Bryn Mawr Trust Advisors LLC Cuts Position in Thermo Fisher Scientific Inc. $TMO

Bryn Mawr Trust Advisors LLC trimmed its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 28.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,925 shares of the medical research company’s stock after selling 2,380 shares during the period. Bryn Mawr Trust Advisors LLC’s holdings in Thermo Fisher Scientific were worth $2,874,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. raised its position in shares of Thermo Fisher Scientific by 0.9% during the 2nd quarter. Vanguard Group Inc. now owns 33,789,164 shares of the medical research company’s stock valued at $13,700,154,000 after buying an additional 309,207 shares in the last quarter. Norges Bank bought a new stake in Thermo Fisher Scientific during the second quarter worth approximately $2,264,615,000. Franklin Resources Inc. raised its position in Thermo Fisher Scientific by 11.3% during the second quarter. Franklin Resources Inc. now owns 4,897,546 shares of the medical research company’s stock valued at $1,985,759,000 after purchasing an additional 498,238 shares during the period. Bank of New York Mellon Corp lifted its stake in shares of Thermo Fisher Scientific by 54.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 3,571,857 shares of the medical research company’s stock valued at $1,732,422,000 after purchasing an additional 1,262,967 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its position in shares of Thermo Fisher Scientific by 2.6% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,000,562 shares of the medical research company’s stock valued at $1,216,612,000 after purchasing an additional 74,971 shares during the last quarter. 89.23% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on TMO. Redburn Partners set a $580.00 price objective on shares of Thermo Fisher Scientific in a research note on Wednesday, October 8th. Stifel Nicolaus lifted their price target on shares of Thermo Fisher Scientific from $583.00 to $700.00 and gave the stock a “buy” rating in a research note on Friday, January 9th. Robert W. Baird set a $653.00 price target on shares of Thermo Fisher Scientific in a report on Friday. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Thermo Fisher Scientific in a research report on Thursday, October 23rd. Finally, Barclays increased their price target on Thermo Fisher Scientific from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $633.68.

Thermo Fisher Scientific Stock Performance

Shares of NYSE:TMO opened at $578.20 on Friday. The firm’s 50 day simple moving average is $593.96 and its 200-day simple moving average is $537.90. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.11 and a current ratio of 1.89. Thermo Fisher Scientific Inc. has a one year low of $385.46 and a one year high of $643.99. The firm has a market cap of $217.24 billion, a PE ratio of 32.59, a price-to-earnings-growth ratio of 3.89 and a beta of 0.91.

Thermo Fisher Scientific (NYSE:TMO) last announced its quarterly earnings data on Thursday, January 29th. The medical research company reported $6.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.45 by $0.12. The company had revenue of $12.22 billion for the quarter, compared to analysts’ expectations of $11.95 billion. Thermo Fisher Scientific had a return on equity of 16.92% and a net margin of 15.05%.Thermo Fisher Scientific’s revenue was up 7.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.10 earnings per share. As a group, equities analysts predict that Thermo Fisher Scientific Inc. will post 23.28 EPS for the current year.

Thermo Fisher Scientific Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Monday, December 15th were paid a $0.43 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $1.72 dividend on an annualized basis and a yield of 0.3%. Thermo Fisher Scientific’s dividend payout ratio is 9.94%.

Thermo Fisher Scientific declared that its board has initiated a stock repurchase plan on Thursday, November 6th that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the medical research company to buy up to 2.4% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Key Headlines Impacting Thermo Fisher Scientific

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

• Positive Sentiment: Q4 results beat expectations — Adjusted EPS $6.57 and revenue $12.21B (≈+7% YoY), driven by life-sciences tools and pharma demand; the print supports near-term organic growth narrative. Read More.
• Positive Sentiment: Analyst support remains — several firms reiterated buys/positive views and one bullish write-up called the pullback a buying opportunity, highlighting resilient margins and competitive positioning. Read More.
• Neutral Sentiment: 2026 guidance set in a narrow band — FY26 revenue guide $46.3B–$47.2B and EPS $24.22–$24.80, roughly around consensus but slightly below EPS midpoint; guidance implies modest 3%–4% organic growth and stabilizing demand. Read More.
• Negative Sentiment: Market reaction focused on cautious profit outlook and margin pressure — despite the beat, investors sold into the print due to conservative margin commentary and a guidance range that doesn’t accelerate growth significantly. Read More.
• Negative Sentiment: Analyst price-target trim — TD Cowen lowered its PT from $696 to $683 while keeping a Buy rating, signaling slightly reduced upside expectations even as coverage stays positive. Read More.

Insider Buying and Selling at Thermo Fisher Scientific

In other Thermo Fisher Scientific news, EVP Frederick M. Lowery sold 6,913 shares of the firm’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $597.68, for a total transaction of $4,131,761.84. Following the transaction, the executive vice president owned 14,367 shares of the company’s stock, valued at approximately $8,586,868.56. This trade represents a 32.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Michael D. Shafer sold 10,725 shares of the company’s stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $600.00, for a total transaction of $6,435,000.00. Following the completion of the sale, the executive vice president directly owned 18,731 shares of the company’s stock, valued at $11,238,600. The trade was a 36.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 124,517 shares of company stock valued at $72,363,568 in the last 90 days. Insiders own 0.33% of the company’s stock.

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.