S.E.E.D. Planning Group LLC Trims Position in Thermo Fisher Scientific Inc. $TMO

Key Points

• S.E.E.D. Planning Group LLC reduced its Thermo Fisher Scientific stake by 14.9% in the third quarter, selling 4,059 shares and retaining 23,215 shares valued at approximately $15.7 million. Institutional investors own 89.23% of TMO.
• Thermo Fisher reported stronger-than-expected quarterly results, with EPS of $6.03 and revenue of $11.99 billion, while revenue rose 10.5% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $633.13.
• TMO shares recently traded at $663.21, up 1%, but insiders have sold 73,768 shares worth $44.1 million over the past 90 days. The company also declared a quarterly dividend of $0.47 per share, representing a 0.3% yield.

S.E.E.D. Planning Group LLC cut its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 14.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,215 shares of the medical research company's stock after selling 4,059 shares during the quarter. Thermo Fisher Scientific accounts for about 3.7% of S.E.E.D. Planning Group LLC's investment portfolio, making the stock its 8th largest holding. S.E.E.D. Planning Group LLC's holdings in Thermo Fisher Scientific were worth $15,671,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of TMO. BlackRock Inc. bought a new position in shares of Thermo Fisher Scientific in the second quarter worth approximately $15,501,867,000. State Street Corp grew its holdings in Thermo Fisher Scientific by 1.4% in the 4th quarter. State Street Corp now owns 16,613,761 shares of the medical research company's stock worth $9,633,991,000 after acquiring an additional 229,630 shares during the last quarter. Bank of New York Mellon Corp purchased a new position in shares of Thermo Fisher Scientific in the second quarter valued at about $1,974,561,000. Bank of America Corp DE bought a new position in shares of Thermo Fisher Scientific during the second quarter valued at about $1,952,930,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Thermo Fisher Scientific by 0.6% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,428,731 shares of the medical research company's stock worth $1,407,328,000 after purchasing an additional 13,728 shares during the period. 89.23% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Thermo Fisher Scientific

In other news, EVP Michael Shafer sold 25,500 shares of Thermo Fisher Scientific stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $600.00, for a total transaction of $15,300,000.00. Following the completion of the transaction, the executive vice president directly owned 20,994 shares in the company, valued at approximately $12,596,400. This trade represents a 54.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Marc Casper sold 10,000 shares of the business's stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $629.27, for a total value of $6,292,700.00. Following the completion of the sale, the chief executive officer directly owned 123,925 shares in the company, valued at approximately $77,982,284.75. This represents a 7.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 73,768 shares of company stock valued at $44,122,820. 0.33% of the stock is currently owned by company insiders.

Key Thermo Fisher Scientific News

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

• Positive Sentiment: Investor commentary from ClearBridge highlights Thermo Fisher’s strong third-quarter guidance, broadening demand and potential for a multi-year growth outlook. The company’s exposure to pharmaceutical services, biotechnology and research spending supports the bullish thesis. Thermo Fisher Scientific Strong Q3 Guidance and Broadening Demand Support Multi-Year Outlook
• Positive Sentiment: Thermo Fisher’s clinical research business agreed to support Quantum BioPharma’s Phase 2 multiple sclerosis trial. The contract adds business for PPD and reinforces Thermo Fisher’s role as a contract research and drug-development partner, although the financial impact is not disclosed. Thermo Fisher to Support Quantum Biopharma Trial
• Positive Sentiment: At CPHI Milan 2026, Thermo Fisher is showcasing expanded drug-development, manufacturing and clinical capabilities, including its OSD Express solution. The initiatives could improve customer retention and create additional growth in outsourced pharmaceutical services. Thermo Fisher CPHI Milan 2026 Solutions
• Neutral Sentiment: A Zacks review says growth is being supported by innovation, acquisitions and strength across end markets. However, the article characterizes the outlook as balanced because investors must also consider macroeconomic uncertainty and foreign-exchange exposure. Is This the Right Time to Add TMO Stock to Your Portfolio?
• Negative Sentiment: TMO recently fell roughly 4% in a session and again in after-hours trading, indicating profit-taking or risk reduction despite favorable company commentary. Its elevated valuation makes the shares sensitive to changes in growth expectations, interest rates and market sentiment. Thermo Fisher Scientific Drops 4.2 Percent

Analysts Set New Price Targets

A number of research firms have commented on TMO. HSBC raised Thermo Fisher Scientific from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, September 1st. Jefferies Financial Group reissued a "buy" rating and set a $630.00 target price on shares of Thermo Fisher Scientific in a research note on Thursday, July 23rd. Morgan Stanley raised their price target on Thermo Fisher Scientific from $620.00 to $650.00 and gave the stock an "overweight" rating in a research note on Friday, July 24th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $720.00 price objective on shares of Thermo Fisher Scientific in a research report on Friday, September 25th. Finally, Citigroup lowered shares of Thermo Fisher Scientific from a "buy" rating to an "underperform" rating in a report on Wednesday, September 9th. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $633.13.

Thermo Fisher Scientific Stock Up 1.0%

TMO stock traded up $6.62 during midday trading on Wednesday, hitting $663.21. The stock had a trading volume of 881,876 shares, compared to its average volume of 2,246,750. The business has a 50-day moving average of $622.56 and a two-hundred day moving average of $537.94. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.55 and a quick ratio of 1.18. The firm has a market cap of $245.22 billion, a price-to-earnings ratio of 35.68, a price-to-earnings-growth ratio of 2.83 and a beta of 0.87. Thermo Fisher Scientific Inc. has a 52-week low of $435.27 and a 52-week high of $694.33.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last announced its 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. The firm had revenue of $11.99 billion for the quarter, compared to analysts' expectations of $11.71 billion. Thermo Fisher Scientific had a net margin of 15.04% and a return on equity of 17.09%. The company's quarterly revenue was up 10.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.28 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. As a group, equities research analysts forecast that Thermo Fisher Scientific Inc. will post 25.13 earnings per share for the current fiscal year.

Thermo Fisher Scientific Dividend Announcement

The firm also recently disclosed 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 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Tuesday, September 15th. Thermo Fisher Scientific's dividend payout ratio is 10.11%.

Thermo Fisher Scientific Company Profile

Thermo Fisher Scientific Inc is a global provider of laboratory products, analytical instruments, reagents, consumables, software and services. Its offerings support research, drug discovery and development, clinical diagnostics, biotechnology and pharmaceutical manufacturing, as well as environmental, industrial and other applied markets.

The company's portfolio includes mass spectrometers, genetic analysis and sequencing systems, electron microscopes, chromatography equipment, laboratory plastics, cell culture products, antibodies, protein and molecular biology reagents, and diagnostic testing solutions.

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