Thermo Fisher Scientific Inc. $TMO Shares Sold by Aristotle Atlantic Partners LLC

Aristotle Atlantic Partners LLC lowered its stake in Thermo Fisher Scientific Inc. (NYSE:TMO) by 3.5% during the first quarter, Holdings Channel.com reports. The fund owned 71,042 shares of the medical research company’s stock after selling 2,566 shares during the quarter. Thermo Fisher Scientific comprises 1.6% of Aristotle Atlantic Partners LLC’s investment portfolio, making the stock its 16th biggest position. Aristotle Atlantic Partners LLC’s holdings in Thermo Fisher Scientific were worth $34,919,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Waverly Advisors LLC boosted its stake in Thermo Fisher Scientific by 16.4% during the 1st quarter. Waverly Advisors LLC now owns 35,833 shares of the medical research company’s stock worth $17,613,000 after purchasing an additional 5,044 shares during the last quarter. Van Den Berg Management I Inc. raised its position in shares of Thermo Fisher Scientific by 1.8% in the first quarter. Van Den Berg Management I Inc. now owns 14,146 shares of the medical research company’s stock valued at $6,953,000 after buying an additional 249 shares during the last quarter. Unisphere Establishment lifted its stake in shares of Thermo Fisher Scientific by 5.1% in the first quarter. Unisphere Establishment now owns 2,060,000 shares of the medical research company’s stock worth $1,012,552,000 after buying an additional 100,000 shares in the last quarter. Dai ichi Life Insurance Company Ltd boosted its position in Thermo Fisher Scientific by 1.5% during the first quarter. Dai ichi Life Insurance Company Ltd now owns 16,832 shares of the medical research company’s stock worth $8,273,000 after acquiring an additional 246 shares during the last quarter. Finally, Renaissance Technologies LLC purchased a new stake in Thermo Fisher Scientific during the 1st quarter valued at about $68,305,000. 89.23% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Thermo Fisher Scientific

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

• Positive Sentiment: Thermo Fisher beat Q2 expectations on both earnings and revenue, reporting $6.03 in adjusted EPS versus $5.71 expected and $11.99 billion in revenue versus $11.71 billion expected, with organic revenue up 5% year over year. Reuters article
• Positive Sentiment: The company raised its FY 2026 guidance, signaling management’s confidence that customer demand recovery should continue and that the stronger quarter was not a one-off. Business Wire article
• Positive Sentiment: Analysts pointed to broad-based improvement in life sciences and biopharma activity, plus price target upgrades, as additional support for the stock’s rally. Yahoo Finance article
• Neutral Sentiment: Thermo Fisher also launched InstaFlux for food microbiology labs, a product announcement that may help long-term workflow adoption but is not likely the main driver of the stock move today. Business Wire article
• Neutral Sentiment: One analyst note suggested the strong quarter may not materially change the second-half outlook, indicating some caution after the earnings beat. Yahoo Finance article

Insider Buying and Selling

In other Thermo Fisher Scientific news, COO Gianluca Pettiti sold 400 shares of the company’s stock in a transaction on Monday, April 27th. The stock was sold at an average price of $462.66, for a total transaction of $185,064.00. Following the transaction, the chief operating officer directly owned 25,051 shares in the company, valued at $11,590,095.66. This represents a 1.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.33% of the stock is owned by company insiders.

Thermo Fisher Scientific Stock Down 0.9%

Shares of NYSE:TMO opened at $567.34 on Friday. The company has a market capitalization of $210.83 billion, a price-to-earnings ratio of 30.52, a PEG ratio of 2.49 and a beta of 0.87. Thermo Fisher Scientific Inc. has a 12-month low of $435.27 and a 12-month high of $643.99. The business has a 50-day moving average price of $494.01 and a 200 day moving average price of $513.46. The company has a current ratio of 1.55, a quick ratio of 1.15 and a debt-to-equity ratio of 0.74.

Thermo Fisher Scientific (NYSE:TMO) last posted its earnings results on Thursday, July 23rd. The medical research company reported $6.03 EPS for the quarter, beating analysts’ consensus estimates 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 company had revenue of $11.99 billion for the quarter, compared to analysts’ expectations of $11.71 billion. During the same quarter in the prior year, the company posted $4.28 earnings per share. 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. Sell-side analysts expect that Thermo Fisher Scientific Inc. will post 25.07 EPS for the current year.

Thermo Fisher Scientific Announces Dividend

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

Analysts Set New Price Targets

A number of research firms have weighed in on TMO. Weiss Ratings raised shares of Thermo Fisher Scientific from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, July 14th. Evercore set a $570.00 price target on Thermo Fisher Scientific in a report on Monday, July 6th. Barclays boosted their price objective on Thermo Fisher Scientific from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday. Sanford C. Bernstein initiated coverage on Thermo Fisher Scientific in a report on Friday, June 26th. They issued a “market perform” rating and a $520.00 target price for the company. Finally, Stifel Nicolaus reduced their price target on Thermo Fisher Scientific from $700.00 to $600.00 and set a “buy” rating on the stock in a report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $613.05.

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.