Annex Advisory Services LLC Acquires 3,469 Shares of Thermo Fisher Scientific Inc. $TMO

Key Points

• Annex Advisory Services LLC increased its Thermo Fisher stake by 3,469 shares (a 19.7% rise), bringing its holding to 21,089 shares valued at about $12.22 million.
• Several large institutions also boosted positions — institutional ownership is roughly 89.23% — and analysts rate TMO a Moderate Buy with an average price target of $631.25 (Barclays trimmed its target to $625 but kept an overweight rating).
• Thermo Fisher reported an earnings beat (Q4 EPS $6.57 vs. $6.45 estimate; revenue $12.22B, +7.2% YoY) and raised its quarterly dividend to $0.47 ($1.88 annualized), a yield of about 0.4%.

Annex Advisory Services LLC grew its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 19.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,089 shares of the medical research company's stock after acquiring an additional 3,469 shares during the quarter. Annex Advisory Services LLC's holdings in Thermo Fisher Scientific were worth $12,220,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of TMO. Wellington Management Group LLP boosted its position in shares of Thermo Fisher Scientific by 88.9% in the third quarter. Wellington Management Group LLP now owns 2,699,460 shares of the medical research company's stock valued at $1,309,292,000 after acquiring an additional 1,270,191 shares during the period. Bank of New York Mellon Corp raised its stake in shares of Thermo Fisher Scientific by 54.7% in the third quarter. Bank of New York Mellon Corp now owns 3,571,857 shares of the medical research company's stock valued at $1,732,422,000 after purchasing an additional 1,262,967 shares in the last quarter. Franklin Resources Inc. raised its stake in shares of Thermo Fisher Scientific by 21.0% in the third quarter. Franklin Resources Inc. now owns 5,925,671 shares of the medical research company's stock valued at $2,874,069,000 after purchasing an additional 1,028,125 shares in the last quarter. Corient Private Wealth LLC raised its stake in shares of Thermo Fisher Scientific by 89.1% in the second quarter. Corient Private Wealth LLC now owns 1,752,607 shares of the medical research company's stock valued at $720,576,000 after purchasing an additional 825,649 shares in the last quarter. Finally, Capital World Investors raised its stake 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 in the last quarter. 89.23% of the stock is owned by institutional investors.

Analyst Ratings Changes

TMO has been the subject of a number of recent research reports. Barclays cut their target price on Thermo Fisher Scientific from $650.00 to $625.00 and set an "overweight" rating for the company in a research note on Tuesday. Wall Street Zen upgraded Thermo Fisher Scientific from a "hold" rating to a "buy" rating in a research note on Saturday, February 28th. Weiss Ratings reiterated a "hold (c)" rating on shares of Thermo Fisher Scientific in a research note on Wednesday, April 8th. DZ Bank began coverage on Thermo Fisher Scientific in a research note on Friday, March 27th. They set a "buy" rating and a $610.00 price objective for the company. Finally, UBS Group reiterated a "neutral" rating and set a $615.00 price objective on shares of Thermo Fisher Scientific in a research note on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $631.25.

Insiders Place Their Bets

In related news, EVP Gianluca Pettiti sold 400 shares of Thermo Fisher Scientific stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $541.20, for a total value of $216,480.00. Following the completion of the sale, the executive vice president directly owned 20,752 shares in the company, valued at $11,230,982.40. This trade represents a 1.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Marc N. Casper sold 5,000 shares of the business's stock in a transaction dated 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 of the company's stock, valued at $63,499,170. This represents a 3.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.33% of the company's stock.

Thermo Fisher Scientific Stock Performance

Shares of NYSE:TMO opened at $527.26 on Wednesday. Thermo Fisher Scientific Inc. has a twelve month low of $385.46 and a twelve month high of $643.99. The firm has a market cap of $195.94 billion, a PE ratio of 29.72, a price-to-earnings-growth ratio of 2.75 and a beta of 0.97. The company has a debt-to-equity ratio of 0.67, a quick ratio of 1.53 and a current ratio of 1.89. The business has a fifty day moving average of $503.14 and a 200-day moving average of $550.25.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last announced its earnings results on Thursday, January 29th. The medical research company reported $6.57 earnings per share for the quarter, beating analysts' consensus estimates of $6.45 by $0.12. Thermo Fisher Scientific had a return on equity of 16.92% and a net margin of 15.05%.The company had revenue of $12.22 billion during the quarter, compared to analyst estimates of $11.95 billion. During the same period last year, the company posted $6.10 earnings per share. The firm's quarterly revenue was up 7.2% compared to the same quarter last year. On average, equities research analysts predict that Thermo Fisher Scientific Inc. will post 23.28 EPS for the current fiscal year.

Thermo Fisher Scientific Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th will be paid a $0.47 dividend. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.4%. This is a boost from Thermo Fisher Scientific's previous quarterly dividend of $0.43. The ex-dividend date is Friday, March 13th. Thermo Fisher Scientific's dividend payout ratio is 10.60%.

Thermo Fisher Scientific News Roundup

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

• Positive Sentiment: Zacks and Yahoo analyses highlight Thermo Fisher as one of a small group of medical stocks likely to beat upcoming quarterly earnings (strong earnings-surprise history and favorable Earnings ESP), which can drive upside on an earnings beat. These 2 Medical Stocks Could Beat Earnings
• Positive Sentiment: Thermo Fisher’s PPD clinical research unit announced a strategic collaboration with HealthVerity to expand real‑world data capabilities — a revenue-accretive move that strengthens its clinical services offering and makes future contract wins more likely. Thermo Fisher PPD Clinical Research Collaborates with HealthVerity
• Positive Sentiment: Industry reports project strong growth in allergy diagnostics and small‑molecule CDMO markets through 2030–2033 and list Thermo Fisher as a leading participant — reinforcing a favorable long‑term demand outlook for its diagnostics and CDMO businesses. Allergy Diagnostic Market Forecast Small Molecule Innovator API CDMO Market Outlook
• Neutral Sentiment: Barclays cut its TMO price target from $650 to $625 but maintained an "Overweight" rating — a mild trimming of upside expectation but still institutional support for the stock. Barclays Lowers Price Target to $625
• Neutral Sentiment: Recent valuation commentary notes short‑term share volatility (mixed 1‑, 3‑month returns) — useful context for traders but not a direct fundamental change. Valuation and Volatility Analysis

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.

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