Cornerstone Investment Partners LLC Buys 11,962 Shares of Thermo Fisher Scientific Inc. $TMO

Key Points

• Cornerstone Investment Partners raised its Thermo Fisher stake by 14%, buying 11,962 shares to hold 97,304 shares worth about $56.38 million (2.2% of its portfolio).
• Thermo Fisher beat Q1 expectations with $5.44 adjusted EPS and $11.01B revenue (+6.2% y/y) and set FY2026 guidance of $24.64–$25.12 EPS, while analysts maintain a consensus Buy.
• Company insiders sold stock recently — CEO Marc N. Casper sold 5,000 shares (~$512.40) and EVP Gianluca Pettiti sold 400 shares — with corporate insiders owning about 0.33% of the shares.

Cornerstone Investment Partners LLC boosted its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 14.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 97,304 shares of the medical research company's stock after purchasing an additional 11,962 shares during the period. Thermo Fisher Scientific comprises 2.2% of Cornerstone Investment Partners LLC's portfolio, making the stock its 25th largest holding. Cornerstone Investment Partners LLC's holdings in Thermo Fisher Scientific were worth $56,383,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Wellington Management Group LLP increased its holdings in Thermo Fisher Scientific by 88.9% during 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 buying an additional 1,270,191 shares during the last quarter. Bank of New York Mellon Corp increased its holdings in Thermo Fisher Scientific by 54.7% during 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 buying an additional 1,262,967 shares during the last quarter. Franklin Resources Inc. increased its holdings in Thermo Fisher Scientific by 21.0% during 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 buying an additional 1,028,125 shares during the last quarter. Corient Private Wealth LLC increased its holdings in Thermo Fisher Scientific by 89.1% during 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 buying an additional 825,649 shares during the last quarter. Finally, Capital World Investors increased its holdings in Thermo Fisher Scientific by 7.4% during 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 buying an additional 706,572 shares during the last quarter. Institutional investors own 89.23% of the company's stock.

Insiders Place Their Bets

In related news, EVP Gianluca Pettiti sold 400 shares of the company's stock in a transaction on Monday, February 9th. The shares were sold at an average price of $541.20, for a total transaction of $216,480.00. Following the completion of the transaction, the executive vice president owned 20,752 shares in the company, valued at approximately $11,230,982.40. This represents a 1.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Marc N. Casper sold 5,000 shares of the company's stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $512.40, for a total transaction of $2,562,000.00. Following the transaction, the chief executive officer owned 123,925 shares of the company's stock, valued at approximately $63,499,170. This represents a 3.88% decrease in their position. The SEC filing for this sale provides additional information. 0.33% of the stock is currently owned by corporate insiders.

Thermo Fisher Scientific Stock Performance

Shares of NYSE TMO opened at $469.27 on Monday. The firm has a fifty day moving average price of $499.11 and a 200-day moving average price of $549.62. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.53 and a quick ratio of 1.15. The stock has a market cap of $174.39 billion, a PE ratio of 25.80, a price-to-earnings-growth ratio of 2.33 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.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The medical research company reported $5.44 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $5.25 by $0.19. Thermo Fisher Scientific had a net margin of 15.15% and a return on equity of 16.86%. The firm had revenue of $11.01 billion during the quarter, compared to analysts' expectations of $10.86 billion. During the same period in the prior year, the company posted $5.15 earnings per share. The company's revenue for the quarter was up 6.2% compared to the same quarter last year. 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 earnings per share 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. Investors of record on Friday, March 13th were given a dividend of $0.47 per share. This is a positive change from Thermo Fisher Scientific's previous quarterly dividend of $0.43. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Friday, March 13th. Thermo Fisher Scientific's dividend payout ratio (DPR) is currently 10.34%.

Key Headlines Impacting 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)

Analysts Set New Price Targets

A number of analysts have commented on the stock. TD Cowen reduced their target price on shares of Thermo Fisher Scientific from $696.00 to $683.00 and set a "buy" rating for the company in a report on Friday, January 30th. Robert W. Baird reduced their target price on shares of Thermo Fisher Scientific from $653.00 to $639.00 and set an "outperform" rating for the company in a report on Friday. Stifel Nicolaus reduced their target price on shares of Thermo Fisher Scientific from $700.00 to $600.00 and set a "buy" rating for the company in a report on Friday. Wells Fargo & Company set a $683.00 price objective on shares of Thermo Fisher Scientific in a research note on Friday, January 30th. Finally, Wall Street Zen raised shares of Thermo Fisher Scientific from a "hold" rating to a "buy" rating in a research note on Saturday, February 28th. Two research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Thermo Fisher Scientific currently has a consensus rating of "Buy" and a consensus target price of $625.55.

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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