DHR Danaher Corporation

bullish · high conviction track record → $194.75 +0.97 (+0.5%)
Get emailed when DHR changes direction
Mkt Cap $137B P/E 38.4 fwd 21.3 52wk $180.03 - $242.80 Earnings 2026-04-21 3h ago
Insider selling: $556,664,423 sold by 29 insiders (30d)
Est. revisions: -0.1% (1 up, 2 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -0.9)

Factor Model

net -0.9 3.2 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.6
Narrative Gap
+0.0

Barclays and Evercore Cut Price Targets but Stay Bullish

Watch: Upcoming earnings call and Masimo deal closing timing will be key to confirm synergy realization and life sciences recovery.

Barclays lowered Danaher's price target from $250 to $230 but kept an Overweight rating on April 14, 2026, citing sector risks but supporting the last-cut thesis. Evercore ISI cut its price target from $254 to $225 on April 6 but maintained an Outperform rating and added DHR to its Tactical Outperform list for Q1. Insider selling totaled over $530 million recently across multiple executives.

Maintained positive ratings alongside price target cuts suggest confidence in Danaher's earnings and recovery, though insider selling indicates caution. The stock is likely under valuation pressure, not fundamental distress.

Evidence

Updated Friday Baird main DHR: Outperform → Outperform
4d ago Barclays main DHR: Overweight → Overweight
5d ago Goldman Sachs main DHR: Buy → Buy
5d ago Insider sell by BLAIR RAINER M (DHR): $11,756,725
5d ago Insider sell by MCGREW MATTHEW (DHR): $11,735,856
5d ago Insider sell by RALES STEVEN M (DHR): $245,919,391
5d ago Insider sell by RALES MITCHELL P (DHR): $129,636,027
7 older signals
Fundamentals & Data ▾
Danaher Corporation Healthcare · Diagnostics & Research
Mkt Cap
$137B
P/E
38.4 fwd 21.3
Beta
0.99
Div Yield
83.00%
52w Range
$180.03 - $242.80
Short Interest
6.9M 1.1%
Days to Cover
1.7 +10%
Technicals downtrend
from 52w Hi
-1.9%
1w return
+2.7%
Insiders
selling 0B / 6S
Analysts
mixed
EPS Estimate
$1.94 -0.1% 30d 1up / 2dn
Est. Dispersion
3% 20 analysts
Analyst Target
$256 $205 - $310
Options P/C
0.36
Insider Cluster
strong sell 0B / 12S
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater
Financials
Revenue
$6.8B +5% YoY
FCF
$1.7B
Gross Margin
58%
Op Margin
22%
Momentum: accelerating
Top Holders
D.E. Shaw $3.5B
Citadel $625M
Bridgewater $7M
Recent Filings & Data
insider trade 98
net selling · $556,664,423 sold
29 insiders · 98 transactions (30d)
Recent transactions
ZERHOUNI ELIAS A · award
GRAY ROBERT BRADLEY · award
LEIKEN JONATHAN B · award
BLAIR RAINER M · award
GUTIERREZ-RAMOS JOSE-CARLOS · award
MCGREW MATTHEW · award
BOUDA CHRISTOPHER · award
COUCHARA GEORGEANN F. · award
RILEY CHRISTOPHER PAUL · award
SAWYER MONTGOMERY JULIE A · award
MILOSEVICH GREGORY M · award
GUGINO MATTHEW E. · award
MILOSEVICH GREGORY M · sell · $274,575
MILOSEVICH GREGORY M · exercise · $77,339
ELLIS BRIAN W · award
BLAIR RAINER M · award
GUTIERREZ-RAMOS JOSE-CARLOS · award
MCGREW MATTHEW · award
COUCHARA GEORGEANN F. · award
RILEY CHRISTOPHER PAUL · award
SAWYER MONTGOMERY JULIE A · award
MILOSEVICH GREGORY M · award
RALES MITCHELL P · other
RALES MITCHELL P · sell · $9,359,067
LIST TERI · sell · $746,997
LIST TERI · exercise · $237,060
LEIKEN JONATHAN B · award
RALES MITCHELL P · sell · $95,566,167
ELLIS BRIAN W · sell · $4,773,863
ELLIS BRIAN W · exercise · $1,275,856
MCGREW MATTHEW · sell · $3,470,831
MCGREW MATTHEW · exercise · $1,016,410
COUCHARA GEORGEANN F. · sell · $1,088,704
COUCHARA GEORGEANN F. · exercise · $368,490
RALES MITCHELL P · sell · $129,636,027
LIST-STOLL TERI L. · sell · $586,319
ZERHOUNI ELIAS A · exercise · $233,088
SCHWIETERS JOHN T · exercise · $233,088
LIST TERI · exercise · $233,088
ZERHOUNI ELIAS A · award
SPOON ALAN G · award
LIST-STOLL TERI L. · award
DEWAN FEROZ · award
BLAIR RAINER M · other
STEVENS RAYMOND C · award
MEGA JESSICA L M.D. · award
SANDERS A.SHANE · award
FILLER LINDA · award
LAMANNA CHARLES W · award
SCHWIETERS JOHN T · award
RALES STEVEN M · sell · $245,919,391
RILEY CHRISTOPHER PAUL · sell · $3,129,424
RILEY CHRISTOPHER PAUL · exercise · $596,542
BOUDA CHRISTOPHER · award
RILEY CHRISTOPHER PAUL · award
SAWYER MONTGOMERY JULIE A · award
LAMANNA CHARLES W · award
SPOON ALAN G · sell · $113,553
SPOON ALAN G · exercise · $233,088
ELLIS BRIAN W · sell · $1,277,541
ELLIS BRIAN W · exercise · $333,963
RASKAS DANIEL A · sell · $8,218,557
RASKAS DANIEL A · exercise · $1,541,972
RALES MITCHELL P · other
GRAY ROBERT BRADLEY · award
COUCHARA GEORGEANN F. · sell · $255,483
BLAIR RAINER M · other
MCGREW MATTHEW · sell · $4,525,555
FILLER LINDA · sell · $1,097,876
FILLER LINDA · exercise · $233,088
BLAIR RAINER M · sell · $2,521,960
ELLIS BRIAN W · sell · $2,641,536
RASKAS DANIEL A · sell · $3,924,352
ZERHOUNI ELIAS A · exercise · $172,870
SCHWIETERS JOHN T · exercise · $172,870
BLAIR RAINER M · sell · $2,386,325
RALES MITCHELL P · other
SPOON ALAN G · award
KING WILLIAM H · exercise · $635,821
DEWAN FEROZ · award
STEVENS RAYMOND C · award
MEGA JESSICA L M.D. · award
SABETI PARDIS C · award
SANDERS A.SHANE · award
FILLER LINDA · award
LIST TERI · award
SCHWIETERS JOHN T · award
BLAIR RAINER M · sell · $4,866,675
BLAIR RAINER M · exercise · $1,143,435
MCGREW MATTHEW · sell · $11,735,856
MCGREW MATTHEW · exercise · $1,541,794
SPOON ALAN G · sell · $172,455
SPOON ALAN G · exercise · $172,870
WEIDEMANIS JOAKIM · sell · $5,618,569
WEIDEMANIS JOAKIM · exercise · $1,311,882
ELLIS BRIAN W · sell · $1,000,040
BLAIR RAINER M · sell · $11,756,725
BLAIR RAINER M · exercise · $2,286,870
15 signals · latest 3h ago

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