Groupama Asset Managment Lowers Holdings in Thermo Fisher Scientific Inc. $TMO

Groupama Asset Managment trimmed its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 2.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 268,550 shares of the medical research company’s stock after selling 7,028 shares during the period. Thermo Fisher Scientific comprises 1.9% of Groupama Asset Managment’s holdings, making the stock its 15th largest position. Groupama Asset Managment’s holdings in Thermo Fisher Scientific were worth $132,000,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also bought and sold shares of TMO. Montchanin Asset Management LLC purchased a new stake in Thermo Fisher Scientific during the first quarter worth $725,000. FinArc Investments Inc. purchased a new position in Thermo Fisher Scientific in the first quarter valued at $2,271,000. Western Wealth Management LLC raised its position in shares of Thermo Fisher Scientific by 31.7% in the first quarter. Western Wealth Management LLC now owns 5,918 shares of the medical research company’s stock worth $2,909,000 after acquiring an additional 1,424 shares during the period. McIlrath & Eck LLC boosted its stake in shares of Thermo Fisher Scientific by 18.9% during the 1st quarter. McIlrath & Eck LLC now owns 353 shares of the medical research company’s stock worth $174,000 after acquiring an additional 56 shares in the last quarter. Finally, Paragon Private Wealth Management LLC grew its position in shares of Thermo Fisher Scientific by 3.5% during the 1st quarter. Paragon Private Wealth Management LLC now owns 759 shares of the medical research company’s stock valued at $373,000 after acquiring an additional 26 shares during the period. Hedge funds and other institutional investors own 89.23% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on TMO. Barclays upped 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, July 24th. Wolfe Research started coverage on Thermo Fisher Scientific in a research report on Tuesday, June 2nd. They issued an “outperform” rating and a $535.00 price objective for the company. Jefferies Financial Group reaffirmed a “buy” rating and set a $630.00 target price on shares of Thermo Fisher Scientific in a research note on Thursday, July 23rd. Evercore set a $570.00 price target on shares of Thermo Fisher Scientific in a research note on Monday, July 6th. Finally, Robert W. Baird cut their price target on shares of Thermo Fisher Scientific from $653.00 to $639.00 and set an “outperform” rating for the company in a report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $617.14.

Insider Transactions at Thermo Fisher Scientific

In other news, COO Gianluca Pettiti sold 400 shares of the company’s stock in a transaction 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 sale, the chief operating officer owned 24,651 shares of the company’s stock, valued at $13,927,815. This represents a 1.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.33% of the stock is currently owned by company insiders.

Key Headlines Impacting Thermo Fisher Scientific

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 Trading Down 0.3%

TMO stock opened at $575.20 on Friday. Thermo Fisher Scientific Inc. has a 12-month low of $435.27 and a 12-month high of $643.99. The business’s 50-day moving average is $506.51 and its 200 day moving average is $512.00. 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 price-to-earnings ratio of 30.94, a PEG ratio of 2.35 and a beta of 0.87.

Thermo Fisher Scientific (NYSE:TMO) last announced 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. The business had revenue of $11.99 billion during the quarter, compared to analysts’ expectations of $11.71 billion. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The business’s revenue was up 10.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.28 earnings per share. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. On average, sell-side analysts anticipate that Thermo Fisher Scientific Inc. will post 25.12 EPS for the current fiscal year.

Thermo Fisher Scientific Dividend Announcement

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

Thermo Fisher Scientific Company 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.