Thermo Fisher Scientific Inc. $TMO Holdings Lessened by Boston Trust Walden Corp

Key Points

• Boston Trust Walden cut its Thermo Fisher stake by 5.6% in the third quarter, selling 3,314 shares and ending the period with 56,149 shares valued at about $37.9 million.
• Thermo Fisher beat quarterly estimates, reporting adjusted earnings of $6.68 per share and revenue of $12.14 billion; revenue rose 9.1% year over year.
• Company insiders sold 50,046 shares worth about $30.8 million over the past 90 days. Analysts’ average rating was “Moderate Buy,” with an average price target of $683.64.

Boston Trust Walden Corp lowered its stake in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 5.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,149 shares of the medical research company's stock after selling 3,314 shares during the period. Boston Trust Walden Corp's holdings in Thermo Fisher Scientific were worth $37,903,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in TMO. Bank OZK acquired a new stake in Thermo Fisher Scientific in the second quarter valued at about $1,096,000. Ausdal Financial Partners Inc. purchased a new position in shares of Thermo Fisher Scientific during the 2nd quarter worth approximately $456,000. BlackRock Inc. purchased a new position in shares of Thermo Fisher Scientific during the 2nd quarter worth approximately $15,501,867,000. German American Bancorp Inc. acquired a new stake in shares of Thermo Fisher Scientific in the 2nd quarter valued at approximately $4,920,000. Finally, Parallax Volatility Advisers L.P. purchased a new stake in shares of Thermo Fisher Scientific in the second quarter valued at approximately $814,000. Hedge funds and other institutional investors own 89.23% of the company's stock.

Insider Activity at Thermo Fisher Scientific

In other Thermo Fisher Scientific news, CEO Marc N. Casper sold 10,000 shares of the company's stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $629.27, for a total value of $6,292,700.00. Following the completion of the transaction, the chief executive officer directly owned 123,925 shares of the company's stock, valued at $77,982,284.75. This represents a 7.47% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Lisa P. Britt sold 11,440 shares of the stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $613.12, for a total value of $7,014,092.80. Following the completion of the transaction, the vice president directly owned 14,784 shares of the company's stock, valued at $9,064,366.08. This represents a 43.62% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 50,046 shares of company stock worth $30,779,192. 0.33% of the stock is currently owned by corporate insiders.

Thermo Fisher Scientific Price Performance

Thermo Fisher Scientific stock opened at $677.28 on Friday. The stock has a market capitalization of $250.95 billion, a P/E ratio of 28.57, a P/E/G ratio of 2.88 and a beta of 0.84. Thermo Fisher Scientific Inc. has a 12-month low of $435.27 and a 12-month high of $712.17. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.81 and a quick ratio of 1.41. The firm's 50-day moving average is $659.74 and its two-hundred day moving average is $554.40.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last released its earnings results on Wednesday, October 21st. The medical research company reported $6.68 EPS for the quarter, beating the consensus estimate of $6.40 by $0.28. Thermo Fisher Scientific had a return on equity of 17.33% and a net margin of 14.94%. The firm had revenue of $12.14 billion during the quarter, compared to analyst estimates of $11.95 billion. During the same period in the prior year, the firm posted $5.79 earnings per share. The business's quarterly revenue was up 9.1% compared to the same quarter last year. Equities analysts predict that Thermo Fisher Scientific Inc. will post 25.26 earnings per share for the current year.

Analysts Set New Price Targets

Several equities research analysts have commented on TMO shares. Jefferies Financial Group restated a "buy" rating and set a $630.00 target price (up from $585.00) on shares of Thermo Fisher Scientific in a research report on Thursday, July 23rd. TD Cowen increased their price target on shares of Thermo Fisher Scientific from $760.00 to $810.00 and gave the company a "buy" rating in a report on Thursday, October 22nd. Piper Sandler assumed coverage on shares of Thermo Fisher Scientific in a research note on Wednesday, September 9th. They issued an "overweight" rating and a $510.00 price objective for the company. Leerink Partners boosted their price objective on shares of Thermo Fisher Scientific from $600.00 to $620.00 and gave the stock an "outperform" rating in a report on Wednesday, July 22nd. Finally, BMO Capital Markets cut shares of Thermo Fisher Scientific to a "market perform" rating in a report on Wednesday, September 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $683.64.

Thermo Fisher Scientific News Summary

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

• Positive Sentiment: The board authorized up to $5 billion in share repurchases, replacing an authorization with $1 billion remaining. The new program has no expiration date and could support shareholder returns and demand for the stock. Thermo Fisher Scientific Authorizes $5 Billion of Share Repurchases
• Positive Sentiment: Thermo Fisher introduced lower-priced qPCR master mixes, positioning its products for labs seeking reliable testing tools while managing budgets. The launch may broaden product appeal, though its near-term financial impact is not specified. Thermo Fisher Scientific Introduces Value-Priced AmpSure Universal qPCR Master Mixes
• Positive Sentiment: An investor-letter report cited improving biopharma spending and said TMO was a strong contributor after a 27% quarterly gain. That supports the demand outlook, but also highlights the stock’s recent run-up. Improving Biopharma Spending Lifts Thermo Fisher
• Neutral Sentiment: Industry reports forecast growth in mRNA manufacturing, protein labeling and Q-TOF mass spectrometry markets, areas relevant to Thermo Fisher. These are broad market projections, not company-specific sales or earnings updates. mRNA Manufacturing Service Market Report 2026
• Negative Sentiment: After substantial recent gains, investors may be taking profits; TMO’s elevated valuation could also make shares sensitive to market expectations. The articles provide no specific deterioration in the company’s outlook to explain the weakness.

Thermo Fisher Scientific Profile

Thermo Fisher Scientific Inc is a global supplier of laboratory products, analytical instruments, reagents, consumables, software and services used in scientific research, healthcare, pharmaceuticals, biotechnology and industrial applications. The company serves customers ranging from academic institutions and government agencies to hospitals, clinical laboratories and pharmaceutical manufacturers.

Its offerings include instruments and systems for genetic analysis, mass spectrometry, chromatography, electron microscopy and materials science, as well as molecular biology reagents, cell culture products, laboratory plastics and research chemicals.

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