Coronation Fund Managers 13F: Adds $15M to Danaher (DHR) Stake
Key Points
- Coronation Fund Managers increased its position in Danaher Corporation to 129,602 shares, a 102.6% rise from the previous 63,965 shares.
- The fund's reported value in Danaher is now about $28.7 million, which is 1.64% of its total reported 13F value of $1.75 billion.
- Danaher shares recently traded around $232.10, about equal to the closing price of $232.00 on the filing date.
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On October 27, 2026, Coronation Fund Managers boosted its stake in Danaher Corporation (DHR) by 65,637 shares, increasing its total to 129,602 shares. This change reflects a 102.6% increase from its previous holding of 63,965 shares, with the reported value now at approximately $28.7 million. This information comes from the fund's latest Form 13F filing with the SEC.
DHR
Danaher Corporation
Where Danaher Fits in Coronation Fund Managers' Portfolio
Danaher now represents 1.64% of Coronation's total reported 13F value of $1.75 billion. The fund ranks 17th among its 49 reported positions, showing a significant boost in its stake in this company.
Danaher Corporation Stock Up 0.7%
Danaher shares recently traded around $232.10, which is about equal to the closing price of $232.00 on October 27, 2026. The stock is currently above its 50-day moving average by 7.1% and its 200-day moving average by 15.4%. However, it is still below its 52-week high of $242.80 by about 4.4%.
Recent Earnings
Danaher reported trailing twelve-month revenue of approximately $25.6 billion, with a net margin of 16.9% and an earnings per share (EPS) of $6.04. The next earnings report is scheduled for January 27, 2027.
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 pays an annual dividend of $1.60 per share, which gives it a yield of about 0.69%. The dividend payout ratio is 25.2%.
Insider Buying and Selling at Danaher Corporation
Alan G. Spoon, a Director at Danaher, sold 1,358 shares on May 1, 2026, at an average price of $174.67, totaling about $237,207. Additionally, CEO Rainer M. Blair sold 58,255 shares on August 21, 2026, valued at approximately $12.7 million.
Analysts Set New Price Targets
On October 22, 2026, several firms maintained their ratings for Danaher, including Citigroup, which has a target of $270, and Barclays, with a target of $260. The consensus recommendation across 21 analyst opinions is a strong buy, with a mean price target of $259.90.
About Danaher Corporation
Danaher Corporation designs and manufactures a wide range of products and services in the healthcare sector, focusing on diagnostics and research. The company operates globally, providing solutions that enhance the quality of life and improve healthcare outcomes.
Bottom Line
Investors should keep an eye on Danaher's upcoming earnings report on January 27, 2027, and any further filings from Coronation Fund Managers, as they continue to adjust their portfolio positions.
Related Filing Alerts
Source: Coronation Fund Managers's 13F filing on $DHR (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts