Dec 31, 2025 • MarketBeat
BULLISH
Meridian Financial Partners LLC Takes $896,000 Position in Danaher Corporation $DHR
Meridian Financial Partners LLC has initiated an $896,000 position in Danaher Corporation (NYSE:DHR) by acquiring 4,373 shares in the third quarter. The article highlights other institutional adjustments in Danaher, which reported strong Q3 earnings exceeding expectations with $1.89 EPS and $6.05 billion in revenue. Danaher also declared a quarterly dividend of $0.32, has a "Moderate Buy" consensus analyst rating, and maintains a market capitalization of approximately $163 billion.
Dec 30, 2025 • MarketBeat
NEUTRAL
Mirova US LLC Cuts Holdings in Danaher Corporation $DHR
Mirova US LLC has reduced its stake in Danaher Corporation by 3.6% in Q3, selling 42,414 shares, though DHR remains a significant holding. Concurrently, Danaher insiders have been selling shares, amounting to $6.61 million in the last three months. Despite these sales, Danaher exceeded Q3 EPS expectations and maintains a "Moderate Buy" analyst rating with a $248.25 target price.
Dec 30, 2025 • MarketBeat
NEUTRAL
Boston Trust Walden Corp Sells 171,941 Shares of Waters Corporation $WAT
Boston Trust Walden Corp reduced its stake in Waters Corporation (NYSE:WAT) by 58.4%, selling 171,941 shares, and now owns 122,384 shares worth $36.69 million. Other institutional investors like Vanguard Group Inc., Alliancebernstein L.P., and State Street Corp have adjusted their positions in the medical instruments supplier. Waters Corporation's stock has a market capitalization of $22.96 billion and a P/E ratio of 35.44, with analysts giving it a "Moderate Buy" consensus rating.
Dec 30, 2025 • ts2.tech
NEUTRAL
Danaher stock beats Wall Street dip as investors eye Fed minutes and Jan. 28 earnings
Danaher (NYSE:DHR) stock showed resilience, rising 0.1% to $230.63, outperforming major U.S. indexes during a thin year-end trading session as investors anticipate the Federal Reserve’s December meeting minutes and Danaher’s Q4 2025 earnings call on January 28. The stock's performance is notable given the broader market decline and upcoming economic catalysts, with traders also watching for updates on order trends and margins during the earnings report.
Dec 28, 2025 • Seeking Alpha
NEUTRAL
Standard BioTools: Outlook Still Murky (NASDAQ:LAB)
Standard BioTools is currently trading near its cash value following the sale of SomaScan, with Casdin Capital increasing its stake to 25%. While the company will receive $350M upfront and potential earnouts from Illumina for SomaScan, leading to $550M in cash post-transaction, its ongoing operations lack clear growth catalysts. This situation, combined with projected Adj. EBITDA breakeven in 2026 after divestiture and a 20% workforce reduction, indicates a murky outlook despite a recent rally in share price.
Dec 28, 2025 • MarketBeat
SOMEWHAT-BULLISH
Paradiem LLC Makes New Investment in Keysight Technologies Inc. $KEYS
Paradiem LLC has acquired a new stake of 5,597 shares, valued at approximately $979,000, in Keysight Technologies Inc. during the third quarter. The company has recently authorized a $1.50 billion share buyback program and exceeded EPS estimates for the last quarter. Despite significant insider selling totaling over $15 million, institutional investors, including Vanguard Group Inc. and State Street Corp, have largely increased their holdings.