Heritage Investors Management Corp Trims Stake in Pfizer Inc. $PFE

Heritage Investors Management Corp trimmed its holdings in shares of Pfizer Inc. (NYSE:PFE) by 6.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 375,470 shares of the biopharmaceutical company’s stock after selling 27,517 shares during the period. Heritage Investors Management Corp’s holdings in Pfizer were worth $9,349,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Hexagon Capital Partners LLC grew its position in Pfizer by 5.9% during the fourth quarter. Hexagon Capital Partners LLC now owns 58,939 shares of the biopharmaceutical company’s stock worth $1,468,000 after buying an additional 3,261 shares in the last quarter. Global Retirement Partners LLC boosted its holdings in shares of Pfizer by 60.6% in the 4th quarter. Global Retirement Partners LLC now owns 216,502 shares of the biopharmaceutical company’s stock worth $5,391,000 after purchasing an additional 81,713 shares in the last quarter. Twin Capital Management Inc. boosted its holdings in shares of Pfizer by 6.3% in the 4th quarter. Twin Capital Management Inc. now owns 96,731 shares of the biopharmaceutical company’s stock worth $2,409,000 after purchasing an additional 5,726 shares in the last quarter. Mach 1 Financial Group LLC purchased a new position in shares of Pfizer in the 4th quarter worth about $406,000. Finally, Aspen Investment Management Inc purchased a new position in shares of Pfizer in the 4th quarter worth about $245,000. 68.36% of the stock is currently owned by hedge funds and other institutional investors.

More Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer announced strong Phase 2 results for its investigational 25-valent pneumococcal vaccine in infants, including a stronger immune response than Prevnar 20 and up to 15-fold higher antibody levels against a key strain. The company is now moving the program into pivotal Phase 3 testing, which could support future vaccine growth. Article Title
• Positive Sentiment: The company also received a broader European indication for HYMPAVZI, adding another recent R&D win that may strengthen Pfizer’s hemophilia franchise and improve investor confidence in the pipeline. Article Title
• Positive Sentiment: Pfizer and Rigel Pharmaceuticals expanded a commercialization deal for VEPPANU (vepdegestrant), creating another potential partnership-driven revenue stream tied to oncology. Article Title
• Positive Sentiment: Pfizer’s oncology growth story is also getting attention, with coverage pointing to Padcev, biosimilars, and late-stage pipeline assets as key long-term drivers. Article Title
• Neutral Sentiment: Pfizer was also listed as a participant in an AI industry summit, but this appears unrelated to the company’s core investment thesis and is unlikely to move the stock on its own. Article Title

Analyst Ratings Changes

A number of research firms have recently issued reports on PFE. Daiwa Securities Group cut Pfizer from an “outperform” rating to a “neutral” rating and set a $27.00 price objective for the company. in a report on Thursday, February 12th. Morgan Stanley upped their price objective on Pfizer from $27.00 to $28.00 and gave the stock an “equal weight” rating in a report on Friday, April 10th. Bank of America cut their price objective on Pfizer from $27.00 to $26.00 and set a “neutral” rating for the company in a report on Thursday, April 9th. Barclays started coverage on Pfizer in a report on Thursday, February 19th. They issued an “underweight” rating and a $25.00 price objective for the company. Finally, HSBC boosted their target price on Pfizer from $29.00 to $32.00 and gave the company a “buy” rating in a research note on Tuesday, March 17th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $28.61.

Pfizer Trading Up 0.5%

NYSE PFE opened at $25.93 on Friday. The stock has a 50-day moving average of $26.88 and a 200-day moving average of $26.23. The firm has a market cap of $147.76 billion, a PE ratio of 19.79 and a beta of 0.35. The company has a current ratio of 1.25, a quick ratio of 0.94 and a debt-to-equity ratio of 0.67. Pfizer Inc. has a 1-year low of $22.81 and a 1-year high of $28.75.

Pfizer (NYSE:PFE) last released its quarterly earnings results on Tuesday, May 5th. The biopharmaceutical company reported $0.75 EPS for the quarter, beating analysts’ consensus estimates of $0.72 by $0.03. The business had revenue of $14.45 billion during the quarter, compared to analyst estimates of $13.84 billion. Pfizer had a return on equity of 19.44% and a net margin of 11.83%.Pfizer’s quarterly revenue was up 5.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.92 EPS. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. As a group, sell-side analysts forecast that Pfizer Inc. will post 2.99 EPS for the current year.

Pfizer Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Friday, May 8th will be given a dividend of $0.43 per share. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.72 dividend on an annualized basis and a yield of 6.6%. Pfizer’s dividend payout ratio is presently 131.30%.

About Pfizer

Pfizer Inc (NYSE: PFE) is a multinational biopharmaceutical company headquartered in New York City. Founded in 1849 by Charles Pfizer and Charles Erhart, the company researches, develops, manufactures and commercializes a broad range of medicines and vaccines for human health. Its activities span discovery research, clinical development, regulatory affairs, manufacturing and global commercial distribution across multiple therapeutic areas.

Pfizer’s portfolio and pipeline cover oncology, immunology, cardiology, endocrinology, rare diseases, hospital acute care and anti-infectives, along with a substantial vaccine business.