Waverly Advisors 13F: Adds $1.9M to Danaher (DHR) Stake
An institutional filing shows Waverly Advisors boosted its investment in healthcare giant Danaher Corporation by 12.9% during the period.
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Waverly Advisors added 10,029 shares to its stake in Danaher Corporation ($DHR), a 12.94% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 87,505 shares worth $16.74 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: Waverly Advisors 13F filings on SEC EDGAR
DHR
Danaher Corporation
Key Points
- Waverly Advisors boosted its holdings in Danaher Corporation (NYSE:DHR) by 12.9% during the quarter, adding 10,029 shares to finish with 87,505 shares valued at roughly $16.7 million.
- Danaher shares recently traded around $191.33, sitting below their 50-day moving average of $213.32 and within a 52-week range of $160.93 to $242.80.
- Wall Street maintains a general consensus on the healthcare firm, backed by multiple analyst firms holding price targets stretching up to $310.00.
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Waverly Advisors Expands Holdings in Danaher Corporation
Waverly Advisors lifted its stake in Danaher Corporation (NYSE:DHR) during the quarter ended May 15, 2026, according to a Form 13F filed with the U.S. Securities and Exchange Commission. The advisory firm bought an additional 10,029 shares, marking a 12.9% increase from its previous holdings. That brought its total stake to 87,505 shares. Based on the reporting period's figures, the expanded position carried a total estimated value of $16.7 million.
## Stock Performance and Valuation
Danaher shares recently traded around $191.33. The stock moves within a 52-week range spanning from a low of $160.93 to a high of $242.80. Its 50-day moving average sits at $213.32, while the 200-day moving average rests at $201.33. The company carries a price-to-earnings ratio of 41.27, alongside a forward P/E ratio of 24.90. This institutional filing reflects holdings as of the specified reporting period and may not represent the firm's current position today.
## Recent Earnings and Financial Health
For its financial results, Danaher reported an annual revenue of $25.11 billion alongside a revenue growth rate of 5.5%. The diagnostics and research firm generated earnings of $5.61 per share. Profitability metrics include a net margin of 15.95% and a return on equity of 7.61%. The company's next earnings release 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.
## Analyst Ratings and Price Targets
Wall Street research firms continue to monitor the healthcare company closely, with several updates issued in late 2026. 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 from $236.00 to $255.00. Shortly before that, Barclays maintained an Overweight rating on October 7, 2026, with a target of $255.00. RBC Capital followed suit on October 5, 2026, keeping an Outperform rating and raising its target to $250.00. Guggenheim also kept a Buy rating on October 1, 2026, boosting its target to $250.00.
## Inside Danaher Corporation
Headquartered in Washington, D.C., Danaher Corporation operates as a global science and technology innovator focusing on diagnostics, life sciences, and biotechnology solutions. The company develops tools, consumables, and analytical instruments used by hospitals, research laboratories, and manufacturing facilities worldwide. Institutional moves like the one reported by Waverly Advisors offer a backward-looking view of how professional money managers adjusted their portfolios during the quarter.
## What to Watch Next
Investors tracking Danaher will likely look toward the upcoming October earnings report for updated revenue and margin figures. Because 13F filings look backward at past quarters, market participants often pair these disclosure reports with newer insider transactions and analyst updates to gauge current institutional sentiment. No investment conclusion should be drawn from these historical portfolio adjustments alone.
Related Filing Alerts
Source: Waverly Advisors'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: Waverly Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts