Lebenthal Global Advisors LLC Buys New Stake in Thermo Fisher Scientific Inc. $TMO

Lebenthal Global Advisors LLC purchased a new position in Thermo Fisher Scientific Inc. (NYSE:TMO) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,101 shares of the medical research company’s stock, valued at approximately $638,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Wellington Management Group LLP boosted its position in shares of Thermo Fisher Scientific by 88.9% during the 3rd 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 stake in shares of Thermo Fisher Scientific by 54.7% in the third quarter. Bank of New York Mellon Corp now owns 3,571,857 shares of the medical research company’s stock worth $1,732,422,000 after acquiring an additional 1,262,967 shares during the last quarter. Franklin Resources Inc. raised its stake in shares of Thermo Fisher Scientific by 21.0% in the third quarter. Franklin Resources Inc. now owns 5,925,671 shares of the medical research company’s stock worth $2,874,069,000 after acquiring an additional 1,028,125 shares during the last quarter. Corient Private Wealth LLC raised its stake in shares of 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 worth $720,576,000 after buying an additional 825,649 shares during the last quarter. Finally, Capital World Investors raised its stake in shares of 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 worth $4,988,132,000 after buying an additional 706,572 shares during the last quarter. 89.23% of the stock is currently owned by institutional investors and hedge funds.

Thermo Fisher Scientific Trading Down 9.2%

TMO opened at $466.93 on Friday. The company’s 50 day moving average is $499.83 and its 200-day moving average is $549.98. The company has a market cap of $173.52 billion, a P/E ratio of 26.32, a PEG ratio of 2.66 and a beta of 0.97. Thermo Fisher Scientific Inc. has a 1-year low of $385.46 and a 1-year high of $643.99. The company has a current ratio of 1.89, a quick ratio of 1.53 and a debt-to-equity ratio of 0.67.

Thermo Fisher Scientific (NYSE:TMO) last issued its quarterly earnings data on Thursday, April 23rd. The medical research company reported $5.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.25 by $0.19. Thermo Fisher Scientific had a net margin of 15.05% and a return on equity of 16.92%. The business had revenue of $11.01 billion during the quarter, compared to analyst estimates of $10.86 billion. During the same quarter last year, the business earned $5.15 EPS. The firm’s quarterly revenue was up 6.2% on a year-over-year basis. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. Equities research analysts predict that Thermo Fisher Scientific Inc. will post 24.68 earnings per share for the current fiscal year.

Thermo Fisher Scientific Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Friday, March 13th were issued a dividend of $0.47 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $1.88 dividend on an annualized basis and a yield of 0.4%. This is a positive change from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. Thermo Fisher Scientific’s payout ratio is presently 10.60%.

Thermo Fisher Scientific News Summary

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

• Positive Sentiment: Analysts say the pullback may be overdone — TD Cowen reiterated a Buy on TMO, noting solid fundamentals and growth catalysts later in the year, even while trimming its price target. Thermo Fisher Scientific: Stock Pullback Seen as Overdone
• Positive Sentiment: Management raised full?year 2026 guidance (EPS and revenue range), signaling confidence in medium?term demand despite a soft organic start to the year. Thermo Fisher Raises 2026 Outlook Despite First-Quarter Organic Revenue Growth Miss
• Neutral Sentiment: Q1 headline results beat estimates — revenue up ~6% YoY to $11.01B and adjusted EPS of $5.44 — which supports the company’s premium valuation narrative. Thermo Fisher Scientific Reports First Quarter 2026 Results
• Neutral Sentiment: Company flagged modest inflation risk tied to Middle East tensions and noted uneven demand across analytical instruments and specialty diagnostics versus strength in lab products and biopharma services. Thermo Fisher Flags ‘Modest Inflation’ Risk Amid Middle East Tensions
• Negative Sentiment: Market focus landed on weak underlying organic growth and mixed segment trends despite beats; that narrative drove the largest immediate selling pressure after the print. Why Thermo Fisher (TMO) Stock Is Nosediving
• Negative Sentiment: Peer/sector spillover: competitors such as 10x Genomics sold off after TMO’s mixed tone, amplifying downside in life?science tooling names. Why 10x Genomics (TXG) Shares Are Trading Lower Today
• Negative Sentiment: Broader market and tech weakness on the day (risk?off flow) intensified selling pressure on cyclical/health?tech names, compounding stock declines. Stocks Settle Lower on US-Iran Stalemate

Analyst Ratings Changes

A number of research firms have issued reports on TMO. Barclays decreased their target price on Thermo Fisher Scientific from $650.00 to $625.00 and set an “overweight” rating for the company in a research note on Tuesday, April 14th. Weiss Ratings reissued a “hold (c)” rating on shares of Thermo Fisher Scientific in a research report on Wednesday, April 8th. Wells Fargo & Company set a $683.00 price target on shares of Thermo Fisher Scientific in a research report on Friday, January 30th. Robert W. Baird set a $653.00 price target on shares of Thermo Fisher Scientific in a research report on Friday, January 30th. Finally, Stifel Nicolaus increased their price objective on shares of Thermo Fisher Scientific from $583.00 to $700.00 and gave the company a “buy” rating in a research report on Friday, January 9th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $631.25.

Insiders Place Their Bets

In related news, EVP Gianluca Pettiti sold 400 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $541.20, for a total value of $216,480.00. Following the transaction, the executive vice president directly owned 20,752 shares of the company’s stock, valued at approximately $11,230,982.40. The trade was a 1.89% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 transaction of $2,562,000.00. Following the completion of the transaction, the chief executive officer directly owned 123,925 shares in the company, valued at $63,499,170. This trade represents a 3.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.33% of the stock is owned by insiders.

Thermo Fisher Scientific Company 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.