Jefferies Financial Group Inc. Invests $96.93 Million in Thermo Fisher Scientific Inc. $TMO

Jefferies Financial Group Inc. bought a new stake in Thermo Fisher Scientific Inc. (NYSE:TMO) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 193,340 shares of the medical research company’s stock, valued at approximately $96,933,000. Thermo Fisher Scientific accounts for about 0.6% of Jefferies Financial Group Inc.’s investment portfolio, making the stock its 14th biggest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Legacy Wealth Managment LLC ID increased its position in shares of Thermo Fisher Scientific by 78.6% during the first quarter. Legacy Wealth Managment LLC ID now owns 50 shares of the medical research company’s stock worth $25,000 after acquiring an additional 22 shares during the last quarter. Kilter Group LLC acquired a new stake in Thermo Fisher Scientific during the 2nd quarter valued at approximately $25,000. Allied Private Wealth LLC acquired a new position in shares of Thermo Fisher Scientific in the 2nd quarter valued at approximately $26,000. High Note Wealth LLC boosted its stake in shares of Thermo Fisher Scientific by 170.6% during the 4th quarter. High Note Wealth LLC now owns 46 shares of the medical research company’s stock valued at $27,000 after buying an additional 29 shares during the last quarter. Finally, Swiss RE Ltd. acquired a new stake in shares of Thermo Fisher Scientific during the fourth quarter worth approximately $28,000. 89.23% of the stock is owned by hedge funds and other institutional investors.

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.

Insiders Place Their Bets

In related news, CAO Joseph R. Holmes sold 420 shares of the 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 owned 2,966 shares in the company, valued at $1,734,546.46. This represents a 12.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Michael D. Shafer sold 25,500 shares of the company’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $600.00, for a total transaction of $15,300,000.00. Following the completion of the sale, the executive vice president directly owned 20,994 shares of the company’s stock, valued at approximately $12,596,400. This represents a 54.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 73,768 shares of company stock worth $44,122,820. 0.33% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have commented on TMO. Piper Sandler increased their price objective on shares of Thermo Fisher Scientific from $510.00 to $600.00 and gave the company a “neutral” rating in a research note on Monday, July 27th. 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. Wells Fargo & Company lowered their price objective on Thermo Fisher Scientific from $675.00 to $615.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Royal Bank Of Canada increased their target price on Thermo Fisher Scientific from $490.00 to $580.00 and gave the stock a “sector perform” rating in a report on Friday, July 24th. Finally, Evercore set a $570.00 target price on shares of Thermo Fisher Scientific in a report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $619.41.

Thermo Fisher Scientific Trading Down 0.5%

Shares of NYSE TMO opened at $630.66 on Friday. Thermo Fisher Scientific Inc. has a 12-month low of $435.27 and a 12-month high of $647.00. The company has a market cap of $233.18 billion, a price-to-earnings ratio of 33.92, a price-to-earnings-growth ratio of 2.58 and a beta of 0.85. The company has a current ratio of 1.55, a quick ratio of 1.18 and a debt-to-equity ratio of 0.74. The stock’s 50 day simple moving average is $555.52 and its 200 day simple moving average is $511.31.

Thermo Fisher Scientific (NYSE:TMO) last issued its earnings results on Thursday, July 23rd. The medical research company reported $6.03 earnings per share for the quarter, topping the consensus estimate of $5.71 by $0.32. The firm had revenue of $11.99 billion for the quarter, compared to analyst estimates of $11.71 billion. Thermo Fisher Scientific had a return on equity of 17.09% and a net margin of 15.04%.The firm’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same period last year, the company earned $4.28 earnings per share. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. Equities research analysts expect that Thermo Fisher Scientific Inc. will post 25.12 EPS for the current year.

Thermo Fisher Scientific Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders 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 payout ratio is 10.11%.

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.