Lombard Odier Asset Management Europe Ltd Decreases Position in Thermo Fisher Scientific Inc. $TMO

Lombard Odier Asset Management Europe Ltd trimmed its position in Thermo Fisher Scientific Inc. (NYSE:TMO) by 3.2% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 44,489 shares of the medical research company’s stock after selling 1,463 shares during the quarter. Thermo Fisher Scientific comprises about 0.1% of Lombard Odier Asset Management Europe Ltd’s portfolio, making the stock its 17th biggest holding. Lombard Odier Asset Management Europe Ltd’s holdings in Thermo Fisher Scientific were worth $21,868,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. High Note Wealth LLC increased its position in shares of Thermo Fisher Scientific by 170.6% during the fourth quarter. High Note Wealth LLC now owns 46 shares of the medical research company’s stock worth $27,000 after purchasing an additional 29 shares in the last quarter. Swiss RE Ltd. purchased a new position in Thermo Fisher Scientific in the 4th quarter valued at $28,000. Legacy Wealth Managment LLC ID grew its holdings in shares of Thermo Fisher Scientific by 78.6% during the first quarter. Legacy Wealth Managment LLC ID now owns 50 shares of the medical research company’s stock worth $25,000 after buying an additional 22 shares in the last quarter. Birchwood Financial Partners Inc. acquired a new stake in shares of Thermo Fisher Scientific in the fourth quarter valued at about $29,000. Finally, Core Wealth Advisors LLC acquired a new position in Thermo Fisher Scientific during the fourth quarter worth about $30,000. Hedge funds and other institutional investors own 89.23% of the company’s stock.

Thermo Fisher Scientific Stock Performance

NYSE TMO opened at $575.20 on Monday. The stock has a fifty day simple moving average of $506.51 and a 200-day simple moving average of $511.27. The company has a current ratio of 1.55, a quick ratio of 1.18 and a debt-to-equity ratio of 0.74. The stock has a market cap of $213.75 billion, a PE ratio of 30.94, a P/E/G ratio of 2.34 and a beta of 0.84. Thermo Fisher Scientific Inc. has a twelve month low of $435.27 and a twelve month high of $643.99.

Thermo Fisher Scientific (NYSE:TMO) last issued its quarterly earnings data on Thursday, July 23rd. The medical research company reported $6.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.71 by $0.32. The firm had revenue of $11.99 billion for the quarter, compared to analyst estimates of $11.71 billion. Thermo Fisher Scientific had a net margin of 15.04% and a return on equity of 17.09%. Thermo Fisher Scientific’s revenue was up 10.5% on a year-over-year basis. During the same period in the previous year, the firm earned $4.28 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. Equities analysts anticipate that Thermo Fisher Scientific Inc. will post 25.12 earnings per share 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. Stockholders of record on Tuesday, September 15th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Tuesday, September 15th. Thermo Fisher Scientific’s dividend payout ratio is currently 10.11%.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Wall Street Zen raised shares of Thermo Fisher Scientific from a “hold” rating to a “buy” rating in a research note on Saturday. Morgan Stanley increased their price target on Thermo Fisher Scientific from $620.00 to $650.00 and gave the company an “overweight” rating in a report on Friday, July 24th. KeyCorp reissued an “overweight” rating on shares of Thermo Fisher Scientific in a research note on Tuesday, May 26th. Barclays upped their target price on Thermo Fisher Scientific from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Friday, July 24th. Finally, Weiss Ratings upgraded Thermo Fisher Scientific from a “hold (c-)” rating to a “hold (c)” rating in a report on Tuesday, July 14th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $617.14.

Insider Buying and Selling at Thermo Fisher Scientific

In related news, COO Gianluca Pettiti sold 400 shares of the stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $565.00, for a total transaction of $226,000.00. Following the completion of the transaction, the chief operating officer owned 24,651 shares of the company’s stock, valued at approximately $13,927,815. This trade represents a 1.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.33% of the company’s stock.

Key Thermo Fisher Scientific News

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

• Positive Sentiment: Q2 earnings beat expectations: Thermo Fisher reported adjusted EPS of $6.03 versus the $5.71 analyst consensus, while revenue increased 10.5% year over year to $11.99 billion, above the $11.71 billion forecast. Management cited broad-based momentum across pharmaceutical, biotechnology, industrial and diagnostics markets. The Top 5 Analyst Questions From Thermo Fisher’s Q2 Earnings Call
• Positive Sentiment: Growth initiatives are gaining attention: Expansion in bioproduction, high-end instruments, AI-powered software and clinical-data capabilities could support long-term growth as pharmaceutical and biotech activity improves. Recent regulatory clearances across the diagnostics portfolio also strengthen the company’s product offering. How Thermo Fisher Is Riding Bioproduction and AI-Led Growth Trends
• Positive Sentiment: Analyst estimates and sentiment remain supportive: Erste Group raised its FY2026 EPS estimate to $25.12 from $24.85 and its FY2027 estimate to $27.43 from $27.19. Brokerages collectively maintain a “Moderate Buy” recommendation, and one analysis estimates TMO is approximately 2% undervalued following the earnings beat. Thermo Fisher Receives Consensus Recommendation of Moderate Buy
• Neutral Sentiment: Strong recent performance raises the bar: TMO’s reported 30-day share-price return of 15.04% and 90-day return of 22.92% reflect optimism already priced into the stock, increasing the importance of further earnings delivery.
• Negative Sentiment: Competition and execution remain risks: Thermo Fisher’s AI, bioproduction and clinical-data investments offer growth opportunities, but intensifying competition means delays or weaker-than-expected adoption could pressure future results and the premium valuation.

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.