Thermo Fisher Scientific Inc. $TMO Stock Holdings Lessened by Bokf Na

Key Points

• Bokf Na trimmed its stake by 26% in the fourth quarter, reducing holdings to 17,437 shares of Thermo Fisher valued at about $10.1 million.
• Thermo Fisher beat quarterly expectations with EPS of $5.44 (vs. $5.25 est.) and revenue of $11.01 billion (vs. $10.86 billion), and set FY2026 EPS guidance of $24.64–25.12 (consensus ~24.86).
• Insiders sold 5,800 shares worth $2.96M last quarter (CEO Marc Casper sold 5,000 shares; COO Gianluca Pettiti sold 400), and the company raised its quarterly dividend from $0.43 to $0.47 (annualized $1.88, yield ~0.4%).

Bokf Na trimmed its stake in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 26.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,437 shares of the medical research company's stock after selling 6,133 shares during the quarter. Bokf Na's holdings in Thermo Fisher Scientific were worth $10,104,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in TMO. Wellington Management Group LLP raised its position in Thermo Fisher Scientific by 88.9% during the third quarter. Wellington Management Group LLP now owns 2,699,460 shares of the medical research company's stock valued at $1,309,292,000 after acquiring an additional 1,270,191 shares in the last quarter. Bank of New York Mellon Corp raised its position in Thermo Fisher Scientific by 54.7% during the third quarter. Bank of New York Mellon Corp now owns 3,571,857 shares of the medical research company's stock valued at $1,732,422,000 after acquiring an additional 1,262,967 shares in the last quarter. Franklin Resources Inc. raised its position in Thermo Fisher Scientific by 21.0% during the third quarter. Franklin Resources Inc. now owns 5,925,671 shares of the medical research company's stock valued at $2,874,069,000 after acquiring an additional 1,028,125 shares in the last quarter. Corient Private Wealth LLC raised its position in Thermo Fisher Scientific by 89.1% during the second quarter. Corient Private Wealth LLC now owns 1,752,607 shares of the medical research company's stock valued at $720,576,000 after acquiring an additional 825,649 shares in the last quarter. Finally, Capital World Investors grew its holdings in Thermo Fisher Scientific by 7.4% during the third quarter. Capital World Investors now owns 10,285,145 shares of the medical research company's stock valued at $4,988,132,000 after purchasing an additional 706,572 shares during the last quarter. Institutional investors own 89.23% of the company's stock.

Insiders Place Their Bets

In other Thermo Fisher Scientific news, COO Gianluca Pettiti sold 400 shares of Thermo Fisher Scientific stock in a transaction on Monday, April 27th. The shares were sold at an average price of $462.66, for a total transaction of $185,064.00. Following the sale, the chief operating officer owned 25,051 shares in the company, valued at $11,590,095.66. The trade was a 1.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Marc N. Casper sold 5,000 shares of Thermo Fisher Scientific stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $512.40, for a total transaction of $2,562,000.00. Following the sale, the chief executive officer owned 123,925 shares in the company, valued at $63,499,170. This represents a 3.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 5,800 shares of company stock worth $2,963,544 in the last quarter. Corporate insiders own 0.33% of the company's stock.

Thermo Fisher Scientific Trading Up 1.5%

Shares of Thermo Fisher Scientific stock opened at $473.79 on Thursday. The company's fifty day simple moving average is $494.37 and its 200-day simple moving average is $547.16. The company has a market cap of $176.07 billion, a price-to-earnings ratio of 26.05, a PEG ratio of 2.07 and a beta of 0.88. The company has a current ratio of 1.53, a quick ratio of 1.15 and a debt-to-equity ratio of 0.77. Thermo Fisher Scientific Inc. has a 1 year low of $385.46 and a 1 year high of $643.99.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The medical research company reported $5.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.25 by $0.19. The business had revenue of $11.01 billion for the quarter, compared to the consensus estimate of $10.86 billion. Thermo Fisher Scientific had a net margin of 15.15% and a return on equity of 16.86%. Thermo Fisher Scientific's quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the company posted $5.15 earnings per share. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. As a group, sell-side analysts expect that Thermo Fisher Scientific Inc. will post 24.86 EPS for the current year.

Thermo Fisher Scientific Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders 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 annualized dividend and a dividend yield of 0.4%. Thermo Fisher Scientific's dividend payout ratio is 10.34%.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the company. Barclays lowered their price target on Thermo Fisher Scientific from $650.00 to $625.00 and set an "overweight" rating on the stock in a report on Tuesday, April 14th. UBS Group reiterated a "neutral" rating and set a $615.00 price target on shares of Thermo Fisher Scientific in a report on Friday, January 30th. Morgan Stanley reiterated an "overweight" rating and set a $620.00 price target on shares of Thermo Fisher Scientific in a report on Monday, April 27th. Citigroup increased their price target on Thermo Fisher Scientific from $660.00 to $685.00 and gave the company a "buy" rating in a report on Friday, January 30th. Finally, Robert W. Baird lowered their price target on Thermo Fisher Scientific from $653.00 to $639.00 and set an "outperform" rating on the stock in a report on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Buy" and an average target price of $623.05.

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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