DOV
DOVER CorpEvidence as of 2026-09-26The desk's Snapshot
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Overview · DOVER Corp
Dover Corporation provides equipment and components, consumable supplies, aftermarket parts, software and digital solutions, and support services worldwide. The company's Engineered Products segment provides various equipment, component, software, solution, and services that are used in aftermarket vehicle service, solid waste handling, industrial automation, aerospace and defense, industrial winch and hoist, and flu…
Management team
- Mr. Karl Buscher · President of Pump Solutions GroupFind on LinkedIn
- Mr. Girish Juneja · Senior VP & Chief Digital OfficerFind on LinkedIn
- Mr. Jeffrey C. Yehle · Chief Human Resources Officer & Senior VPFind on LinkedIn
- Ms. Ivonne M. Cabrera · Senior VP, General Counsel & SecretaryFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Mixed ( - 0.1 ) with high confidence. For the fiscal quarter ended 2026-07-17 (Q2 2026) revenue was $ 2,190,021,000, up from $ 2,049,592,000 in the fiscal quarter ended 2025-07-18 (Q2 2025). Gross profit rose to $ 880,606,000 from $ 818,262,000, implying a modest gross‑margin expansion from about 39.9% to about 40.2% on the reported figures, while operating income increased to $ 391,787,000 from $ 354,597,000 (operating margin roughly 17.3% to 17.9%). Diluted EPS for Q2 2026 was $ 2.30 versus $ 2.02 a year earlier, supported by a decline in weighted‑average diluted shares outstanding to 135,553,000 from 137,974,000 and point‑in‑time common shares of 134,680,225 as of 2026-07-17 versus 137,134,453 as of 2025-07-18.
On a trailing basis, reported trailing‑12‑month EPS is 8.26 giving a trailing P/E of 23.23, trailing‑12‑month free cash flow is $ 412,319,000 (price_to_fcf = 63.08), enterprise value is $ 28,363,285,573 with EV/EBITDA (ttm) of 15.61, and market capitalization at the quoted price of 191.88 is $ 25,842,441,573. The valuation model tied to that price implies an implied FCF growth rate of 39.71% under its stated discount and terminal assumptions. Institutional 13F‑reported holdings totaled $ 27.24B as of 2026-06-30, and the filings show significant acquisition activity in 2025 ($ 665.3M of acquired businesses) plus restructuring and other costs of $ 78.0M for FY 2025 (fiscal year ended 2026-02-02).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue for the fiscal quarter ended 30 June 2026 (fiscal Q2 2026, 2026-04-01 to 2026-06-30) was $2,190,021,000, up from $2,049,592,000 for the fiscal quarter ended 30 June 2025 (fiscal Q2 2025, 2025-04-01 to 2025-06-30).
XBRL companyfacts · 0000029905-26-000027Gross profit increased from $818,262,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30) to $880,606,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30), implying a modest expansion in gross margin (about 39.9% to about 40.2% using the reported revenue figures).
XBRL companyfacts · 0000029905-26-000027Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
For the year ended December 31, 2025, consolidated revenue was $8.092571 billion, an increase of $346.7 million or 4.5% versus 2024, driven by acquisition-related growth of 2.6%, organic revenue growth of 1.6% and a favorable foreign currency translation impact of 1.0%.
10-K filed 2026-02-13Gross profit for the year ended December 31, 2025 was $3.218169 billion, up 8.8% versus 2024, and gross profit margin increased 160 basis points to 39.8% driven by management's characterization of "favorable price versus cost dynamics, volume growth, product mix, and productivity actions."
10-K filed 2026-02-13Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional 13F-reported holdings in the company totaled $27.24B as of 2026-06-30.
13F holdings · 1171 filers · as of 2026-06-30The reported institutional holdings value increased 152.8% quarter-over-quarter in the 13F period ending 2026-06-30.
13F holdings · 1171 filers · as of 2026-06-30weakened in debateReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Coverage includes a company-specific product launch: Markem‑Imaje (a Dover subsidiary) introduced CoLOS 2D Activate and CoLOS 2D Engage SaaS platforms for GS1 Digital Link QR code management ahead of the 2027 Sunrise deadline.
News · simplywall.st · 2026-09-25Several outlets note company-focused investor activity and trading interest, including a report that QRG Capital Management increased its Dover shareholding by 81.8% in the second quarter and multiple pieces asking why traders are talking about Dover.
News · thelincolnianonline.com · 2026-09-23Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Today's price of 191.88 implies an FCF growth rate of 39.71% under the stated discount and terminal assumptions (implied_growth = 0.3971).
Valuation inputs · SEC XBRL + stored EOD closePrice to trailing‑12‑month free cash flow is 63.08 (price_to_fcf = 63.08), which corresponds to a trailing‑12‑month FCF of $412,319,000 and FCF per share of 3.0418.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Recent company-reported operating results point to a constructive operating pulse: quarterly revenue, gross profit, operating income, and diluted EPS all increased year-over-year while weighted-average diluted shares declined, with documented share repurchases supporting that shrinkage. The company’s 2025 results show revenue growth driven by both acquisitions and organic expansion and an expanded gross margin attributed by management to favorable price/cost dynamics, mix and productivity actions; completed acquisitions provide an explicit growth runway reflected in those contributions. Institutional reported ownership and recent uptick in institutional holders and dollar-weighted positions, plus renewed investor and conference attention, signal increased market engagement. These observations address several bear points: the large 2025 earnings drop included restructuring and other one-time costs called out in filings, the reported rise in long-term debt was modest in absolute terms, and trailing P/E and EV/EBITDA multiples (23.2x and 15.6x) offer a different valuation perspective than the model-derived extreme implied FCF growth rate.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.39
29 surviving claims rest on 11 distinct sources; the heaviest analyst carries 24% of them, and 95% of what the desk raised survived the debate.
The evidence set rests on a moderate number of distinct sources but many surviving claims (29) — that combination means the read is informative yet not bulletproof. Source concentration around a few documents and a single analyst carrying nearly a quarter of the surviving claims increases dependence on a small subset of inputs, while a 95% survival rate from the desk debate suggests strong internal agreement (which can reflect confirmation as well as corroboration). Treat the read as educational information with useful signals, but down‑weight high‑sensitivity conclusions that rely on the concentrated inputs.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
12 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.7 to the score
4 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.7 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on DOV Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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