Waverly Advisors LLC Has $12.80 Million Stock Holdings in Pfizer Inc. $PFE

Waverly Advisors LLC grew its holdings in Pfizer Inc. (NYSE:PFE) by 18.3% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 531,671 shares of the biopharmaceutical company’s stock after acquiring an additional 82,389 shares during the period. Waverly Advisors LLC’s holdings in Pfizer were worth $12,803,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. BlackRock Inc. boosted its holdings in 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 purchasing an additional 31,412,883 shares in the last quarter. State Street Corp raised its holdings in Pfizer by 0.5% during the fourth quarter. State Street Corp now owns 300,445,164 shares of the biopharmaceutical company’s stock valued at $7,481,085,000 after buying an additional 1,357,756 shares in the last quarter. California State Teachers Retirement System lifted its position in shares of Pfizer by 2,320.6% in the second quarter. California State Teachers Retirement System now owns 217,981,455 shares of the biopharmaceutical company’s stock worth $5,248,993,000 after buying an additional 208,976,273 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Pfizer by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 130,192,081 shares of the biopharmaceutical company’s stock worth $3,235,642,000 after buying an additional 1,184,728 shares during the last quarter. Finally, Morgan Stanley boosted its stake in shares of Pfizer by 19.2% during the 4th quarter. Morgan Stanley now owns 89,113,604 shares of the biopharmaceutical company’s stock worth $2,218,929,000 after acquiring an additional 14,342,946 shares in the last quarter. Institutional investors own 68.36% of the company’s stock.

Pfizer Trading Up 0.1%

Shares of Pfizer stock opened at $27.82 on Thursday. Pfizer Inc. has a 1 year low of $23.58 and a 1 year high of $29.21. The company’s fifty day simple moving average is $26.21 and its 200-day simple moving average is $26.35. The company has a market cap of $158.58 billion, a price-to-earnings ratio of 36.61, a PEG ratio of 1.87 and a beta of 0.34. The company has a current ratio of 1.27, a quick ratio of 0.96 and a debt-to-equity ratio of 0.71.

Pfizer (NYSE:PFE) last released its earnings results on Tuesday, August 4th. The biopharmaceutical company reported $0.77 EPS for the quarter, beating the consensus estimate of $0.68 by $0.09. Pfizer had a net margin of 6.80% and a return on equity of 19.63%. The firm had revenue of $15.03 billion during the quarter, compared to analysts’ expectations of $14.40 billion. During the same period in the prior year, the company earned $0.78 EPS. The business’s quarterly revenue was up 2.6% compared to the same quarter last year. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. As a group, sell-side analysts expect that Pfizer Inc. will post 2.98 EPS for the current year.

Pfizer Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Friday, July 24th were given a dividend of $0.43 per share. The ex-dividend date of this dividend was Friday, July 24th. This represents a $1.72 dividend on an annualized basis and a dividend yield of 6.2%. Pfizer’s dividend payout ratio is currently 226.32%.

Analyst Ratings Changes

A number of brokerages recently weighed in on PFE. HSBC downgraded Pfizer from a “buy” rating to a “hold” rating and cut their price objective for the company from $32.00 to $28.00 in a research note on Monday, July 6th. Wall Street Zen downgraded Pfizer from a “buy” rating to a “hold” rating in a report on Saturday, September 5th. Wolfe Research reissued an “underperform” rating and issued a $26.00 price target on shares of Pfizer in a research report on Thursday, May 14th. Cantor Fitzgerald restated a “neutral” rating and issued a $27.00 price objective on shares of Pfizer in a research note on Monday, July 6th. Finally, BMO Capital Markets decreased their price objective on shares of Pfizer from $34.00 to $30.00 and set an “outperform” rating for the company in a report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $28.28.

Key Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer’s latest quarterly results exceeded expectations, with adjusted earnings of $0.77 per share versus the $0.68 consensus and revenue of $15.03 billion versus estimates of $14.40 billion. The results helped revive the stock after a prolonged downturn and reinforced management’s full-year 2026 EPS guidance of $2.80-$3.00. Why Pfizer Stock Was so Healthy in August
• Positive Sentiment: Analysts point to Pfizer’s non-COVID portfolio, oncology pipeline and cost-cutting initiatives as potential growth and margin supports. These factors could help offset falling COVID product sales and extend the company’s recovery. Pfizer Stock Rises Almost 9% in 3 Months: Time to Buy, Hold or Exit?
• Neutral Sentiment: Pfizer will present at the Morgan Stanley Global Healthcare Conference on September 14. Chief Executive Albert Bourla’s comments could provide updates on the pipeline, capital allocation and the company’s strategy for managing patent losses. Pfizer Invites Public to Listen to Webcast
• Neutral Sentiment: Novartis India agreed to acquire Pfizer brands for $132 million, including an established hypertension product. The transaction may generate cash and streamline Pfizer’s portfolio, but its financial impact appears limited relative to Pfizer’s roughly $159 billion market value. Novartis India Acquires Pfizer Brands
• Negative Sentiment: Jim Cramer selected Johnson & Johnson over Pfizer among healthcare stocks, a high-profile preference that may weigh on Pfizer’s relative appeal. Another comparison favored AbbVie as a stronger dividend-growth investment, despite Pfizer’s roughly 6% yield. Jim Cramer Picks J&J Over Pfizer

Pfizer Profile

Pfizer Inc is a global biopharmaceutical company that discovers, develops, manufactures and commercializes prescription medicines and vaccines. Its portfolio addresses a range of therapeutic areas, including oncology, inflammation and immunology, internal medicine, hospital care, rare diseases and infectious diseases. The company serves patients and healthcare providers in markets worldwide.

Pfizer’s products include the Comirnaty COVID-19 vaccine, the Prevnar family of pneumococcal vaccines, and medicines such as Eliquis, Ibrance, Vyndaqel and Zavzaret.