Erste Group Bank Has Positive View of Pfizer FY2026 Earnings

Pfizer Inc. (NYSE:PFE) – Equities research analysts at Erste Group Bank boosted their FY2026 earnings estimates for shares of Pfizer in a research note issued on Thursday, August 27th. Erste Group Bank analyst H. Engel now forecasts that the biopharmaceutical company will post earnings per share of $2.96 for the year, up from their prior forecast of $2.95. The consensus estimate for Pfizer’s current full-year earnings is $2.98 per share. Erste Group Bank also issued estimates for Pfizer’s FY2027 earnings at $2.90 EPS.

Other equities research analysts have also recently issued reports about the company. Wolfe Research reaffirmed an “underperform” rating and issued a $26.00 price target on shares of Pfizer in a research note on Thursday, May 14th. HSBC lowered 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 report on Monday, July 6th. Wall Street Zen upgraded shares of Pfizer from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Bank of America decreased their price target on shares of Pfizer from $27.00 to $26.00 and set a “neutral” rating for the company in a research note on Friday, July 10th. Finally, UBS Group reissued a “neutral” rating and set a $27.00 price target on shares of Pfizer in a research report on Wednesday, May 27th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $28.28.

Pfizer Stock Up 2.0%

Shares of NYSE:PFE opened at $28.51 on Monday. The firm has a market capitalization of $162.50 billion, a P/E ratio of 37.51 and a beta of 0.34. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.96 and a current ratio of 1.27. The stock has a 50 day moving average price of $25.62 and a 200-day moving average price of $26.30. Pfizer has a 52-week low of $23.58 and a 52-week high of $28.75.

Pfizer (NYSE:PFE) last released its quarterly earnings data on Tuesday, August 4th. The biopharmaceutical company reported $0.77 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.68 by $0.09. The firm had revenue of $15.03 billion for the quarter, compared to analysts’ expectations of $14.40 billion. Pfizer had a net margin of 6.80% and a return on equity of 19.63%. The company’s revenue for the quarter was up 2.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.78 earnings per share. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS.

Pfizer Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, July 24th will be paid a dividend of $0.43 per share. This represents a $1.72 annualized dividend and a yield of 6.0%. The ex-dividend date is Friday, July 24th. Pfizer’s dividend payout ratio (DPR) is currently 226.32%.

Institutional Trading of Pfizer

A number of large investors have recently made changes to their positions in PFE. BlackRock Inc. grew its holdings in shares of Pfizer by 6.3% in the second quarter. BlackRock Inc. now owns 529,670,433 shares of the biopharmaceutical company’s stock worth $12,754,464,000 after acquiring an additional 31,412,883 shares during the period. State Street Corp grew its stake in shares of Pfizer by 0.5% during the 4th quarter. State Street Corp now owns 300,445,164 shares of the biopharmaceutical company’s stock valued at $7,481,085,000 after purchasing an additional 1,357,756 shares during the period. California State Teachers Retirement System increased its position in shares of Pfizer by 2,320.6% during the 2nd quarter. California State Teachers Retirement System now owns 217,981,455 shares of the biopharmaceutical company’s stock valued at $5,248,993,000 after purchasing an additional 208,976,273 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Pfizer by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 130,192,081 shares of the biopharmaceutical company’s stock valued at $3,235,642,000 after purchasing an additional 1,184,728 shares during the last quarter. Finally, Morgan Stanley lifted its stake in shares of Pfizer by 19.2% in the 4th quarter. Morgan Stanley now owns 89,113,604 shares of the biopharmaceutical company’s stock worth $2,218,929,000 after purchasing an additional 14,342,946 shares during the period. 68.36% of the stock is currently owned by institutional investors.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Depo-Provera litigation settlement removes a major overhang. Pfizer reached a confidential settlement covering more than 6,000 federal lawsuits alleging that Depo-Provera was linked to intracranial meningioma. Although the financial terms were not disclosed and Pfizer admitted no liability, resolving the cases provides greater clarity around a significant product-liability risk. Pfizer Reaches Confidential Settlement in Depo-Provera Litigation
• Positive Sentiment: Oncology remains the key long-term growth strategy. Pfizer is relying on Padcev, additional label expansions, and pipeline programs such as PF-08634404 to strengthen its cancer portfolio and offset pressure in other parts of the business. Execution and clinical or regulatory progress will determine how much value this pipeline creates. Pfizer’s Oncology Growth Push
• Positive Sentiment: Pfizer’s income appeal is attracting defensive investors. With a dividend yield cited in the 4.3%–6.1% range, Pfizer is being highlighted alongside other dividend payers as investors seek cash flow and reduce exposure to richly valued growth stocks. Three Stocks for Investors Who Still Believe Cash Is King
• Positive Sentiment: One analyst raised Pfizer’s fiscal 2026 EPS estimate, suggesting somewhat improved expectations for the company’s earnings outlook. Pfizer FY2026 EPS Estimate Increased by Erste Group Bank
• Neutral Sentiment: Pfizer’s recovery is viewed as steadier but less visible. Commentary notes that the company has improved its outlook, though investors remain focused on whether its turnaround can produce durable growth and support portfolio income. Pfizer and Starbucks Turnaround Comparison
• Negative Sentiment: Pfizer has lagged the broader S&P 500 over the past year. Analysts are moderately optimistic, but the underperformance highlights continuing investor skepticism about growth, the post-COVID revenue reset, and the pace of the turnaround. Is Pfizer Stock Underperforming the S&P 500?

Pfizer Company 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.