TD Waterhouse Canada Inc. Raises Holdings in Thermo Fisher Scientific Inc. $TMO

TD Waterhouse Canada Inc. increased its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 6.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 33,980 shares of the medical research company’s stock after purchasing an additional 2,050 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Thermo Fisher Scientific were worth $18,033,000 as of its most recent SEC filing.

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

More Thermo Fisher Scientific News

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

• Positive Sentiment: Q4 results beat street estimates — Thermo Fisher reported adjusted EPS of $6.57 and revenue of about $12.21B (both above consensus), driven by life‑sciences tools and services demand. This underscores resilient end‑market demand for drug‑development tools. BusinessWire: Q4 and FY2025 Results
• Positive Sentiment: Top‑line momentum — Q4 sales grew ~7% year‑over‑year and full‑year revenue rose ~4%, highlighting steady commercial activity in life‑sciences and pharma services that supports medium‑term growth. Reuters: Beats on Demand from Pharma Clients
• Positive Sentiment: M&A accretion preview — Management disclosed expected EPS contribution from the Clario acquisition, signaling that recent M&A could be meaningfully accretive to future earnings as integration progresses. Benzinga: Clario Deal EPS Impact
• Positive Sentiment: Analyst support remains — Some sell‑side analysts (e.g., William Blair) kept Buy ratings, citing resilient organic growth and stabilizing end markets, which provides some near‑term investor support. TipRanks: Analyst Buy Rating
• Neutral Sentiment: Management commentary available — The full earnings‑call transcript provides details on end‑market trends, margin drivers and capex priorities for 2026; useful for investors modeling revenue mix and cost dynamics. Seeking Alpha: Earnings Call Transcript
• Neutral Sentiment: Valuation context — Recent share‑price momentum prompted fresh valuation checks; longer‑term investors should weigh the company’s premium multiple vs. steady cash flow and M&A optionality. Yahoo Finance: Valuation Check
• Negative Sentiment: Cautious 2026 outlook — Thermo Fisher guided 2026 revenue to $46.3B–$47.2B (about 4%–6% growth; organic ~3%–4%). Investors zeroed in on cautious profit guidance and margin pressures, which pressured the shares despite the beat. Proactive: Stock Slides on Cautious Guidance
• Negative Sentiment: Margin concerns highlighted — Commentary and coverage note near‑term margin headwinds (cost and mix effects) that temper upside to EPS even with revenue growth, a key reason for the stock’s downward move. MSN: Slips After Outlook Update

Thermo Fisher Scientific Stock Performance

Shares of TMO stock opened at $593.16 on Friday. The company has a market capitalization of $222.86 billion, a P/E ratio of 34.27, a P/E/G ratio of 3.99 and a beta of 0.91. Thermo Fisher Scientific Inc. has a 12-month low of $385.46 and a 12-month high of $643.99. The business’s 50 day moving average is $594.14 and its two-hundred day moving average is $536.01. The company has a current ratio of 1.50, a quick ratio of 1.11 and a debt-to-equity ratio of 0.62.

Thermo Fisher Scientific (NYSE:TMO) last announced its earnings results on Thursday, January 29th. The medical research company reported $6.57 earnings per share for the quarter, topping the consensus estimate of $6.44 by $0.13. Thermo Fisher Scientific had a return on equity of 16.97% and a net margin of 15.02%.The business had revenue of $12.22 billion during the quarter, compared to the consensus estimate of $11.95 billion. Analysts expect that Thermo Fisher Scientific Inc. will post 23.28 EPS for the current fiscal year.

Thermo Fisher Scientific Dividend Announcement

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

Thermo Fisher Scientific announced that its Board of Directors has approved a share buyback plan on Thursday, November 6th that allows the company to repurchase $5.00 billion in shares. This repurchase authorization allows the medical research company to repurchase up to 2.4% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s leadership believes its shares are undervalued.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. The Goldman Sachs Group started coverage on shares of Thermo Fisher Scientific in a report on Tuesday, December 9th. They issued a “buy” rating and a $685.00 price objective on the stock. Barclays upped their price target on shares of Thermo Fisher Scientific from $585.00 to $625.00 and gave the company an “overweight” rating in a report on Thursday, October 23rd. Stifel Nicolaus lifted their price objective on Thermo Fisher Scientific from $583.00 to $700.00 and gave the company a “buy” rating in a research note on Friday, January 9th. Leerink Partners upped their target price on Thermo Fisher Scientific from $545.00 to $580.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 22nd. Finally, Argus lifted their price target on Thermo Fisher Scientific from $580.00 to $610.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $625.47.

Insider Activity at Thermo Fisher Scientific

In other news, EVP Frederick M. Lowery sold 6,913 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $597.68, for a total value of $4,131,761.84. Following the transaction, the executive vice president owned 14,367 shares in the company, valued at $8,586,868.56. This trade represents a 32.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Michel Lagarde sold 32,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $583.39, for a total value of $18,668,480.00. Following the sale, the chief operating officer owned 65,480 shares of the company’s stock, valued at $38,200,377.20. The trade was a 32.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 124,517 shares of company stock valued at $72,363,568. 0.33% of the stock is owned by corporate insiders.

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.