Thermo Fisher Scientific Inc. $TMO Shares Sold by Erste Asset Management GmbH

Erste Asset Management GmbH reduced its stake in Thermo Fisher Scientific Inc. (NYSE:TMO) by 28.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 60,770 shares of the medical research company’s stock after selling 23,889 shares during the quarter. Erste Asset Management GmbH’s holdings in Thermo Fisher Scientific were worth $28,102,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in shares of Thermo Fisher Scientific by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 33,789,164 shares of the medical research company’s stock valued at $13,700,154,000 after buying an additional 309,207 shares during the period. Norges Bank purchased a new stake in Thermo Fisher Scientific during the second quarter worth about $2,264,615,000. Franklin Resources Inc. boosted its stake in shares of Thermo Fisher Scientific by 11.3% in the second quarter. Franklin Resources Inc. now owns 4,897,546 shares of the medical research company’s stock valued at $1,985,759,000 after purchasing an additional 498,238 shares during the period. Bank of New York Mellon Corp increased its stake in Thermo Fisher Scientific by 54.7% during the 3rd quarter. Bank of New York Mellon Corp now owns 3,571,857 shares of the medical research company’s stock worth $1,732,422,000 after buying an additional 1,262,967 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its position in Thermo Fisher Scientific by 2.6% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,000,562 shares of the medical research company’s stock valued at $1,216,612,000 after buying an additional 74,971 shares during the period. 89.23% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Gianluca Pettiti sold 400 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was 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. This represents a 1.89% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Michel Lagarde sold 22,046 shares of Thermo Fisher Scientific stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $563.56, for a total value of $12,424,243.76. Following the transaction, the chief operating officer directly owned 84,117 shares in the company, valued at approximately $47,404,976.52. This trade represents a 20.77% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 98,271 shares of company stock valued at $56,920,935. Insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on TMO. Barclays increased their price objective on Thermo Fisher Scientific from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. TD Cowen decreased their price objective on Thermo Fisher Scientific from $696.00 to $683.00 and set a “buy” rating for the company in a research note on Friday, January 30th. Morgan Stanley boosted their price objective on Thermo Fisher Scientific from $656.00 to $670.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 2nd. KeyCorp upgraded shares of Thermo Fisher Scientific from a “sector weight” rating to an “overweight” rating and set a $750.00 price target for the company in a research note on Sunday, December 7th. Finally, Citigroup increased their price objective on shares of Thermo Fisher Scientific from $660.00 to $685.00 and gave the company a “buy” rating in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $633.68.

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

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. The business had revenue of $12.22 billion during the quarter, compared to analysts’ expectations of $11.95 billion. Thermo Fisher Scientific had a net margin of 15.05% and a return on equity of 16.92%. The company’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $6.10 EPS. Research analysts forecast that Thermo Fisher Scientific Inc. will post 23.28 EPS for the current fiscal year.

Thermo Fisher Scientific announced that its Board of Directors has authorized a stock repurchase program on Thursday, November 6th that allows the company to buyback $5.00 billion in shares. This buyback authorization allows the medical research company to buy up to 2.4% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its shares are 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 given a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.4%. This is an increase from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. The ex-dividend date is Friday, March 13th. Thermo Fisher Scientific’s payout ratio is presently 9.70%.

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.