Lebenthal Global Advisors LLC purchased a new stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,101 shares of the medical research company’s stock, valued at approximately $638,000.
Other hedge funds also recently bought and sold shares of the company. JPL Wealth Management LLC bought a new stake in Thermo Fisher Scientific during the third quarter valued at about $28,000. Beacon Financial Strategies CORP bought a new position in shares of Thermo Fisher Scientific in the fourth quarter worth about $29,000. Olistico Wealth LLC bought a new position in shares of Thermo Fisher Scientific in the fourth quarter worth about $29,000. Cloud Capital Management LLC bought a new position in shares of Thermo Fisher Scientific in the third quarter worth about $31,000. Finally, KERR FINANCIAL PLANNING Corp bought a new position in shares of Thermo Fisher Scientific in the third quarter worth about $38,000. Hedge funds and other institutional investors own 89.23% of the company’s stock.
Wall Street Analyst Weigh In
Several equities research analysts have recently weighed in on TMO shares. DZ Bank initiated coverage on Thermo Fisher Scientific in a report on Friday, March 27th. They issued a “buy” rating and a $610.00 price target on the stock. Citigroup increased their target price on Thermo Fisher Scientific from $660.00 to $685.00 and gave the company a “buy” rating in a research report on Friday, January 30th. Evercore reaffirmed an “outperform” rating and set a $650.00 price target on shares of Thermo Fisher Scientific in a research report on Monday, January 5th. Barclays cut their price objective 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. Finally, Stifel Nicolaus upped their price objective on Thermo Fisher Scientific from $583.00 to $700.00 and gave the company a “buy” rating in a report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $631.25.
Key Headlines Impacting Thermo Fisher Scientific
Here are the key news stories impacting Thermo Fisher Scientific this week:
- Positive Sentiment: Analysts say the pullback may be overdone — TD Cowen reiterated a Buy on TMO, noting solid fundamentals and growth catalysts later in the year, even while trimming its price target. Thermo Fisher Scientific: Stock Pullback Seen as Overdone
- Positive Sentiment: Management raised full‑year 2026 guidance (EPS and revenue range), signaling confidence in medium‑term demand despite a soft organic start to the year. Thermo Fisher Raises 2026 Outlook Despite First-Quarter Organic Revenue Growth Miss
- Neutral Sentiment: Q1 headline results beat estimates — revenue up ~6% YoY to $11.01B and adjusted EPS of $5.44 — which supports the company’s premium valuation narrative. Thermo Fisher Scientific Reports First Quarter 2026 Results
- Neutral Sentiment: Company flagged modest inflation risk tied to Middle East tensions and noted uneven demand across analytical instruments and specialty diagnostics versus strength in lab products and biopharma services. Thermo Fisher Flags ‘Modest Inflation’ Risk Amid Middle East Tensions
- Negative Sentiment: Market focus landed on weak underlying organic growth and mixed segment trends despite beats; that narrative drove the largest immediate selling pressure after the print. Why Thermo Fisher (TMO) Stock Is Nosediving
- Negative Sentiment: Peer/sector spillover: competitors such as 10x Genomics sold off after TMO’s mixed tone, amplifying downside in life‑science tooling names. Why 10x Genomics (TXG) Shares Are Trading Lower Today
- Negative Sentiment: Broader market and tech weakness on the day (risk‑off flow) intensified selling pressure on cyclical/health‑tech names, compounding stock declines. Stocks Settle Lower on US-Iran Stalemate
Thermo Fisher Scientific Stock Down 9.2%
Shares of NYSE TMO opened at $466.93 on Friday. The firm has a fifty day moving average of $499.83 and a 200-day moving average of $549.98. 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 stock has a market capitalization of $173.52 billion, a PE ratio of 26.32, a P/E/G ratio of 2.66 and a beta of 0.97.
Thermo Fisher Scientific (NYSE:TMO – Get Free Report) last announced its quarterly earnings results on Thursday, April 23rd. The medical research company reported $5.44 earnings per share for the quarter, topping analysts’ consensus estimates of $5.25 by $0.19. The firm had revenue of $11.01 billion during the quarter, compared to analysts’ expectations of $10.86 billion. Thermo Fisher Scientific had a net margin of 15.05% and a return on equity of 16.92%. The firm’s revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the company earned $5.15 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. On average, analysts anticipate that Thermo Fisher Scientific Inc. will post 24.68 EPS for the current year.
Thermo Fisher Scientific Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 13th were paid a dividend of $0.47 per share. This represents a $1.88 annualized dividend and a yield of 0.4%. This is a positive change from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. The ex-dividend date was Friday, March 13th. Thermo Fisher Scientific’s dividend payout ratio (DPR) is currently 10.60%.
Insider Activity at Thermo Fisher Scientific
In other news, CEO Marc N. Casper sold 5,000 shares of the 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 transaction, the chief executive officer owned 123,925 shares of the company’s stock, valued at approximately $63,499,170. This represents a 3.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Gianluca Pettiti sold 400 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $541.20, for a total transaction of $216,480.00. Following the completion of the transaction, the executive vice president owned 20,752 shares of the company’s stock, valued at $11,230,982.40. This trade represents a 1.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.33% of the stock is currently owned by company insiders.
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.
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