D1 Capital Partners L.P. 13F: New $363M Stake in TMO

D1 Capital Partners Takes New Position in Thermo Fisher Scientific Inc.

D1 Capital Partners L.P. opened a brand-new position in Thermo Fisher Scientific Inc. (NYSE: TMO), buying 725,005 shares in a move valued at approximately $362.9 million. The institutional filing covers holdings as of the reporting period and may not reflect the investor's current position today.

Inside the New Thermo Fisher Scientific Investment

The fund started from zero and bought 725,005 shares of the life sciences giant. Because this is a brand-new holding, there was no prior share count or percentage change to report. The reported value of the stake came out to roughly $362.9 million based on the period's data.

Thermo Fisher Scientific Stock Performance and Valuation

Thermo Fisher shares recently traded around $500.56. The stock has moved between a 52-week low of $435.27 and a 52-week high of $663.57. The company trades with a P/E ratio of 35.47 and a forward P/E ratio of 23.92.

Recent Earnings at Thermo Fisher Scientific

Thermo Fisher posted annual revenue of $46.34 billion with a revenue growth rate of 10.5%. The company recorded earnings of $18.57 per share, alongside a net margin of 15.04% and a return on equity of 13.52%. The next quarterly earnings report is scheduled for October 21, 2026.

Thermo Fisher Scientific Dividend Profile

Thermo Fisher pays an annual dividend rate of $1.88 per share, which translates to a dividend yield of 0.29%. The company maintains a dividend payout ratio of 9.69%.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on Thermo Fisher recently. On October 13, 2026, Morgan Stanley maintained its Overweight rating and raised its price target to $730.00 from $650.00. On the same day, TD Cowen maintained a Buy rating and lifted its target to $760.00 from $675.00. Barclays also maintained an Overweight rating on October 7, 2026, raising its target to $750.00 from $650.00. Overall, the stock carries a consensus buy rating and a mean price target of $649.96 across 27 analyst opinions.

Understanding Thermo Fisher Scientific Inc.

Headquartered in Waltham, Massachusetts, Thermo Fisher Scientific provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products to customers worldwide. The company operates across four main segments, serving pharmaceutical, biotechnology, academic, and government research markets.

Looking Ahead at Institutional Holdings

Institutional filings offer a backward-looking view into how large funds manage their portfolios. Investors tracking D1 Capital Partners will get a clearer picture of its evolving strategy when the next round of Form 13F filings reaches the SEC. These reports do not provide investment advice or signal a buy or sell recommendation.