Quilter 13F: Adds $2.3M to Thermo Fisher Scientific (TMO) Stake

In a Form 13F filing on October 21, 2026, investment firm Quilter disclosed it raised its position in Thermo Fisher Scientific Inc. TMO. The filing covers portfolio adjustments made during the reported quarter. Thermo Fisher closed at $694.02 on the filing date.

TMO Thermo Fisher Scientific Inc.

$694.02 ▲ +17.46% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Quilter's Thermo Fisher Scientific Inc. Position

Quilter boosted its holdings in Thermo Fisher Scientific Inc. by adding 3,378 shares, marking a 1.1% increase over its previous count of 311,210 shares. The firm ended the period with a total of 314,588 shares valued at approximately $212.4 million.

Other Institutional Activity in Thermo Fisher Scientific Inc.

Other large funds have also adjusted their positions in the healthcare giant. Franklin Resources, Inc. grew its holdings by 458,515 shares, ending with 7,271,514 shares worth about $5.05 billion.

Thermo Fisher Scientific Inc. Stock Up 1.0%

Thermo Fisher recently traded around $687.37, which is down about 1.0% since the filing date. The stock sits 7.1% above its 50-day moving average of $641.93 and 25.3% above its 200-day moving average of $548.71. Shares trade 2.6% below the 52-week high of $705.79 and 57.9% above the 52-week low of $435.27. The company carries a market capitalization of roughly $256.6 billion and a price-to-earnings ratio of 36.6.

Recent Earnings

Thermo Fisher reported trailing-twelve-month revenue of $47.35 billion with earnings of $18.96 per share. The company posted a net profit margin of 14.9% and a return on equity of 13.4%, alongside year-over-year revenue growth of 9.1%. Its next earnings report is expected on January 28, 2027.

Dividend

Thermo Fisher pays an annual dividend rate of $1.88 per share, giving it a dividend yield of 0.27%. The company allocates 9.7% of its earnings to dividend payouts.

Insider Buying and Selling at Thermo Fisher Scientific Inc.

Company insiders completed several stock sales ahead of the filing. On August 19, 2026, officer Lisa P. Britt sold 11,440 shares at an average price of $613.12 for a total value of about $7.01 million. CEO Marc N. Casper sold 20,000 shares on August 21, 2026, valued at about $12.56 million, and followed up with a smaller sale of 275 shares on August 24, 2026, worth $172,439. Additionally, President Gianluca Pettiti sold 4,133 shares on August 31, 2026, at an average price of $614.38 for roughly $2.54 million.

Analysts Set New Price Targets

Wall Street firms have kept a generally positive outlook on the stock through the autumn. Piper Sandler maintained a neutral rating with a $600.00 price target on July 27, 2026. CLSA initiated coverage on September 3, 2026, with an outperform rating and a $748.00 target. Barclays maintained an overweight rating on October 7, 2026, lifting its target from $650.00 to $750.00. Morgan Stanley kept an overweight rating on October 13, 2026, raising its target to $730.00 from $650.00, while TD Cowen maintained a buy rating and bumped its target from $675.00 to $760.00 on the same day. Overall, the stock holds a consensus strong buy rating across 26 analyst opinions, with a mean price target of $706.69.

About Thermo Fisher Scientific Inc.

Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products. The Waltham, Massachusetts-based company supports biopharma services and research laboratories internationally through four core business segments, helping scientists accelerate life sciences research and diagnostics development.

Bottom Line

Investors will look toward Thermo Fisher's upcoming earnings report on January 28, 2027, for further insight into revenue trends and segment performance. Institutional ownership updates in future SEC filings will show whether firms like Quilter continue to build on their positions.