Calamos Advisors LLC Raises Stake in Thermo Fisher Scientific Inc. $TMO

Key Points

• Calamos Advisors increased its stake in Thermo Fisher by 15% in Q4 to 169,900 shares (adding 22,200 shares), valued at about $98.45 million.
• Q1 results and guidance: Thermo Fisher beat estimates with $5.44 adjusted EPS vs. $5.25 expected and $11.01B in revenue vs. $10.86B, and set FY2026 EPS guidance of $24.64–$25.12; analysts rate the stock a "Moderate Buy" with an average target of $625.55.
• Dividend raised: The company increased its quarterly dividend to $0.47 (annualized $1.88), implying a yield of about 0.4%.

Calamos Advisors LLC raised its position in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 15.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 169,900 shares of the medical research company's stock after acquiring an additional 22,200 shares during the quarter. Calamos Advisors LLC's holdings in Thermo Fisher Scientific were worth $98,449,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in TMO. Assetmark Inc. increased its position in Thermo Fisher Scientific by 22.9% during the 4th quarter. Assetmark Inc. now owns 37,654 shares of the medical research company's stock worth $21,819,000 after purchasing an additional 7,023 shares in the last quarter. Cornerstone Investment Partners LLC acquired a new stake in Thermo Fisher Scientific during the 3rd quarter worth approximately $41,393,000. Weaver Capital Management LLC acquired a new stake in Thermo Fisher Scientific during the 3rd quarter worth approximately $506,000. Mackenzie Financial Corp increased its position in Thermo Fisher Scientific by 29.4% during the 3rd quarter. Mackenzie Financial Corp now owns 276,545 shares of the medical research company's stock worth $134,130,000 after purchasing an additional 62,790 shares in the last quarter. Finally, VELA Investment Management LLC grew its position in Thermo Fisher Scientific by 65.5% in the third quarter. VELA Investment Management LLC now owns 9,305 shares of the medical research company's stock valued at $4,513,000 after acquiring an additional 3,683 shares in the last quarter. Hedge funds and other institutional investors own 89.23% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the stock. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Thermo Fisher Scientific in a research report on Wednesday, April 8th. Wall Street Zen raised shares of Thermo Fisher Scientific from a "hold" rating to a "buy" rating in a research report on Saturday, February 28th. Wells Fargo & Company set a $683.00 price objective on shares of Thermo Fisher Scientific in a research report on Friday, January 30th. DZ Bank initiated coverage on shares of Thermo Fisher Scientific in a research report on Friday, March 27th. They issued a "buy" rating and a $610.00 price objective for the company. Finally, Citigroup raised their price target on shares of Thermo Fisher Scientific from $660.00 to $685.00 and gave the stock a "buy" rating in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Thermo Fisher Scientific presently has an average rating of "Moderate Buy" and an average target price of $625.55.

Thermo Fisher Scientific Stock Performance

TMO stock opened at $469.27 on Friday. The company has a debt-to-equity ratio of 0.77, a quick ratio of 1.53 and a current ratio of 1.53. The stock has a market capitalization of $174.39 billion, a price-to-earnings ratio of 25.80, a PEG ratio of 2.41 and a beta of 0.97. Thermo Fisher Scientific Inc. has a 1 year low of $385.46 and a 1 year high of $643.99. The stock's fifty day moving average is $499.11 and its two-hundred day moving average is $549.45.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last issued its quarterly earnings results 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. The company had revenue of $11.01 billion for the quarter, compared to analyst estimates of $10.86 billion. Thermo Fisher Scientific had a return on equity of 16.86% and a net margin of 15.15%.The company's quarterly revenue was up 6.2% compared to the same quarter last year. During the same period last year, the company earned $5.15 earnings per share. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. On average, research analysts predict that Thermo Fisher Scientific Inc. will post 24.71 EPS for the current year.

Thermo Fisher Scientific Increases Dividend

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

Insider Transactions at Thermo Fisher Scientific

In other 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 transaction 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. The trade was a 1.89% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 completion of the sale, the chief executive officer owned 123,925 shares of the company's stock, valued at approximately $63,499,170. This trade represents a 3.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.33% of the company's stock.

Trending Headlines about Thermo Fisher Scientific

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

• Positive Sentiment: Q1 results beat expectations — Thermo Fisher reported $5.44 adjusted EPS vs. ~$5.25 consensus and revenue of $11.01B (up ~6.2% y/y), showing the company still delivered above-street top- and bottom-line results. Reuters: Thermo Fisher posts quarterly results beat
• Positive Sentiment: Full-year guidance updated — Management set FY2026 EPS guidance of $24.64–$25.12 and raised its outlook, which supports longer-term earnings visibility even if organic growth is uneven. Yahoo: Thermo Fisher Raises 2026 Outlook
• Neutral Sentiment: Analyst reactions mixed but generally constructive — Several firms kept buy/outperform ratings while trimming targets (Stifel: $700->$600; Robert W. Baird: $653->$639), signaling continued confidence in the company’s fundamentals despite the pullback. Benzinga / The Fly: PT cuts
• Neutral Sentiment: Analyst voices emphasize long-term opportunity — Some analysts (e.g., TD Cowen, William Blair) reiterated Buy ratings, pointing to core growth drivers and structural demand (biopharma services, lab products) that support recovery later in the year. TipRanks: Analyst commentary
• Negative Sentiment: Market punished the stock on weak underlying growth and mixed segments — Despite the beat, investors focused on muted organic growth in the core business and uneven segment performance, which triggered a sharp intraday decline and premarket weakness. Yahoo: Why TMO Stock Is Nosediving
• Negative Sentiment: Broader sector & market pressure amplified the move — The mixed report pressured peers (e.g., 10x Genomics) and coincided with a softer tape for health care/tech stocks, adding to downward momentum. Yahoo: Peer impact (10x Genomics)

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.