Hudson Value Partners LLC Acquires New Shares in Thermo Fisher Scientific Inc. $TMO

Hudson Value Partners LLC bought a new position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 9,258 shares of the medical research company’s stock, valued at approximately $3,754,000.

A number of other large investors have also recently added to or reduced their stakes in the company. Community Financial Services Group LLC increased its holdings in Thermo Fisher Scientific by 6.4% during the 2nd quarter. Community Financial Services Group LLC now owns 743 shares of the medical research company’s stock worth $301,000 after purchasing an additional 45 shares in the last quarter. B.O.S.S. Retirement Advisors LLC increased its holdings in Thermo Fisher Scientific by 10.1% during the 2nd quarter. B.O.S.S. Retirement Advisors LLC now owns 590 shares of the medical research company’s stock worth $239,000 after purchasing an additional 54 shares in the last quarter. Trust Co. of Vermont increased its holdings in Thermo Fisher Scientific by 0.3% during the 2nd quarter. Trust Co. of Vermont now owns 46,616 shares of the medical research company’s stock worth $18,901,000 after purchasing an additional 126 shares in the last quarter. Bartlett & CO. Wealth Management LLC increased its holdings in Thermo Fisher Scientific by 0.5% during the 2nd quarter. Bartlett & CO. Wealth Management LLC now owns 190,864 shares of the medical research company’s stock worth $77,459,000 after purchasing an additional 912 shares in the last quarter. Finally, Ninety One UK Ltd increased its holdings in Thermo Fisher Scientific by 41.6% during the 2nd quarter. Ninety One UK Ltd now owns 805,793 shares of the medical research company’s stock worth $326,717,000 after purchasing an additional 236,748 shares in the last quarter. Institutional investors own 89.23% of the company’s stock.

Thermo Fisher Scientific Trading Up 9.6%

Shares of NYSE:TMO opened at $531.69 on Thursday. Thermo Fisher Scientific Inc. has a 52-week low of $385.46 and a 52-week high of $616.57. The company has a market capitalization of $200.77 billion, a P/E ratio of 30.75, a price-to-earnings-growth ratio of 2.63 and a beta of 0.77. The company has a 50-day simple moving average of $480.27 and a 200 day simple moving average of $447.56. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.50 and a current ratio of 1.93.

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

Thermo Fisher Scientific Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Monday, September 15th will be given a dividend of $0.43 per share. The ex-dividend date is Monday, September 15th. This represents a $1.72 annualized dividend and a yield of 0.3%. Thermo Fisher Scientific’s dividend payout ratio (DPR) is 9.95%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Hsbc Global Res downgraded shares of Thermo Fisher Scientific from a “strong-buy” rating to a “hold” rating in a research note on Thursday, July 24th. Wall Street Zen downgraded shares of Thermo Fisher Scientific from a “buy” rating to a “hold” rating in a research note on Sunday, September 7th. UBS Group increased their price objective on shares of Thermo Fisher Scientific from $460.00 to $500.00 and gave the stock a “neutral” rating in a research note on Thursday, July 24th. Evercore ISI reduced their price objective on shares of Thermo Fisher Scientific from $500.00 to $480.00 and set an “outperform” rating for the company in a research note on Tuesday, July 8th. Finally, HSBC restated a “hold” rating and set a $510.00 price objective on shares of Thermo Fisher Scientific in a research note on Thursday, July 24th. Fifteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $583.53.

Insiders Place Their Bets

In other Thermo Fisher Scientific news, CAO Joseph R. Holmes sold 385 shares of the firm’s stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $492.63, for a total transaction of $189,662.55. Following the completion of the sale, the chief accounting officer directly owned 2,319 shares in the company, valued at $1,142,408.97. This trade represents a 14.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Gianluca Pettiti sold 400 shares of the firm’s stock in a transaction that occurred on Friday, July 25th. The stock was sold at an average price of $479.98, for a total transaction of $191,992.00. Following the sale, the executive vice president owned 22,367 shares of the company’s stock, valued at $10,735,712.66. This trade represents a 1.76% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 30,066 shares of company stock worth $14,182,963 over the last three months. Insiders own 0.33% of the company’s stock.

Thermo Fisher Scientific Company Profile

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.