Jefferies Financial Group Inc. Invests $96.93 Million in Thermo Fisher Scientific Inc. $TMO

Jefferies Financial Group Inc. acquired a new stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 193,340 shares of the medical research company’s stock, valued at approximately $96,933,000. Thermo Fisher Scientific makes up approximately 0.6% of Jefferies Financial Group Inc.’s portfolio, making the stock its 14th largest holding. Jefferies Financial Group Inc. owned 0.05% of Thermo Fisher Scientific at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Elyxium Wealth LLC boosted its stake in Thermo Fisher Scientific by 1.9% during the fourth quarter. Elyxium Wealth LLC now owns 1,058 shares of the medical research company’s stock worth $613,000 after buying an additional 20 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Thermo Fisher Scientific by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 491 shares of the medical research company’s stock worth $255,000 after buying an additional 20 shares in the last quarter. Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. raised its stake in shares of Thermo Fisher Scientific by 0.7% in the third quarter. Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. now owns 2,960 shares of the medical research company’s stock valued at $1,436,000 after acquiring an additional 20 shares in the last quarter. Canandaigua National Trust Co of Florida boosted its stake in shares of Thermo Fisher Scientific by 3.0% in the 4th quarter. Canandaigua National Trust Co of Florida now owns 765 shares of the medical research company’s stock valued at $443,000 after buying an additional 22 shares during the period. Finally, Princeton Capital Management LLC lifted its stake in Thermo Fisher Scientific by 2.4% in the fourth quarter. Princeton Capital Management LLC now owns 922 shares of the medical research company’s stock worth $534,000 after acquiring an additional 22 shares during the last quarter. 89.23% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on TMO shares. Morgan Stanley boosted their target price on Thermo Fisher Scientific from $620.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday, July 24th. Sanford C. Bernstein assumed coverage on Thermo Fisher Scientific in a research report on Friday, June 26th. They issued a “market perform” rating and a $520.00 price target on the stock. Jefferies Financial Group restated a “buy” rating and issued a $630.00 target price on shares of Thermo Fisher Scientific in a research note on Thursday, July 23rd. Royal Bank Of Canada lifted their price target on Thermo Fisher Scientific from $490.00 to $580.00 and gave the company a “sector perform” rating in a research note on Friday, July 24th. Finally, Stifel Nicolaus set a $650.00 price objective on Thermo Fisher Scientific in a research report on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $619.41.

Thermo Fisher Scientific Price Performance

NYSE:TMO opened at $630.66 on Friday. The company’s 50-day moving average is $555.52 and its two-hundred day moving average is $511.31. 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 firm has a market cap of $233.18 billion, a price-to-earnings ratio of 33.92, a price-to-earnings-growth ratio of 2.58 and a beta of 0.85. Thermo Fisher Scientific Inc. has a 12-month low of $435.27 and a 12-month high of $647.00.

Thermo Fisher Scientific (NYSE:TMO) last announced 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. Thermo Fisher Scientific had a net margin of 15.04% and a return on equity of 17.09%. The business had revenue of $11.99 billion for the quarter, compared to the consensus estimate of $11.71 billion. During the same quarter in the prior year, the firm posted $4.28 earnings per share. The company’s quarterly revenue 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. Research analysts expect that Thermo Fisher Scientific Inc. will post 25.12 EPS for the current year.

Thermo Fisher Scientific Announces Dividend

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

Insider Transactions at Thermo Fisher Scientific

In other Thermo Fisher Scientific news, EVP Michael D. Shafer sold 25,500 shares of Thermo Fisher Scientific stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $600.00, for a total transaction of $15,300,000.00. Following the transaction, the executive vice president directly owned 20,994 shares of the company’s stock, valued at $12,596,400. The trade was a 54.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Marc N. Casper sold 10,000 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $629.27, for a total transaction of $6,292,700.00. Following the completion of the sale, the chief executive officer directly owned 123,925 shares of the company’s stock, valued at $77,982,284.75. The trade was a 7.47% 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 valued at $44,122,820 in the last three months. 0.33% of the stock is owned by company insiders.

Trending Headlines about Thermo Fisher Scientific

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

• Positive Sentiment: Thermo Fisher introduced the Thermo Scientific EMPAD G2 electron detector, designed to enable faster, high-speed four-dimensional scanning transmission electron microscopy. The product could support demand for the company’s analytical-instrument portfolio and strengthen its position in advanced materials research. Thermo Fisher Scientific Introduces the EMPAD G2 Electron Detector
• Positive Sentiment: A recent analysis examines whether Isora could provide Thermo Fisher with an additional long-term growth opportunity, potentially broadening the company’s exposure to emerging research and laboratory markets. Can Isora Unlock a New Growth Edge?
• Neutral Sentiment: Thermo Fisher’s latest reported quarter showed solid momentum: adjusted EPS of $6.03 exceeded estimates, revenue reached $11.99 billion, and sales increased 10.5% year over year. Fiscal 2026 EPS guidance remains $24.93-$25.33, but much of this strength may already be reflected in the stock’s elevated valuation.
• Neutral Sentiment: Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating, although the average price target of $619.41 is below recent trading levels. Several firms have raised targets toward $650, suggesting optimism but limited upside at the current valuation.
• Negative Sentiment: CEO Marc Casper sold 275 shares for approximately $172,000 after selling 10,000 shares worth about $6.3 million earlier in the month. Both transactions were executed under pre-arranged Rule 10b5-1 plans, reducing their significance as a signal of deteriorating fundamentals, but the sales can still weigh on sentiment.

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.