Mn Services Vermogensbeheer B.V. Boosts Stock Position in Thermo Fisher Scientific Inc. $TMO

Mn Services Vermogensbeheer B.V. increased its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 1.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 110,115 shares of the medical research company’s stock after buying an additional 1,900 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in Thermo Fisher Scientific were worth $74,333,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of TMO. BlackRock Inc. bought a new stake in shares of Thermo Fisher Scientific in the 2nd quarter worth $15,501,867,000. Corient Private Wealth LP purchased a new position in Thermo Fisher Scientific during the second quarter worth about $382,547,000. Bank of New York Mellon Corp bought a new stake in Thermo Fisher Scientific in the 2nd quarter worth about $1,974,561,000. Bank of America Corp DE bought a new position in shares of Thermo Fisher Scientific during the 2nd quarter worth approximately $1,952,930,000. Finally, Auto Owners Insurance Co boosted its stake in shares of Thermo Fisher Scientific by 57,845.0% in the 4th quarter. Auto Owners Insurance Co now owns 2,427,896 shares of the medical research company’s stock worth $1,406,844,000 after buying an additional 2,423,706 shares during the last quarter. 89.23% of the stock is currently owned by institutional investors.

Key Headlines Impacting Thermo Fisher Scientific

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

• Positive Sentiment: Thermo Fisher helped launch the Digital CMC Consortium, bringing biopharma companies, technology providers and regulators together to establish digital standards for chemistry, manufacturing and controls data. The initiative could support faster drug development, more efficient regulatory reviews and recurring digital lifecycle-management opportunities. What Could Thermo Fisher Scientific Change With Its New Digital CMC Consortium?
• Positive Sentiment: Thermo Fisher’s clinical research business signed an agreement with Quantum BioPharma to support a Phase 2 multiple sclerosis trial for Lucid-MS. The contract reinforces demand for the company’s contract research services, although the near-term financial impact was not disclosed. Quantum BioPharma Enlists Thermo Fisher’s Clinical Research Business
• Neutral Sentiment: Industry reports project strong long-term growth in pharmaceutical contract research, PCR testing and cell-based assay markets, where Thermo Fisher is a major participant. These reports improve the sector’s growth backdrop but do not represent new company guidance or orders. Pharmaceutical CRO Market Forecasts Growth PCR Market Report Forecasts Growth
• Negative Sentiment: Profit-taking is likely after a strong rally supported by Thermo Fisher’s prior earnings beat. With the next results approaching, investors may be waiting for confirmation that biopharma and laboratory spending remain strong enough to justify the stock’s elevated valuation.
• Negative Sentiment: Quiver Quantitative reported that insiders made no open-market purchases and recorded 94 sales over the past six months, including substantial sales by senior executives. Recent analyst price targets cited in the report were generally below the prevailing share price, which may reinforce valuation concerns. The data should be interpreted cautiously because insider sales can reflect compensation and diversification.

Analyst Ratings Changes

A number of analysts recently commented on TMO shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $720.00 price target on shares of Thermo Fisher Scientific in a research report on Friday, September 25th. Barclays upped their price objective on Thermo Fisher Scientific from $650.00 to $750.00 and gave the company an “overweight” rating in a research note on Wednesday. HSBC upgraded Thermo Fisher Scientific from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, September 1st. Sanford C. Bernstein began coverage on shares of Thermo Fisher Scientific in a research report on Friday, June 26th. They set a “market perform” rating and a $520.00 price target for the company. Finally, Stifel Nicolaus set a $650.00 price objective on shares of Thermo Fisher Scientific in a research report on Wednesday, August 5th. Two analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $634.86.

Thermo Fisher Scientific Stock Performance

Shares of TMO stock opened at $651.63 on Friday. The firm’s 50 day moving average is $625.73 and its 200 day moving average is $540.54. The stock has a market capitalization of $240.94 billion, a P/E ratio of 35.05, a PEG ratio of 2.77 and a beta of 0.87. Thermo Fisher Scientific Inc. has a 12 month low of $435.27 and a 12 month high of $694.33. The company has a current ratio of 1.55, a quick ratio of 1.18 and a debt-to-equity ratio of 0.74.

Thermo Fisher Scientific (NYSE:TMO) last released its quarterly earnings data 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. The business had revenue of $11.99 billion during the quarter, compared to analyst estimates of $11.71 billion. Thermo Fisher Scientific had a net margin of 15.04% and a return on equity of 17.09%. Thermo Fisher Scientific’s revenue was up 10.5% compared to the same quarter last year. During the same period in the previous year, the business earned $4.28 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.930-25.330 EPS. On average, sell-side analysts anticipate that Thermo Fisher Scientific Inc. will post 25.13 earnings per share for the current year.

Insider Buying and Selling

In related news, VP Lisa Britt sold 11,440 shares of the stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $613.12, for a total transaction of $7,014,092.80. Following the sale, the vice president owned 14,784 shares of the company’s stock, valued at approximately $9,064,366.08. This represents a 43.62% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Joseph 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 transaction, the chief accounting officer directly owned 2,966 shares of the company’s stock, valued at $1,734,546.46. The trade was a 12.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 73,768 shares of company stock valued at $44,122,820. 0.33% of the stock is owned by company insiders.

About Thermo Fisher Scientific

Thermo Fisher Scientific Inc is a global provider of laboratory products, analytical instruments, reagents, consumables, software and services. Its offerings support research, drug discovery and development, clinical diagnostics, biotechnology and pharmaceutical manufacturing, as well as environmental, industrial and other applied markets.

The company’s portfolio includes mass spectrometers, genetic analysis and sequencing systems, electron microscopes, chromatography equipment, laboratory plastics, cell culture products, antibodies, protein and molecular biology reagents, and diagnostic testing solutions.