Thermo Fisher Scientific Inc. $TMO Shares Sold by Windward Capital Management Co. CA

Windward Capital Management Co. CA lowered its stake in Thermo Fisher Scientific Inc. (NYSE:TMO) by 3.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 32,925 shares of the medical research company’s stock after selling 1,141 shares during the quarter. Thermo Fisher Scientific accounts for about 1.5% of Windward Capital Management Co. CA’s portfolio, making the stock its 20th biggest holding. Windward Capital Management Co. CA’s holdings in Thermo Fisher Scientific were worth $19,078,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in TMO. Capital World Investors grew its position in shares of Thermo Fisher Scientific by 7.4% in the third quarter. Capital World Investors now owns 10,285,145 shares of the medical research company’s stock valued at $4,988,132,000 after purchasing an additional 706,572 shares during the period. Franklin Resources Inc. lifted its stake in Thermo Fisher Scientific by 21.0% in the 3rd quarter. Franklin Resources Inc. now owns 5,925,671 shares of the medical research company’s stock valued at $2,874,069,000 after buying an additional 1,028,125 shares in the last quarter. Bank of New York Mellon Corp boosted its holdings in Thermo Fisher Scientific by 54.7% in the 3rd 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 buying an additional 1,262,967 shares during the last quarter. Massachusetts Financial Services Co. MA increased its stake in Thermo Fisher Scientific by 5.1% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 3,087,666 shares of the medical research company’s stock worth $1,789,148,000 after buying an additional 150,668 shares in the last quarter. Finally, Fisher Asset Management LLC lifted its position in shares of Thermo Fisher Scientific by 1.2% in the third quarter. Fisher Asset Management LLC now owns 2,721,101 shares of the medical research company’s stock valued at $1,319,789,000 after acquiring an additional 31,298 shares in the last quarter. 89.23% of the stock is owned by hedge funds and other institutional investors.

Thermo Fisher Scientific Stock Down 9.2%

TMO stock opened at $466.93 on Friday. The company has a market cap of $173.52 billion, a price-to-earnings ratio of 26.32, a price-to-earnings-growth ratio of 2.66 and a beta of 0.97. The company has a fifty day moving average price of $499.83 and a 200 day moving average price of $549.98. 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 Inc. has a 12 month low of $385.46 and a 12 month high of $643.99.

Thermo Fisher Scientific (NYSE:TMO) last posted its quarterly earnings data on Thursday, April 23rd. The medical research company reported $5.44 EPS for the quarter, beating analysts’ consensus estimates of $5.25 by $0.19. Thermo Fisher Scientific had a net margin of 15.05% and a return on equity of 16.92%. The company had revenue of $11.01 billion for the quarter, compared to analyst estimates of $10.86 billion. During the same period in the previous year, the business posted $5.15 earnings per share. Thermo Fisher Scientific’s quarterly revenue was up 6.2% on a year-over-year basis. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. Sell-side analysts expect that Thermo Fisher Scientific Inc. will post 24.68 earnings per share for the current year.

Thermo Fisher Scientific Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 13th were given a $0.47 dividend. This is a positive change from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. The ex-dividend date was Friday, March 13th. This represents a $1.88 dividend on an annualized basis and a yield of 0.4%. Thermo Fisher Scientific’s payout ratio is 10.60%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Robert W. Baird reduced their target price on shares of Thermo Fisher Scientific from $653.00 to $639.00 and set an “outperform” rating for the company in a research report on Friday. TD Cowen lowered their price target on Thermo Fisher Scientific from $696.00 to $683.00 and set a “buy” rating for the company in a research report on Friday, January 30th. Citigroup boosted their price objective on Thermo Fisher Scientific from $660.00 to $685.00 and gave the company a “buy” rating in a report on Friday, January 30th. Stifel Nicolaus reduced their price target on shares of Thermo Fisher Scientific from $700.00 to $600.00 and set a “buy” rating on the stock in a research report on Friday. Finally, Wall Street Zen upgraded shares of Thermo Fisher Scientific from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Thermo Fisher Scientific has a consensus rating of “Moderate Buy” and an average target price of $625.55.

Thermo Fisher Scientific News Roundup

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

• Positive Sentiment: Q1 results beat on both revenue and EPS (revenue $11.01B, EPS $5.44) and management raised full‑year outlook — this confirms cash flow and margin resilience. Thermo Fisher posts quarterly results beat
• Neutral Sentiment: The company issued FY2026 EPS guidance of $24.64–$25.12 (close to, but slightly below consensus midpoint) and revenue guidance roughly in line with estimates — raises uncertainty about near‑term growth trajectory despite the raised outlook. Thermo Fisher Raises 2026 Outlook
• Neutral Sentiment: Management flagged a “modest inflation” risk amid Middle East tensions, which could modestly pressure costs/pricing but is not currently a major driver. Thermo Fisher Flags ‘Modest Inflation’ Risk
• Positive Sentiment: Analysts and bulls emphasize long‑term growth drivers (biopharma services, lab products, AI/digital lab tailwinds and reshoring) and some firms reiterated Buy ratings on the pullback. Thermo Fisher Earnings Call Signals Confident Outlook
• Negative Sentiment: Investors punished the stock after the quarter because management highlighted weak underlying organic growth and mixed segment performance; the result was a sharp intraday drop as traders focused on momentum risks. Why Thermo Fisher (TMO) Stock Is Nosediving
• Negative Sentiment: Two brokers cut price targets this morning (Stifel: $700 → $600, Baird: $653 → $639), signaling reduced near‑term upside and amplifying selling pressure. Benzinga The Fly
• Negative Sentiment: Broader market and sector weakness (tech-led selloff, US‑Iran tensions) intensified the stock’s decline and pressured peers, suggesting a risk-off backdrop beyond company specifics. Stocks Settle Lower on US-Iran Stalemate

Insider Buying and Selling at Thermo Fisher Scientific

In other Thermo Fisher Scientific news, EVP Gianluca Pettiti sold 400 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $541.20, for a total transaction of $216,480.00. Following the transaction, the executive vice president directly owned 20,752 shares in the company, valued at approximately $11,230,982.40. This represents a 1.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Marc N. Casper sold 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $512.40, for a total value of $2,562,000.00. Following the sale, the chief executive officer directly owned 123,925 shares in the company, valued at $63,499,170. This trade represents a 3.88% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.33% of the company’s stock.

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.