Equitable Holdings Inc. Takes Position in Thermo Fisher Scientific Inc. $TMO

Equitable Holdings Inc. acquired a new position in Thermo Fisher Scientific Inc. (NYSE:TMO) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 14,295 shares of the medical research company’s stock, valued at approximately $7,167,000.

Several other institutional investors and hedge funds also recently bought and sold shares of TMO. Legacy Wealth Managment LLC ID grew its holdings in shares of Thermo Fisher Scientific by 78.6% during the 1st quarter. Legacy Wealth Managment LLC ID now owns 50 shares of the medical research company’s stock valued at $25,000 after acquiring an additional 22 shares in the last quarter. Kilter Group LLC acquired a new position in Thermo Fisher Scientific in the 2nd quarter worth about $25,000. Allied Private Wealth LLC acquired a new stake in shares of Thermo Fisher Scientific during the 2nd quarter valued at about $26,000. High Note Wealth LLC increased its holdings in Thermo Fisher Scientific by 170.6% in the fourth quarter. High Note Wealth LLC now owns 46 shares of the medical research company’s stock worth $27,000 after buying an additional 29 shares during the last quarter. Finally, JPL Wealth Management LLC bought a new position in shares of Thermo Fisher Scientific during the 3rd quarter valued at $28,000. Hedge funds and other institutional investors own 89.23% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on TMO shares. Sanford C. Bernstein started 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 target on the stock. KeyCorp reaffirmed an “overweight” rating on shares of Thermo Fisher Scientific in a report on Tuesday, May 26th. Morgan Stanley upped their target price on shares of Thermo Fisher Scientific from $620.00 to $650.00 and gave the company an “overweight” rating in a research note on Friday, July 24th. Barclays upped their price target on Thermo Fisher Scientific from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Friday, July 24th. Finally, Royal Bank Of Canada raised their price objective on shares of Thermo Fisher Scientific from $490.00 to $580.00 and gave the stock a “sector perform” rating in a report on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $619.41.

Insider Activity

In other Thermo Fisher Scientific news, CEO Marc N. Casper sold 10,000 shares of the business’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $629.27, for a total value of $6,292,700.00. Following the completion of the transaction, the chief executive officer directly owned 123,925 shares of the company’s stock, valued at approximately $77,982,284.75. The trade was a 7.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Joseph R. Holmes sold 420 shares of the business’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $584.81, for a total value of $245,620.20. Following the completion of the transaction, the chief accounting officer owned 2,966 shares of the company’s stock, valued at $1,734,546.46. This represents a 12.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 73,768 shares of company stock valued at $44,122,820. Company insiders own 0.33% of the company’s stock.

Thermo Fisher Scientific News Summary

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

• Positive Sentiment: Thermo Fisher introduced the Thermo Scientific EMPAD G2 electron detector, designed to enable faster, high-speed four-dimensional scanning transmission electron microscopy. The product could support demand for the company’s analytical-instrument portfolio and strengthen its position in advanced materials research. Thermo Fisher Scientific Introduces the EMPAD G2 Electron Detector
• Positive Sentiment: A recent analysis examines whether Isora could provide Thermo Fisher with an additional long-term growth opportunity, potentially broadening the company’s exposure to emerging research and laboratory markets. Can Isora Unlock a New Growth Edge?
• Neutral Sentiment: Thermo Fisher’s latest reported quarter showed solid momentum: adjusted EPS of $6.03 exceeded estimates, revenue reached $11.99 billion, and sales increased 10.5% year over year. Fiscal 2026 EPS guidance remains $24.93-$25.33, but much of this strength may already be reflected in the stock’s elevated valuation.
• Neutral Sentiment: Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating, although the average price target of $619.41 is below recent trading levels. Several firms have raised targets toward $650, suggesting optimism but limited upside at the current valuation.
• Negative Sentiment: CEO Marc Casper sold 275 shares for approximately $172,000 after selling 10,000 shares worth about $6.3 million earlier in the month. Both transactions were executed under pre-arranged Rule 10b5-1 plans, reducing their significance as a signal of deteriorating fundamentals, but the sales can still weigh on sentiment.

Thermo Fisher Scientific Stock Down 0.5%

Shares of NYSE:TMO opened at $630.66 on Friday. The company has a 50 day moving average of $555.52 and a 200-day moving average of $511.31. The stock has a market cap of $233.18 billion, a price-to-earnings ratio of 33.92, a P/E/G ratio of 2.58 and a beta of 0.85. Thermo Fisher Scientific Inc. has a one year low of $435.27 and a one year high of $647.00. The company has a debt-to-equity ratio of 0.74, a current ratio of 1.55 and a quick ratio of 1.18.

Thermo Fisher Scientific (NYSE:TMO) last posted its quarterly earnings results on Thursday, July 23rd. The medical research company reported $6.03 earnings per share for the quarter, beating analysts’ consensus estimates of $5.71 by $0.32. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The company had revenue of $11.99 billion for the quarter, compared to the consensus estimate of $11.71 billion. During the same quarter in the prior year, the business posted $4.28 EPS. The firm’s quarterly 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, sell-side analysts forecast that Thermo Fisher Scientific Inc. will post 25.12 earnings per share for the current year.

Thermo Fisher Scientific Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Tuesday, September 15th will be issued a $0.47 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $1.88 annualized dividend and a yield of 0.3%. Thermo Fisher Scientific’s dividend payout ratio (DPR) is 10.11%.

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.