Northside Capital Management LLC Boosts Position in Thermo Fisher Scientific Inc. $TMO

Northside Capital Management LLC grew its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO) by 41.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 32,741 shares of the medical research company’s stock after acquiring an additional 9,519 shares during the period. Thermo Fisher Scientific comprises approximately 1.3% of Northside Capital Management LLC’s holdings, making the stock its 20th biggest holding. Northside Capital Management LLC’s holdings in Thermo Fisher Scientific were worth $16,415,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. High Note Wealth LLC boosted its position in shares of 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 period. Swiss RE Ltd. purchased a new position in Thermo Fisher Scientific in the 4th quarter worth approximately $28,000. Legacy Wealth Managment LLC ID grew its position in Thermo Fisher Scientific by 78.6% in the first 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. Birchwood Financial Partners Inc. purchased a new stake in shares of Thermo Fisher Scientific during the fourth quarter valued at approximately $29,000. Finally, Core Wealth Advisors LLC acquired a new position in shares of Thermo Fisher Scientific during the fourth quarter worth $30,000. 89.23% of the stock is owned by hedge funds and other institutional investors.

Thermo Fisher Scientific Trading Up 0.7%

Shares of NYSE TMO opened at $604.18 on Wednesday. The stock has a market capitalization of $223.40 billion, a P/E ratio of 32.50, a PEG ratio of 2.44 and a beta of 0.85. The stock’s 50 day moving average price is $522.21 and its two-hundred day moving average price is $509.48. The company has a quick ratio of 1.18, a current ratio of 1.55 and a debt-to-equity ratio of 0.74. Thermo Fisher Scientific Inc. has a 52-week low of $435.27 and a 52-week high of $643.99.

Thermo Fisher Scientific (NYSE:TMO) last issued 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 business had revenue of $11.99 billion during the quarter, compared to the consensus estimate of $11.71 billion. During the same period in the previous year, the business earned $4.28 EPS. The business’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, analysts anticipate that Thermo Fisher Scientific Inc. will post 25.12 earnings per share for the current fiscal year.

Thermo Fisher Scientific Announces Dividend

The firm 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 dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Tuesday, September 15th. Thermo Fisher Scientific’s dividend payout ratio is 10.11%.

Insider Buying and Selling at Thermo Fisher Scientific

In other news, CAO Joseph R. Holmes sold 420 shares of Thermo Fisher Scientific stock in a transaction dated 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 directly owned 2,966 shares of the company’s stock, valued at approximately $1,734,546.46. The trade was a 12.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, COO Gianluca Pettiti sold 400 shares of the stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $565.00, for a total transaction of $226,000.00. Following the sale, the chief operating officer owned 24,651 shares in the company, valued at approximately $13,927,815. This trade represents a 1.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 26,553 shares of company stock valued at $15,343,589. Corporate insiders own 0.33% of the company’s stock.

Thermo Fisher Scientific News Roundup

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

• Positive Sentiment: Thermo Fisher completed Olink Explore HT proteomic analysis of approximately 5,500 samples for The Michael J. Fox Foundation’s Parkinson’s Precision Medicine Initiative. Making the data available to researchers could strengthen adoption of Thermo Fisher’s proteomics platform and support future precision-medicine demand. Thermo Fisher collaborates with The Michael J. Fox Foundation
• Positive Sentiment: A market report projects the non-viral transfection reagents market will grow from $0.89 billion in 2026 to $2.01 billion by 2035, a 9.5% compound annual growth rate. Thermo Fisher’s participation in this market gives investors another potential source of long-term life-sciences growth, though the report does not quantify the company’s expected share. Non-Viral Transfection Reagents Market Report
• Positive Sentiment: Thermo Fisher is targeting 15% to 20% customer-base growth in India over the next five years, supported by expanding biopharmaceutical research and manufacturing. The plan highlights a potentially attractive international growth opportunity for its instruments, services and bioproduction businesses. Thermo Fisher India customer growth
• Positive Sentiment: Recent coverage also highlighted FDA clearance for Thermo Fisher’s multiple myeloma testing platform, potentially broadening its clinical-diagnostics and precision-medicine opportunities among laboratories, hospitals and pharmaceutical companies. Thermo Fisher multiple myeloma platform
• Neutral Sentiment: Coverage of a new vitiligo registry suggests potential benefits for dermatology research and related laboratory workflows, but no specific revenue contribution or commercial agreement was disclosed, limiting the near-term stock impact. New vitiligo registry
• Neutral Sentiment: Articles comparing Thermo Fisher with Danaher, Abbott and Azenta focus on valuation and exposure to a recovery in pharmaceutical and biotechnology research spending rather than announcing new company fundamentals. Thermo Fisher versus Danaher
• Negative Sentiment: CEO Marc Casper and Chief Accounting Officer Joseph Holmes sold shares in transactions conducted under pre-arranged Rule 10b5-1 plans. The planned nature reduces the significance, but insider selling can create modest short-term pressure on investor sentiment. Thermo Fisher insider trading filing

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on TMO shares. Sanford C. Bernstein started coverage on shares of Thermo Fisher Scientific in a research note on Friday, June 26th. They set a “market perform” rating and a $520.00 price target on the stock. Piper Sandler lifted their target price on Thermo Fisher Scientific from $510.00 to $600.00 and gave the stock a “neutral” rating in a research report on Monday, July 27th. Stifel Nicolaus set a $650.00 price target on Thermo Fisher Scientific in a report on Wednesday, August 5th. HSBC downgraded Thermo Fisher Scientific from a “buy” rating to a “hold” rating and dropped their price objective for the stock from $670.00 to $540.00 in a report on Wednesday, June 3rd. Finally, Weiss Ratings upgraded shares of Thermo Fisher Scientific from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, July 14th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Thermo Fisher Scientific has an average rating of “Moderate Buy” and a consensus price target of $619.41.

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.