J. Safra Sarasin Holding 13F: Cuts Danaher (DHR) Stake by $15M
Key Points
- J. Safra Sarasin reduced its stake in Danaher Corporation by 67,490 shares, bringing its total holdings to 106,670 shares valued at approximately $23.2 million.
- The fund's reported value for Danaher represents about 0.98% of its total 13F portfolio, ranking 26th among its holdings.
- Danaher shares recently traded around $232.96, which is about 0.3% higher than the event-day closing price of $232.33.
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J. Safra Sarasin Holding cut its stake in Danaher Corporation (DHR) by 67,490 shares, reducing its total holdings to 106,670 shares. This change, disclosed in a filing on October 26, 2026, amounts to a decrease of about 38.75% in their position, valued at approximately $14.7 million.
DHR
Danaher Corporation
Where Danaher Fits in J. Safra Sarasin's Portfolio
Danaher now makes up about 0.98% of J. Safra Sarasin's total 13F portfolio, ranking 26th among its holdings.
Other Institutional Activity in Danaher
Capital International Investors grew its holdings in Danaher by 1,489,759 shares, bringing its total to 15,504,420 shares valued at approximately $3.6 billion. This increase reflects a 10.6% rise in their position.
Danaher Corporation Stock Up 1.1%
Danaher shares closed at $232.33 on October 26, 2026, and are recently trading around $232.96, which is above the event-day closing price by about 0.3%. The stock is currently 4.1% below its 52-week high of $242.80 but is well above its 52-week low of $160.93.
Recent Earnings
For the trailing twelve months, Danaher reported revenue of approximately $25.6 billion and earnings per share of $6.04. The company is set to announce its next earnings report on 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 dividend yield of about 0.69%. The company's payout ratio stands at 25.2%.
Insider Buying and Selling at Danaher Corporation
Several insiders have sold shares recently. Director Alan G. Spoon sold 1,358 shares at an average price of $174.67 on May 1, 2026, totaling about $237,207. CEO Rainer M. Blair also sold 58,255 shares on August 21, 2026, valued at approximately $12.7 million. These transactions occurred before the recent filing.
Analysts Set New Price Targets
On October 22, 2026, Citigroup maintained a "Buy" rating on Danaher with a price target of $270, while Barclays and JP Morgan also maintained their "Overweight" ratings with targets of $260 and $270, respectively. The consensus among analysts is a strong buy, with a mean price target of $259.19.
About Danaher
Danaher Corporation is a global science and technology company that designs and manufactures products in the healthcare, diagnostics, and life sciences sectors. The company operates through various segments, including Biotechnology and Life Sciences, and focuses on providing innovative solutions in both professional and industrial markets.
Bottom Line
Investors should keep an eye on Danaher's upcoming earnings report on January 27, 2027, for insights into its financial performance. J. Safra Sarasin's recent reduction in its stake highlights ongoing adjustments in its investment strategy.
Related Filing Alerts
Source: J. Safra Sarasin Holding's 13F filing on $DHR (Oct 26, 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