Thermo Fisher Scientific (NYSE:TMO – Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 24.640-25.120 for the period, compared to the consensus earnings per share estimate of 24.770. The company issued revenue guidance of $47.3 billion-$48.1 billion, compared to the consensus revenue estimate of $47.5 billion.
Wall Street Analyst Weigh In
TMO has been the subject of a number of research reports. Wall Street Zen upgraded shares of Thermo Fisher Scientific from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Stifel Nicolaus reduced their target price on Thermo Fisher Scientific from $700.00 to $600.00 and set a “buy” rating on the stock in a report on Friday. TD Cowen lowered their price target on shares of Thermo Fisher Scientific from $696.00 to $683.00 and set a “buy” rating for the company in a report on Friday, January 30th. Citigroup upped their price objective on shares of Thermo Fisher Scientific from $660.00 to $685.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Finally, UBS Group reiterated a “neutral” rating and issued a $615.00 target price on shares of Thermo Fisher Scientific in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $625.55.
Get Our Latest Analysis on TMO
Thermo Fisher Scientific Trading Down 0.3%
Thermo Fisher Scientific (NYSE:TMO – Get Free Report) last released its earnings results on Thursday, April 23rd. The medical research company reported $5.44 EPS for the quarter, topping the consensus estimate of $5.25 by $0.19. The business had revenue of $11.01 billion for the quarter, compared to the consensus estimate of $10.86 billion. Thermo Fisher Scientific had a return on equity of 16.92% and a net margin of 15.05%.The company’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period in the previous year, the company posted $5.15 earnings per share. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. As a group, analysts predict that Thermo Fisher Scientific will post 24.68 earnings per share for the current fiscal year.
Thermo Fisher Scientific Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 13th were given a $0.47 dividend. This is an increase from Thermo Fisher Scientific’s previous quarterly dividend of $0.43. This represents a $1.88 annualized dividend and a yield of 0.4%. The ex-dividend date was Friday, March 13th. Thermo Fisher Scientific’s dividend payout ratio (DPR) is 10.60%.
Insiders Place Their Bets
In other Thermo Fisher Scientific news, CEO Marc N. Casper sold 5,000 shares of the business’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $512.40, for a total transaction of $2,562,000.00. Following the transaction, the chief executive officer owned 123,925 shares in the company, valued at $63,499,170. The trade was a 3.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Gianluca Pettiti sold 400 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $541.20, for a total transaction of $216,480.00. Following the sale, the executive vice president directly owned 20,752 shares of the company’s stock, valued at $11,230,982.40. This represents a 1.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.33% of the stock is owned by company insiders.
Key Thermo Fisher Scientific News
Here are the key news stories impacting Thermo Fisher Scientific this week:
- Positive Sentiment: Q1 results beat on both revenue and EPS (revenue $11.01B, EPS $5.44) and management raised full?year outlook — this confirms cash flow and margin resilience. Thermo Fisher posts quarterly results beat
- Neutral Sentiment: The company issued FY2026 EPS guidance of $24.64–$25.12 (close to, but slightly below consensus midpoint) and revenue guidance roughly in line with estimates — raises uncertainty about near?term growth trajectory despite the raised outlook. Thermo Fisher Raises 2026 Outlook
- Neutral Sentiment: Management flagged a “modest inflation” risk amid Middle East tensions, which could modestly pressure costs/pricing but is not currently a major driver. Thermo Fisher Flags ‘Modest Inflation’ Risk
- Positive Sentiment: Analysts and bulls emphasize long?term growth drivers (biopharma services, lab products, AI/digital lab tailwinds and reshoring) and some firms reiterated Buy ratings on the pullback. Thermo Fisher Earnings Call Signals Confident Outlook
- Negative Sentiment: Investors punished the stock after the quarter because management highlighted weak underlying organic growth and mixed segment performance; the result was a sharp intraday drop as traders focused on momentum risks. Why Thermo Fisher (TMO) Stock Is Nosediving
- Negative Sentiment: Two brokers cut price targets this morning (Stifel: $700 ? $600, Baird: $653 ? $639), signaling reduced near?term upside and amplifying selling pressure. Benzinga The Fly
- Negative Sentiment: Broader market and sector weakness (tech-led selloff, US?Iran tensions) intensified the stock’s decline and pressured peers, suggesting a risk-off backdrop beyond company specifics. Stocks Settle Lower on US-Iran Stalemate
Hedge Funds Weigh In On Thermo Fisher Scientific
Several hedge funds and other institutional investors have recently bought and sold shares of TMO. JPL Wealth Management LLC acquired a new stake in shares of Thermo Fisher Scientific in the third quarter worth $28,000. Swiss RE Ltd. acquired a new position in Thermo Fisher Scientific in the fourth quarter valued at approximately $28,000. Birchwood Financial Partners Inc. purchased a new stake in Thermo Fisher Scientific in the 4th quarter worth approximately $29,000. Osterweis Capital Management Inc. increased its holdings in shares of Thermo Fisher Scientific by 151.4% during the 3rd quarter. Osterweis Capital Management Inc. now owns 88 shares of the medical research company’s stock valued at $43,000 after purchasing an additional 53 shares in the last quarter. Finally, Wealth Watch Advisors INC purchased a new stake in Thermo Fisher Scientific during the third quarter worth $44,000. Institutional investors and hedge funds own 89.23% of the company’s stock.
About Thermo Fisher Scientific
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.
Further Reading
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