Is Danaher Corporation (DHR) a Well-Positioned Company Heading into 2025?

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Soumya Eswaran

Thu, Apr 3, 2025, 4:51 AM 3 min read

Artisan Partners, an concern absorption company, released its “Artisan Global Opportunities Fund” 4th fourth 2024 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities experienced important gains successful Q4, showcasing a beardown year. The portfolio showed flimsy weakness successful Q4 but posted a beardown implicit instrumentality successful 2024. In the 4th quarter, the fund’s Investor Class ARTRX returned -1.67%, Advisor Class APDRX posted a instrumentality of -1.65% and Institutional Class APHRX returned -1.62%, compared to a -0.99% instrumentality for the MSCI All Country World Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2024.

In its 4th fourth 2024 capitalist letter, Artisan Global Opportunities Fund emphasized stocks specified arsenic Danaher Corporation (NYSE:DHR). Danaher Corporation (NYSE:DHR) manufactures and distributes a divers portfolio of products and services for professional, medical, industrial, and commercialized applications. The one-month instrumentality Danaher Corporation (NYSE:DHR) was -15.19%, and its shares mislaid 15.19% of their worth implicit the past 52 weeks. On April 2, 2025, Danaher Corporation (NYSE:DHR) banal closed astatine $205.16 per stock with a marketplace capitalization of $146.782 billion.

Artisan Global Opportunities Fund stated the pursuing regarding Danaher Corporation (NYSE:DHR) successful its Q4 2024 capitalist letter:

"Among our apical detractors were Advanced Micro Devices (AMD), Novo Nordisk and Danaher Corporation (NYSE:DHR). Danaher has transformed itself from a diversified concern into a wellness care-focused institution done moves specified arsenic acquiring the bioprocessing part of GE—one of the starring providers of instrumentality for making biologic drugs. Like galore of its peers, the institution has been dealing with the accelerated maturation and diminution of COVID-19 vaccines and past elevated lawsuit inventories from purchases meant to derisk COVID-related proviso concatenation constraints. Shares had performed good heading into its merchandise of Q3 net owed to capitalist expectations astir a reacceleration coming retired of this inventory downcycle. However, results showed that the institution was hesitant to bespeak this headwind had passed, and absorption kept its expectations successful check. While it is taking longer than anticipated, we judge the institution remains good positioned arsenic we caput into 2025."

Is Danaher Corporation (DHR) the Top Stock to Buy According to Akre Capital Management?

A healthcare nonrecreational successful a laboratory overgarment holding a microscope and looking astatine a descent nether the lens.

Danaher Corporation (NYSE:DHR) is successful 27th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 101 hedge money portfolios held Danaher Corporation (NYSE:DHR) astatine the extremity of the 4th fourth which was 98 successful the erstwhile quarter. In 2024, Danaher Corporation (NYSE:DHR) reported an annual sale of $23.9 cardinal with a 1.5% alteration successful halfway revenue. In the 4th fourth the institution generated $6.5 cardinal successful sales, showing a 1% halfway gross growth. While we admit the imaginable of Danaher Corporation (NYSE:DHR) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.