Wealth Enhancement Advisory Services LLC Increases Position in Pfizer Inc. $PFE

Wealth Enhancement Advisory Services LLC grew its stake in shares of Pfizer Inc. (NYSE:PFE) by 7.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,309,180 shares of the biopharmaceutical company’s stock after acquiring an additional 223,460 shares during the period. Wealth Enhancement Advisory Services LLC owned 0.06% of Pfizer worth $86,923,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Citizens National Bank Trust Department raised its stake in Pfizer by 0.9% in the second quarter. Citizens National Bank Trust Department now owns 46,103 shares of the biopharmaceutical company’s stock valued at $1,118,000 after purchasing an additional 395 shares in the last quarter. Peak Asset Management LLC increased its stake in Pfizer by 1.4% in the 2nd quarter. Peak Asset Management LLC now owns 28,768 shares of the biopharmaceutical company’s stock worth $697,000 after purchasing an additional 402 shares during the period. Community Bank & Trust Waco Texas lifted its position in Pfizer by 0.6% in the third quarter. Community Bank & Trust Waco Texas now owns 66,841 shares of the biopharmaceutical company’s stock valued at $1,703,000 after purchasing an additional 412 shares during the last quarter. Able Wealth Management LLC grew its holdings in shares of Pfizer by 2.0% in the second quarter. Able Wealth Management LLC now owns 21,128 shares of the biopharmaceutical company’s stock worth $512,000 after purchasing an additional 413 shares during the last quarter. Finally, Boltwood Capital Management raised its holdings in Pfizer by 0.7% during the 3rd quarter. Boltwood Capital Management now owns 58,274 shares of the biopharmaceutical company’s stock valued at $1,485,000 after buying an additional 420 shares during the last quarter. 68.36% of the stock is currently owned by institutional investors.

Pfizer Stock Performance

Shares of Pfizer stock traded down $0.26 during midday trading on Tuesday, hitting $25.39. The company had a trading volume of 10,015,089 shares, compared to its average volume of 45,020,793. The stock has a market cap of $144.38 billion, a price-to-earnings ratio of 14.78 and a beta of 0.47. The company has a quick ratio of 0.97, a current ratio of 1.28 and a debt-to-equity ratio of 0.62. The company has a fifty day simple moving average of $25.38 and a 200 day simple moving average of $24.99. Pfizer Inc. has a 12-month low of $20.92 and a 12-month high of $27.69.

Pfizer (NYSE:PFE) last announced its quarterly earnings results on Tuesday, November 4th. The biopharmaceutical company reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.08. Pfizer had a return on equity of 20.17% and a net margin of 15.65%.The company had revenue of $16.65 billion during the quarter, compared to the consensus estimate of $16.94 billion. Pfizer has set its FY 2025 guidance at 3.000-3.150 EPS. As a group, analysts predict that Pfizer Inc. will post 2.95 earnings per share for the current fiscal year.

Pfizer Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Investors of record on Friday, January 23rd will be issued a dividend of $0.43 per share. This represents a $1.72 dividend on an annualized basis and a yield of 6.8%. The ex-dividend date is Friday, January 23rd. Pfizer’s dividend payout ratio (DPR) is 100.00%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Wolfe Research set a $24.00 target price on Pfizer and gave the company an “underperform” rating in a research note on Wednesday, December 17th. Bank of America decreased their target price on shares of Pfizer from $29.00 to $28.00 and set a “neutral” rating for the company in a research note on Monday, December 15th. Wall Street Zen cut Pfizer from a “buy” rating to a “hold” rating in a research report on Sunday, September 28th. BMO Capital Markets restated an “outperform” rating on shares of Pfizer in a report on Wednesday, December 10th. Finally, Guggenheim reiterated a “buy” rating on shares of Pfizer in a research report on Wednesday, December 17th. Two investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $27.88.

Key Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer secured a license to use Novavax’s Matrix?M adjuvant for vaccine development, which could accelerate and broaden Pfizer’s infectious?disease vaccine programs and reduce development risk/costs — a clear pipeline positive. Novavax enters license agreement with Pfizer for vaccine development Novavax stock rises after licensing Matrix-M adjuvant to Pfizer
• Neutral Sentiment: Analysts and investors are reassessing Pfizer’s valuation and recent shareholder?return programs; this discussion can create short?term volatility as the market re?prices future cash flows versus buybacks/dividends. Pfizer (PFE) Valuation Check As Investors Reassess Recent Shareholder Returns
• Neutral Sentiment: Q4/near?term expectations center on continued Eliquis growth offset by softer COVID?19 sales and steady demand for other non?oncology drugs; upcoming results/guidance will matter for near?term sentiment. What to Expect From Pfizer’s Non-Oncology Business in Q4?
• Neutral Sentiment: Thematic ETF coverage of weight?loss/GLP?1 exposure mentions Pfizer in broader healthcare context; that’s background noise unless Pfizer announces a direct GLP?1 play. Ozempic, Mounjaro, Wegovy, or Zepound? This ETF Holds Them All (PFE)
• Negative Sentiment: Pfizer is restructuring its holdings in the ViiV HIV joint venture (Pfizer exiting; Shionogi increasing stake), which reduces Pfizer’s future exposure to a durable HIV revenue stream — potential long?term revenue headwind. Shionogi Boosts Stake in ViiV Healthcare as Pfizer Exits Joint HIV Venture
• Negative Sentiment: Commentary noting Pfizer’s multi?year share decline (consumer pieces on “down 55%”) highlights investor worry about patent cliffs and recent drug setbacks; that narrative can add selling pressure absent fresh positive data or clearer guidance. Down 55%, Should You Buy the Dip on Pfizer?

Pfizer Profile

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.