Compass Capital Management Inc. Invests $52.64 Million in Thermo Fisher Scientific Inc. $TMO

Key Points

• Compass Capital Management purchased 104,987 shares of Thermo Fisher Scientific worth approximately $52.64 million, making TMO its 14th-largest holding and 3.2% of its portfolio.
• Thermo Fisher reported quarterly EPS of $6.03, beating estimates of $5.71, while revenue rose 10.5% year over year to $11.99 billion. The company also maintained FY 2026 guidance of $24.93–$25.33 in EPS.
• Analysts have a “Moderate Buy” consensus rating and an average price target of $619.41, compared with the stock’s reported opening price of $590.00; insiders sold about $30.6 million of shares over the past 90 days.

Compass Capital Management Inc. purchased a new stake in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 104,987 shares of the medical research company's stock, valued at approximately $52,636,000. Thermo Fisher Scientific comprises about 3.2% of Compass Capital Management Inc.'s investment portfolio, making the stock its 14th biggest position.

Several other hedge funds and other institutional investors also recently bought and sold shares of TMO. Avise Financial Cooperative Inc. acquired a new position in Thermo Fisher Scientific in the 2nd quarter valued at about $218,000. Roman Butler Fullerton & Co. acquired a new position in shares of Thermo Fisher Scientific during the second quarter worth about $329,000. Simplicity Wealth LLC purchased a new position in Thermo Fisher Scientific during the second quarter worth about $933,000. Baxter Bros Inc. purchased a new stake in Thermo Fisher Scientific in the 2nd quarter valued at approximately $9,439,000. Finally, Trivium Point Advisory LLC acquired a new position in Thermo Fisher Scientific during the 2nd quarter worth approximately $4,150,000. 89.23% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CAO Joseph R. Holmes sold 420 shares of the firm's stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $584.81, for a total transaction of $245,620.20. Following the completion of the transaction, the chief accounting officer directly owned 2,966 shares of the company's stock, valued at $1,734,546.46. This trade represents a 12.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Gianluca Pettiti sold 400 shares of the company's stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $565.00, for a total value of $226,000.00. Following the completion of the sale, the chief operating officer directly owned 24,651 shares in the company, valued at approximately $13,927,815. The trade was a 1.60% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 52,053 shares of company stock valued at $30,643,589. Corporate insiders own 0.33% of the company's stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on TMO. Evercore set a $570.00 price objective on Thermo Fisher Scientific in a report on Monday, July 6th. HSBC lowered shares of Thermo Fisher Scientific from a "buy" rating to a "hold" rating and decreased their target price for the stock from $670.00 to $540.00 in a research report on Wednesday, June 3rd. Wells Fargo & Company cut their price target on shares of Thermo Fisher Scientific from $675.00 to $615.00 and set an "overweight" rating for the company in a report on Friday, May 8th. Jefferies Financial Group reiterated a "buy" rating and issued a $630.00 price objective on shares of Thermo Fisher Scientific in a research note on Thursday, July 23rd. Finally, Sanford C. Bernstein initiated coverage on shares of Thermo Fisher Scientific in a research report on Friday, June 26th. They set a "market perform" rating and a $520.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and six have issued a Hold rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $619.41.

Thermo Fisher Scientific Stock Up 0.8%

TMO opened at $590.00 on Wednesday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.18 and a current ratio of 1.55. The company has a market cap of $218.15 billion, a price-to-earnings ratio of 31.74, a PEG ratio of 2.39 and a beta of 0.84. Thermo Fisher Scientific Inc. has a one year low of $435.27 and a one year high of $643.99. The business's fifty day moving average is $533.64 and its two-hundred day moving average is $508.36.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The medical research company reported $6.03 earnings per share (EPS) for the quarter, topping 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 business's revenue was up 10.5% on a year-over-year basis. During the same quarter 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. Analysts anticipate that Thermo Fisher Scientific Inc. will post 25.12 EPS for the current fiscal year.

Thermo Fisher Scientific Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Tuesday, September 15th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Tuesday, September 15th. 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.

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