Davis Rea LTD. Sells 10,976 Shares of Thermo Fisher Scientific Inc. $TMO

Davis Rea LTD. reduced its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO) by 28.5% during the 4th quarter, Holdings Channel reports. The fund owned 27,532 shares of the medical research company’s stock after selling 10,976 shares during the quarter. Thermo Fisher Scientific comprises 4.0% of Davis Rea LTD.’s portfolio, making the stock its 6th largest holding. Davis Rea LTD.’s holdings in Thermo Fisher Scientific were worth $15,961,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. JPL Wealth Management LLC bought a new position in Thermo Fisher Scientific during the 3rd quarter valued at $28,000. Beacon Financial Strategies CORP bought a new position in Thermo Fisher Scientific during the 4th quarter valued at $29,000. Olistico Wealth LLC bought a new position in Thermo Fisher Scientific during the 4th quarter valued at $29,000. Cloud Capital Management LLC bought a new position in Thermo Fisher Scientific during the 3rd quarter valued at $31,000. Finally, KERR FINANCIAL PLANNING Corp bought a new position in Thermo Fisher Scientific during the 3rd quarter valued at $38,000. 89.23% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. Stifel Nicolaus increased their price target on Thermo Fisher Scientific from $583.00 to $700.00 and gave the company a “buy” rating in a research note on Friday, January 9th. Barclays decreased their price target on Thermo Fisher Scientific from $650.00 to $625.00 and set an “overweight” rating for the company in a research note on Tuesday, April 14th. UBS Group reaffirmed a “neutral” rating and set a $615.00 price target on shares of Thermo Fisher Scientific in a research note on Friday, January 30th. Robert W. Baird set a $653.00 price objective on Thermo Fisher Scientific in a research note on Friday, January 30th. Finally, TD Cowen reduced 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. One research 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’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $631.25.

Trending Headlines about Thermo Fisher Scientific

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 Stock Performance

TMO opened at $466.93 on Friday. The firm has a market cap of $173.52 billion, a PE ratio of 26.32, a P/E/G ratio of 2.66 and a beta of 0.97. The company has a quick ratio of 1.53, a current ratio of 1.89 and a debt-to-equity ratio of 0.67. The business has a fifty day simple moving average of $499.83 and a 200-day simple moving average of $549.98. Thermo Fisher Scientific Inc. has a fifty-two week low of $385.46 and a fifty-two week high of $643.99.

Thermo Fisher Scientific (NYSE:TMO) last released its quarterly earnings data on Thursday, April 23rd. The medical research company reported $5.44 earnings per share for the quarter, topping the consensus estimate of $5.25 by $0.19. The business had revenue of $11.01 billion during the quarter, compared to analyst estimates of $10.86 billion. Thermo Fisher Scientific had a return on equity of 16.92% and a net margin of 15.05%.The company’s revenue was up 6.2% compared to the same quarter last year. During the same period last year, the company posted $5.15 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. As a group, equities analysts predict that Thermo Fisher Scientific Inc. will post 24.68 EPS for the current fiscal 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 given a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.4%. This is a boost from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. The ex-dividend date of this dividend was Friday, March 13th. Thermo Fisher Scientific’s payout ratio is 10.60%.

Insider Buying and Selling at Thermo Fisher Scientific

In other news, CEO Marc N. Casper sold 5,000 shares of the firm’s stock in a transaction 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 completion of the sale, the chief executive officer owned 123,925 shares of the company’s stock, valued at $63,499,170. This trade represents a 3.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Gianluca Pettiti sold 400 shares of the firm’s stock in a transaction on 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 approximately $11,230,982.40. This trade represents a 1.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.33% of the company’s stock.

About Thermo Fisher Scientific

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.