Hayek Kallen Investment Management Invests $4.39 Million in Thermo Fisher Scientific Inc. $TMO

Hayek Kallen Investment Management bought a new stake in Thermo Fisher Scientific Inc. (NYSE:TMO) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 8,765 shares of the medical research company’s stock, valued at approximately $4,394,000. Thermo Fisher Scientific comprises about 1.3% of Hayek Kallen Investment Management’s portfolio, making the stock its 24th biggest position.

Other hedge funds and other institutional investors have also bought and sold shares of the company. J. Stern & Co. LLP boosted its stake in shares of Thermo Fisher Scientific by 58,006.4% in the 4th quarter. J. Stern & Co. LLP now owns 31,509,332 shares of the medical research company’s stock valued at $18,258,082,000 after purchasing an additional 31,455,105 shares in the last quarter. BlackRock Inc. bought a new position in shares of Thermo Fisher Scientific during the second quarter valued at about $15,501,867,000. State Street Corp lifted its stake in shares of Thermo Fisher Scientific by 1.4% in the 4th quarter. State Street Corp now owns 16,613,761 shares of the medical research company’s stock valued at $9,633,991,000 after acquiring an additional 229,630 shares during the last quarter. Corient Private Wealth LP purchased a new stake in Thermo Fisher Scientific during the 2nd quarter valued at about $382,547,000. Finally, Capital World Investors increased its stake in Thermo Fisher Scientific by 7.0% in the 4th quarter. Capital World Investors now owns 11,003,814 shares of the medical research company’s stock worth $6,376,229,000 after purchasing an additional 718,669 shares during the period. Hedge funds and other institutional investors own 89.23% of the company’s stock.

Thermo Fisher Scientific Stock Performance

Shares of TMO opened at $630.66 on Friday. The company has a 50-day simple moving average of $555.52 and a two-hundred day simple moving average of $511.31. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.55 and a quick ratio of 1.18. The firm has a market capitalization of $233.18 billion, a PE 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 one year low of $435.27 and a one year high of $647.00.

Thermo Fisher Scientific (NYSE:TMO) last announced its earnings results on Thursday, July 23rd. The medical research company reported $6.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.71 by $0.32. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The firm had revenue of $11.99 billion during the quarter, compared to analyst estimates of $11.71 billion. During the same quarter in the prior year, the company earned $4.28 EPS. The business’s 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. On average, analysts anticipate that Thermo Fisher Scientific Inc. will post 25.12 EPS for the current fiscal year.

Thermo Fisher Scientific Announces Dividend

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 given a dividend of $0.47 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $1.88 annualized dividend and a yield of 0.3%. Thermo Fisher Scientific’s dividend payout ratio (DPR) is currently 10.11%.

Thermo Fisher Scientific News Summary

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.

Insider Buying and Selling at Thermo Fisher Scientific

In related news, EVP Michael D. Shafer sold 25,500 shares of the stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $600.00, for a total value of $15,300,000.00. Following the completion of the transaction, the executive vice president directly owned 20,994 shares in the company, valued at $12,596,400. This trade represents a 54.85% decrease in their position. The sale was disclosed in a legal 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. Also, VP Lisa P. Britt sold 11,440 shares of the business’s stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $613.12, for a total transaction of $7,014,092.80. Following the sale, the vice president directly owned 14,784 shares in the company, valued at $9,064,366.08. The trade was a 43.62% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 73,768 shares of company stock valued at $44,122,820 over the last 90 days. 0.33% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have recently issued reports 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 report on Thursday, July 23rd. Piper Sandler upped their price objective on shares of Thermo Fisher Scientific from $510.00 to $600.00 and gave the company a “neutral” rating in a research note on Monday, July 27th. Wolfe Research assumed coverage on shares of Thermo Fisher Scientific in a report on Tuesday, June 2nd. They set an “outperform” rating and a $535.00 target price for the company. Wall Street Zen upgraded Thermo Fisher Scientific from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Finally, KeyCorp reiterated an “overweight” rating on shares of Thermo Fisher Scientific in a report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $619.41.

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.