Waverly Advisors LLC Increases Position in Pfizer Inc. $PFE

Waverly Advisors LLC boosted its holdings in Pfizer Inc. (NYSE:PFE) by 6.9% during the 1st quarter, Holdings Channel reports. The firm owned 449,282 shares of the biopharmaceutical company’s stock after acquiring an additional 29,015 shares during the period. Waverly Advisors LLC’s holdings in Pfizer were worth $12,616,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Evolution Wealth Management Inc. raised its holdings in shares of Pfizer by 132.2% in the 1st quarter. Evolution Wealth Management Inc. now owns 994 shares of the biopharmaceutical company’s stock worth $28,000 after purchasing an additional 566 shares during the period. Godfrey Financial Associates Inc. bought a new position in Pfizer during the fourth quarter valued at $26,000. YANKCOM Partnership purchased a new stake in Pfizer in the fourth quarter worth $28,000. HFM Investment Advisors LLC raised its stake in shares of Pfizer by 61.0% in the fourth quarter. HFM Investment Advisors LLC now owns 1,127 shares of the biopharmaceutical company’s stock valued at $28,000 after buying an additional 427 shares during the period. Finally, Global Trust Asset Management LLC raised its stake in shares of Pfizer by 126.7% in the first quarter. Global Trust Asset Management LLC now owns 1,163 shares of the biopharmaceutical company’s stock valued at $33,000 after buying an additional 650 shares during the period. 68.36% of the stock is owned by institutional investors.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer announced that PF-08057418 cleared a Phase 1 safety milestone, which helps reinforce confidence in the company’s research pipeline and early-stage development prospects. Article: Pfizer’s PF-08057418 Clears Phase 1 Safety Milestone, Offering a Quiet Boost to Pipeline Confidence
• Positive Sentiment: Pfizer is advancing PF-08653945 into an early-stage obesity trial, giving investors another potential growth driver in a large and competitive therapeutic market. Article: Pfizer Advances New Obesity Shot With Early Stage Trial of PF-08653945
• Positive Sentiment: The FDA granted Priority Review to Pfizer’s Talzenna plus Xtandi regimen for metastatic prostate cancer, which improves the odds of a faster regulatory decision and supports oncology revenue upside if approved. Article: FDA Grants Priority Review for Pfizer’s TALZENNA Plus XTANDI for the Treatment of Metastatic Prostate Cancer
• Neutral Sentiment: Unusual call option activity suggests traders are positioning for a move in Pfizer shares, but it does not by itself confirm a fundamental change in the company’s outlook.
• Neutral Sentiment: Recent commentary on Pfizer’s dividend yield and oncology valuation highlights that investors are still weighing income appeal against execution and growth concerns.
• Negative Sentiment: Expanded patent litigation tied to Pfizer’s mRNA vaccine business remains a potential overhang, adding legal and operational uncertainty that could pressure sentiment if the dispute escalates. Article: Pfizer (PFE) Faces Expanded Vaccine Lawsuits On A Fair Value Narrative That Still Sees Upside

Pfizer Price Performance

Shares of NYSE PFE opened at $24.52 on Monday. The company has a debt-to-equity ratio of 0.67, a quick ratio of 0.94 and a current ratio of 1.25. Pfizer Inc. has a fifty-two week low of $23.11 and a fifty-two week high of $28.75. The stock has a market cap of $139.78 billion, a PE ratio of 18.72 and a beta of 0.35. The stock has a fifty day moving average of $25.11 and a 200-day moving average of $26.17.

Pfizer (NYSE:PFE) last issued its quarterly earnings data on Tuesday, May 5th. The biopharmaceutical company reported $0.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.72 by $0.03. The business had revenue of $14.45 billion for the quarter, compared to analysts’ expectations of $13.84 billion. Pfizer had a return on equity of 19.44% and a net margin of 11.83%.The firm’s quarterly revenue was up 5.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.92 EPS. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. Equities research analysts anticipate that Pfizer Inc. will post 2.96 earnings per share for the current year.

Pfizer Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, July 24th will be given a $0.43 dividend. This represents a $1.72 dividend on an annualized basis and a dividend yield of 7.0%. The ex-dividend date is Friday, July 24th. Pfizer’s dividend payout ratio (DPR) is 131.30%.

Analysts Set New Price Targets

Several research firms have recently weighed in on PFE. CICC Research initiated coverage on Pfizer in a research note on Thursday, April 16th. They set an “outperform” rating and a $33.00 price target for the company. HSBC cut Pfizer from a “buy” rating to a “hold” rating and lowered their price objective for the company from $32.00 to $28.00 in a research note on Monday, July 6th. BMO Capital Markets cut their target price on shares of Pfizer from $34.00 to $30.00 and set an “outperform” rating for the company in a research report on Monday, July 13th. Guggenheim reduced their target price on shares of Pfizer from $36.00 to $35.00 and set a “buy” rating for the company in a research note on Monday, July 13th. Finally, Bank of America lowered their price target on shares of Pfizer from $27.00 to $26.00 and set a “neutral” rating on the stock in a research report on Friday, July 10th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $28.50.

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.