Verdence Capital Advisors 13F: Adds $3.2M to TMO Stake
Key Points
- Verdence Capital Advisors increased its position in Thermo Fisher Scientific by 4,673 shares, a 30.7% rise from its previous total of 15,246 shares.
- Verdence Capital Advisors held 19,919 $TMO shares at quarter end, up 30.65% from the prior quarter.
- The stock closed at $684.89 on the filing date, and it recently traded around the same price, remaining above its 50-day and 200-day moving averages.
- The fund's total reported value in Thermo Fisher is about $13.4 million, representing 2.22% of its overall portfolio.
Since the filing, $TMO is up 1.2% to date (from the $684.89 close on Oct 26, 2026).
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On October 26, 2026, Verdence Capital Advisors boosted its holdings in Thermo Fisher Scientific Inc. (TMO) by 4,673 shares. This brings the total number of shares held to 19,919, valued at approximately $13.4 million according to its latest Form 13F filing with the SEC.
TMO
Thermo Fisher Scientific Inc.
Verdence Capital Advisors vs. the S&P 500
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What Changed in Verdence Capital Advisors' Thermo Fisher Position
Verdence Capital Advisors increased its stake in Thermo Fisher by 4,673 shares, a 30.7% rise from its previous total of 15,246 shares. The reported value of the fund's investment in Thermo Fisher is now about $13.4 million, which makes up 2.22% of its total portfolio valued at roughly $604.5 million.
Other Institutional Activity in Thermo Fisher
Several other funds also adjusted their positions in Thermo Fisher. Local Pensions Partnership Investment added 11,900 shares, increasing its total to 316,451 shares valued at about $213.7 million. Meanwhile, Campbell Newman Asset Management grew its holdings by 30,933 shares, ending with 32,744 shares worth about $22.1 million. In contrast, both Alta Capital Management and Mondrian Investment Partners reduced their holdings by 32,509 shares and 188,806 shares, respectively.
Thermo Fisher Scientific Inc. Stock Holds Steady
On October 26, 2026, Thermo Fisher's stock closed at $684.89, and as of October 28, 2026, it was recently trading at the same level. The stock is currently above its 50-day moving average by 5.5% and its 200-day moving average by 24.5%, but it remains about 3% below its 52-week high of $705.79.
Recent Earnings
Thermo Fisher Scientific 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 next earnings report is expected on January 28, 2027.
Dividend
Thermo Fisher Scientific pays an annual dividend of $1.88 per share, which translates to a yield of 0.27% with a payout ratio of 9.7%.
Insider Buying and Selling at Thermo Fisher Scientific Inc.
Several insiders sold shares earlier in the year. CEO Marc N. Casper sold 20,275 shares on August 21 and August 24, totaling approximately $12.6 million. Additionally, Officer Lisa P. Britt sold 11,440 shares on August 19 for about $7.0 million. These transactions occurred before the filing of Verdence's increased stake.
Analysts Set New Price Targets
On October 22, 2026, multiple firms maintained their ratings on Thermo Fisher, including Barclays with an Overweight rating and a target of $775, RBC Capital with a Sector Perform rating and a target of $730, and TD Cowen with a Buy rating and a target of $810. The consensus among analysts is a strong buy with a target mean price of $750.92.
About Thermo Fisher Scientific
Thermo Fisher Scientific Inc. provides a wide range of life sciences solutions, analytical instruments, and laboratory products. The company operates globally in sectors like diagnostics and biopharma services, making it crucial for healthcare and research industries.
Bottom Line
Investors will be watching for Thermo Fisher's next earnings report on January 28, 2027, and any further changes in institutional holdings following this filing. Verdence Capital Advisors' increased stake shows its continued confidence in the company's growth potential.
Related Filing Alerts
Source: Verdence Capital Advisors'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