Bryn Mawr Trust Advisors LLC Cuts Stock Position in Thermo Fisher Scientific Inc. $TMO

Bryn Mawr Trust Advisors LLC decreased its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 28.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,925 shares of the medical research company’s stock after selling 2,380 shares during the period. Bryn Mawr Trust Advisors LLC’s holdings in Thermo Fisher Scientific were worth $2,874,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of TMO. Brighton Jones LLC grew its stake in Thermo Fisher Scientific by 28.9% during the 4th quarter. Brighton Jones LLC now owns 4,409 shares of the medical research company’s stock worth $2,293,000 after buying an additional 988 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Thermo Fisher Scientific by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 491 shares of the medical research company’s stock worth $255,000 after acquiring an additional 20 shares during the last quarter. Naples Global Advisors LLC raised its position in shares of Thermo Fisher Scientific by 14.6% in the 2nd quarter. Naples Global Advisors LLC now owns 866 shares of the medical research company’s stock valued at $352,000 after purchasing an additional 110 shares during the last quarter. Patriot Financial Group Insurance Agency LLC acquired a new stake in Thermo Fisher Scientific in the 2nd quarter worth approximately $220,000. Finally, Hilltop National Bank purchased a new stake in Thermo Fisher Scientific during the 2nd quarter worth approximately $339,000. 89.23% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Thermo Fisher Scientific in a research note on Friday, January 9th. Wells Fargo & Company set a $683.00 price target on Thermo Fisher Scientific in a research report on Friday. Stifel Nicolaus boosted their price target on Thermo Fisher Scientific from $583.00 to $700.00 and gave the company a “buy” rating in a research note on Friday, January 9th. TD Cowen reduced their price objective on Thermo Fisher Scientific from $696.00 to $683.00 and set a “buy” rating for the company in a research note on Friday. Finally, KeyCorp upgraded Thermo Fisher Scientific from a “sector weight” rating to an “overweight” rating and set a $750.00 target price on the stock in a research report on Sunday, December 7th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $633.68.

More Thermo Fisher Scientific News

Here are the key news stories impacting Thermo Fisher Scientific this week:

• Positive Sentiment: Q4 results beat expectations — Adjusted EPS $6.57 and revenue $12.21B (≈+7% YoY), driven by life-sciences tools and pharma demand; the print supports near-term organic growth narrative. Read More.
• Positive Sentiment: Analyst support remains — several firms reiterated buys/positive views and one bullish write-up called the pullback a buying opportunity, highlighting resilient margins and competitive positioning. Read More.
• Neutral Sentiment: 2026 guidance set in a narrow band — FY26 revenue guide $46.3B–$47.2B and EPS $24.22–$24.80, roughly around consensus but slightly below EPS midpoint; guidance implies modest 3%–4% organic growth and stabilizing demand. Read More.
• Negative Sentiment: Market reaction focused on cautious profit outlook and margin pressure — despite the beat, investors sold into the print due to conservative margin commentary and a guidance range that doesn’t accelerate growth significantly. Read More.
• Negative Sentiment: Analyst price-target trim — TD Cowen lowered its PT from $696 to $683 while keeping a Buy rating, signaling slightly reduced upside expectations even as coverage stays positive. Read More.

Thermo Fisher Scientific Stock Down 2.4%

Thermo Fisher Scientific stock opened at $578.20 on Friday. The business’s 50-day moving average price is $593.96 and its 200 day moving average price is $537.90. The company has a quick ratio of 1.11, a current ratio of 1.89 and a debt-to-equity ratio of 0.67. The firm has a market cap of $217.24 billion, a price-to-earnings ratio of 32.59, a price-to-earnings-growth ratio of 3.89 and a beta of 0.91. Thermo Fisher Scientific Inc. has a 52 week low of $385.46 and a 52 week high of $643.99.

Thermo Fisher Scientific (NYSE:TMO) last released its quarterly earnings data on Thursday, January 29th. The medical research company reported $6.57 EPS for the quarter, topping the consensus estimate of $6.45 by $0.12. The business had revenue of $12.22 billion for the quarter, compared to analyst estimates of $11.95 billion. Thermo Fisher Scientific had a return on equity of 16.92% and a net margin of 15.05%.The business’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.10 EPS. As a group, sell-side analysts anticipate that Thermo Fisher Scientific Inc. will post 23.28 earnings per share for the current year.

Thermo Fisher Scientific Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Monday, December 15th were issued a $0.43 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $1.72 dividend on an annualized basis and a yield of 0.3%. Thermo Fisher Scientific’s payout ratio is presently 9.94%.

Thermo Fisher Scientific announced that its Board of Directors has initiated a stock buyback plan on Thursday, November 6th that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the medical research company to reacquire up to 2.4% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Activity

In other news, EVP Michael D. Shafer sold 10,725 shares of the firm’s stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $600.00, for a total transaction of $6,435,000.00. Following the sale, the executive vice president directly owned 18,731 shares in the company, valued at $11,238,600. This trade represents a 36.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Lisa P. Britt sold 1,058 shares of the company’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $588.26, for a total value of $622,379.08. Following the completion of the transaction, the vice president directly owned 13,087 shares of the company’s stock, valued at $7,698,558.62. The trade was a 7.48% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 124,517 shares of company stock valued at $72,363,568. Insiders own 0.33% of the company’s stock.

Thermo Fisher Scientific Company Profile

Thermo Fisher Scientific (NYSE: TMO) is a global provider of scientific instrumentation, reagents and consumables, software, and services that support research, clinical, and industrial laboratories. The company supplies analytical instruments and laboratory equipment, life sciences reagents and kits, specialty diagnostics, and a broad range of consumables used by researchers, clinicians, and manufacturers. Its offerings also include laboratory information management and data-analysis software, as well as service solutions such as instrument maintenance, validation, and logistics that help customers run complex workflows efficiently.

Thermo Fisher operates through multiple business areas that broadly cover life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services, including contract development and manufacturing for pharmaceutical and biotechnology companies.