JCI Johnson Controls International PLC

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.

Calamos Wealth Management LLC increased its stake in Danaher Corporation by 41.0% in the third quarter, now holding 85,624 shares valued at approximately $16.98 million. Despite institutional buying, company insiders have been net sellers, disposing of over $6.6 million worth of shares recently. Danaher beat its Q3 earnings estimates, reporting $1.89 EPS on $6.05 billion revenue, and maintains a "Moderate Buy" consensus rating among analysts.

Calamos Advisors LLC significantly increased its stake in Johnson Controls International plc (NYSE:JCI) during the third quarter, purchasing an additional 53,000 shares to own a total of 226,607 shares valued at approximately $24.915 million. This comes as the company reported a strong quarterly EPS of $1.26, beating estimates, and raised its FY2026 guidance, while a VP sold a substantial number of shares. Johnson Controls also declared a quarterly dividend of $0.40 per share, payable in January.

Calamos Advisors LLC reduced its stake in Danaher Corporation by 13.9% in Q3, selling 36,163 shares and retaining 223,518 shares valued at $44.3 million. Company insiders also sold 30,248 shares over the past three months, yet institutional investors still hold 79.05% of the stock. Analysts maintain a "Moderate Buy" rating with a consensus target price of $248.25 following strong Q3 earnings and a declared quarterly dividend.

Simplify Asset Management Inc. reduced its stake in Danaher Corporation (NYSE:DHR) by 55.7%, selling 10,166 shares and retaining 8,079 shares valued at $1.602 million. This move comes as other institutional investors have modified their holdings, and company insiders have also sold shares totaling $6.61 million in the last 90 days. Despite the sales, analysts maintain a "Moderate Buy" rating for Danaher with a consensus target price of $248.25 following a strong earnings beat of $1.89 EPS against an expected $1.72.

Mirova US LLC increased its stake in Johnson Controls International plc (NYSE:JCI) by 50.9% during Q3, acquiring 12,479 shares to hold a total of 36,993 shares valued at approximately $4.07 million. This move comes as Johnson Controls reported solid Q3 earnings, beating analyst estimates, and announced a quarterly dividend. Institutional investors hold a significant 90.05% of the company's stock, while various other hedge funds have also adjusted their positions.