Dover (DOV)

• Market cap: $23.7B
• 1 day: -2.87%
• 5 days: -2.69%
• 1 month: -2.81%
• 3 months: -3.24%
• 6 months: -4.83%
• Year to date: -6.82%
• 1 year: -7.34%
• 5 years: 52.15%
• 10 years: 257.03%
• Sector: Industrials
• Industry: Specialty Industrial Machinery

About: Founded in 1955 by George Ohrstrom, Dover has become an industrial behemoth through the acquisition of dozens of esteemed brands. The company is organized into five segments through which it designs and manufactures highly engineered components, such as vehicle repair, factory automation, welding, aerospace, fuel dispensing, printing, liquid handling, refrigeration, and can-making equipment. It has operations around the globe but generates over half of its revenue in the United States.

Employees: 24,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

261% more call options, than puts

Call options by funds: $168M | Put options by funds: $46.4M

16% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 338

12% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 89

7% more capital invested

Capital invested by funds: $20.2B [Q1] → $21.7B (+$1.45B) [Q2]

2.18% more ownership

Funds ownership: 84.11% [Q1] → 86.29% (+2.18%) [Q2]

1% less funds holding

Funds holding: 1,045 [Q1] → 1,038 (-7) [Q2]

9% less funds holding in top 10

Funds holding in top 10: 11 [Q1] → 10 (-1) [Q2]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $193
• Avg. target: $212
• High target: $234

6 analyst ratings

• positive: 3 50%
• neutral: 3 50%
• negative: 0 0%

JP Morgan Stephen Tusa	$217	Overweight Maintained	28 Jul 2025
Barclays Julian Mitchell	$193	Equal-Weight Maintained	25 Jul 2025
RBC Capital Deane Dray	$206	Sector Perform Maintained	25 Jul 2025
Wells Fargo Joseph O'Dea	$195	Equal-Weight Maintained	25 Jul 2025
Baird Michael Halloran	$234	Outperform Maintained	25 Jul 2025