Waverly Advisors LLC Has $12.62 Million Stock Holdings in Pfizer Inc. $PFE

Waverly Advisors LLC grew its position in shares of Pfizer Inc. (NYSE:PFE) by 6.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 449,282 shares of the biopharmaceutical company’s stock after buying an additional 29,015 shares during the period. Waverly Advisors LLC’s holdings in Pfizer were worth $12,616,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of PFE. Asset Management Group Inc. boosted its position in shares of Pfizer by 6.0% in the first quarter. Asset Management Group Inc. now owns 47,678 shares of the biopharmaceutical company’s stock valued at $1,339,000 after acquiring an additional 2,697 shares during the period. Cumberland Partners Ltd increased its position in Pfizer by 46.9% during the first quarter. Cumberland Partners Ltd now owns 191,855 shares of the biopharmaceutical company’s stock worth $5,387,000 after acquiring an additional 61,285 shares during the period. Vivaldi Capital Management LP bought a new position in Pfizer during the first quarter worth about $234,000. Epoch Investment Partners Inc. raised its stake in Pfizer by 17.5% in the 1st quarter. Epoch Investment Partners Inc. now owns 2,854,601 shares of the biopharmaceutical company’s stock worth $80,157,000 after purchasing an additional 425,669 shares in the last quarter. Finally, TCM Advisors LLC boosted its holdings in Pfizer by 4.3% in the 1st quarter. TCM Advisors LLC now owns 35,240 shares of the biopharmaceutical company’s stock valued at $990,000 after purchasing an additional 1,450 shares during the period. Institutional investors and hedge funds own 68.36% of the company’s stock.

Pfizer Stock Down 0.1%

Pfizer stock opened at $24.52 on Monday. The firm’s fifty day moving average is $25.11 and its 200 day moving average is $26.17. Pfizer Inc. has a 12-month low of $23.11 and a 12-month high of $28.75. The company has a market capitalization of $139.78 billion, a PE ratio of 18.72 and a beta of 0.35. The company has a quick ratio of 0.94, a current ratio of 1.25 and a debt-to-equity ratio of 0.67.

Pfizer (NYSE:PFE) last issued its earnings results on Tuesday, May 5th. The biopharmaceutical company reported $0.75 EPS for the quarter, beating the consensus estimate of $0.72 by $0.03. The company had revenue of $14.45 billion during the quarter, compared to the consensus estimate of $13.84 billion. Pfizer had a return on equity of 19.44% and a net margin of 11.83%.The firm’s revenue for the quarter was up 5.4% compared to the same quarter last year. During the same period last year, the business posted $0.92 EPS. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. As a group, sell-side analysts predict that Pfizer Inc. will post 2.96 EPS for the current fiscal year.

Pfizer Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, July 24th will be paid 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 of this dividend is Friday, July 24th. Pfizer’s dividend payout ratio (DPR) is 131.30%.

Analysts Set New Price Targets

A number of research analysts have issued reports on PFE shares. BMO Capital Markets decreased their target price on shares of Pfizer from $34.00 to $30.00 and set an “outperform” rating on the stock in a research report on Monday, July 13th. Wolfe Research reiterated an “underperform” rating and issued a $26.00 target price on shares of Pfizer in a research report on Thursday, May 14th. JPMorgan Chase & Co. lowered their price target on shares of Pfizer from $30.00 to $28.00 and set a “neutral” rating for the company in a report on Wednesday, July 8th. Weiss Ratings raised Pfizer from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Finally, CICC Research began coverage on Pfizer in a research report on Thursday, April 16th. They set an “outperform” rating and a $33.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, fourteen have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $28.50.

Key Stories Impacting Pfizer

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

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.