Bogart Wealth LLC Purchases 8,602 Shares of Thermo Fisher Scientific Inc. $TMO

Key Points

• Bogart Wealth LLC raised its Thermo Fisher stake by 10,240.5%, purchasing 8,602 shares to hold 8,686 shares valued at about $5.03 million at quarter-end.
• Q1 beat and raised guidance: Thermo Fisher reported $11.01B in Q1 revenue and $5.44 EPS (beating estimates) and set FY 2026 EPS guidance of $24.64–$25.12, roughly in line with analyst consensus.
• Microbiology sale to Astorg: The company agreed to sell its microbiology/IVD unit to private equity firm Astorg for about $1.075–$1.08 billion, a transaction that narrows the portfolio but prompted mixed investor reactions over valuation and reduced diagnostic exposure.

Bogart Wealth LLC raised its position in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 10,240.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,686 shares of the medical research company's stock after buying an additional 8,602 shares during the quarter. Bogart Wealth LLC's holdings in Thermo Fisher Scientific were worth $5,033,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the stock. Howard Capital Management Inc. grew its position in shares of Thermo Fisher Scientific by 0.5% in the fourth quarter. Howard Capital Management Inc. now owns 3,091 shares of the medical research company's stock valued at $1,791,000 after purchasing an additional 16 shares in the last quarter. Petros Family Wealth LLC grew its position in shares of Thermo Fisher Scientific by 3.9% in the fourth quarter. Petros Family Wealth LLC now owns 456 shares of the medical research company's stock valued at $264,000 after purchasing an additional 17 shares in the last quarter. Salomon & Ludwin LLC grew its position in shares of Thermo Fisher Scientific by 1.6% in the fourth quarter. Salomon & Ludwin LLC now owns 1,095 shares of the medical research company's stock valued at $669,000 after purchasing an additional 17 shares in the last quarter. Financial Management Network Inc. grew its position in shares of Thermo Fisher Scientific by 3.7% in the third quarter. Financial Management Network Inc. now owns 511 shares of the medical research company's stock valued at $248,000 after purchasing an additional 18 shares in the last quarter. Finally, Pallas Capital Advisors LLC grew its position in shares of Thermo Fisher Scientific by 1.5% in the fourth quarter. Pallas Capital Advisors LLC now owns 1,256 shares of the medical research company's stock valued at $728,000 after purchasing an additional 18 shares in the last quarter. 89.23% of the stock is currently owned by hedge funds and other institutional investors.

More Thermo Fisher Scientific News

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

• Positive Sentiment: Q1 beat and raised/clear FY guidance — Thermo Fisher reported fiscal Q1 revenue of $11.01B (+6% YoY) and an EPS beat, with FY 2026 EPS guidance set at $24.64–$25.12 (analyst consensus ~$24.83). The results reinforce underlying profitability and give investors a forward earnings framework. Read More.
• Positive Sentiment: Investment in bioprocessing capacity — Thermo Fisher opened a flagship U.S. Bioprocess Design Center in Plainville, MA to accelerate biologics process development and scale-up, which supports higher-growth bioprocess/biologics end markets. This aligns with management’s focus on life-science tools and biologics services that command premium growth and margins. Read More.
• Neutral Sentiment: Investor Day scheduled for May 20 — Management will host Investor Day in NYC, giving investors an opportunity to get more detail on strategy, portfolio priorities, and medium-term targets; this event could catalyze forward guidance or strategic disclosures. Read More.
• Neutral Sentiment: “Buys into Astorg” mention — A report suggests some form of financial or strategic tie between Thermo Fisher and Astorg around the microbiology transaction; details are sparse, so investors should treat this as informational until clarified. Read More.
• Negative Sentiment: Sale of microbiology business to Astorg (~$1.075–1.08B) — Thermo Fisher agreed to sell its microbiology/IVD-related unit to private equity firm Astorg for roughly $1.075–$1.08B (including a $50M seller note). The unit generated roughly $645M revenue in 2025. Market takes are mixed: proceeds and sharper portfolio focus are positives, but the multiple implied by the sale and the move away from certain IVD exposures could worry investors who favor recurring diagnostic revenues. Astorg plans to accelerate growth (including M&A) for the spun-off business. Read More.

Wall Street Analysts Forecast Growth

TMO has been the subject of several recent research reports. Jefferies Financial Group upgraded Thermo Fisher Scientific to a "strong-buy" rating in a research report on Friday, April 24th. Weiss Ratings reiterated a "hold (c)" rating on shares of Thermo Fisher Scientific in a research report on Wednesday, April 8th. Wells Fargo & Company set a $683.00 price target on Thermo Fisher Scientific in a research report on Friday, January 30th. Robert W. Baird reduced their target price on Thermo Fisher Scientific from $653.00 to $639.00 and set an "outperform" rating for the company in a research report on Friday, April 24th. Finally, TD Cowen reduced their target price 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. Two research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Thermo Fisher Scientific presently has a consensus rating of "Buy" and an average price target of $623.05.

Thermo Fisher Scientific Trading Up 0.6%

Shares of TMO stock opened at $470.75 on Wednesday. Thermo Fisher Scientific Inc. has a 12-month low of $385.46 and a 12-month high of $643.99. The company has a quick ratio of 1.15, a current ratio of 1.53 and a debt-to-equity ratio of 0.77. The business has a 50-day moving average price of $497.78 and a two-hundred day moving average price of $548.77. The firm has a market cap of $174.94 billion, a P/E ratio of 25.88, a price-to-earnings-growth ratio of 2.07 and a beta of 0.97.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last released its earnings results on Thursday, April 23rd. The medical research company reported $5.44 earnings per share for the quarter, beating analysts' consensus estimates of $5.25 by $0.19. Thermo Fisher Scientific had a return on equity of 16.86% and a net margin of 15.15%.The company had revenue of $11.01 billion during the quarter, compared to analyst estimates of $10.86 billion. During the same quarter in the previous year, the company posted $5.15 EPS. Thermo Fisher Scientific's revenue for the quarter 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. Equities analysts anticipate that Thermo Fisher Scientific Inc. will post 24.83 EPS for the current fiscal year.

Thermo Fisher Scientific Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th were paid a $0.47 dividend. This is a boost from Thermo Fisher Scientific's previous quarterly dividend of $0.43. The ex-dividend date of this dividend was Friday, March 13th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.4%. Thermo Fisher Scientific's dividend payout ratio is presently 10.34%.

Insider Transactions at Thermo Fisher Scientific

In other news, 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 completion of the sale, the chief executive officer owned 123,925 shares of the company's stock, valued at approximately $63,499,170. The trade was a 3.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Gianluca Pettiti sold 400 shares of the business's stock in a transaction dated Monday, February 9th. The shares were 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 of the company's stock, valued at approximately $11,230,982.40. This trade represents a 1.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.33% of the company's stock.

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.

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