Banco Santander S.A. Lowers Position in Thermo Fisher Scientific Inc. $TMO

Banco Santander S.A. lowered its stake in Thermo Fisher Scientific Inc. (NYSE:TMO) by 19.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 75,588 shares of the medical research company’s stock after selling 18,264 shares during the quarter. Banco Santander S.A.’s holdings in Thermo Fisher Scientific were worth $36,662,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. lifted its stake in Thermo Fisher Scientific by 0.9% during the second quarter. Vanguard Group Inc. now owns 33,789,164 shares of the medical research company’s stock worth $13,700,154,000 after purchasing an additional 309,207 shares in the last quarter. Norges Bank purchased a new stake in shares of Thermo Fisher Scientific in the 2nd quarter valued at $2,264,615,000. Franklin Resources Inc. boosted its holdings in Thermo Fisher Scientific by 11.3% during the 2nd quarter. Franklin Resources Inc. now owns 4,897,546 shares of the medical research company’s stock valued at $1,985,759,000 after acquiring an additional 498,238 shares during the period. Bank of New York Mellon Corp grew its position in Thermo Fisher Scientific by 54.7% in the 3rd 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 in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in shares of Thermo Fisher Scientific by 2.6% during the second quarter. Charles Schwab Investment Management Inc. now owns 3,000,562 shares of the medical research company’s stock worth $1,216,612,000 after purchasing an additional 74,971 shares in the last quarter. 89.23% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Thermo Fisher Scientific

In related news, COO Michel Lagarde sold 22,046 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $563.56, for a total transaction of $12,424,243.76. Following the transaction, the chief operating officer owned 84,117 shares in the company, valued at $47,404,976.52. This trade represents a 20.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Gianluca Pettiti sold 400 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $541.20, for a total value of $216,480.00. Following the completion of the sale, the executive vice president directly owned 20,752 shares of the company’s stock, valued at $11,230,982.40. The trade was a 1.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 98,271 shares of company stock valued at $56,920,935 in the last three months. 0.33% of the stock is currently owned by company insiders.

Thermo Fisher Scientific Stock Performance

Shares of Thermo Fisher Scientific stock opened at $519.70 on Friday. The company has a quick ratio of 1.53, a current ratio of 1.89 and a debt-to-equity ratio of 0.67. Thermo Fisher Scientific Inc. has a 52 week low of $385.46 and a 52 week high of $643.99. The firm’s 50 day moving average is $575.17 and its two-hundred day moving average is $547.05. The firm has a market capitalization of $195.26 billion, a P/E ratio of 29.30, a P/E/G ratio of 2.96 and a beta of 0.93.

Thermo Fisher Scientific (NYSE:TMO) last issued its earnings results on Thursday, January 29th. The medical research company reported $6.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.45 by $0.12. Thermo Fisher Scientific had a net margin of 15.05% and a return on equity of 16.92%. The business had revenue of $12.22 billion during the quarter, compared to analysts’ expectations of $11.95 billion. During the same quarter in the prior year, the business posted $6.10 EPS. The company’s revenue for the quarter was up 7.2% on a year-over-year basis. Research analysts forecast that Thermo Fisher Scientific Inc. will post 23.28 EPS for the current fiscal year.

Thermo Fisher Scientific declared that its Board of Directors has authorized a stock repurchase 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 purchase up to 2.4% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s management believes its stock is undervalued.

Thermo Fisher Scientific Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Friday, March 13th. 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 9.70%.

Key Thermo Fisher Scientific News

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

• Positive Sentiment: Board approved a 10% quarterly dividend increase to $0.47/share (payable April 15; record/ex-dividend dates disclosed), supporting yield and shareholder returns. Thermo Fisher Scientific Increases Quarterly Dividend
• Positive Sentiment: Launched TacroType™ pharmacogenetic LDT to guide tacrolimus dosing for transplant patients — a clinical product that can expand addressable market and recurring lab testing revenue if uptake is strong. Thermo Fisher Scientific Introduces New Laboratory Developed Test
• Positive Sentiment: Strategic data partnership (Datavant referenced in coverage) and other data initiatives are drawing investor interest by strengthening Thermo Fisher’s role in accelerating drug development and analytics services. This can boost higher-margin services and long-term stickiness. Valuation Check As Datavant Data Partnership Draws Fresh Investor Interest
• Positive Sentiment: Analysts remain largely bullish — multiple Buy reiterations and high price targets (e.g., William Blair, Stifel) reflect confidence in Thermo Fisher’s franchise and outlook, supporting demand for the stock. Why Analysts Are Closely Watching Thermo Fisher Scientific Inc. (TMO)
• Neutral Sentiment: Industry backdrop: market research forecasts steady mid-single-digit CAGR for laboratory informatics through 2035, suggesting a growing addressable market but gradual revenue ramp for related products/services. Global Laboratory Informatics Market Size/Share Report
• Neutral Sentiment: Coverage pieces note that TMO has slightly outperformed peers over the past year despite an overall pullback in medical-device/life-science stocks — useful context but not a catalyst by itself. How Is Thermo Fisher Scientific’s Stock Performance Compared to Other Medical Devices Stocks?
• Negative Sentiment: Near-term growth profile and valuation are mixed: analysts expect mid-single-digit organic growth and some investors may view the stock as richly valued relative to that cadence, which is a potential drag if execution or margin expansion disappoints. Thermo Fisher Scientific Inc. (TMO) Carries a Mid-Single Digit Organic Growth Forecast

Analyst Ratings Changes

TMO has been the topic of a number of research reports. HSBC upgraded shares of Thermo Fisher Scientific from a “hold” rating to a “strong-buy” rating in a report on Monday, December 1st. UBS Group reiterated a “neutral” rating and issued a $615.00 target price on shares of Thermo Fisher Scientific in a report on Friday, January 30th. Robert W. Baird set a $653.00 price target on Thermo Fisher Scientific in a report on Friday, January 30th. Stifel Nicolaus lifted their price objective 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. Finally, Barclays upped their target price on shares of Thermo Fisher Scientific from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Thermo Fisher Scientific has a consensus rating of “Moderate Buy” and an average target price of $633.68.

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.