Hudson Value Partners LLC Purchases 3,317 Shares of Thermo Fisher Scientific Inc. $TMO

Key Points

• Hudson Value Partners increased its Thermo Fisher stake by 24.9% in the second quarter, purchasing 3,317 shares and bringing its holdings to 16,653 shares valued at approximately $8.35 million. Institutional investors and hedge funds own 89.23% of the company.
• Thermo Fisher reported strong quarterly results, with EPS of $6.03 and revenue of $11.99 billion, surpassing estimates and increasing revenue 10.5% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $619.41.
• Company insiders have sold 26,553 shares worth about $15.34 million over the past 90 days, though some transactions were made under pre-arranged Rule 10b5-1 plans. Thermo Fisher also declared a quarterly dividend of $0.47 per share, equivalent to a 0.3% yield.

Hudson Value Partners LLC raised its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 24.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,653 shares of the medical research company's stock after buying an additional 3,317 shares during the period. Thermo Fisher Scientific comprises 2.1% of Hudson Value Partners LLC's portfolio, making the stock its 14th biggest position. Hudson Value Partners LLC's holdings in Thermo Fisher Scientific were worth $8,349,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Whitener Capital Management Inc. boosted its stake in Thermo Fisher Scientific by 34.7% in the second quarter. Whitener Capital Management Inc. now owns 912 shares of the medical research company's stock worth $457,000 after purchasing an additional 235 shares in the last quarter. JFS Wealth Advisors LLC raised its holdings in shares of Thermo Fisher Scientific by 18.1% in the second quarter. JFS Wealth Advisors LLC now owns 333 shares of the medical research company's stock valued at $167,000 after buying an additional 51 shares during the last quarter. Tema ETFs LLC lifted its position in Thermo Fisher Scientific by 1.3% during the 2nd quarter. Tema ETFs LLC now owns 13,946 shares of the medical research company's stock worth $6,992,000 after buying an additional 185 shares in the last quarter. Canvas Wealth Advisors LLC grew its holdings in Thermo Fisher Scientific by 9.4% during the 2nd quarter. Canvas Wealth Advisors LLC now owns 939 shares of the medical research company's stock worth $471,000 after acquiring an additional 81 shares during the last quarter. Finally, Fiduciary Financial Group LLC increased its position in Thermo Fisher Scientific by 8.8% in the 2nd quarter. Fiduciary Financial Group LLC now owns 1,123 shares of the medical research company's stock valued at $563,000 after acquiring an additional 91 shares in the last quarter. 89.23% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Wall Street Zen upgraded shares of Thermo Fisher Scientific from a "hold" rating to a "buy" rating in a research report on Saturday, August 1st. Royal Bank Of Canada upped their price objective on Thermo Fisher Scientific from $490.00 to $580.00 and gave the stock a "sector perform" rating in a report on Friday, July 24th. Wolfe Research assumed coverage on Thermo Fisher Scientific in a research report on Tuesday, June 2nd. They issued an "outperform" rating and a $535.00 price objective on the stock. Robert W. Baird cut their price target 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, Evercore set a $570.00 price objective on Thermo Fisher Scientific in a research report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Thermo Fisher Scientific has a consensus rating of "Moderate Buy" and an average price target of $619.41.

Insider Activity

In related news, COO Gianluca Pettiti sold 400 shares of the stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $565.00, for a total transaction of $226,000.00. Following the completion of the sale, the chief operating officer directly owned 24,651 shares of the company's stock, valued at approximately $13,927,815. This represents a 1.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Joseph R. Holmes sold 420 shares of Thermo Fisher Scientific 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 in the company, valued at approximately $1,734,546.46. The trade was a 12.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 26,553 shares of company stock worth $15,343,589 in the last 90 days. Corporate insiders own 0.33% of the company's stock.

Thermo Fisher Scientific News Summary

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

• Positive Sentiment: Thermo Fisher completed Olink Explore HT proteomic analysis of approximately 5,500 samples for The Michael J. Fox Foundation’s Parkinson’s Precision Medicine Initiative. Making the data available to researchers could strengthen adoption of Thermo Fisher’s proteomics platform and support future precision-medicine demand. Thermo Fisher collaborates with The Michael J. Fox Foundation
• Positive Sentiment: A market report projects the non-viral transfection reagents market will grow from $0.89 billion in 2026 to $2.01 billion by 2035, a 9.5% compound annual growth rate. Thermo Fisher’s participation in this market gives investors another potential source of long-term life-sciences growth, though the report does not quantify the company’s expected share. Non-Viral Transfection Reagents Market Report
• Positive Sentiment: Thermo Fisher is targeting 15% to 20% customer-base growth in India over the next five years, supported by expanding biopharmaceutical research and manufacturing. The plan highlights a potentially attractive international growth opportunity for its instruments, services and bioproduction businesses. Thermo Fisher India customer growth
• Positive Sentiment: Recent coverage also highlighted FDA clearance for Thermo Fisher’s multiple myeloma testing platform, potentially broadening its clinical-diagnostics and precision-medicine opportunities among laboratories, hospitals and pharmaceutical companies. Thermo Fisher multiple myeloma platform
• Neutral Sentiment: Coverage of a new vitiligo registry suggests potential benefits for dermatology research and related laboratory workflows, but no specific revenue contribution or commercial agreement was disclosed, limiting the near-term stock impact. New vitiligo registry
• Neutral Sentiment: Articles comparing Thermo Fisher with Danaher, Abbott and Azenta focus on valuation and exposure to a recovery in pharmaceutical and biotechnology research spending rather than announcing new company fundamentals. Thermo Fisher versus Danaher
• Negative Sentiment: CEO Marc Casper and Chief Accounting Officer Joseph Holmes sold shares in transactions conducted under pre-arranged Rule 10b5-1 plans. The planned nature reduces the significance, but insider selling can create modest short-term pressure on investor sentiment. Thermo Fisher insider trading filing

Thermo Fisher Scientific Stock Up 0.7%

NYSE:TMO opened at $604.18 on Wednesday. The firm has a market capitalization of $223.40 billion, a P/E ratio of 32.50, a P/E/G ratio of 2.44 and a beta of 0.85. Thermo Fisher Scientific Inc. has a 12-month low of $435.27 and a 12-month high of $643.99. The stock's fifty day simple moving average is $522.21 and its 200-day simple moving average is $509.48. The company has a quick ratio of 1.18, a current ratio of 1.55 and a debt-to-equity ratio of 0.74.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The medical research company reported $6.03 EPS for the quarter, beating analysts' consensus estimates of $5.71 by $0.32. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The company had revenue of $11.99 billion during the quarter, compared to analysts' expectations of $11.71 billion. During the same period in the prior year, the business posted $4.28 EPS. Thermo Fisher Scientific's revenue was up 10.5% on a year-over-year basis. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. Equities research analysts expect that Thermo Fisher Scientific Inc. will post 25.12 earnings per share for the current year.

Thermo Fisher Scientific Dividend Announcement

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