Concurrent Investment Advisors LLC increased its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 131.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,603 shares of the medical research company’s stock after buying an additional 6,020 shares during the period. Concurrent Investment Advisors LLC’s holdings in Thermo Fisher Scientific were worth $6,144,000 at the end of the most recent quarter.
Several other hedge funds have also added to or reduced their stakes in the business. Capital World Investors boosted its position in Thermo Fisher Scientific by 7.4% during the 3rd quarter. Capital World Investors now owns 10,285,145 shares of the medical research company’s stock worth $4,988,132,000 after buying an additional 706,572 shares during the period. Franklin Resources Inc. boosted its position in Thermo Fisher Scientific by 21.0% during the 3rd quarter. Franklin Resources Inc. now owns 5,925,671 shares of the medical research company’s stock worth $2,874,069,000 after buying an additional 1,028,125 shares during the period. Bank of New York Mellon Corp boosted its position in Thermo Fisher Scientific by 54.7% during the 3rd quarter. Bank of New York Mellon Corp now owns 3,571,857 shares of the medical research company’s stock worth $1,732,422,000 after buying an additional 1,262,967 shares during the period. Massachusetts Financial Services Co. MA raised its holdings in Thermo Fisher Scientific by 5.1% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 3,087,666 shares of the medical research company’s stock worth $1,789,148,000 after purchasing an additional 150,668 shares during the last quarter. Finally, Fisher Asset Management LLC raised its holdings in Thermo Fisher Scientific by 1.2% during the 3rd quarter. Fisher Asset Management LLC now owns 2,721,101 shares of the medical research company’s stock worth $1,319,789,000 after purchasing an additional 31,298 shares during the last quarter. 89.23% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
TMO has been the subject of several analyst reports. Wall Street Zen upgraded shares of Thermo Fisher Scientific from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Weiss Ratings restated a “hold (c)” rating on shares of Thermo Fisher Scientific in a report on Wednesday, April 8th. Wells Fargo & Company set a $683.00 price target on shares of Thermo Fisher Scientific in a report on Friday, January 30th. DZ Bank initiated coverage on shares of Thermo Fisher Scientific in a report on Friday, March 27th. They set a “buy” rating and a $610.00 price target for the company. Finally, Citigroup raised their price target on shares of Thermo Fisher Scientific from $660.00 to $685.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $625.55.
Key Thermo Fisher Scientific News
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 Stock Performance
NYSE:TMO opened at $469.27 on Monday. The company has a fifty day moving average of $499.11 and a 200-day moving average of $549.62. The firm has a market capitalization of $174.39 billion, a P/E ratio of 25.80, a P/E/G ratio of 2.33 and a beta of 0.97. The company has a quick ratio of 1.15, a current ratio of 1.53 and a debt-to-equity ratio of 0.77. Thermo Fisher Scientific Inc. has a twelve month low of $385.46 and a twelve month high of $643.99.
Thermo Fisher Scientific (NYSE:TMO – Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The medical research company reported $5.44 earnings per share for the quarter, beating the consensus estimate of $5.25 by $0.19. The company had revenue of $11.01 billion during the quarter, compared to analyst estimates of $10.86 billion. Thermo Fisher Scientific had a net margin of 15.15% and a return on equity of 16.86%. Thermo Fisher Scientific’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $5.15 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. As a group, sell-side analysts anticipate that Thermo Fisher Scientific Inc. will post 24.83 EPS for the current year.
Thermo Fisher Scientific Increases Dividend
The business 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 represents a $1.88 annualized dividend and a dividend yield of 0.4%. This is an increase from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. Thermo Fisher Scientific’s dividend payout ratio (DPR) is presently 10.34%.
Insider Buying and Selling at Thermo Fisher Scientific
In other Thermo Fisher Scientific news, EVP Gianluca Pettiti sold 400 shares of the business’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 sale, the executive vice president owned 20,752 shares in the company, valued at approximately $11,230,982.40. The trade was a 1.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Marc N. Casper sold 5,000 shares of the business’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 sale, the chief executive officer owned 123,925 shares of the company’s stock, valued at $63,499,170. This trade represents a 3.88% decrease in their position. The SEC filing for this sale provides additional information. 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.
See Also
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