Hudson Value Partners LLC Has $8.35 Million Position in Thermo Fisher Scientific Inc. $TMO

Hudson Value Partners LLC raised its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 24.9% in the 2nd quarter, Holdings Channel.com reports. The fund owned 16,653 shares of the medical research company’s stock after buying an additional 3,317 shares during the period. Thermo Fisher Scientific makes up approximately 2.1% of Hudson Value Partners LLC’s portfolio, making the stock its 14th largest position. Hudson Value Partners LLC’s holdings in Thermo Fisher Scientific were worth $8,349,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of TMO. Legacy Wealth Managment LLC ID grew its stake in Thermo Fisher Scientific by 78.6% in the first quarter. Legacy Wealth Managment LLC ID now owns 50 shares of the medical research company’s stock valued at $25,000 after purchasing an additional 22 shares in the last quarter. Allied Private Wealth LLC bought a new stake in shares of Thermo Fisher Scientific in the 2nd quarter valued at about $26,000. High Note Wealth LLC grew its holdings in Thermo Fisher Scientific by 170.6% during the fourth quarter. High Note Wealth LLC now owns 46 shares of the medical research company’s stock worth $27,000 after purchasing an additional 29 shares during the period. Swiss RE Ltd. acquired a new position in Thermo Fisher Scientific during the fourth quarter worth approximately $28,000. Finally, JPL Wealth Management LLC bought a new stake in Thermo Fisher Scientific in the third quarter valued at approximately $28,000. Institutional investors own 89.23% of the company’s stock.

Key Thermo Fisher Scientific News

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

• Positive Sentiment: Thermo Fisher completed Olink Explore HT proteomic analysis of approximately 5,500 samples for The Michael J. Fox Foundation’s Parkinson’s Precision Medicine Initiative. Making the data available to researchers could strengthen adoption of Thermo Fisher’s proteomics platform and support future precision-medicine demand. Thermo Fisher collaborates with The Michael J. Fox Foundation
• Positive Sentiment: A market report projects the non-viral transfection reagents market will grow from $0.89 billion in 2026 to $2.01 billion by 2035, a 9.5% compound annual growth rate. Thermo Fisher’s participation in this market gives investors another potential source of long-term life-sciences growth, though the report does not quantify the company’s expected share. Non-Viral Transfection Reagents Market Report
• Positive Sentiment: Thermo Fisher is targeting 15% to 20% customer-base growth in India over the next five years, supported by expanding biopharmaceutical research and manufacturing. The plan highlights a potentially attractive international growth opportunity for its instruments, services and bioproduction businesses. Thermo Fisher India customer growth
• Positive Sentiment: Recent coverage also highlighted FDA clearance for Thermo Fisher’s multiple myeloma testing platform, potentially broadening its clinical-diagnostics and precision-medicine opportunities among laboratories, hospitals and pharmaceutical companies. Thermo Fisher multiple myeloma platform
• Neutral Sentiment: Coverage of a new vitiligo registry suggests potential benefits for dermatology research and related laboratory workflows, but no specific revenue contribution or commercial agreement was disclosed, limiting the near-term stock impact. New vitiligo registry
• Neutral Sentiment: Articles comparing Thermo Fisher with Danaher, Abbott and Azenta focus on valuation and exposure to a recovery in pharmaceutical and biotechnology research spending rather than announcing new company fundamentals. Thermo Fisher versus Danaher
• Negative Sentiment: CEO Marc Casper and Chief Accounting Officer Joseph Holmes sold shares in transactions conducted under pre-arranged Rule 10b5-1 plans. The planned nature reduces the significance, but insider selling can create modest short-term pressure on investor sentiment. Thermo Fisher insider trading filing

Analyst Upgrades and Downgrades

TMO has been the subject of several research analyst reports. Wells Fargo & Company reduced their target price on Thermo Fisher Scientific from $675.00 to $615.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. KeyCorp restated an “overweight” rating on shares of Thermo Fisher Scientific in a research note on Tuesday, May 26th. Piper Sandler lifted their price objective on shares of Thermo Fisher Scientific from $510.00 to $600.00 and gave the stock a “neutral” rating in a research report on Monday, July 27th. HSBC downgraded shares of Thermo Fisher Scientific from a “buy” rating to a “hold” rating and decreased their price objective for the company from $670.00 to $540.00 in a report on Wednesday, June 3rd. Finally, Sanford C. Bernstein assumed coverage on shares of Thermo Fisher Scientific in a research note on Friday, June 26th. They set a “market perform” rating and a $520.00 target price for the company. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $619.41.

Insider Buying and Selling at Thermo Fisher Scientific

In other Thermo Fisher Scientific news, CEO Marc N. Casper sold 10,000 shares of Thermo Fisher Scientific stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $574.47, for a total value of $5,744,700.00. Following the completion of the sale, the chief executive officer owned 123,925 shares in the company, valued at $71,191,194.75. The trade was a 7.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Joseph R. Holmes sold 420 shares of the stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $584.81, for a total transaction of $245,620.20. Following the transaction, the chief accounting officer owned 2,966 shares in the company, valued at approximately $1,734,546.46. The trade was a 12.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 26,553 shares of company stock valued at $15,343,589 in the last three months. 0.33% of the stock is owned by insiders.

Thermo Fisher Scientific Price Performance

Shares of NYSE TMO opened at $604.18 on Wednesday. The firm has a market cap of $223.40 billion, a P/E ratio of 32.50, a price-to-earnings-growth ratio of 2.44 and a beta of 0.85. The business’s 50 day moving average is $522.21 and its 200-day moving average is $509.48. The company has a current ratio of 1.55, a quick ratio of 1.18 and a debt-to-equity ratio of 0.74. Thermo Fisher Scientific Inc. has a 1-year low of $435.27 and a 1-year high of $643.99.

Thermo Fisher Scientific (NYSE:TMO) last released its quarterly earnings results on Thursday, July 23rd. The medical research company reported $6.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.71 by $0.32. The business had revenue of $11.99 billion during the quarter, compared to the consensus estimate of $11.71 billion. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The firm’s quarterly revenue was up 10.5% on a year-over-year basis. During the same period in the previous year, the company posted $4.28 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. Equities research analysts predict that Thermo Fisher Scientific Inc. will post 25.12 earnings per share for the current year.

Thermo Fisher Scientific Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Tuesday, September 15th will be paid a $0.47 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $1.88 annualized dividend and a dividend yield of 0.3%. Thermo Fisher Scientific’s dividend payout ratio is 10.11%.

About Thermo Fisher Scientific

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.