Varma Mutual Pension Insurance Co Sells 2,700 Shares of Thermo Fisher Scientific Inc. $TMO

Key Points

• Varma Mutual Pension Insurance Co. sold 2,700 shares of Thermo Fisher (a 4.1% reduction) in Q4, leaving it with 63,217 shares valued at approximately $36.63 million.
• Thermo Fisher beat quarterly estimates (EPS $5.44 vs. $5.25; revenue $11.01B vs. $10.86B), set FY2026 guidance of 24.64–25.12 EPS, and holds a consensus Buy rating with a $623.05 target.
• The company raised its quarterly dividend to $0.47 ($1.88 annualized), and insiders have sold 5,800 shares in the past three months, including CEO Marc Casper's sale of 5,000 shares.

Varma Mutual Pension Insurance Co decreased its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 4.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 63,217 shares of the medical research company's stock after selling 2,700 shares during the quarter. Varma Mutual Pension Insurance Co's holdings in Thermo Fisher Scientific were worth $36,631,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in TMO. Howard Capital Management Inc. raised its holdings in shares of Thermo Fisher Scientific by 0.5% in the 4th quarter. Howard Capital Management Inc. now owns 3,091 shares of the medical research company's stock valued at $1,791,000 after purchasing an additional 16 shares in the last quarter. Petros Family Wealth LLC raised its holdings in shares of Thermo Fisher Scientific by 3.9% in the 4th quarter. Petros Family Wealth LLC now owns 456 shares of the medical research company's stock valued at $264,000 after purchasing an additional 17 shares in the last quarter. Salomon & Ludwin LLC raised its holdings in shares of Thermo Fisher Scientific by 1.6% in the 4th quarter. Salomon & Ludwin LLC now owns 1,095 shares of the medical research company's stock valued at $669,000 after purchasing an additional 17 shares in the last quarter. Financial Management Network Inc. raised its holdings in shares of Thermo Fisher Scientific by 3.7% in the 3rd quarter. Financial Management Network Inc. now owns 511 shares of the medical research company's stock valued at $248,000 after purchasing an additional 18 shares in the last quarter. Finally, Pallas Capital Advisors LLC raised its position in shares of Thermo Fisher Scientific by 1.5% in the 4th quarter. Pallas Capital Advisors LLC now owns 1,256 shares of the medical research company's stock worth $728,000 after acquiring an additional 18 shares in the last quarter. Institutional investors own 89.23% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on TMO shares. Wall Street Zen raised Thermo Fisher Scientific from a "hold" rating to a "buy" rating in a research report on Saturday, February 28th. Citigroup boosted their price target on Thermo Fisher Scientific from $660.00 to $685.00 and gave the stock a "buy" rating in a research report on Friday, January 30th. Robert W. Baird cut their price objective on shares of Thermo Fisher Scientific from $653.00 to $639.00 and set an "outperform" rating on the stock in a research report on Friday, April 24th. Jefferies Financial Group raised shares of Thermo Fisher Scientific to a "strong-buy" rating in a research report on Friday, April 24th. Finally, Evercore reaffirmed an "outperform" rating and issued a $650.00 price objective on shares of Thermo Fisher Scientific in a research report on Monday, January 5th. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus target price of $623.05.

Thermo Fisher Scientific Stock Up 0.0%

Shares of Thermo Fisher Scientific stock opened at $469.39 on Monday. The firm's 50 day moving average price is $496.11 and its 200-day moving average price is $548.03. The company has a quick ratio of 1.15, a current ratio of 1.53 and a debt-to-equity ratio of 0.77. Thermo Fisher Scientific Inc. has a 52-week low of $385.46 and a 52-week high of $643.99. The company has a market cap of $174.43 billion, a P/E ratio of 25.80, a PEG ratio of 2.08 and a beta of 0.88.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The medical research company reported $5.44 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $5.25 by $0.19. The firm 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%. The company's quarterly revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.15 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. On average, sell-side analysts predict that Thermo Fisher Scientific Inc. will post 24.85 EPS for the current fiscal year.

Thermo Fisher Scientific Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Friday, March 13th were given a dividend of $0.47 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $1.88 annualized dividend and a yield of 0.4%. This is a boost from Thermo Fisher Scientific's previous quarterly dividend of $0.43. Thermo Fisher Scientific's payout ratio is presently 10.34%.

Insider Activity at Thermo Fisher Scientific

In other Thermo Fisher Scientific news, CEO Marc N. Casper sold 5,000 shares of the business's stock in a transaction that occurred on Wednesday, March 4th. The shares were 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 of the company's stock, valued at approximately $63,499,170. The trade was a 3.88% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Gianluca Pettiti sold 400 shares of the business's stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $462.66, for a total transaction of $185,064.00. Following the sale, the chief operating officer directly owned 25,051 shares in the company, valued at approximately $11,590,095.66. This represents a 1.57% decrease in their position. 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 three months, insiders have sold 5,800 shares of company stock worth $2,963,544. 0.33% of the stock is owned by insiders.

About Thermo Fisher Scientific

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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