Thermo Fisher Scientific Inc. $TMO Shares Sold by AEGON ASSET MANAGEMENT UK Plc

AEGON ASSET MANAGEMENT UK Plc reduced its stake in Thermo Fisher Scientific Inc. (NYSE:TMO) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 58,972 shares of the medical research company’s stock after selling 1,644 shares during the period. AEGON ASSET MANAGEMENT UK Plc’s holdings in Thermo Fisher Scientific were worth $34,172,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Wellington Management Group LLP raised its holdings in shares of Thermo Fisher Scientific by 88.9% during the third quarter. Wellington Management Group LLP now owns 2,699,460 shares of the medical research company’s stock valued at $1,309,292,000 after acquiring an additional 1,270,191 shares during the period. Bank of New York Mellon Corp raised its holdings in shares of Thermo Fisher Scientific by 54.7% during the third quarter. Bank of New York Mellon Corp now owns 3,571,857 shares of the medical research company’s stock valued at $1,732,422,000 after acquiring an additional 1,262,967 shares during the period. Franklin Resources Inc. raised its holdings in shares of Thermo Fisher Scientific by 21.0% during the third quarter. Franklin Resources Inc. now owns 5,925,671 shares of the medical research company’s stock valued at $2,874,069,000 after acquiring an additional 1,028,125 shares during the period. Corient Private Wealth LLC raised its holdings in shares of Thermo Fisher Scientific by 89.1% during the second quarter. Corient Private Wealth LLC now owns 1,752,607 shares of the medical research company’s stock valued at $720,576,000 after acquiring an additional 825,649 shares during the period. Finally, Capital World Investors raised its holdings in shares of Thermo Fisher Scientific by 7.4% during the third quarter. Capital World Investors now owns 10,285,145 shares of the medical research company’s stock valued at $4,988,132,000 after acquiring an additional 706,572 shares during the period. 89.23% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Thermo Fisher Scientific

In related news, EVP Gianluca Pettiti sold 400 shares of the company’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $541.20, for a total transaction of $216,480.00. Following the completion of the transaction, the executive vice president directly owned 20,752 shares in the company, valued at $11,230,982.40. This represents a 1.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Marc N. Casper sold 5,000 shares of the company’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $512.40, for a total transaction of $2,562,000.00. Following the transaction, the chief executive officer owned 123,925 shares of the company’s stock, valued at approximately $63,499,170. The trade was a 3.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

TMO has been the topic of several research reports. TD Cowen dropped their price objective on shares of Thermo Fisher Scientific from $696.00 to $683.00 and set a “buy” rating on the stock in a research note on Friday, January 30th. Barclays dropped their price objective on shares of Thermo Fisher Scientific from $650.00 to $625.00 and set an “overweight” rating on the stock in a research note on Tuesday, April 14th. DZ Bank initiated coverage on shares of Thermo Fisher Scientific in a research note on Friday, March 27th. They issued a “buy” rating and a $610.00 price objective on the stock. UBS Group reiterated a “neutral” rating and issued a $615.00 price objective on shares of Thermo Fisher Scientific in a research note on Friday, January 30th. Finally, Wells Fargo & Company set a $683.00 price objective on shares of Thermo Fisher Scientific in a research note on Friday, January 30th. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $625.55.

Thermo Fisher Scientific Stock Performance

TMO stock opened at $469.27 on Friday. The company has a quick ratio of 1.53, a current ratio of 1.53 and a debt-to-equity ratio of 0.77. The firm has a 50 day moving average of $499.11 and a two-hundred day moving average of $549.52. The company has a market capitalization of $174.39 billion, a price-to-earnings ratio of 25.80, a P/E/G ratio of 2.41 and a beta of 0.97. Thermo Fisher Scientific Inc. has a 12 month low of $385.46 and a 12 month high of $643.99.

Thermo Fisher Scientific (NYSE:TMO) last released its quarterly earnings results on Thursday, April 23rd. The medical research company reported $5.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.25 by $0.19. The company had revenue of $11.01 billion during the quarter, compared to analysts’ expectations of $10.86 billion. Thermo Fisher Scientific had a net margin of 15.15% and a return on equity of 16.86%. The business’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the company earned $5.15 earnings per share. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. As a group, equities analysts anticipate that Thermo Fisher Scientific Inc. will post 24.71 EPS for the current fiscal year.

Thermo Fisher Scientific Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th were paid a $0.47 dividend. The ex-dividend date was Friday, March 13th. This is a boost from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.4%. Thermo Fisher Scientific’s dividend payout ratio is presently 10.34%.

Key Stories Impacting Thermo Fisher Scientific

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

• Positive Sentiment: Q1 results beat expectations — Thermo Fisher reported $5.44 adjusted EPS vs. ~$5.25 consensus and revenue of $11.01B (up ~6.2% y/y), showing the company still delivered above-street top- and bottom-line results. Reuters: Thermo Fisher posts quarterly results beat
• Positive Sentiment: Full-year guidance updated — Management set FY2026 EPS guidance of $24.64–$25.12 and raised its outlook, which supports longer-term earnings visibility even if organic growth is uneven. Yahoo: Thermo Fisher Raises 2026 Outlook
• Neutral Sentiment: Analyst reactions mixed but generally constructive — Several firms kept buy/outperform ratings while trimming targets (Stifel: $700->$600; Robert W. Baird: $653->$639), signaling continued confidence in the company’s fundamentals despite the pullback. Benzinga / The Fly: PT cuts
• Neutral Sentiment: Analyst voices emphasize long-term opportunity — Some analysts (e.g., TD Cowen, William Blair) reiterated Buy ratings, pointing to core growth drivers and structural demand (biopharma services, lab products) that support recovery later in the year. TipRanks: Analyst commentary
• Negative Sentiment: Market punished the stock on weak underlying growth and mixed segments — Despite the beat, investors focused on muted organic growth in the core business and uneven segment performance, which triggered a sharp intraday decline and premarket weakness. Yahoo: Why TMO Stock Is Nosediving
• Negative Sentiment: Broader sector & market pressure amplified the move — The mixed report pressured peers (e.g., 10x Genomics) and coincided with a softer tape for health care/tech stocks, adding to downward momentum. Yahoo: Peer impact (10x Genomics)

Thermo Fisher Scientific 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.