D1 Capital Partners L.P. 13F: Adds $334M to Danaher (DHR) Stake
A recent SEC filing shows D1 Capital Partners significantly increased its investment in healthcare giant Danaher Corporation.
Reviewed by automated data checks against the source filing. How we make and check alerts
D1 Capital Partners L.P. added 1,744,421 shares to its stake in Danaher Corporation ($DHR), a 311.66% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 2,304,148 shares worth $440.85 million at the end of the quarter.
Since the filing, $DHR is up 6.2% after 1 week, up 11.8% after 1 month and up 42.0% to date (from the $161.29 close on May 15, 2026).
Find the original: D1 Capital Partners L.P. 13F filings on SEC EDGAR
DHR
Danaher Corporation
Key Points
- D1 Capital Partners boosted its stake in Danaher Corporation (NYSE: DHR) by 311.6% during the second quarter, adding 1,744,421 shares.
- The fund's total holding reached 2,304,148 shares with a reported value of about $440.9 million based on the filing.
- Wall Street analysts maintain a consensus strong buy rating on Danaher stock with a mean price target of $244.14.
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D1 Capital Partners Boosts Danaher Corporation Stake
D1 Capital Partners L.P. raised its investment in Danaher Corporation (NYSE: DHR) during the second quarter, according to a Form 13F filed with the Securities and Exchange Commission. The filing reflects holdings as of the reporting period and may not represent the investor's current position today. The fund grew its position by 311.6%, acquiring an additional 1,744,421 shares to bring its total count to 2,304,148 shares. At the end of the period, the stake was valued at approximately $440.9 million.
Inside the Danaher Corporation Position Change
Prior to the adjustment, D1 Capital Partners owned 559,727 shares of the healthcare and diagnostic products maker. The massive addition of over 1.7 million shares shifts the firm into a much larger holder of the company. Regulatory filings show the cost basis for the overall position sat around $213.16 per share during the quarter.
Danaher Corporation Stock and Valuation
Danaher stock recently traded around $191.33 per share, sitting between its 52-week low of $160.93 and high of $242.80. The company carries a market capitalization of $162.74 billion and a P/E ratio of 41.27. Its forward P/E ratio stands at 24.90, offering a look at expected future earnings.
Recent Earnings Performance
For its recent operational period, Danaher brought in $25.11 billion in revenue, representing a 5.5% growth rate. The company reported earnings of $5.61 per share, alongside a net margin of 15.95% and a return on equity of 7.61%. The firm's next earnings report is scheduled for October 21, 2026.
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 Profile
Danaher pays an annual dividend rate that translates to a 0.69% dividend yield. The company's payout ratio currently sits at 25.67%, meaning it uses a modest portion of its earnings to reward shareholders.
Analysts Set New Price Targets
Wall Street firms have kept a close eye on the diagnostic specialist through recent rating updates. On October 13, 2026, Morgan Stanley maintained its Overweight rating while raising its price target to $240.00 from $220.00. On the same day, TD Cowen kept a Buy rating and lifted its target to $255.00 from $236.00. Barclays also maintained an Overweight rating on October 7, 2026, setting a target of $255.00. Earlier in October, RBC Capital and Guggenheim both reiterated positive views with targets of $250.00. The stock currently holds a consensus recommendation of strong buy from 22 analysts.
About Danaher Corporation
Danaher Corporation designs, manufactures, and markets professional, medical, research, and industrial products across the globe. It operates through Biotechnology, Life Sciences, and Diagnostics segments, providing essential tools and consumables for laboratory research, genomic testing, and hospital diagnostics.
What's Ahead for Danaher Corporation
Institutional investors will continue parsing quarterly 13F updates to track how major funds manage their healthcare portfolios. Investors also await Danaher's upcoming earnings release on October 21, 2026, for fresh details on operational health.
Related Filing Alerts
Source: D1 Capital Partners L.P.'s 13F filing on $DHR (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: D1 Capital Partners L.P. 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts