DHR DANAHER CORP /DE/
Price Chart
Executive Summary
Twelve firms revised their stance on Danaher (DHR) on July 11, 2025, led by Scotiabank upgrading to Sector Outperform from Sector Perform with a $275 price target. The stock currently trades at $178.95, implying 54% upside to the new PT. Consensus is overwhelmingly bullish: 26 of 30 analysts rate Buy or Strong Buy, with a mean target of $250.14 (40% upside). Scotiabank's accuracy on DHR is 0% based on only 2 prior calls, limiting its standalone credibility, but the cluster of 12 firms acting on the same day amplifies the signal. EPS revisions show near-term weakness (16 downward revisions for the upcoming quarter) but long-term improvement (18 upward for the current fiscal year). Short interest is elevated at 55.2% of off-exchange volume, suggesting significant bearish positioning that could fuel a squeeze. Insider trades show a small sell in February, while institutional flows are mixed (FMR added 28.8%, but Renaissance exited). The bottom line: today's cluster reinforces the existing bullish consensus, though conflicting cross-platform signals warrant caution for short-term traders.
Impact Score
Consensus & Targets
Consensus is heavily bullish: 11 Strong Buy, 15 Buy, 4 Hold, 0 Sell, based on 30 ratings. The overwhelming buy-side tilt (87% Buy/Strong Buy) indicates widespread confidence in DHR's fundamentals and growth outlook.
The 22-analyst price target consensus has a mean of $250.14, median $247.50, high $310, and low $205. At $178.95, the implied upside to the mean is 39.8%. Scotiabank's $275 target is above the median, ranking in the 80th percentile, reflecting an above-consensus bullish view.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-23 | Morgan Stanley | maintain | Overweight | $255.00 |
| 2026-04-22 | UBS | maintain | Buy | $250.00 |
| 2026-04-22 | Wells Fargo | maintain | Equal-Weight | $212.00 |
| 2026-04-22 | Guggenheim | maintain | Buy | $235.00 |
| 2026-04-22 | Baird | maintain | Outperform | $245.00 |
| 2026-04-17 | Baird | maintain | Outperform | $249.00 |
| 2026-04-14 | Barclays | maintain | Overweight | $230.00 |
| 2026-04-13 | Goldman Sachs | maintain | Buy | $230.00 |
| 2026-04-06 | Evercore ISI Group | maintain | Outperform | $225.00 |
| 2026-01-29 | JP Morgan | maintain | Overweight | $275.00 |
In the 30 days prior to the cluster, there were 0 upgrades and 0 downgrades. EPS estimate revisions are mixed: next quarter saw 16 downward revisions, current quarter 15 downward, next fiscal year 7 up vs 10 down, but the current fiscal year shows 18 upward revisions vs 2 down. Near-term estimates are being trimmed, while full-year 2026 estimates are rising, reflecting a cautious near-term outlook but improving longer-term confidence.
Firm Track Record — Scotiabank
Scotiabank accuracy: 56% on 1496 calls | avg return: 4.4%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Guggenheim | 100% | 2/2 | 6.9% | top tier |
| Evercore ISI Group | 75% | 3/4 | 3.3% | top tier |
| UBS | 67% | 2/3 | 3.3% | top tier |
| Baird | 63% | 5/8 | 1.3% | top tier |
| B of A Securities | 50% | 2/4 | 1.6% | below average |
| TD Cowen | 50% | 2/4 | 1.5% | below average |
| Wells Fargo | 40% | 2/5 | -4.2% | below average |
| Goldman Sachs | 33% | 1/3 | -5.5% | below average |
| Citigroup | 33% | 1/3 | -9.3% | below average |
| Barclays | 33% | 3/9 | 0.1% | below average |
Scotiabank has a 0% accuracy rating on DHR, with 0 correct calls out of 2 scored, and an average return of -4.3%. The firm's track record is among the weakest covering the stock; top-tier firms include Guggenheim (100% on 2 calls) and Evercore ISI (75% on 4). Given the tiny sample size, Scotiabank's upgrade carries limited historical weight.
Earnings Estimates
Next earnings: Jul 20, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1q | $2.03 | $1.95 — $2.12 | $6.3B | ↑0 ↓0 |
| 0q | $1.84 | $1.81 — $1.87 | $6.1B | ↑2 ↓0 |
| +1y | $9.09 | $8.83 — $9.40 | $26.9B | ↑8 ↓0 |
| 0y | $8.44 | $8.38 — $8.48 | $25.5B | ↑18 ↓0 |
Cross-Platform Signals
Insider activity: one sell of $274k in February 2026 by Gregory Milosevich (small relative to market cap). Congressional: one buy by Rep. Michael McCaul (R-TX) of $1k-$15k in March 2026. Institutional flows: FMR added 28.8%, Norges Bank initiated a new $2.18B position, but Renaissance Technologies fully exited and Two Sigma cut 95.9%. Short interest stands at 55.2% of off-exchange volume, a high level that indicates significant bearish bets. The analyst cluster diverges from the elevated short interest and some institutional exits, but large additions from FMR and Norges Bank provide counterweight. The overall picture is mixed but leans bullish due to the analyst cluster and institutional inflows.
Actionable Insight
Traders should view today's 12-firm cluster as a strong bullish catalyst that aligns with the existing consensus, but the high short interest and mixed institutional flows argue for a patient entry. Scotiabank's upgrade alone has limited credibility, but the collective action across multiple firms reinforces the upward trajectory.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 31, 2026
5d ago
|
ANALYST-UPGRADE
| $204.69 $189.99 | ▼ −7.18% | ▼ −7.81% | $184.30 (−9.96%) |
|
May 27, 2026
9d ago
|
ANALYST-DOWNGRADE
| $172.76 $176.11 | ▼ −1.94% | ▼ −0.73% | $184.30 (−6.68%) |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $204.69 $189.99 | ▼ −7.18% | ▼ −7.81% | $184.30 (−9.96%) |
|
Apr 23, 2026
6w ago
|
424B5
| $177.12 $178.95 | ▲ +1.03% | ▲ +0.13% | $184.30 (+4.06%) |
|
Apr 22, 2026
6w ago
|
424B5
| $184.00 $177.94 | ▼ −3.29% | ▼ −3.35% | $184.30 (+0.17%) |
|
Apr 17, 2026
7w ago
|
8-K
| $194.24 $177.12 | ▼ −8.81% | ▼ −9.37% | $184.30 (−5.12%) |
|
Mar 25, 2026
10w ago
|
DEFA14A
| $186.98 $190.72 | ▲ +2.00% | ▲ +2.24% | $184.30 (−1.43%) |
US Market Status
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