Rathbones Group PLC boosted its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 2.9% in the 1st quarter, HoldingsChannel.com reports. The fund owned 953,908 shares of the medical research company’s stock after purchasing an additional 27,175 shares during the quarter. Thermo Fisher Scientific comprises 1.9% of Rathbones Group PLC’s holdings, making the stock its 10th largest position. Rathbones Group PLC’s holdings in Thermo Fisher Scientific were worth $468,874,000 at the end of the most recent quarter.
Several other large investors have also made changes to their positions in TMO. Pine Valley Investments Ltd Liability Co grew its holdings in shares of Thermo Fisher Scientific by 1.1% during the first quarter. Pine Valley Investments Ltd Liability Co now owns 17,379 shares of the medical research company’s stock worth $8,543,000 after purchasing an additional 185 shares during the last quarter. DV Trading LLC lifted its position in Thermo Fisher Scientific by 193.8% during the 1st quarter. DV Trading LLC now owns 470 shares of the medical research company’s stock worth $231,000 after buying an additional 310 shares in the last quarter. Parallel Advisors LLC grew its holdings in Thermo Fisher Scientific by 3.2% during the 1st quarter. Parallel Advisors LLC now owns 37,051 shares of the medical research company’s stock worth $18,212,000 after acquiring an additional 1,157 shares during the last quarter. Optiver Holding B.V. acquired a new stake in Thermo Fisher Scientific in the 1st quarter valued at about $113,000. Finally, First Nebraska Trust Co bought a new position in shares of Thermo Fisher Scientific in the first quarter worth about $1,478,000. Institutional investors own 89.23% of the company’s stock.
Insiders Place Their Bets
In other news, COO Gianluca Pettiti sold 400 shares of Thermo Fisher Scientific stock in a transaction on Monday, July 27th. The shares were sold at an average price of $565.00, for a total transaction of $226,000.00. Following the transaction, the chief operating officer directly owned 24,651 shares of the company’s stock, valued at $13,927,815. This trade represents a 1.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.33% of the company’s stock.
Thermo Fisher Scientific Stock Up 0.2%
Thermo Fisher Scientific (NYSE:TMO – Get Free Report) last issued its earnings results on Thursday, July 23rd. The medical research company reported $6.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.71 by $0.32. The firm had revenue of $11.99 billion for the quarter, compared to analysts’ expectations of $11.71 billion. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The company’s revenue was up 10.5% compared to the same quarter last year. During the same quarter last year, the business earned $4.28 earnings per share. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. Research analysts predict that Thermo Fisher Scientific Inc. will post 25.12 EPS for the current year.
Thermo Fisher Scientific Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Tuesday, September 15th will be paid a $0.47 dividend. This represents a $1.88 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Tuesday, September 15th. Thermo Fisher Scientific’s dividend payout ratio is presently 10.11%.
Wall Street Analyst Weigh In
A number of brokerages recently weighed in on TMO. Wolfe Research initiated coverage on shares of Thermo Fisher Scientific in a report on Tuesday, June 2nd. They issued an “outperform” rating and a $535.00 price target for the company. Jefferies Financial Group restated a “buy” rating and set a $630.00 target price on shares of Thermo Fisher Scientific in a research report on Thursday, July 23rd. Weiss Ratings upgraded Thermo Fisher Scientific from a “hold (c-)” rating to a “hold (c)” rating in a report on Tuesday, July 14th. Stifel Nicolaus cut their target price on shares of Thermo Fisher Scientific from $700.00 to $600.00 and set a “buy” rating on the stock in a research report on Friday, April 24th. Finally, KeyCorp reiterated an “overweight” rating on shares of Thermo Fisher Scientific in a research report on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $617.14.
View Our Latest Stock Report on TMO
Thermo Fisher Scientific News Summary
Here are the key news stories impacting Thermo Fisher Scientific this week:
- Positive Sentiment: Q2 earnings beat expectations: Thermo Fisher reported adjusted EPS of $6.03 versus the $5.71 analyst consensus, while revenue increased 10.5% year over year to $11.99 billion, above the $11.71 billion forecast. Management cited broad-based momentum across pharmaceutical, biotechnology, industrial and diagnostics markets. The Top 5 Analyst Questions From Thermo Fisher’s Q2 Earnings Call
- Positive Sentiment: Growth initiatives are gaining attention: Expansion in bioproduction, high-end instruments, AI-powered software and clinical-data capabilities could support long-term growth as pharmaceutical and biotech activity improves. Recent regulatory clearances across the diagnostics portfolio also strengthen the company’s product offering. How Thermo Fisher Is Riding Bioproduction and AI-Led Growth Trends
- Positive Sentiment: Analyst estimates and sentiment remain supportive: Erste Group raised its FY2026 EPS estimate to $25.12 from $24.85 and its FY2027 estimate to $27.43 from $27.19. Brokerages collectively maintain a “Moderate Buy” recommendation, and one analysis estimates TMO is approximately 2% undervalued following the earnings beat. Thermo Fisher Receives Consensus Recommendation of Moderate Buy
- Neutral Sentiment: Strong recent performance raises the bar: TMO’s reported 30-day share-price return of 15.04% and 90-day return of 22.92% reflect optimism already priced into the stock, increasing the importance of further earnings delivery.
- Negative Sentiment: Competition and execution remain risks: Thermo Fisher’s AI, bioproduction and clinical-data investments offer growth opportunities, but intensifying competition means delays or weaker-than-expected adoption could pressure future results and the premium valuation.
About Thermo Fisher Scientific
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.
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