TMO
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 27.3 | P/B | 4.08 |
| EPS (TTM) | 17.71 | Dividend | 0.40% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 24.3M | 0.1% | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 24.3M | 0.1% | n/a |
| State Street | 16.7M | 0.3% | +1% |
| BlackRock, Inc. | 9.7M | 0.1% | −1% |
| BlackRock, Inc. | 7.7M | 0.1% | n/a |
| Geode Capital Management | 7.2M | 0.2% | +3% |
Top institutional owners for TMO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| AUG 26 | CASPER MARC N | SELL | 62 | −$39K |
| AUG 24 | CASPER MARC N | SELL | 321 | −$202K |
| AUG 13 | Shafer Michael D | SELL | 14K | −$9M |
| AUG 10 | Holmes Joseph R. | SELL | 420 | −$246K |
| AUG 10 | CASPER MARC N | SELL | 117 | −$69K |
| AUG 07 | CASPER MARC N | SELL | 127 | −$74K |
0 insider buys, 9 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TMO yet.