PFA Pension Forsikringsaktieselskab Purchases New Position in Thermo Fisher Scientific Inc. $TMO

Key Points

• PFA Pension bought a new stake of 221,065 shares in Thermo Fisher worth about $128.98 million in Q4, representing roughly 0.06% of the company.
• Thermo Fisher beat quarterly estimates (EPS $5.44 vs. $5.25; revenue $11.01B vs. $10.86B) and set FY2026 guidance of 24.64–25.12 EPS, while analysts hold a consensus "Buy" rating with a ~$623 price target.
• Corporate insiders have been net sellers recently: CEO Marc Casper sold 5,000 shares (at ~$512.40) and insiders sold a total of 5,800 shares (~$2.96M) over the last 90 days, with insiders owning about 0.33% of the stock.

PFA Pension Forsikringsaktieselskab bought a new position in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 221,065 shares of the medical research company's stock, valued at approximately $128,981,000. PFA Pension Forsikringsaktieselskab owned about 0.06% of Thermo Fisher Scientific as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TMO. Brighton Jones LLC lifted its holdings in Thermo Fisher Scientific by 28.9% in the 4th quarter. Brighton Jones LLC now owns 4,409 shares of the medical research company's stock worth $2,293,000 after purchasing an additional 988 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Thermo Fisher Scientific by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 491 shares of the medical research company's stock worth $255,000 after purchasing an additional 20 shares during the last quarter. Darwin Wealth Management LLC acquired a new stake in Thermo Fisher Scientific in the 2nd quarter worth approximately $170,000. Raymond James Financial Inc. lifted its holdings in Thermo Fisher Scientific by 7.4% in the 2nd quarter. Raymond James Financial Inc. now owns 778,822 shares of the medical research company's stock worth $315,781,000 after purchasing an additional 53,542 shares during the last quarter. Finally, California State Teachers Retirement System lifted its holdings in Thermo Fisher Scientific by 0.4% in the 2nd quarter. California State Teachers Retirement System now owns 602,031 shares of the medical research company's stock worth $244,099,000 after purchasing an additional 2,262 shares during the last quarter. 89.23% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Thermo Fisher Scientific news, 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 value of $2,562,000.00. Following the sale, the chief executive officer directly owned 123,925 shares in the company, valued at $63,499,170. This represents a 3.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, COO Gianluca Pettiti sold 400 shares of the company's stock in a transaction on Monday, April 27th. The shares were 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 owned 25,051 shares in the company, valued at $11,590,095.66. This trade represents a 1.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 5,800 shares of company stock valued at $2,963,544 over the last 90 days. 0.33% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Weiss Ratings restated a "hold (c)" rating on shares of Thermo Fisher Scientific in a report on Wednesday, April 8th. Wall Street Zen upgraded Thermo Fisher Scientific from a "hold" rating to a "buy" rating in a report on Saturday, February 28th. Evercore reiterated an "outperform" rating and set a $650.00 price target on shares of Thermo Fisher Scientific in a report on Monday, January 5th. Robert W. Baird cut their price target on Thermo Fisher Scientific from $653.00 to $639.00 and set an "outperform" rating for the company in a report on Friday, April 24th. Finally, Morgan Stanley reiterated an "overweight" rating and set a $620.00 price target on shares of Thermo Fisher Scientific in a report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and a consensus price target of $623.05.

Thermo Fisher Scientific Stock Performance

Shares of NYSE TMO opened at $469.39 on Friday. The business has a fifty day simple moving average of $496.11 and a 200 day simple moving average of $547.71. 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 $174.43 billion, a price-to-earnings ratio of 25.80, a PEG ratio of 2.12 and a beta of 0.88. Thermo Fisher Scientific Inc. has a one year low of $385.46 and a one year high of $643.99.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last issued its 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 business had revenue of $11.01 billion during 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%.Thermo Fisher Scientific's revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the company posted $5.15 earnings per share. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. Sell-side analysts expect that Thermo Fisher Scientific Inc. will post 24.85 EPS for the current year.

Thermo Fisher Scientific Increases Dividend

The company also recently announced 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 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 dividend on an annualized basis and a dividend yield of 0.4%. Thermo Fisher Scientific's dividend payout ratio is currently 10.34%.

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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