Tredje AP fonden Reduces Holdings in Thermo Fisher Scientific Inc. $TMO

Tredje AP fonden decreased its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 9.0% during the 4th quarter, HoldingsChannel.com reports. The firm owned 154,594 shares of the medical research company’s stock after selling 15,377 shares during the quarter. Tredje AP fonden’s holdings in Thermo Fisher Scientific were worth $89,579,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the business. Handelsbanken Fonder AB boosted its stake in shares of Thermo Fisher Scientific by 1.8% during the fourth quarter. Handelsbanken Fonder AB now owns 715,528 shares of the medical research company’s stock worth $414,613,000 after buying an additional 12,390 shares during the period. Gables Capital Management Inc. boosted its stake in shares of Thermo Fisher Scientific by 2.3% during the fourth quarter. Gables Capital Management Inc. now owns 3,846 shares of the medical research company’s stock worth $2,229,000 after buying an additional 85 shares during the period. Flynn Zito Capital Management LLC acquired a new stake in shares of Thermo Fisher Scientific during the fourth quarter worth about $234,000. Integral Investment Advisors Inc. boosted its stake in shares of Thermo Fisher Scientific by 16.7% during the fourth quarter. Integral Investment Advisors Inc. now owns 2,762 shares of the medical research company’s stock worth $1,600,000 after buying an additional 396 shares during the period. Finally, Aviance Capital Partners LLC boosted its stake in shares of Thermo Fisher Scientific by 0.4% during the fourth quarter. Aviance Capital Partners LLC now owns 14,604 shares of the medical research company’s stock worth $8,462,000 after buying an additional 51 shares during the period. Institutional investors and hedge funds own 89.23% of the company’s stock.

Thermo Fisher Scientific Price Performance

TMO stock opened at $442.16 on Tuesday. The firm has a 50 day moving average of $484.46 and a 200-day moving average of $541.15. Thermo Fisher Scientific Inc. has a 12-month low of $385.46 and a 12-month high of $643.99. The company has a current ratio of 1.53, a quick ratio of 1.15 and a debt-to-equity ratio of 0.77. The company has a market cap of $164.31 billion, a price-to-earnings ratio of 24.31, a PEG ratio of 1.94 and a beta of 0.88.

Thermo Fisher Scientific (NYSE:TMO) last posted its quarterly earnings results on Thursday, April 23rd. The medical research company reported $5.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.25 by $0.19. Thermo Fisher Scientific had a net margin of 15.15% and a return on equity of 16.86%. The company had revenue of $11.01 billion during the quarter, compared to the consensus estimate of $10.86 billion. During the same period last year, the firm earned $5.15 EPS. The company’s revenue for the quarter was up 6.2% on a year-over-year basis. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. As a group, equities analysts expect that Thermo Fisher Scientific Inc. will post 24.86 EPS for the current fiscal year.

Thermo Fisher Scientific Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th were 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%. The ex-dividend date was Friday, March 13th. This is a positive change from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. Thermo Fisher Scientific’s payout ratio is 10.34%.

Key Stories Impacting Thermo Fisher Scientific

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

• Positive Sentiment: Jefferies updated its “Franchise Picks” list of highest-conviction buy-rated stocks, and Thermo Fisher Scientific was included among names viewed favorably by the broker. Jefferies updates its list of highest-conviction Buy-rated stocks
• Positive Sentiment: Thermo Fisher announced a new bioanalytical and biomarker laboratory in Gothenburg, Sweden, expanding its PPD Clinical Research business and strengthening its global drug-development support capabilities. Thermo Fisher Scientific’s PPD Clinical Research Business Expands Bioanalytical Capabilities with New Laboratory in Gothenburg, Sweden
• Positive Sentiment: A market outlook report highlighted the life science instrumentation market as a growth area through 2031, naming Thermo Fisher as a leading player alongside peers like Danaher and Agilent. Life Science Instrumentation Market Forecast Report 2025-2031
• Positive Sentiment: Wall Street analysts continue to view Thermo Fisher Scientific favorably, with coverage pointing to a “Moderate Buy” consensus and a constructive longer-term outlook. Thermo Fisher Scientific Inc. Receives Average Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Several articles focused on TMO’s recent share-price weakness and valuation debate, reflecting investor caution rather than a clear new fundamental catalyst. Thermo Fisher Scientific (TMO) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Thermo Fisher also drew attention for opening a Bioprocess Design Center in Plainville, Massachusetts, which supports long-term innovation but is not likely to move the stock immediately. Thermo Fisher Scientific Inc. Unveils Bioprocess Design Center to Develop Life-Changing Therapies
• Negative Sentiment: A broader market selloff tied to hotter-than-expected PPI inflation pressured Thermo Fisher along with other healthcare and pharma names, adding to recent stock weakness. Thermo Fisher, Dentsply Sirona, Collegium Pharmaceutical, and Halozyme Therapeutics Stocks Trade Down, What You Need To Know

Insider Buying and Selling

In other news, CEO Marc N. Casper sold 5,000 shares of Thermo Fisher Scientific stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $512.40, for a total transaction of $2,562,000.00. Following the completion of the sale, the chief executive officer directly owned 123,925 shares in the company, valued at approximately $63,499,170. This trade represents a 3.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Gianluca Pettiti sold 400 shares of Thermo Fisher Scientific stock in a transaction that occurred on Monday, April 27th. The shares were sold at an average price of $462.66, for a total transaction of $185,064.00. Following the sale, the chief operating officer owned 25,051 shares of the company’s stock, valued at approximately $11,590,095.66. The trade was a 1.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.33% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on TMO shares. Weiss Ratings restated a “hold (c)” rating on shares of Thermo Fisher Scientific in a research report on Wednesday, April 8th. Wall Street Zen downgraded shares of Thermo Fisher Scientific from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Robert W. Baird reduced their price objective on shares of Thermo Fisher Scientific from $653.00 to $639.00 and set an “outperform” rating for the company in a research report on Friday, April 24th. Citigroup raised 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. Finally, UBS Group restated a “neutral” rating and issued a $615.00 price objective on shares of Thermo Fisher Scientific in a research report on Friday, January 30th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $616.10.

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.