Cambridge Investment Research Advisors Inc. Has $23.10 Million Stake in Thermo Fisher Scientific Inc. $TMO

Key Points

• Cambridge Investment Research Advisors reduced its Thermo Fisher Scientific stake by 5.9% in the fourth quarter, though it still held 39,872 shares worth about $23.1 million at the end of the period.
• Thermo Fisher reported better-than-expected Q1 results, with earnings per share of $5.44 versus $5.25 expected and revenue of $11.01 billion, up 6.2% year over year. The company also issued FY2026 EPS guidance of 24.64 to 25.12.
• Analysts remain broadly positive despite some lower price targets: the stock carries a Moderate Buy consensus with a $616.10 average price target, and Thermo Fisher recently raised its quarterly dividend to $0.47 per share.

Cambridge Investment Research Advisors Inc. trimmed its stake in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 5.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 39,872 shares of the medical research company's stock after selling 2,480 shares during the period. Cambridge Investment Research Advisors Inc.'s holdings in Thermo Fisher Scientific were worth $23,104,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the stock. Hills Bank & Trust Co grew its position in Thermo Fisher Scientific by 1.2% in the fourth quarter. Hills Bank & Trust Co now owns 10,863 shares of the medical research company's stock valued at $6,295,000 after acquiring an additional 126 shares during the period. Arjuna Capital boosted its stake in Thermo Fisher Scientific by 64.5% in the fourth quarter. Arjuna Capital now owns 6,583 shares of the medical research company's stock worth $3,815,000 after purchasing an additional 2,582 shares in the last quarter. Financial Security Advisor Inc. boosted its stake in Thermo Fisher Scientific by 14.7% in the fourth quarter. Financial Security Advisor Inc. now owns 1,945 shares of the medical research company's stock worth $1,128,000 after purchasing an additional 249 shares in the last quarter. Novare Capital Management LLC boosted its stake in Thermo Fisher Scientific by 0.4% in the fourth quarter. Novare Capital Management LLC now owns 25,376 shares of the medical research company's stock worth $14,704,000 after purchasing an additional 101 shares in the last quarter. Finally, AlphaCore Capital LLC boosted its stake in Thermo Fisher Scientific by 4.2% in the fourth quarter. AlphaCore Capital LLC now owns 2,915 shares of the medical research company's stock worth $1,689,000 after purchasing an additional 118 shares in the last quarter. 89.23% of the stock is currently owned by institutional investors.

Insider Activity

In other Thermo Fisher Scientific news, COO Gianluca Pettiti sold 400 shares of the stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $462.66, for a total value of $185,064.00. Following the completion of the sale, the chief operating officer directly owned 25,051 shares in the company, valued at $11,590,095.66. This represents a 1.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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, CEO Marc N. Casper sold 5,000 shares of the 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 $63,499,170. This trade represents a 3.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.33% of the company's stock.

Thermo Fisher Scientific News Roundup

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

• Positive Sentiment: Jefferies updated its “Franchise Picks” list of highest-conviction buy-rated stocks, and Thermo Fisher Scientific was included among names viewed favorably by the broker. Jefferies updates its list of highest-conviction Buy-rated stocks
• Positive Sentiment: Thermo Fisher announced a new bioanalytical and biomarker laboratory in Gothenburg, Sweden, expanding its PPD Clinical Research business and strengthening its global drug-development support capabilities. Thermo Fisher Scientific’s PPD Clinical Research Business Expands Bioanalytical Capabilities with New Laboratory in Gothenburg, Sweden
• Positive Sentiment: A market outlook report highlighted the life science instrumentation market as a growth area through 2031, naming Thermo Fisher as a leading player alongside peers like Danaher and Agilent. Life Science Instrumentation Market Forecast Report 2025-2031
• Positive Sentiment: Wall Street analysts continue to view Thermo Fisher Scientific favorably, with coverage pointing to a “Moderate Buy” consensus and a constructive longer-term outlook. Thermo Fisher Scientific Inc. Receives Average Rating of "Moderate Buy" from Brokerages
• Neutral Sentiment: Several articles focused on TMO’s recent share-price weakness and valuation debate, reflecting investor caution rather than a clear new fundamental catalyst. Thermo Fisher Scientific (TMO) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Thermo Fisher also drew attention for opening a Bioprocess Design Center in Plainville, Massachusetts, which supports long-term innovation but is not likely to move the stock immediately. Thermo Fisher Scientific Inc. Unveils Bioprocess Design Center to Develop Life-Changing Therapies
• Negative Sentiment: A broader market selloff tied to hotter-than-expected PPI inflation pressured Thermo Fisher along with other healthcare and pharma names, adding to recent stock weakness. Thermo Fisher, Dentsply Sirona, Collegium Pharmaceutical, and Halozyme Therapeutics Stocks Trade Down, What You Need To Know

Analyst Upgrades and Downgrades

A number of equities analysts have commented on TMO shares. UBS Group reissued a "neutral" rating and issued a $615.00 price objective on shares of Thermo Fisher Scientific in a research note on Friday, January 30th. Stifel Nicolaus reduced their price objective on Thermo Fisher Scientific from $700.00 to $600.00 and set a "buy" rating on the stock in a research note on Friday, April 24th. Citigroup boosted their price objective on Thermo Fisher Scientific from $660.00 to $685.00 and gave the stock a "buy" rating in a research note on Friday, January 30th. Robert W. Baird reduced their price objective on Thermo Fisher Scientific from $653.00 to $639.00 and set an "outperform" rating on the stock in a research note on Friday, April 24th. Finally, Wells Fargo & Company reduced their price objective on Thermo Fisher Scientific from $675.00 to $615.00 and set an "overweight" rating on the stock in a research note on Friday, May 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $616.10.

Thermo Fisher Scientific Trading Up 0.9%

NYSE:TMO opened at $442.16 on Tuesday. Thermo Fisher Scientific Inc. has a 1-year low of $385.46 and a 1-year high of $643.99. The business's 50-day moving average price is $484.46 and its two-hundred day moving average price is $541.15. The company has a current ratio of 1.53, a quick ratio of 1.15 and a debt-to-equity ratio of 0.77. The firm has a market capitalization of $164.31 billion, a price-to-earnings ratio of 24.31, a PEG ratio of 1.94 and a beta of 0.88.

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 the consensus estimate 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 firm had revenue of $11.01 billion for the quarter, compared to analyst estimates of $10.86 billion. During the same quarter in the prior year, the firm posted $5.15 earnings per share. The company'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. On average, equities analysts expect that Thermo Fisher Scientific Inc. will post 24.86 earnings per share for the current year.

Thermo Fisher Scientific Increases Dividend

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

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.

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