Is it a Great Time to Invest in Danaher Corp. (DHR)?

Parnassus Investments, an investment management firm that focuses on owning a concentrated portfolio of U.S. large cap stocks, released its Parnassus Value Equity Fund second-quarter 2025 investor letter. The full letter is available for download here. For the second quarter of 2025, the fund reported a net return of 7.24%, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79% for the same period. The fund’s top 5 holdings are also listed in the letter, showing the firm’s main investment positions heading into 2025.

One of the companies mentioned in the letter is Danaher Corporation (NYSE:DHR). Danaher Corporation (NYSE:DHR) designs, manufactures, and markets professional, medical, research, and industrial products and services in the United States, China, and internationally. Over the past month, Danaher Corporation (NYSE:DHR) rose by 7.69%, and its shares lost -23.01% of their value over the last 12 months. On August 12, 2025, Danaher Corporation (NYSE:DHR) shares closed at $205.72, with a market capitalization of $147.3 billion.

Here is what they have to say about Danaher Corporation (NYSE:DHR) in their investor letter:

Danaher Corporation’s (NYSE:DHR) valuation is attractive, considering its scale advantages and deeply embedded products in biopharma workflows, which are difficult to replace without regulatory reapproval. Additionally, the company’s market dominance positions it well to benefit from secular growth trends in biologics, genetic medicine and diagnostics. Although the industry faces near-term demand, policy and tariff challenges, we believe these factors have been largely reflected in the valuation.”

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

A healthcare professional in a lab coat holding a microscope and looking at a slide under the lens.dhrdhr

Danaher Corporation (NYSE:DHR) ranks 27th in our list of the 30 most popular stocks among hedge funds. According to our data, 117 hedge fund portfolios held positions in Danaher Corporation (NYSE:DHR) at the end of the first quarter of 2025, up from 101 in the previous quarter. DHR was able to beat earnings expectations as it reported an EPS of $1.8, beating expectations of $1.64. While we acknowledge the risk and potential of DHR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DHR and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Danaher Corporation (NYSE:DHR) and Jim Cramer’s views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.