4%) Total shares 580,240 Value $110.0M
Eagle Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 116.2% 13F value change +$660.8M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.4% 13F value change +$184.6M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 6.7% 13F value change -$163.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,859,518 Last 3 periods +3,715,641 (+129.9%) Total shares 6,575,159 Value $1.2B
Glenview Capital Management Larry Robbins 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 428.8% 13F value change +$42.5M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -24.3% 13F value change -$6.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -21.9% 13F value change -$16.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 50,000 Last 3 periods +106,275 (+212.6%) Total shares 156,275 Value $29.6M
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$106.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +561,234 (New) Total shares 561,234 Value $106.4M
Akre Capital Management Chuck Akre 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -50.7% 13F value change -$177.3M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -92.1% 13F value change -$157.5M
13F 2026-03-31 Filed 2026-05-14
Sold out Shares -100.0% 13F value change -$15.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,775,400 Last 3 periods -1,775,400 (-100.0%) Total shares 0 Value $0
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -2.5% 13F value change +$13.2M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -7.0% 13F value change -$27.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 526,950 Last 3 periods -49,200 (-9.3%) Total shares 477,750 Value $90.6M
Mar Vista Investment Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -20.0% 13F value change -$5.5M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -5.8% 13F value change +$2.0M
13F 2026-03-31 Filed 2026-05-13
Minor increase Shares 12.3% 13F value change -$1.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 142,008 Last 3 periods -21,819 (-15.4%) Total shares 120,189 Value $22.8M
Viking Global Investors Andreas Halvorsen 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 543.9% 13F value change +$481.8M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -5.4% 13F value change -$28.9M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$545.5M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 451,521 Last 3 periods -451,521 (-100.0%) Total shares 0 Value $0
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -3.4% 13F value change -$1.0M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 82.6% 13F value change +$11.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -18.2% 13F value change -$1.4M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 73,602 Last 3 periods +32,564 (+44.2%) Total shares 106,166 Value $24.3M
Soroban Capital Partners Eric Mandelblatt 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$29.5M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$29.5M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-06-30 Filed 2025-08-15
New Shares - 13F value change +$4,879
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$4,879
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Soros Fund Management George Soros 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$8.2M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$8.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

Third Point Q1 2025 Investor Letter

Third Point · Dan Loeb

Third Point Q1 2025 Investor Letter, discussing tariff impact, reduced net exposure, event-driven opportunities, CoStar new positions and structured credit portfolio, is an important source for observing Loeb's risk control and opportunity switching.

Shareholder letter / fund letter

Mentioned by firms

Third Point Dan Loeb