J. Safra Sarasin Holding 13F: Cuts TMO Stake by $20M
Key Points
- J. Safra Sarasin now holds 31,334 shares of Thermo Fisher, down from 61,179 shares, representing a 48.8% decrease.
- The fund's reported value in Thermo Fisher is approximately $21.2 million, accounting for 0.89% of its total holdings.
- Thermo Fisher recently traded around $673.82, which is about 1.6% below its closing price of $684.89 on the filing date.
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In a filing on October 26, 2026, J. Safra Sarasin Holding reduced its position in Thermo Fisher Scientific Inc. (TMO) by 29,845 shares. This change brings their total shares down to 31,334, with a reported value of approximately $21.2 million.
TMO
Thermo Fisher Scientific Inc.
Where Thermo Fisher Fits in J. Safra Sarasin's Portfolio
This position now constitutes 0.89% of J. Safra Sarasin's total reported value of about $2.37 billion, ranking it 30th among the fund's holdings.
Other Institutional Activity in Thermo Fisher
Franklin Resources, Inc. increased its stake in Thermo Fisher by 458,515 shares, totaling 7,271,514 shares valued at approximately $4.98 billion.
Thermo Fisher Scientific Inc. Stock Down 0.4%
Thermo Fisher shares recently traded around $673.82, which is about 1.6% below the closing price of $684.89 on October 26, 2026. The stock has shown consistent performance, reflecting its stability in the healthcare sector.
Recent Earnings
Thermo Fisher reported trailing twelve-month revenue of approximately $47.4 billion, with a net margin of 14.9% and a return on equity of 13.4%. The company is set to announce its next earnings on January 28, 2027.
Dividend
Thermo Fisher pays an annual dividend of $1.88 per share, which corresponds to a payout ratio of 9.7% of its earnings.
Insider Buying and Selling at Thermo Fisher Scientific Inc.
Several insiders sold shares earlier this year, including CEO Marc N. Casper, who sold 20,275 shares in two transactions on August 21 and August 24, valued at approximately $12.6 million in total. Officer Lisa P Britt also sold 11,440 shares valued at about $7.0 million on August 19.
Analysts Set New Price Targets
On October 22, 2026, Barclays maintained an Overweight rating on Thermo Fisher with a price target of $775. RBC Capital also maintained a Sector Perform rating with a target of $730. The consensus among analysts suggests a strong outlook for the stock, with several firms maintaining Buy ratings.
About Thermo Fisher Scientific Inc.
Thermo Fisher Scientific Inc. provides a wide range of life sciences solutions, analytical instruments, and laboratory products. With a strong presence in the healthcare sector, the company's recent performance and strategic moves provide insights into its market position.
Bottom Line
Investors should keep an eye on Thermo Fisher's upcoming earnings report on January 28, 2027, for further insights into its performance. J. Safra Sarasin's recent cut in its position may indicate a reevaluation of its investment strategy in the stock.
Related Filing Alerts
Source: J. Safra Sarasin Holding's 13F filing on $TMO (Oct 26, 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