Cambridge Investment Research Advisors Inc. Sells 2,480 Shares of Thermo Fisher Scientific Inc. $TMO

Cambridge Investment Research Advisors Inc. cut its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 5.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 39,872 shares of the medical research company’s stock after selling 2,480 shares during the quarter. Cambridge Investment Research Advisors Inc.’s holdings in Thermo Fisher Scientific were worth $23,104,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the company. Howard Capital Management Inc. grew its holdings in shares of Thermo Fisher Scientific by 0.5% during the fourth quarter. Howard Capital Management Inc. now owns 3,091 shares of the medical research company’s stock worth $1,791,000 after buying an additional 16 shares in the last quarter. Petros Family Wealth LLC grew its holdings in shares of Thermo Fisher Scientific by 3.9% during the fourth quarter. Petros Family Wealth LLC now owns 456 shares of the medical research company’s stock worth $264,000 after buying an additional 17 shares in the last quarter. Salomon & Ludwin LLC grew its holdings in shares of Thermo Fisher Scientific by 1.6% during the fourth quarter. Salomon & Ludwin LLC now owns 1,095 shares of the medical research company’s stock worth $669,000 after buying an additional 17 shares in the last quarter. Pallas Capital Advisors LLC grew its holdings in shares of Thermo Fisher Scientific by 1.5% during the fourth quarter. Pallas Capital Advisors LLC now owns 1,256 shares of the medical research company’s stock worth $728,000 after buying an additional 18 shares in the last quarter. Finally, Red Door Wealth Management LLC grew its holdings in shares of Thermo Fisher Scientific by 0.8% during the fourth quarter. Red Door Wealth Management LLC now owns 2,156 shares of the medical research company’s stock worth $1,250,000 after buying an additional 18 shares in the last quarter. 89.23% of the stock is currently owned by institutional investors.

Key Thermo Fisher Scientific News

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

• Positive Sentiment: Jefferies updated its “Franchise Picks” list of highest-conviction buy-rated stocks, and Thermo Fisher Scientific was included among names viewed favorably by the broker. Jefferies updates its list of highest-conviction Buy-rated stocks
• Positive Sentiment: Thermo Fisher announced a new bioanalytical and biomarker laboratory in Gothenburg, Sweden, expanding its PPD Clinical Research business and strengthening its global drug-development support capabilities. Thermo Fisher Scientific’s PPD Clinical Research Business Expands Bioanalytical Capabilities with New Laboratory in Gothenburg, Sweden
• Positive Sentiment: A market outlook report highlighted the life science instrumentation market as a growth area through 2031, naming Thermo Fisher as a leading player alongside peers like Danaher and Agilent. Life Science Instrumentation Market Forecast Report 2025-2031
• Positive Sentiment: Wall Street analysts continue to view Thermo Fisher Scientific favorably, with coverage pointing to a “Moderate Buy” consensus and a constructive longer-term outlook. Thermo Fisher Scientific Inc. Receives Average Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Several articles focused on TMO’s recent share-price weakness and valuation debate, reflecting investor caution rather than a clear new fundamental catalyst. Thermo Fisher Scientific (TMO) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Thermo Fisher also drew attention for opening a Bioprocess Design Center in Plainville, Massachusetts, which supports long-term innovation but is not likely to move the stock immediately. Thermo Fisher Scientific Inc. Unveils Bioprocess Design Center to Develop Life-Changing Therapies
• Negative Sentiment: A broader market selloff tied to hotter-than-expected PPI inflation pressured Thermo Fisher along with other healthcare and pharma names, adding to recent stock weakness. Thermo Fisher, Dentsply Sirona, Collegium Pharmaceutical, and Halozyme Therapeutics Stocks Trade Down, What You Need To Know

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. Barclays decreased their price objective on Thermo Fisher Scientific from $650.00 to $625.00 and set an “overweight” rating for the company in a report on Tuesday, April 14th. Stifel Nicolaus decreased their price target on Thermo Fisher Scientific from $700.00 to $600.00 and set a “buy” rating for the company in a research note on Friday, April 24th. Royal Bank Of Canada set a $490.00 price target on Thermo Fisher Scientific and gave the company a “sector perform” rating in a research note on Thursday. TD Cowen lowered their target price on shares of Thermo Fisher Scientific from $696.00 to $683.00 and set a “buy” rating on the stock in a report on Friday, January 30th. Finally, DZ Bank began 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 target for the company. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $616.10.

Insider Activity at Thermo Fisher Scientific

In other news, COO Gianluca Pettiti sold 400 shares of Thermo Fisher Scientific stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $462.66, for a total transaction of $185,064.00. Following the completion of the transaction, the chief operating officer directly owned 25,051 shares in the company, valued at approximately $11,590,095.66. The trade was a 1.57% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Marc N. Casper sold 5,000 shares of Thermo Fisher Scientific 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 transaction, the chief executive officer owned 123,925 shares of the company’s stock, valued at $63,499,170. This represents 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.

Thermo Fisher Scientific Stock Performance

Shares of NYSE TMO opened at $442.16 on Tuesday. The company has a current ratio of 1.53, a quick ratio of 1.15 and a debt-to-equity ratio of 0.77. Thermo Fisher Scientific Inc. has a 12 month low of $385.46 and a 12 month high of $643.99. The stock has a 50 day moving average of $484.46 and a 200-day moving average of $541.15. The company has a market capitalization of $164.31 billion, a P/E ratio of 24.31, a P/E/G ratio of 1.94 and a beta of 0.88.

Thermo Fisher Scientific (NYSE:TMO) last issued its earnings results on Thursday, April 23rd. The medical research company reported $5.44 EPS for the quarter, topping the consensus estimate of $5.25 by $0.19. Thermo Fisher Scientific had a return on equity of 16.86% and a net margin of 15.15%.The company had revenue of $11.01 billion during the quarter, compared to the consensus estimate of $10.86 billion. During the same period in the previous year, the company posted $5.15 EPS. The firm’s revenue for the quarter was up 6.2% compared to the same quarter last year. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. As a group, equities research analysts predict that Thermo Fisher Scientific Inc. will post 24.86 EPS for the current year.

Thermo Fisher Scientific Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th were paid a dividend of $0.47 per share. 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 is presently 10.34%.

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.