Asset Management One 13F: Adds $13M to TMO Stake
Key Points
- Asset Management One's stake in Thermo Fisher Scientific now totals 219,346 shares, valued at approximately $148.1 million, following a boost of 19,813 shares.
- Thermo Fisher recently traded around $684.89, which is about 1.2% below its closing price of $693.02 on the filing date, and 3.0% below its 52-week high of $705.79.
- The company has a strong market presence in the healthcare sector, with a revenue of about $47.4 billion and a P/E ratio of 36.55.
Get Thermo Fisher Scientific text alerts
We text you when insiders, Congress, analysts or big funds move on $TMO.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Thermo Fisher Scientific Inc. alert may contain errors. Disclosures
On October 27, 2026, Asset Management One boosted its stake in Thermo Fisher Scientific Inc. (TMO) by 19,813 shares, raising its total to 219,346 shares valued at about $148.1 million. This change was disclosed in a filing with the SEC.
TMO
Thermo Fisher Scientific Inc.
What Changed in Asset Management One's Thermo Fisher Scientific Position
Asset Management One increased its holdings in Thermo Fisher Scientific by 19,813 shares, which represents a 9.93% increase. After this adjustment, the fund's total reported value in Thermo Fisher stands at approximately $14 billion, with this position making up about 1.06% of its overall portfolio.
Where Thermo Fisher Scientific Fits in Asset Management One's Portfolio
This new stake ranks 20th among Asset Management One's 940 reported positions.
Other Institutional Activity in Thermo Fisher Scientific
Verdence Capital Advisors increased its holdings by 4,673 shares, bringing its total to 19,919 shares worth about $13.4 million. Franklin Resources, Inc. added 458,515 shares, totaling 7,271,514 shares valued at approximately $5.04 billion.
Thermo Fisher Scientific Inc. Stock Holds Steady
As of October 28, 2026, Thermo Fisher shares traded around $684.89, which is about 1.2% below its event close of $693.02 on October 27. The stock is currently 3.0% below its 52-week high of $705.79 but is 57.3% above its 52-week low of $435.27.
Recent Earnings
Thermo Fisher reported trailing twelve-month revenue of approximately $47.4 billion and an EPS of $18.96. The next earnings report is scheduled for January 28, 2027.
Insider Buying and Selling at Thermo Fisher Scientific Inc.
Recently, several insiders sold shares, including CEO Marc N. Casper, who sold 20,000 shares on August 21, 2026, valued at about $12.56 million. This follows other sales by insiders earlier in August.
Analysts Set New Price Targets
On October 22, 2026, multiple firms maintained their ratings on Thermo Fisher, including Barclays, which has an Overweight rating and a price target of $775. RBC Capital also maintains a Sector Perform rating with a target of $730. The consensus among analysts suggests a strong buy recommendation with a mean price target of $750.92.
About Thermo Fisher Scientific
Thermo Fisher Scientific Inc. provides a wide range of products and services for life sciences, analytical instruments, and diagnostics. It operates through segments that include Life Sciences Solutions and Analytical Instruments, catering to various scientific needs globally.
Bottom Line
Investors should keep an eye on Thermo Fisher's upcoming earnings report in January and any further changes in institutional holdings. The recent boost in shares by Asset Management One indicates a positive outlook for the company in the current market environment.
Related Filing Alerts
Source: Asset Management One's 13F filing on $TMO (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts