Davis Rea LTD. lowered its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 28.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 27,532 shares of the medical research company’s stock after selling 10,976 shares during the period. Thermo Fisher Scientific comprises 4.0% of Davis Rea LTD.’s portfolio, making the stock its 6th largest position. Davis Rea LTD.’s holdings in Thermo Fisher Scientific were worth $15,961,000 as of its most recent SEC filing.
A number of other large investors also recently bought and sold shares of TMO. JPL Wealth Management LLC bought a new position in Thermo Fisher Scientific during the 3rd quarter worth approximately $28,000. Beacon Financial Strategies CORP bought a new position in Thermo Fisher Scientific during the 4th quarter worth approximately $29,000. Olistico Wealth LLC bought a new position in Thermo Fisher Scientific during the 4th quarter worth approximately $29,000. Cloud Capital Management LLC bought a new position in Thermo Fisher Scientific during the 3rd quarter worth approximately $31,000. Finally, KERR FINANCIAL PLANNING Corp bought a new position in Thermo Fisher Scientific during the 3rd quarter worth approximately $38,000. Institutional investors own 89.23% of the company’s stock.
Insider Activity at Thermo Fisher Scientific
In related news, CEO Marc N. Casper sold 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $512.40, for a total value of $2,562,000.00. Following the sale, the chief executive officer directly owned 123,925 shares in the company, valued at $63,499,170. This trade represents a 3.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Gianluca Pettiti sold 400 shares of the firm’s 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 owned 20,752 shares in the company, valued at approximately $11,230,982.40. This represents a 1.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.33% of the stock is owned by company insiders.
Thermo Fisher Scientific Stock Down 9.2%
Thermo Fisher Scientific (NYSE:TMO – Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The medical research company reported $5.44 earnings per share for the quarter, topping analysts’ consensus estimates of $5.25 by $0.19. The business had revenue of $11.01 billion for the quarter, compared to analysts’ expectations of $10.86 billion. Thermo Fisher Scientific had a return on equity of 16.92% and a net margin of 15.05%.The business’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the firm earned $5.15 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. Equities research analysts forecast that Thermo Fisher Scientific Inc. will post 24.68 earnings per share for the current year.
Thermo Fisher Scientific Increases Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 13th were given a $0.47 dividend. The ex-dividend date was Friday, March 13th. This represents a $1.88 annualized dividend and a yield of 0.4%. This is an increase from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. Thermo Fisher Scientific’s payout ratio is 10.60%.
Analyst Upgrades and Downgrades
A number of research analysts have commented on TMO shares. DZ Bank started coverage on Thermo Fisher Scientific in a report on Friday, March 27th. They set a “buy” rating and a $610.00 target price on the stock. Wall Street Zen raised Thermo Fisher Scientific from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Barclays reduced their target price on Thermo Fisher Scientific from $650.00 to $625.00 and set an “overweight” rating on the stock in a report on Tuesday, April 14th. Evercore reaffirmed an “outperform” rating and set a $650.00 target price on shares of Thermo Fisher Scientific in a report on Monday, January 5th. Finally, Robert W. Baird set a $653.00 price target on Thermo Fisher Scientific in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $631.25.
Key Thermo Fisher Scientific News
Here are the key news stories impacting Thermo Fisher Scientific this week:
- Positive Sentiment: Q1 results beat consensus on both revenue ($11.01B) and adjusted EPS ($5.44), showing resilience in lab products and biopharma services. Thermo Fisher posts quarterly results beat as lab products, biopharma services grow
- Positive Sentiment: Several analysts reaffirm Buy ratings and call the pullback overdone; TD Cowen reiterated Buy (PT cut) and other firms maintained bullish views citing long-term catalysts (AI in labs, reshoring). Thermo Fisher Scientific: Stock Pullback Seen as Overdone Amid Solid Fundamentals and Second-Half Growth Drivers
- Neutral Sentiment: The company nudged up its FY 2026 outlook overall, but the guidance band showed mixed signals (EPS and revenue targets near or slightly below Street expectations), leaving room for investor disappointment. Thermo Fisher Raises 2026 Outlook Despite First-Quarter Organic Revenue Growth Miss
- Negative Sentiment: Underlying organic growth was softer than investors hoped and management highlighted mixed segment performance (softness in analytical instruments and specialty diagnostics), which pressured sentiment despite the beat. Thermo Fisher falls after earnings top estimates, but growth concerns persist
- Negative Sentiment: Guidance nuances: the EPS range (24.640–25.120) is essentially in line with consensus but slightly uneven vs. expectations, contributing to profit-taking. TMO Q1 Earnings & Revenues Top Estimates, Stock Down in Pre-Market
- Negative Sentiment: Broader market and sector pressure (tech-led sell-off and softer healthcare-group trading) plus geopolitical-driven “modest inflation” risk flagged by management amplified the pullback. Thermo Fisher Flags ‘Modest Inflation’ Risk Amid Middle East Tensions Equities Fall Intraday Amid Tech Sell-Off; Oil Rises
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.
Further Reading
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