Hudson Portfolio Management LLC Purchases New Stake in Thermo Fisher Scientific Inc. $TMO

Posted by Francis Steltz on Aug 23rd, 2026

Hudson Portfolio Management LLC acquired a new position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 863 shares of the medical research company’s stock, valued at approximately $433,000.

Several other hedge funds also recently modified their holdings of TMO. Brighton Jones LLC lifted its holdings in Thermo Fisher Scientific by 28.9% in the fourth quarter. Brighton Jones LLC now owns 4,409 shares of the medical research company’s stock valued at $2,293,000 after buying an additional 988 shares during the period. Revolve Wealth Partners LLC grew its holdings in Thermo Fisher Scientific by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 491 shares of the medical research company’s stock worth $255,000 after acquiring an additional 20 shares during the period. Darwin Wealth Management LLC bought a new stake in shares of Thermo Fisher Scientific during the 2nd quarter valued at $170,000. Raymond James Financial Inc. lifted its stake in shares of Thermo Fisher Scientific by 7.4% in the 2nd quarter. Raymond James Financial Inc. now owns 778,822 shares of the medical research company’s stock valued at $315,781,000 after purchasing an additional 53,542 shares during the period. Finally, California State Teachers Retirement System boosted its position in shares of Thermo Fisher Scientific by 0.4% in the 2nd quarter. California State Teachers Retirement System now owns 602,031 shares of the medical research company’s stock worth $244,099,000 after purchasing an additional 2,262 shares during the last quarter. Institutional investors own 89.23% of the company’s stock.

Thermo Fisher Scientific Price Performance

TMO stock opened at $629.02 on Friday. The stock has a market cap of $232.58 billion, a PE ratio of 33.84, a price-to-earnings-growth ratio of 2.56 and a beta of 0.85. The stock has a 50-day moving average price of $542.53 and a two-hundred day moving average price of $509.70. Thermo Fisher Scientific Inc. has a 1 year low of $435.27 and a 1 year high of $643.99. The company has a current ratio of 1.55, a quick ratio of 1.18 and a debt-to-equity ratio of 0.74.

Thermo Fisher Scientific (NYSE:TMO – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The medical research company reported $6.03 earnings per share for the quarter, topping the consensus estimate of $5.71 by $0.32. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The company had revenue of $11.99 billion during the quarter, compared to analysts’ expectations of $11.71 billion. During the same period in the prior year, the firm earned $4.28 earnings per share. Thermo Fisher Scientific’s revenue for the quarter was up 10.5% compared to the same quarter last year. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. Equities analysts forecast that Thermo Fisher Scientific Inc. will post 25.12 EPS for the current fiscal year.

Thermo Fisher Scientific Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Tuesday, September 15th will be paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Tuesday, September 15th. Thermo Fisher Scientific’s dividend payout ratio (DPR) is currently 10.11%.

Analysts Set New Price Targets

Several research firms have weighed in on TMO. Wolfe Research assumed coverage on Thermo Fisher Scientific in a research note on Tuesday, June 2nd. They issued an “outperform” rating and a $535.00 target price on the stock. Royal Bank Of Canada boosted their target price on Thermo Fisher Scientific from $490.00 to $580.00 and gave the stock a “sector perform” rating in a research report on Friday, July 24th. Sanford C. Bernstein began coverage on shares of Thermo Fisher Scientific in a research report on Friday, June 26th. They issued a “market perform” rating and a $520.00 price target on the stock. HSBC cut shares of Thermo Fisher Scientific from a “buy” rating to a “hold” rating and decreased their price objective for the company from $670.00 to $540.00 in a report on Wednesday, June 3rd. Finally, KeyCorp reiterated an “overweight” rating on shares of Thermo Fisher Scientific in a report on Tuesday, May 26th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $619.41.

Check Out Our Latest Analysis on Thermo Fisher Scientific

Insiders Place Their Bets

In related news, CEO Marc N. Casper sold 4,608 shares of the stock in a transaction on Friday, August 7th. The shares were sold at an average price of $586.12, for a total transaction of $2,700,840.96. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael D. Shafer sold 25,500 shares of the firm’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $600.00, for a total transaction of $15,300,000.00. Following the completion of the transaction, the executive vice president directly owned 20,994 shares of the company’s stock, valued at approximately $12,596,400. This trade represents a 54.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 63,493 shares of company stock valued at $37,657,681 over the last 90 days. 0.33% of the stock is currently owned by company insiders.

About Thermo Fisher Scientific

(Free Report)

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.