Generali Investments Management Co LLC Has $3.41 Million Holdings in Thermo Fisher Scientific Inc. $TMO

Generali Investments Management Co LLC lifted its position in Thermo Fisher Scientific Inc. (NYSE:TMO) by 18.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,038 shares of the medical research company’s stock after buying an additional 1,104 shares during the quarter. Thermo Fisher Scientific comprises 0.7% of Generali Investments Management Co LLC’s investment portfolio, making the stock its 26th largest holding. Generali Investments Management Co LLC’s holdings in Thermo Fisher Scientific were worth $3,414,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of TMO. TIAA Trust National Association raised its holdings in Thermo Fisher Scientific by 10.5% during the 2nd quarter. TIAA Trust National Association now owns 123,948 shares of the medical research company’s stock worth $50,256,000 after purchasing an additional 11,817 shares during the last quarter. Lombard Odier Asset Management Switzerland SA grew its position in shares of Thermo Fisher Scientific by 8.4% in the 2nd quarter. Lombard Odier Asset Management Switzerland SA now owns 14,490 shares of the medical research company’s stock valued at $5,875,000 after purchasing an additional 1,128 shares during the period. Cornerstone Investment Partners LLC acquired a new stake in shares of Thermo Fisher Scientific during the third quarter worth $41,393,000. Weaver Capital Management LLC bought a new stake in shares of Thermo Fisher Scientific in the third quarter valued at about $506,000. Finally, VELA Investment Management LLC lifted its stake in Thermo Fisher Scientific by 65.5% in the 3rd quarter. VELA Investment Management LLC now owns 9,305 shares of the medical research company’s stock valued at $4,513,000 after acquiring an additional 3,683 shares in the last quarter. Institutional investors and hedge funds own 89.23% of the company’s stock.

Insider Activity at Thermo Fisher Scientific

In other news, EVP Gianluca Pettiti sold 400 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $541.20, for a total value of $216,480.00. Following the transaction, the executive vice president owned 20,752 shares in the company, valued at approximately $11,230,982.40. This trade represents a 1.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Frederick M. Lowery sold 6,912 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $581.94, for a total value of $4,022,369.28. Following the transaction, the executive vice president owned 14,367 shares in the company, valued at approximately $8,360,731.98. This represents a 32.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 98,271 shares of company stock worth $56,920,935 in the last ninety days. 0.33% of the stock is owned by company insiders.

Thermo Fisher Scientific Stock Up 1.2%

Shares of NYSE:TMO opened at $519.70 on Friday. Thermo Fisher Scientific Inc. has a 1 year low of $385.46 and a 1 year high of $643.99. The business has a fifty day moving average price of $575.17 and a two-hundred day moving average price of $547.05. The company has a market capitalization of $195.26 billion, a PE ratio of 29.30, a price-to-earnings-growth ratio of 2.96 and a beta of 0.93. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.89 and a quick ratio of 1.53.

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

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

Thermo Fisher Scientific Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Friday, March 13th will be paid a $0.47 dividend. This is a boost from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. This represents a $1.88 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Friday, March 13th. Thermo Fisher Scientific’s payout ratio is presently 9.70%.

Thermo Fisher Scientific News Summary

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

• Positive Sentiment: Board approved a 10% quarterly dividend increase to $0.47/share (payable April 15; record/ex-dividend dates disclosed), supporting yield and shareholder returns. Thermo Fisher Scientific Increases Quarterly Dividend
• Positive Sentiment: Launched TacroType™ pharmacogenetic LDT to guide tacrolimus dosing for transplant patients — a clinical product that can expand addressable market and recurring lab testing revenue if uptake is strong. Thermo Fisher Scientific Introduces New Laboratory Developed Test
• Positive Sentiment: Strategic data partnership (Datavant referenced in coverage) and other data initiatives are drawing investor interest by strengthening Thermo Fisher’s role in accelerating drug development and analytics services. This can boost higher-margin services and long-term stickiness. Valuation Check As Datavant Data Partnership Draws Fresh Investor Interest
• Positive Sentiment: Analysts remain largely bullish — multiple Buy reiterations and high price targets (e.g., William Blair, Stifel) reflect confidence in Thermo Fisher’s franchise and outlook, supporting demand for the stock. Why Analysts Are Closely Watching Thermo Fisher Scientific Inc. (TMO)
• Neutral Sentiment: Industry backdrop: market research forecasts steady mid-single-digit CAGR for laboratory informatics through 2035, suggesting a growing addressable market but gradual revenue ramp for related products/services. Global Laboratory Informatics Market Size/Share Report
• Neutral Sentiment: Coverage pieces note that TMO has slightly outperformed peers over the past year despite an overall pullback in medical-device/life-science stocks — useful context but not a catalyst by itself. How Is Thermo Fisher Scientific’s Stock Performance Compared to Other Medical Devices Stocks?
• Negative Sentiment: Near-term growth profile and valuation are mixed: analysts expect mid-single-digit organic growth and some investors may view the stock as richly valued relative to that cadence, which is a potential drag if execution or margin expansion disappoints. Thermo Fisher Scientific Inc. (TMO) Carries a Mid-Single Digit Organic Growth Forecast

Analyst Ratings Changes

Several equities research analysts have recently commented on TMO shares. Morgan Stanley increased their price objective on Thermo Fisher Scientific from $656.00 to $670.00 and gave the company an “overweight” rating in a report on Tuesday, December 2nd. Citigroup raised their target price on shares of Thermo Fisher Scientific from $660.00 to $685.00 and gave the company a “buy” rating in a report on Friday, January 30th. UBS Group reaffirmed a “neutral” rating and issued a $615.00 price objective on shares of Thermo Fisher Scientific in a research note on Friday, January 30th. Barclays upped their target price on Thermo Fisher Scientific from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Finally, KeyCorp upgraded shares of Thermo Fisher Scientific from a “sector weight” rating to an “overweight” rating and set a $750.00 price target on the stock in a report on Sunday, December 7th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $633.68.

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.