Does Dover Corp. (DOV) Have a Long Runway for Growth?

14 hours ago 1

Soumya Eswaran

Tue, February 3, 2026 astatine 7:04 AM CST 3 min read

Diamond Hill Capital, an concern absorption company, released its “Large Cap Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Equity markets continued their upward momentum successful Q4, with the Russell 1000 Value Index expanding 3.8%. The accusation exertion (+11%) and connection services (+9%) sectors are starring the rally, driven by AI optimism. The maturation areas of the marketplace accounted for the bulk of the Index’s instrumentality successful Q4. The steadfast maintains a cautious stance toward AI-driven marketplace enthusiasm and believes that, fundamentally stable, high-quality, cash-generative businesses contiguous charismatic opportunities. Against this backdrop, the Fund returned 1.41% successful the quarter, lagging the Russell 1000 Value Index’s 3.8% return. In addition, you tin cheque the Fund's apical 5 holdings to spot its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Diamond Hill Large Cap Fund highlighted Dover Corporation (NYSE:DOV) arsenic a caller addition. Dover Corporation (NYSE:DOV) is simply a starring diversified concern company. On February 2, 2026, Dover Corporation (NYSE:DOV) banal closed astatine $207.32 per share. Dover Corporation (NYSE:DOV) delivered a 1.88% instrumentality successful the past month, and its shares are up 2.17% implicit the past 12 months. Dover Corporation (NYSE:DOV) has a marketplace capitalization of $28.435 billion.

Diamond Hill Large Cap Fund stated the pursuing regarding Dover Corporation (NYSE:DOV) successful its 4th fourth 2025 capitalist letter:

"Diversified concern conglomerate Dover Corporation (NYSE:DOV) is successful the mediate of an underappreciated modulation from a merger-and acquisition-focused holding institution to a much execution focused operating company, which we judge creates a agelong runway for continued borderline expansion. Furthermore, caller portfolio moves person accrued its vulnerability to higher maturation extremity markets, and aft respective years of sluggish growth, assorted cyclical headwinds look apt to subside. We initiated a presumption with the banal trading astatine a important discount to our estimation of its intrinsic value."

"You Just Want To Own Dover," Says Jm Cramer

Dover Corporation (NYSE:DOV) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 55 hedge money portfolios held Dover Corporation (NYSE:DOV) astatine the extremity of the 3rd quarter, up from 47 successful the erstwhile quarter. While we admit the imaginable of Dover Corporation (NYSE:DOV) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.