Thermo Fisher Scientific Inc. $TMO Stock Position Trimmed by Professional Advisory Services Inc.

Key Points

• Professional Advisory Services cut its Thermo Fisher Scientific stake by 21.9% in the third quarter, selling 14,207 shares and retaining 50,612 shares valued at approximately $34.2 million. Institutional investors collectively own 89.23% of the company.
• Thermo Fisher reported strong quarterly results, with revenue up 10.5% year over year to $11.99 billion and earnings of $6.03 per share, exceeding analyst estimates. The company issued fiscal 2026 earnings guidance of $24.93–$25.33 per share.
• The stock recently fell 1.6% to $651.63, above the analyst consensus price target of $635.55. While analysts maintain a “Moderate Buy” consensus, insider selling and some concerns about elevated valuation remain potential headwinds.

Professional Advisory Services Inc. trimmed its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 21.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 50,612 shares of the medical research company's stock after selling 14,207 shares during the period. Thermo Fisher Scientific comprises 4.0% of Professional Advisory Services Inc.'s investment portfolio, making the stock its 5th biggest holding. Professional Advisory Services Inc.'s holdings in Thermo Fisher Scientific were worth $34,166,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Polaris Financial Partners acquired a new position in shares of Thermo Fisher Scientific during the 3rd quarter worth $32,000. Kilter Group LLC purchased a new stake in Thermo Fisher Scientific during the second quarter worth about $25,000. Legacy Wealth Managment LLC ID increased its holdings in Thermo Fisher Scientific by 78.6% in the first quarter. Legacy Wealth Managment LLC ID now owns 50 shares of the medical research company's stock valued at $25,000 after buying an additional 22 shares in the last quarter. Allied Private Wealth LLC acquired a new stake in shares of Thermo Fisher Scientific during the 2nd quarter valued at approximately $26,000. Finally, MBM Wealth Consultants LLC purchased a new stake in shares of Thermo Fisher Scientific during the 1st quarter worth approximately $29,000. Institutional investors and hedge funds own 89.23% of the company's stock.

Insider Activity at Thermo Fisher Scientific

In other Thermo Fisher Scientific news, EVP Michael D. Shafer sold 25,500 shares of the business's stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $600.00, for a total transaction of $15,300,000.00. Following the completion of the sale, the executive vice president owned 20,994 shares of the company's stock, valued at approximately $12,596,400. The trade was a 54.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Marc N. Casper sold 275 shares of the firm's stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $627.05, for a total value of $172,438.75. Following the completion of the transaction, the chief executive officer owned 123,925 shares in the company, valued at approximately $77,707,171.25. This trade represents a 0.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 73,768 shares of company stock valued at $44,122,820 over the last quarter. 0.33% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Thermo Fisher Scientific

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

• Positive Sentiment: Thermo Fisher helped launch the Digital CMC Consortium, bringing biopharma companies, technology providers and regulators together to establish digital standards for chemistry, manufacturing and controls data. The initiative could support faster drug development, more efficient regulatory reviews and recurring digital lifecycle-management opportunities. What Could Thermo Fisher Scientific Change With Its New Digital CMC Consortium?
• Positive Sentiment: Thermo Fisher’s clinical research business signed an agreement with Quantum BioPharma to support a Phase 2 multiple sclerosis trial for Lucid-MS. The contract reinforces demand for the company’s contract research services, although the near-term financial impact was not disclosed. Quantum BioPharma Enlists Thermo Fisher’s Clinical Research Business
• Neutral Sentiment: Industry reports project strong long-term growth in pharmaceutical contract research, PCR testing and cell-based assay markets, where Thermo Fisher is a major participant. These reports improve the sector’s growth backdrop but do not represent new company guidance or orders. Pharmaceutical CRO Market Forecasts Growth PCR Market Report Forecasts Growth
• Negative Sentiment: Profit-taking is likely after a strong rally supported by Thermo Fisher’s prior earnings beat. With the next results approaching, investors may be waiting for confirmation that biopharma and laboratory spending remain strong enough to justify the stock’s elevated valuation.
• Negative Sentiment: Quiver Quantitative reported that insiders made no open-market purchases and recorded 94 sales over the past six months, including substantial sales by senior executives. Recent analyst price targets cited in the report were generally below the prevailing share price, which may reinforce valuation concerns. The data should be interpreted cautiously because insider sales can reflect compensation and diversification.

Thermo Fisher Scientific Trading Down 1.6%

TMO traded down $10.43 during midday trading on Thursday, hitting $651.63. The company's stock had a trading volume of 2,585,462 shares, compared to its average volume of 2,253,558. Thermo Fisher Scientific Inc. has a 52-week low of $435.27 and a 52-week high of $694.33. The firm has a 50-day moving average price of $625.73 and a two-hundred day moving average price of $540.54. The company has a current ratio of 1.55, a quick ratio of 1.18 and a debt-to-equity ratio of 0.74. The firm has a market cap of $240.94 billion, a P/E ratio of 35.05, a PEG ratio of 2.75 and a beta of 0.87.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The medical research company reported $6.03 earnings per share for the quarter, topping the consensus estimate of $5.71 by $0.32. Thermo Fisher Scientific had a net margin of 15.04% and a return on equity of 17.09%. The business had revenue of $11.99 billion for the quarter, compared to analyst estimates of $11.71 billion. During the same period in the prior year, the firm posted $4.28 EPS. The company's revenue was up 10.5% on a year-over-year basis. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. On average, research analysts anticipate that Thermo Fisher Scientific Inc. will post 25.13 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts have commented on the company. Piper Sandler assumed coverage on Thermo Fisher Scientific in a research report on Wednesday, September 9th. They set an "overweight" rating on the stock. Sanford C. Bernstein began coverage on shares of Thermo Fisher Scientific in a research report on Friday, June 26th. They issued a "market perform" rating and a $520.00 price objective on the stock. Royal Bank Of Canada raised their target price on shares of Thermo Fisher Scientific from $490.00 to $580.00 and gave the company a "sector perform" rating in a report on Friday, July 24th. Wells Fargo & Company downgraded shares of Thermo Fisher Scientific from an "overweight" rating to an "underweight" rating in a report on Wednesday, September 9th. Finally, Scotiabank began coverage on shares of Thermo Fisher Scientific in a research report on Wednesday, September 9th. They issued an "outperform" rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Thermo Fisher Scientific has a consensus rating of "Moderate Buy" and an average price target of $635.55.

Thermo Fisher Scientific 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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