Generali Investments Management Co LLC Buys 1,104 Shares of Thermo Fisher Scientific Inc. $TMO

Generali Investments Management Co LLC increased its position in Thermo Fisher Scientific Inc. (NYSE:TMO) by 18.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,038 shares of the medical research company’s stock after acquiring an additional 1,104 shares during the quarter. Thermo Fisher Scientific comprises approximately 0.7% of Generali Investments Management Co LLC’s holdings, making the stock its 26th biggest position. Generali Investments Management Co LLC’s holdings in Thermo Fisher Scientific were worth $3,414,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank purchased a new position in Thermo Fisher Scientific during the second quarter valued at $2,264,615,000. Soundwatch Capital LLC bought a new stake in shares of Thermo Fisher Scientific in the 2nd quarter valued at approximately $807,713,000. Flossbach Von Storch SE increased its position in Thermo Fisher Scientific by 93.0% during the second quarter. Flossbach Von Storch SE now owns 2,727,021 shares of the medical research company’s stock valued at $1,105,698,000 after acquiring an additional 1,314,182 shares during the last quarter. Bank of New York Mellon Corp raised its position in Thermo Fisher Scientific by 54.7% in the 3rd 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 purchasing an additional 1,262,967 shares during the period. Finally, EdgePoint Investment Group Inc. lifted its stake in shares of Thermo Fisher Scientific by 282.5% during the 2nd quarter. EdgePoint Investment Group Inc. now owns 1,323,065 shares of the medical research company’s stock worth $536,450,000 after acquiring an additional 977,127 shares during the last quarter. 89.23% of the stock is owned by institutional investors.

Key Headlines Impacting Thermo Fisher Scientific

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

• Positive Sentiment: Board approved a 10% quarterly dividend increase to $0.47/share (payable April 15; record/ex-dividend dates disclosed), supporting yield and shareholder returns. Thermo Fisher Scientific Increases Quarterly Dividend
• Positive Sentiment: Launched TacroType™ pharmacogenetic LDT to guide tacrolimus dosing for transplant patients — a clinical product that can expand addressable market and recurring lab testing revenue if uptake is strong. Thermo Fisher Scientific Introduces New Laboratory Developed Test
• Positive Sentiment: Strategic data partnership (Datavant referenced in coverage) and other data initiatives are drawing investor interest by strengthening Thermo Fisher’s role in accelerating drug development and analytics services. This can boost higher-margin services and long-term stickiness. Valuation Check As Datavant Data Partnership Draws Fresh Investor Interest
• Positive Sentiment: Analysts remain largely bullish — multiple Buy reiterations and high price targets (e.g., William Blair, Stifel) reflect confidence in Thermo Fisher’s franchise and outlook, supporting demand for the stock. Why Analysts Are Closely Watching Thermo Fisher Scientific Inc. (TMO)
• Neutral Sentiment: Industry backdrop: market research forecasts steady mid-single-digit CAGR for laboratory informatics through 2035, suggesting a growing addressable market but gradual revenue ramp for related products/services. Global Laboratory Informatics Market Size/Share Report
• Neutral Sentiment: Coverage pieces note that TMO has slightly outperformed peers over the past year despite an overall pullback in medical-device/life-science stocks — useful context but not a catalyst by itself. How Is Thermo Fisher Scientific’s Stock Performance Compared to Other Medical Devices Stocks?
• Negative Sentiment: Near-term growth profile and valuation are mixed: analysts expect mid-single-digit organic growth and some investors may view the stock as richly valued relative to that cadence, which is a potential drag if execution or margin expansion disappoints. Thermo Fisher Scientific Inc. (TMO) Carries a Mid-Single Digit Organic Growth Forecast

Insider Buying and Selling at Thermo Fisher Scientific

In other Thermo Fisher Scientific news, COO Michel Lagarde sold 22,046 shares of Thermo Fisher Scientific stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $563.56, for a total value of $12,424,243.76. Following the completion of the sale, the chief operating officer directly owned 84,117 shares of the company’s stock, valued at approximately $47,404,976.52. The trade was a 20.77% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Gianluca Pettiti sold 400 shares of Thermo Fisher Scientific stock in a transaction on Monday, February 9th. The shares were sold at an average price of $541.20, for a total value of $216,480.00. Following the completion of the sale, the executive vice president directly owned 20,752 shares of the company’s stock, valued at approximately $11,230,982.40. This represents a 1.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 98,271 shares of company stock valued at $56,920,935 over the last quarter. Corporate insiders own 0.33% of the company’s stock.

Thermo Fisher Scientific Price Performance

Shares of TMO opened at $519.70 on Friday. Thermo Fisher Scientific Inc. has a twelve month low of $385.46 and a twelve month 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. The firm has a market capitalization of $195.26 billion, a price-to-earnings ratio of 29.30, a PEG ratio of 2.96 and a beta of 0.93. The firm’s fifty day simple moving average is $575.17 and its 200-day simple moving average is $547.05.

Thermo Fisher Scientific (NYSE:TMO) last released its quarterly earnings data on Thursday, January 29th. The medical research company reported $6.57 EPS for the quarter, beating analysts’ consensus estimates of $6.45 by $0.12. Thermo Fisher Scientific had a return on equity of 16.92% and a net margin of 15.05%.The business had revenue of $12.22 billion for the quarter, compared to the consensus estimate of $11.95 billion. During the same quarter in the prior year, the business posted $6.10 EPS. The business’s revenue for the quarter was up 7.2% on a year-over-year basis. Equities analysts forecast that Thermo Fisher Scientific Inc. will post 23.28 EPS for the current fiscal year.

Thermo Fisher Scientific declared that its Board of Directors has authorized a share buyback plan on Thursday, November 6th that permits the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization permits the medical research company to reacquire up to 2.4% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s management believes its shares are undervalued.

Thermo Fisher Scientific Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th will be paid a dividend of $0.47 per share. This is a boost from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. The ex-dividend date of this dividend is Friday, March 13th. This represents a $1.88 annualized dividend and a dividend yield of 0.4%. Thermo Fisher Scientific’s dividend payout ratio is presently 9.70%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on TMO. KeyCorp upgraded Thermo Fisher Scientific from a “sector weight” rating to an “overweight” rating and set a $750.00 price objective for the company in a report on Sunday, December 7th. Barclays boosted their target price on shares of Thermo Fisher Scientific from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. The Goldman Sachs Group initiated coverage on Thermo Fisher Scientific in a report on Tuesday, December 9th. They set a “buy” rating and a $685.00 target price for the company. Citigroup increased 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. Finally, UBS Group reissued a “neutral” rating and set a $615.00 price target on shares of Thermo Fisher Scientific in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $633.68.

Thermo Fisher Scientific 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.