Thermo Fisher Scientific Inc. $TMO Shares Purchased by Munich Reinsurance Co Stock Corp in Munich

Key Points

• Munich Reinsurance Co increased its stake in Thermo Fisher by 60.1% in Q4, acquiring an additional 23,375 shares for a total of 62,250 shares valued at about $36.32 million.
• Thermo Fisher beat Q1 expectations with $5.44 adjusted EPS versus a $5.25 consensus and $11.01B in revenue (up ~6.2% y/y), and raised its FY2026 EPS guidance to $24.64–$25.12.
• Insider selling occurred recently: EVP Gianluca Pettiti sold 400 shares and CEO Marc N. Casper sold 5,000 shares; insiders now own about 0.33% of the company.

Munich Reinsurance Co Stock Corp in Munich increased its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 60.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 62,250 shares of the medical research company's stock after purchasing an additional 23,375 shares during the quarter. Munich Reinsurance Co Stock Corp in Munich's holdings in Thermo Fisher Scientific were worth $36,320,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Assetmark Inc. raised its holdings in shares of Thermo Fisher Scientific by 22.9% in the fourth quarter. Assetmark Inc. now owns 37,654 shares of the medical research company's stock worth $21,819,000 after acquiring an additional 7,023 shares during the last quarter. Cornerstone Investment Partners LLC purchased a new stake in shares of Thermo Fisher Scientific in the third quarter valued at $41,393,000. Weaver Capital Management LLC purchased a new stake in shares of Thermo Fisher Scientific in the third quarter valued at $506,000. Mackenzie Financial Corp grew its position in shares of Thermo Fisher Scientific by 29.4% in the third quarter. Mackenzie Financial Corp now owns 276,545 shares of the medical research company's stock valued at $134,130,000 after purchasing an additional 62,790 shares during the period. Finally, VELA Investment Management LLC grew its position in shares of Thermo Fisher Scientific by 65.5% in the third quarter. VELA Investment Management LLC now owns 9,305 shares of the medical research company's stock valued at $4,513,000 after purchasing an additional 3,683 shares during the period. 89.23% of the stock is owned by institutional investors and hedge funds.

Key Stories 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)

Insider Activity

In related news, EVP Gianluca Pettiti sold 400 shares of the business's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $541.20, for a total value of $216,480.00. Following the transaction, the executive vice president owned 20,752 shares in the company, valued at approximately $11,230,982.40. The trade was a 1.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Marc N. Casper sold 5,000 shares of the business's stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 123,925 shares in the company, valued at approximately $63,499,170. This trade represents a 3.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.33% of the company's stock.

Analyst Ratings Changes

TMO has been the subject of a number of recent analyst reports. Jefferies Financial Group raised Thermo Fisher Scientific to a "strong-buy" rating in a research report on Friday. Wall Street Zen raised Thermo Fisher Scientific from a "hold" rating to a "buy" rating in a research report on Saturday, February 28th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Thermo Fisher Scientific in a research report on Wednesday, April 8th. TD Cowen lowered their price target on Thermo Fisher Scientific from $696.00 to $683.00 and set a "buy" rating for the company in a research report on Friday, January 30th. Finally, DZ Bank began coverage on Thermo Fisher Scientific in a research report on Friday, March 27th. They set a "buy" rating and a $610.00 price target for the company. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Thermo Fisher Scientific presently has a consensus rating of "Buy" and a consensus price target of $625.55.

Thermo Fisher Scientific Price Performance

Shares of NYSE TMO opened at $469.27 on Friday. Thermo Fisher Scientific Inc. has a 1-year low of $385.46 and a 1-year high of $643.99. The business has a 50-day moving average of $499.11 and a 200-day moving average of $549.45. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.53 and a quick ratio of 1.53. The company has a market capitalization of $174.39 billion, a price-to-earnings ratio of 25.80, a PEG ratio of 2.41 and a beta of 0.97.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last issued its earnings results on Thursday, April 23rd. The medical research company reported $5.44 earnings per share for the quarter, topping the consensus estimate of $5.25 by $0.19. Thermo Fisher Scientific had a return on equity of 16.86% and a net margin of 15.15%.The company had revenue of $11.01 billion during the quarter, compared to the consensus estimate of $10.86 billion. During the same quarter in the prior year, the business earned $5.15 earnings per share. The company's revenue 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. On average, equities analysts anticipate that Thermo Fisher Scientific Inc. will post 24.71 EPS for the current fiscal year.

Thermo Fisher Scientific Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 13th were paid a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.4%. This is a positive change from Thermo Fisher Scientific's previous quarterly dividend of $0.43. The ex-dividend date was Friday, March 13th. Thermo Fisher Scientific's payout ratio is presently 10.34%.

Thermo Fisher Scientific 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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