YHB Investment Advisors Inc. Raises Position in Thermo Fisher Scientific Inc. $TMO

Key Points

• YHB Investment Advisors Inc. increased its holdings in Thermo Fisher Scientific Inc. by 1.2% during Q2, now owning 47,164 shares valued at $19,124,000, making it the 13th largest holding in their portfolio.
• In recent quarters, several institutional investors significantly boosted their stakes in Thermo Fisher, with Mondrian Investment Partners raising their stake by 146.1% to 214,506 shares valued at $106.74 million.
• Thermo Fisher reported Q2 earnings of $5.36 EPS, exceeding analysts' expectations and driving a revenue increase of 2.9% year-over-year, with a guidance range of 5.460-5.510 EPS for Q3 2025.

YHB Investment Advisors Inc. increased its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 1.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 47,164 shares of the medical research company's stock after purchasing an additional 581 shares during the quarter. Thermo Fisher Scientific accounts for 1.5% of YHB Investment Advisors Inc.'s portfolio, making the stock its 13th biggest holding. YHB Investment Advisors Inc.'s holdings in Thermo Fisher Scientific were worth $19,124,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Revolve Wealth Partners LLC boosted its stake in shares of Thermo Fisher Scientific by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 491 shares of the medical research company's stock worth $255,000 after acquiring an additional 20 shares during the period. Intergy Private Wealth LLC grew its holdings in Thermo Fisher Scientific by 5.8% during the 1st quarter. Intergy Private Wealth LLC now owns 419 shares of the medical research company's stock valued at $208,000 after buying an additional 23 shares in the last quarter. Root Financial Partners LLC increased its stake in Thermo Fisher Scientific by 5.0% in the 1st quarter. Root Financial Partners LLC now owns 506 shares of the medical research company's stock worth $252,000 after acquiring an additional 24 shares during the last quarter. Rossmore Private Capital boosted its position in shares of Thermo Fisher Scientific by 0.5% during the 1st quarter. Rossmore Private Capital now owns 4,652 shares of the medical research company's stock valued at $2,315,000 after acquiring an additional 24 shares during the last quarter. Finally, ARS Wealth Advisors Group LLC grew its stake in shares of Thermo Fisher Scientific by 1.6% in the 1st quarter. ARS Wealth Advisors Group LLC now owns 1,563 shares of the medical research company's stock worth $778,000 after buying an additional 25 shares in the last quarter. 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 400 shares of the firm's stock in a transaction on Friday, September 5th. The stock was sold at an average price of $500.50, for a total value of $200,200.00. Following the completion of the sale, the chief executive officer directly owned 113,762 shares of the company's stock, valued at $56,937,881. This trade represents a 0.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Joseph R. Holmes sold 385 shares of the firm's stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $492.63, for a total transaction of $189,662.55. Following the sale, the chief accounting officer owned 2,319 shares of the company's stock, valued at approximately $1,142,408.97. The trade was a 14.24% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 30,066 shares of company stock valued at $14,182,963. 0.33% of the stock is currently owned by insiders.

Thermo Fisher Scientific Price Performance

Shares of TMO stock traded down $1.08 during mid-day trading on Friday, hitting $480.02. 4,241,401 shares of the stock were exchanged, compared to its average volume of 1,433,914. The firm has a fifty day moving average of $472.01 and a 200 day moving average of $450.02. Thermo Fisher Scientific Inc. has a 52-week low of $385.46 and a 52-week high of $623.77. The company has a market cap of $181.26 billion, a PE ratio of 27.76, a price-to-earnings-growth ratio of 2.56 and a beta of 0.75. The company has a quick ratio of 1.50, a current ratio of 1.93 and a debt-to-equity ratio of 0.65.

Thermo Fisher Scientific (NYSE:TMO - Get Free Report) last issued its quarterly earnings results on Wednesday, July 23rd. The medical research company reported $5.36 EPS for the quarter, topping the consensus estimate of $5.22 by $0.14. The firm had revenue of $10.86 billion during the quarter, compared to analysts' expectations of $10.68 billion. Thermo Fisher Scientific had a return on equity of 16.82% and a net margin of 15.24%.The firm's revenue for the quarter was up 2.9% on a year-over-year basis. During the same period in the previous year, the business earned $5.37 earnings per share. Thermo Fisher Scientific has set its Q3 2025 guidance at 5.460-5.510 EPS. FY 2025 guidance at 22.220-22.840 EPS. Research analysts anticipate that Thermo Fisher Scientific Inc. will post 23.28 earnings per share for the current year.

Thermo Fisher Scientific Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 15th. Stockholders of record on Monday, September 15th will be issued a dividend of $0.43 per share. This represents a $1.72 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Monday, September 15th. Thermo Fisher Scientific's payout ratio is currently 9.95%.

Analysts Set New Price Targets

Several research firms recently weighed in on TMO. UBS Group increased their price target on Thermo Fisher Scientific from $460.00 to $500.00 and gave the company a "neutral" rating in a report on Thursday, July 24th. Hsbc Global Res lowered shares of Thermo Fisher Scientific from a "strong-buy" rating to a "hold" rating in a research note on Thursday, July 24th. Barclays upgraded Thermo Fisher Scientific from an "equal weight" rating to an "overweight" rating and lifted their price target for the company from $490.00 to $550.00 in a report on Thursday, September 11th. Wall Street Zen cut Thermo Fisher Scientific from a "buy" rating to a "hold" rating in a research note on Sunday, September 7th. Finally, Evercore ISI reduced their target price on shares of Thermo Fisher Scientific from $500.00 to $480.00 and set an "outperform" rating for the company in a report on Tuesday, July 8th. Sixteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Thermo Fisher Scientific has an average rating of "Moderate Buy" and an average target price of $588.35.

About Thermo Fisher Scientific

Thermo Fisher Scientific Inc provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in the North America, Europe, Asia-Pacific, and internationally. The company's Life Sciences Solutions segment offers reagents, instruments, and consumables for biological and medical research, discovery, and production of drugs and vaccines, as well as diagnosis of infections and diseases; and solutions include biosciences, genetic sciences, and bio production to pharmaceutical, biotechnology, agricultural, clinical, healthcare, academic, and government markets.