Milestone Asset Management LLC Lowers Stake in Pfizer Inc. $PFE

Milestone Asset Management LLC cut its holdings in Pfizer Inc. (NYSE:PFE) by 68.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,924 shares of the biopharmaceutical company’s stock after selling 26,247 shares during the quarter. Milestone Asset Management LLC’s holdings in Pfizer were worth $287,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Tectonic Advisors LLC lifted its position in Pfizer by 7.9% during the 2nd quarter. Tectonic Advisors LLC now owns 432,091 shares of the biopharmaceutical company’s stock worth $10,405,000 after acquiring an additional 31,491 shares during the period. Stolper Co increased its holdings in shares of Pfizer by 92.4% in the second quarter. Stolper Co now owns 63,611 shares of the biopharmaceutical company’s stock valued at $1,532,000 after purchasing an additional 30,553 shares during the period. Signature Estate & Investment Advisors LLC raised its stake in shares of Pfizer by 57.7% during the second quarter. Signature Estate & Investment Advisors LLC now owns 38,803 shares of the biopharmaceutical company’s stock worth $934,000 after purchasing an additional 14,196 shares during the last quarter. Cardinal Point Capital Management ULC raised its stake in shares of Pfizer by 0.9% during the second quarter. Cardinal Point Capital Management ULC now owns 332,062 shares of the biopharmaceutical company’s stock worth $7,996,000 after purchasing an additional 2,955 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of Pfizer by 10.3% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 44,042 shares of the biopharmaceutical company’s stock worth $1,061,000 after purchasing an additional 4,124 shares during the period. Institutional investors and hedge funds own 68.36% of the company’s stock.

Pfizer Stock Performance

PFE opened at $26.77 on Friday. Pfizer Inc. has a 1-year low of $23.58 and a 1-year high of $28.75. The stock has a market cap of $152.60 billion, a P/E ratio of 35.23 and a beta of 0.34. The stock’s 50 day simple moving average is $25.12 and its 200 day simple moving average is $26.20. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.27 and a quick ratio of 0.96.

Pfizer (NYSE:PFE) last issued its quarterly earnings data on Tuesday, August 4th. The biopharmaceutical company reported $0.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.09. The firm had revenue of $15.03 billion during the quarter, compared to analysts’ expectations of $14.40 billion. Pfizer had a return on equity of 19.63% and a net margin of 6.80%.Pfizer’s revenue was up 2.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.78 earnings per share. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. As a group, equities analysts anticipate that Pfizer Inc. will post 2.98 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. Investors of record on Friday, July 24th will be given a $0.43 dividend. The ex-dividend date is Friday, July 24th. This represents a $1.72 annualized dividend and a dividend yield of 6.4%. Pfizer’s payout ratio is currently 226.32%.

Wall Street Analysts Forecast Growth

PFE has been the topic of a number of analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Pfizer in a research report on Monday, August 3rd. Citigroup raised their target price on shares of Pfizer from $26.00 to $27.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 29th. Royal Bank Of Canada raised shares of Pfizer from an “underperform” rating to a “sector perform” rating and set a $25.00 target price on the stock in a report on Tuesday, June 9th. HSBC lowered shares of Pfizer from a “buy” rating to a “hold” rating and dropped their price target for the stock from $32.00 to $28.00 in a research note on Monday, July 6th. Finally, JPMorgan Chase & Co. cut 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. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $28.28.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: CEO Albert Bourla purchased approximately $1 million of Pfizer stock—about 38,000 shares—in his first open-market purchase of the company’s shares. The transaction may reassure investors that management views the current valuation as attractive. Pfizer CEO Buys $1 Million of Company Stock
• Positive Sentiment: The European Medicines Agency validated Pfizer and Valneva’s application for their six-valent Lyme disease vaccine candidate, PF-07307405, beginning the formal review process. The filing is supported by Phase 3 results showing more than 70% efficacy and no significant safety concerns. Validation is an important regulatory milestone, although it does not represent approval. Pfizer and Valneva’s Lyme Disease Vaccine Candidate Marketing Authorization Application Validated by European Medicines Agency
• Positive Sentiment: An updated Korean real-world study of Paxlovid highlighted continued potential value for high-risk COVID-19 patients, supporting Pfizer’s effort to maintain demand for its antiviral as COVID-related revenue normalizes. Pfizer’s Korean Paxlovid Study Signals Ongoing Value in High-Risk COVID Market
• Neutral Sentiment: Erste Group Bank raised its fiscal 2026 EPS forecast, adding modest analyst support. Pfizer’s broader investment case also continues to rely on its non-COVID portfolio, including positive Phase 3 LITFULO data and recently acquired products.
• Negative Sentiment: Investors remain focused on Pfizer’s post-COVID revenue declines, recent intangible-asset impairments, and the discontinuation of its BEQVEZ hemophilia gene therapy, which underscore execution and pipeline risks. Gene Therapy Remains Top-of-Mind in Hemophilia

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.