Dover shares jump as Q1 results beat expectations and bookings strengthen demand outlook

Dover (DOV) is up 6.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Dover’s first-quarter 2026 earnings release, which showed solid organic growth, higher adjusted EPS, and bookings that outpaced revenue. Investors likely reacted positively to evidence of resilient demand and management’s full-year outlook.

Details:

Dover posted Q1 2026 revenue of about $2.05 billion, up 10% year over year, with roughly 5% organic growth.

Adjusted diluted EPS from continuing operations rose to $2.28 (up 11% year over year), alongside improved adjusted earnings from continuing operations.

Company materials highlighted quarterly bookings of about $2.46 billion, exceeding revenue and implying a book-to-bill above 1 across segments.

Full-year 2026 adjusted EPS guidance was maintained at $10.45–$10.65, with revenue growth expected in the mid-single digits.

Sources:

PR Newswire, SEC (8-K filing), StreetInsider

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$DOV Insider Trading Activity

$DOV insiders have traded $DOV stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $DOV stock by insiders over the last 6 months:

RICHARD J TOBIN (Chairman, President & CEO) sold 76,997 shares for an estimated $17,917,201
IVONNE M CABRERA (SVP, General Counsel & Secr.) has made 0 purchases and 2 sales selling 6,630 shares for an estimated $1,434,727.
GIRISH JUNEJA (Senior VP & CDO) sold 1,500 shares for an estimated $346,155
CHRISTOPHER B. WOENKER (Senior VP & CFO) sold 1,627 shares for an estimated $302,695

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$DOV Hedge Fund Activity

We have seen 448 institutional investors add shares of $DOV stock to their portfolio, and 493 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,036,058 shares (-76.4%) from their portfolio in Q4 2025, for an estimated $592,759,963
BANK OF NEW YORK MELLON CORP added 1,830,722 shares (+174.4%) to their portfolio in Q4 2025, for an estimated $357,430,163
ROCKEFELLER CAPITAL MANAGEMENT L.P. added 1,656,131 shares (+1539.2%) to their portfolio in Q4 2025, for an estimated $323,343,016
FIRST TRUST ADVISORS LP added 1,612,159 shares (+179.7%) to their portfolio in Q4 2025, for an estimated $314,757,923
QUBE RESEARCH & TECHNOLOGIES LTD removed 842,737 shares (-64.0%) from their portfolio in Q4 2025, for an estimated $164,535,971
MILLENNIUM MANAGEMENT LLC added 793,319 shares (+149.8%) to their portfolio in Q4 2025, for an estimated $154,887,601
DIAMOND HILL CAPITAL MANAGEMENT INC added 775,831 shares (+inf%) to their portfolio in Q4 2025, for an estimated $151,473,244

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$DOV Congressional Stock Trading

Members of Congress have traded $DOV stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $DOV stock by members of Congress over the last 6 months:

REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$DOV Analyst Ratings

Wall Street analysts have issued reports on $DOV in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Overweight" rating on 01/30/2026
Oppenheimer issued a "Outperform" rating on 11/14/2025

To track analyst ratings and price targets for $DOV, check out Quiver Quantitative's $DOV forecast page.

$DOV Price Targets

Multiple analysts have issued price targets for $DOV recently. We have seen 9 analysts offer price targets for $DOV in the last 6 months, with a median target of $237.0.

Here are some recent targets:

Bryan Blair from Oppenheimer set a target price of $242.0 on 04/20/2026
Andrew Kaplowitz from Citigroup set a target price of $253.0 on 04/13/2026
Daniel DiCicco from BMO Capital set a target price of $237.0 on 03/27/2026
Joseph O'Dea from Wells Fargo set a target price of $230.0 on 03/17/2026
Deane Dray from RBC Capital set a target price of $209.0 on 01/30/2026
Stephen Tusa from JP Morgan set a target price of $240.0 on 01/30/2026
Julian Mitchell from Barclays set a target price of $205.0 on 01/07/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.