S.E.E.D. Planning Group LLC Reduces Stake in Thermo Fisher Scientific Inc. $TMO

S.E.E.D. Planning Group LLC lowered its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 14.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,215 shares of the medical research company’s stock after selling 4,059 shares during the period. Thermo Fisher Scientific makes up approximately 3.7% of S.E.E.D. Planning Group LLC’s portfolio, making the stock its 8th largest position. S.E.E.D. Planning Group LLC’s holdings in Thermo Fisher Scientific were worth $15,671,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. BlackRock Inc. bought a new stake in shares of Thermo Fisher Scientific in the 2nd quarter worth $15,501,867,000. State Street Corp lifted its holdings in shares of Thermo Fisher Scientific by 1.4% during the fourth quarter. State Street Corp now owns 16,613,761 shares of the medical research company’s stock valued at $9,633,991,000 after purchasing an additional 229,630 shares in the last quarter. Corient Private Wealth LP purchased a new stake in shares of Thermo Fisher Scientific during the second quarter valued at $382,547,000. Bank of New York Mellon Corp bought a new stake in Thermo Fisher Scientific in the 2nd quarter worth about $1,974,561,000. Finally, Bank of America Corp DE purchased a new position in Thermo Fisher Scientific in the 2nd quarter worth about $1,952,930,000. 89.23% of the stock is owned by institutional investors.

Thermo Fisher Scientific News Summary

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

• Positive Sentiment: Investor commentary from ClearBridge highlights Thermo Fisher’s strong third-quarter guidance, broadening demand and potential for a multi-year growth outlook. The company’s exposure to pharmaceutical services, biotechnology and research spending supports the bullish thesis. Thermo Fisher Scientific Strong Q3 Guidance and Broadening Demand Support Multi-Year Outlook
• Positive Sentiment: Thermo Fisher’s clinical research business agreed to support Quantum BioPharma’s Phase 2 multiple sclerosis trial. The contract adds business for PPD and reinforces Thermo Fisher’s role as a contract research and drug-development partner, although the financial impact is not disclosed. Thermo Fisher to Support Quantum Biopharma Trial
• Positive Sentiment: At CPHI Milan 2026, Thermo Fisher is showcasing expanded drug-development, manufacturing and clinical capabilities, including its OSD Express solution. The initiatives could improve customer retention and create additional growth in outsourced pharmaceutical services. Thermo Fisher CPHI Milan 2026 Solutions
• Neutral Sentiment: A Zacks review says growth is being supported by innovation, acquisitions and strength across end markets. However, the article characterizes the outlook as balanced because investors must also consider macroeconomic uncertainty and foreign-exchange exposure. Is This the Right Time to Add TMO Stock to Your Portfolio?
• Negative Sentiment: TMO recently fell roughly 4% in a session and again in after-hours trading, indicating profit-taking or risk reduction despite favorable company commentary. Its elevated valuation makes the shares sensitive to changes in growth expectations, interest rates and market sentiment. Thermo Fisher Scientific Drops 4.2 Percent

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Sanford C. Bernstein started coverage on shares of Thermo Fisher Scientific in a report on Friday, June 26th. They set a “market perform” rating and a $520.00 price target on the stock. UBS Group upgraded shares of Thermo Fisher Scientific from a “neutral” rating to a “buy” rating and increased their price objective for the company from $540.00 to $730.00 in a research report on Tuesday, September 8th. Morgan Stanley lifted their target price on shares of Thermo Fisher Scientific from $620.00 to $650.00 and gave the stock an “overweight” rating in a research report on Friday, July 24th. CLSA assumed coverage on shares of Thermo Fisher Scientific in a research note on Thursday, September 3rd. They set an “outperform” rating and a C$748.00 target price for the company. Finally, Piper Sandler assumed coverage on Thermo Fisher Scientific in a research note on Wednesday, September 9th. They issued an “overweight” rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $633.13.

Insider Activity

In related news, CAO Joseph R. Holmes sold 420 shares of Thermo Fisher Scientific stock in a transaction on Friday, August 7th. The shares were sold at an average price of $584.81, for a total transaction of $245,620.20. Following the transaction, the chief accounting officer owned 2,966 shares in the company, valued at approximately $1,734,546.46. The trade was a 12.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Marc N. Casper sold 275 shares of the stock in a transaction on Monday, August 24th. The stock was sold at an average price of $627.05, for a total value of $172,438.75. Following the completion of the sale, the chief executive officer owned 123,925 shares of the company’s stock, valued at $77,707,171.25. The trade was a 0.22% 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. Insiders have sold a total of 73,768 shares of company stock worth $44,122,820 in the last quarter. 0.33% of the stock is currently owned by insiders.

Thermo Fisher Scientific Stock Performance

Shares of Thermo Fisher Scientific stock traded up $6.62 on Wednesday, hitting $663.21. 881,876 shares of the company’s stock were exchanged, compared to its average volume of 2,246,750. 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 stock has a market capitalization of $245.22 billion, a PE ratio of 35.68, a PEG ratio of 2.83 and a beta of 0.87. Thermo Fisher Scientific Inc. has a 1 year low of $435.27 and a 1 year high of $694.33. The company has a 50-day simple moving average of $622.56 and a 200-day simple moving average of $537.94.

Thermo Fisher Scientific (NYSE:TMO) last announced its earnings results on Thursday, July 23rd. The medical research company reported $6.03 EPS for the quarter, topping analysts’ consensus estimates of $5.71 by $0.32. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The company had revenue of $11.99 billion for the quarter, compared to analysts’ expectations of $11.71 billion. During the same period last year, the firm earned $4.28 EPS. Thermo Fisher Scientific’s revenue for the quarter was up 10.5% compared to the same quarter last year. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. As a group, equities analysts anticipate that Thermo Fisher Scientific Inc. will post 25.13 EPS for the current year.

Thermo Fisher Scientific Dividend Announcement

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

About Thermo Fisher Scientific

Thermo Fisher Scientific Inc is a global provider of laboratory products, analytical instruments, reagents, consumables, software and services. Its offerings support research, drug discovery and development, clinical diagnostics, biotechnology and pharmaceutical manufacturing, as well as environmental, industrial and other applied markets.

The company’s portfolio includes mass spectrometers, genetic analysis and sequencing systems, electron microscopes, chromatography equipment, laboratory plastics, cell culture products, antibodies, protein and molecular biology reagents, and diagnostic testing solutions.