Howland Capital Management 13F: Cuts Danaher (DHR) Stake by $1.7M
Key Points
- Howland Capital Management reduced its Danaher Corporation position by 7,662 shares to end with 166,298 shares worth about $36.91 million on October 22, 2026.
- Danaher Corporation posted trailing twelve month revenue of $25.11 billion with an earnings per share of $6.04.
- Wall Street firms updated their price targets following the filing, with analysts projecting a mean price target of $247.18.
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Howland Capital Management reduced its stake in Danaher Corporation (NYSE: DHR) by 7,662 shares during the third quarter, according to a Form 13F filing with the SEC on October 22, 2026. The filing showed the fund holding 166,298 shares valued at approximately $36.91 million after the adjustment.
DHR
Danaher Corporation
What Changed in Howland Capital Management's Danaher Corporation Position
Howland Capital Management cut its Danaher Corporation position by a 4.4% decrease, moving down from its previous holding of 173,960 shares. The trimmed stake reflects a reduction of 7,662 shares during the period. The reported value of the holding sat at $36.91 million at the time of the filing.
Other Institutional Activity in Danaher Corporation
Other large institutional investors adjusted their positions in Danaher Corporation during the same filing period. AMF Tjanstepension reduced its holdings by 174,440 shares, ending with 179,251 shares worth about $39.71 million. Robeco Institutional Asset Management B.V. cut its stake by 330,568 shares, leaving it with 84,148 shares valued at roughly $18.64 million. Capital International Investors grew its holdings by 1,489,759 shares, ending with 15,504,420 shares worth about $3.56 billion.
Danaher Corporation Stock Up 2.5%
Danaher Corporation shares recently traded around $229.74 as of October 23, 2026. The stock closed at $229.75 on October 22, 2026. The share price sits below its 52-week high of $242.80 and above its 52-week low of $160.93. The stock trades above both its 50-day moving average of $215.12 and its 200-day moving average of $201.26.
Recent Earnings
Danaher Corporation reported trailing twelve month revenue of $25.11 billion alongside trailing earnings per share of $6.04. The healthcare company delivered year-over-year revenue growth of 5.5% with a net profit margin of 15.9% and a return on equity of 7.6%. The business maintains a price-to-earnings ratio of 38.72 and a forward price-to-earnings ratio of 25.10, supported by a current ratio of 1.65 and a debt-to-equity ratio of 52.97.
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 Corporation pays an annual dividend rate of $1.60 per share, which translates to a dividend yield of 0.71%. The company distributes 25.7% of its earnings as dividends to shareholders.
Insider Buying and Selling at Danaher Corporation
Company insiders executed transactions earlier in the year. Director Alan G. Spoon sold 1,358 shares on May 1, 2026, at an average price of $174.67 for a total value of $237,207. Chief Executive Officer Rainer M. Blair disposed of 58,255 shares on August 21, 2026, valued at approximately $12.74 million.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock around the filing date. On October 22, 2026, Citigroup maintained a buy rating and raised its target from $230.00 to $270.00. Barclays maintained an overweight rating while moving its target from $255.00 to $260.00. JP Morgan maintained an overweight rating and raised its target from $250.00 to $270.00. TD Cowen maintained a buy rating with a target of $270.00. Stifel maintained a buy rating and lifted its target from $220.00 to $260.00. The consensus analyst rating sits at a strong buy with a mean price target of $247.18 across 22 analyst opinions.
About Danaher Corporation
Danaher Corporation operates as a science and technology innovator that designs and manufactures professional, medical, research, and industrial products. Headquartered in Washington, DC, the company serves customers globally across biotechnology, life sciences, and diagnostics sectors. Its operations provide essential tools and consumables used in scientific research, disease diagnosis, and critical medical manufacturing.
Bottom Line
Investors tracking Howland Capital Management will monitor subsequent quarterly disclosures to see if the fund continues trimming its exposure to the healthcare sector. Danaher Corporation's ongoing performance depends on demand across its core life sciences and diagnostics segments.
Related Filing Alerts
Source: Howland Capital Management's 13F filing on $DHR (Oct 22, 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