MASTERINVEST Kapitalanlage GmbH Takes Position in Thermo Fisher Scientific Inc. $TMO

MASTERINVEST Kapitalanlage GmbH acquired a new position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 6,993 shares of the medical research company’s stock, valued at approximately $3,506,000.

Several other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake 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 acquiring an additional 988 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of 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 purchasing an additional 20 shares during the last quarter. Darwin Wealth Management LLC bought a new position 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 last quarter. Finally, California State Teachers Retirement System increased its position in Thermo Fisher Scientific by 0.4% during the second quarter. California State Teachers Retirement System now owns 602,031 shares of the medical research company’s stock worth $244,099,000 after buying an additional 2,262 shares during the last quarter. 89.23% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Thermo Fisher Scientific

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

• Positive Sentiment: Thermo Fisher introduced the Thermo Scientific EMPAD G2 electron detector, designed to enable faster, high-speed four-dimensional scanning transmission electron microscopy. The product could support demand for the company’s analytical-instrument portfolio and strengthen its position in advanced materials research. Thermo Fisher Scientific Introduces the EMPAD G2 Electron Detector
• Positive Sentiment: A recent analysis examines whether Isora could provide Thermo Fisher with an additional long-term growth opportunity, potentially broadening the company’s exposure to emerging research and laboratory markets. Can Isora Unlock a New Growth Edge?
• Neutral Sentiment: Thermo Fisher’s latest reported quarter showed solid momentum: adjusted EPS of $6.03 exceeded estimates, revenue reached $11.99 billion, and sales increased 10.5% year over year. Fiscal 2026 EPS guidance remains $24.93-$25.33, but much of this strength may already be reflected in the stock’s elevated valuation.
• Neutral Sentiment: Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating, although the average price target of $619.41 is below recent trading levels. Several firms have raised targets toward $650, suggesting optimism but limited upside at the current valuation.
• Negative Sentiment: CEO Marc Casper sold 275 shares for approximately $172,000 after selling 10,000 shares worth about $6.3 million earlier in the month. Both transactions were executed under pre-arranged Rule 10b5-1 plans, reducing their significance as a signal of deteriorating fundamentals, but the sales can still weigh on sentiment.

Thermo Fisher Scientific Trading Down 0.5%

Thermo Fisher Scientific stock opened at $630.66 on Friday. Thermo Fisher Scientific Inc. has a 52 week low of $435.27 and a 52 week high of $647.00. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.18 and a current ratio of 1.55. The firm has a market capitalization of $233.18 billion, a PE ratio of 33.92, a PEG ratio of 2.58 and a beta of 0.85. The business’s 50-day simple moving average is $555.52 and its 200-day simple moving average is $511.31.

Thermo Fisher Scientific (NYSE:TMO) last released its earnings results on Thursday, July 23rd. The medical research company reported $6.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.71 by $0.32. The firm had revenue of $11.99 billion for the quarter, compared to analyst estimates of $11.71 billion. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The company’s revenue was up 10.5% on a year-over-year basis. During the same quarter last year, the firm posted $4.28 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. Equities research analysts forecast that Thermo Fisher Scientific Inc. will post 25.12 earnings per share for the current year.

Thermo Fisher Scientific Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Tuesday, September 15th will be given a dividend of $0.47 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $1.88 dividend on an annualized basis and a yield of 0.3%. Thermo Fisher Scientific’s payout ratio is 10.11%.

Insider Activity

In other news, CEO Marc N. Casper sold 10,000 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $629.27, for a total transaction of $6,292,700.00. Following the completion of the transaction, the chief executive officer owned 123,925 shares of the company’s stock, valued at approximately $77,982,284.75. This represents a 7.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael D. Shafer sold 25,500 shares of the stock in a transaction dated 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 sale, the executive vice president owned 20,994 shares of the company’s stock, valued at approximately $12,596,400. The trade was a 54.85% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 73,768 shares of company stock worth $44,122,820. Corporate insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Jefferies Financial Group reaffirmed a “buy” rating and issued a $630.00 price target on shares of Thermo Fisher Scientific in a research report on Thursday, July 23rd. Wolfe Research started coverage on Thermo Fisher Scientific in a research note on Tuesday, June 2nd. They issued an “outperform” rating and a $535.00 price objective on the stock. KeyCorp restated an “overweight” rating on shares of Thermo Fisher Scientific in a report on Tuesday, May 26th. HSBC downgraded Thermo Fisher Scientific from a “buy” rating to a “hold” rating and lowered their price target for the company from $670.00 to $540.00 in a report on Wednesday, June 3rd. Finally, Weiss Ratings upgraded shares of Thermo Fisher Scientific from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, Thermo Fisher Scientific currently has a consensus rating of “Moderate Buy” and an average target price of $619.41.

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.