MASTERINVEST Kapitalanlage GmbH Makes New $3.51 Million Investment in Thermo Fisher Scientific Inc. $TMO

MASTERINVEST Kapitalanlage GmbH acquired a new stake in Thermo Fisher Scientific Inc. (NYSE:TMO) in the second quarter, HoldingsChannel reports. The institutional investor acquired 6,993 shares of the medical research company’s stock, valued at approximately $3,506,000.

Several other institutional investors have also made changes to their positions in the business. Brighton Jones LLC lifted its stake in Thermo Fisher Scientific by 28.9% during the fourth quarter. Brighton Jones LLC now owns 4,409 shares of the medical research company’s stock worth $2,293,000 after purchasing an additional 988 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of Thermo Fisher Scientific by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 491 shares of the medical research company’s stock valued at $255,000 after purchasing an additional 20 shares during the period. Darwin Wealth Management LLC acquired a new position in shares of Thermo Fisher Scientific in the 2nd quarter worth approximately $170,000. Raymond James Financial Inc. lifted its position in shares of Thermo Fisher Scientific by 7.4% during the 2nd quarter. Raymond James Financial Inc. now owns 778,822 shares of the medical research company’s stock worth $315,781,000 after buying an additional 53,542 shares during the period. Finally, California State Teachers Retirement System boosted its stake in Thermo Fisher Scientific by 0.4% in the 2nd quarter. California State Teachers Retirement System now owns 602,031 shares of the medical research company’s stock valued at $244,099,000 after buying an additional 2,262 shares in the last quarter. 89.23% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Thermo Fisher Scientific

In related news, VP Lisa P. Britt sold 11,440 shares of the business’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $613.12, for a total transaction of $7,014,092.80. Following the completion of the sale, the vice president directly owned 14,784 shares of the company’s stock, valued at $9,064,366.08. The trade was a 43.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, EVP Michael D. Shafer sold 25,500 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $600.00, for a total transaction of $15,300,000.00. Following the completion of the transaction, the executive vice president directly owned 20,994 shares in the company, valued at approximately $12,596,400. The trade was a 54.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 73,768 shares of company stock valued at $44,122,820 in the last three months. Company insiders own 0.33% of the company’s stock.

Thermo Fisher Scientific Price Performance

TMO opened at $630.66 on Friday. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.55 and a quick ratio of 1.18. The stock has a market capitalization of $233.18 billion, a P/E ratio of 33.92, a price-to-earnings-growth ratio of 2.58 and a beta of 0.85. The company’s 50 day simple moving average is $555.52 and its 200-day simple moving average is $511.31. Thermo Fisher Scientific Inc. has a one year low of $435.27 and a one year high of $647.00.

Thermo Fisher Scientific (NYSE:TMO) last posted its quarterly earnings data on Thursday, July 23rd. The medical research company reported $6.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.71 by $0.32. The firm had revenue of $11.99 billion for the quarter, compared to the consensus estimate of $11.71 billion. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The business’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.28 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. Sell-side analysts anticipate that Thermo Fisher Scientific Inc. will post 25.12 earnings per share for the current fiscal year.

Thermo Fisher Scientific Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Tuesday, September 15th will be issued a $0.47 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $1.88 annualized dividend and a yield of 0.3%. Thermo Fisher Scientific’s dividend payout ratio (DPR) is currently 10.11%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on TMO. Weiss Ratings upgraded shares of Thermo Fisher Scientific from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, July 14th. Wolfe Research assumed coverage on shares of Thermo Fisher Scientific in a report on Tuesday, June 2nd. They set an “outperform” rating and a $535.00 price objective for the company. KeyCorp reiterated an “overweight” rating on shares of Thermo Fisher Scientific in a research note on Tuesday, May 26th. Piper Sandler increased their price target on Thermo Fisher Scientific from $510.00 to $600.00 and gave the stock a “neutral” rating in a research report on Monday, July 27th. Finally, Stifel Nicolaus set a $650.00 price target on Thermo Fisher Scientific in a report on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $619.41.

Key Thermo Fisher Scientific News

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

• Positive Sentiment: Thermo Fisher introduced the Thermo Scientific EMPAD G2 electron detector, designed to enable faster, high-speed four-dimensional scanning transmission electron microscopy. The product could support demand for the company’s analytical-instrument portfolio and strengthen its position in advanced materials research. Thermo Fisher Scientific Introduces the EMPAD G2 Electron Detector
• Positive Sentiment: A recent analysis examines whether Isora could provide Thermo Fisher with an additional long-term growth opportunity, potentially broadening the company’s exposure to emerging research and laboratory markets. Can Isora Unlock a New Growth Edge?
• Neutral Sentiment: Thermo Fisher’s latest reported quarter showed solid momentum: adjusted EPS of $6.03 exceeded estimates, revenue reached $11.99 billion, and sales increased 10.5% year over year. Fiscal 2026 EPS guidance remains $24.93-$25.33, but much of this strength may already be reflected in the stock’s elevated valuation.
• Neutral Sentiment: Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating, although the average price target of $619.41 is below recent trading levels. Several firms have raised targets toward $650, suggesting optimism but limited upside at the current valuation.
• Negative Sentiment: CEO Marc Casper sold 275 shares for approximately $172,000 after selling 10,000 shares worth about $6.3 million earlier in the month. Both transactions were executed under pre-arranged Rule 10b5-1 plans, reducing their significance as a signal of deteriorating fundamentals, but the sales can still weigh on sentiment.

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.