Danaher (DHR) Rebounded on Accelerated Demand

1 hour ago 2

Soumya Eswaran

Wed, January 14, 2026 astatine 6:57 AM CST 3 min read

Mar Vista Investment Partners, LLC, an concern absorption company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities experienced a beardown momentum successful 2025 and marked their 2nd consecutive twelvemonth of double-digit gains. The marketplace witnessed 1 of the fastest recoveries pursuing its dip into carnivore territory successful April. Market enactment continued to constrictive arsenic Mega-cap stocks and AI-driven companies dominated the landscape. Against this backdrop, The Mar Vista’s U.S. Quality strategy reported +0.20% net-of-fees gains successful Q4 2025 vs. the Russell 1000® Index’s +2.41% instrumentality and the S&P 500® Index’s +2.65% return. Stock enactment successful the connection services, user discretionary, and financials sectors was favorable to its performance, portion banal enactment successful accusation technology, materials, and healthcare detracted from its performance. The missive besides shared that, successful 2026, markets volition request to onslaught a equilibrium betwixt beardown fundamentals and expanding economical uncertainties. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Mar Vista U.S. Quality Strategy highlighted stocks specified arsenic Danaher Corporation (NYSE:DHR). Headquartered successful Washington, the District of Columbia, Danaher Corporation (NYSE:DHR) is simply a starring beingness subject and diagnostic company. On January 13, 2026, Danaher Corporation (NYSE:DHR) banal closed astatine $235.56 per share. One-month instrumentality of Danaher Corporation (NYSE:DHR) was 5.81%, and its shares mislaid 1.01% of their worth implicit the past 52 weeks. Danaher Corporation (NYSE:DHR) has a marketplace capitalization of $168.673 billion.

Mar Vista U.S. Quality Strategy stated the pursuing regarding Danaher Corporation (NYSE:DHR) successful its 4th fourth 2025 capitalist letter:

"After lagging done the archetypal 3 quarters of 2025, Danaher Corporation's (NYSE:DHR) banal rebounded during Q4 arsenic bioprocessing, beingness science, and diagnostics request continued to retrieve from a cyclical trough. On the 3Q25 call, absorption established blimpish 2026 maturation expectations. Revenue is expected to proceed to lag semipermanent trends astatine 3-6% but amended passim the year. Operating leverage should thrust precocious azygous digit EPS growth. The company’s beardown equilibrium expanse and superior deployment strategy should supply accretive maturation for the foreseeable future."

Danaher Corporation (DHR) Is "Fool's Gold," Bemoans Jim Cramer

Danaher Corporation (NYSE:DHR) is successful 27th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 117 hedge money portfolios held Danaher Corporation (NYSE:DHR) astatine the extremity of the 3rd quarter, up from 115 successful the erstwhile quarter. The 3rd 4th 2025 income of Danaher Corporation (NYSE:DHR) were $6.1 billion, representing a 3% halfway gross growth. While we admit the imaginable of Danaher Corporation (NYSE:DHR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.