HB Wealth Management LLC Buys 40,675 Shares of Pfizer Inc. $PFE

HB Wealth Management LLC grew its stake in Pfizer Inc. (NYSE:PFE) by 14.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 332,203 shares of the biopharmaceutical company’s stock after buying an additional 40,675 shares during the period. HB Wealth Management LLC’s holdings in Pfizer were worth $8,465,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in PFE. Fiduciary Alliance LLC boosted its holdings in shares of Pfizer by 46.4% during the 3rd quarter. Fiduciary Alliance LLC now owns 145,263 shares of the biopharmaceutical company’s stock valued at $3,701,000 after buying an additional 46,043 shares in the last quarter. Vista Investment Partners LLC boosted its stake in Pfizer by 236.1% during the third quarter. Vista Investment Partners LLC now owns 69,613 shares of the biopharmaceutical company’s stock worth $1,774,000 after acquiring an additional 48,900 shares in the last quarter. Generali Investments CEE investicni spolecnost a.s. boosted its stake in Pfizer by 76.4% during the third quarter. Generali Investments CEE investicni spolecnost a.s. now owns 109,269 shares of the biopharmaceutical company’s stock worth $2,784,000 after acquiring an additional 47,319 shares in the last quarter. Bourne Lent Asset Management Inc. increased its stake in shares of Pfizer by 90.8% during the second quarter. Bourne Lent Asset Management Inc. now owns 38,255 shares of the biopharmaceutical company’s stock valued at $927,000 after purchasing an additional 18,200 shares in the last quarter. Finally, Fort Washington Investment Advisors Inc. OH increased its stake in shares of Pfizer by 11.2% during the third quarter. Fort Washington Investment Advisors Inc. OH now owns 1,892,663 shares of the biopharmaceutical company’s stock valued at $48,225,000 after purchasing an additional 190,946 shares in the last quarter. Hedge funds and other institutional investors own 68.36% of the company’s stock.

Pfizer Price Performance

NYSE PFE opened at $25.29 on Friday. Pfizer Inc. has a one year low of $20.92 and a one year high of $27.69. The stock has a 50-day moving average of $25.25 and a 200 day moving average of $24.94. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.97 and a current ratio of 1.28. The company has a market capitalization of $143.76 billion, a price-to-earnings ratio of 14.70 and a beta of 0.47.

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 net margin of 15.65% and a return on equity of 20.17%. The firm had revenue of $16.65 billion for the quarter, compared to the consensus estimate of $16.94 billion. Pfizer has set its FY 2025 guidance at 3.000-3.150 EPS. On average, sell-side analysts forecast that Pfizer Inc. will post 2.95 EPS for the current year.

Pfizer Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Friday, January 23rd will be given a $0.43 dividend. This represents a $1.72 dividend on an annualized basis and a yield of 6.8%. The ex-dividend date of this dividend is Friday, January 23rd. Pfizer’s payout ratio is 100.00%.

Analyst Upgrades and Downgrades

PFE has been the topic of a number of analyst reports. Wolfe Research set a $24.00 price target on Pfizer and gave the stock an “underperform” rating in a research report on Wednesday, December 17th. UBS Group began coverage on Pfizer in a report on Tuesday. They issued a “neutral” rating and a $25.00 target price on the stock. Bank of America reduced their price target on Pfizer from $29.00 to $28.00 and set a “neutral” rating for the company in a report on Monday, December 15th. Scotiabank initiated coverage on shares of Pfizer in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $30.00 price target on the stock. Finally, Morgan Stanley dropped their price target on shares of Pfizer from $32.00 to $28.00 and set an “equal weight” rating on the stock in a research note on Friday, December 12th. Two research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Pfizer has a consensus rating of “Hold” and an average target price of $27.88.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Positive topline Phase 3 EV‑304 (KEYNOTE‑B15) results: Pfizer and Astellas reported the PADCEV (enfortumab vedotin) + Keytruda combo met its primary goals in bladder cancer, which could expand oncology revenue and provide a meaningful new commercial opportunity. Pfizer, Astellas Report Positive Phase 3 Trial Results for PADCEV Combination in Bladder Cancer Treatment
• Positive Sentiment: GLP‑1 / turnaround narrative: Coverage and commentary highlight Pfizer’s moves into obesity/GLP‑1 areas (licensing deals and pipeline focus) as a potential multi‑year growth catalyst that investors are valuing alongside legacy product cash flows. This Could Be Key to Pfizer’s Turnaround in 2026
• Neutral Sentiment: Observational RSV maternal vaccine study update: Pfizer provided results/updates on a Scottish observational study — useful for longer‑term vaccine positioning but unlikely to move the stock materially near term. Pfizer’s Scottish RSV Maternal Vaccine Study: What Investors Should Watch
• Neutral Sentiment: Exchange requests clarification from Pfizer Limited on Q2 FY2025 financials — procedural item for the regional listing that bears monitoring but is localized and not an immediate U.S. earnings issue. Exchange Seeks Clarification from Pfizer Limited on Q2 FY2025 Financial Results
• Negative Sentiment: Litigation timeline set: A trial date was scheduled in the MDL over Depo‑Provera claims for Dec. 2026 (2,100+ plaintiffs), adding legal overhang and potential settlement/judgment risk for investors to watch. Trial Date Has Been Set in MDL against Pfizer for Depo-Provera Overseen by Levin Papantonio
• Negative Sentiment: Analyst caution / valuation concerns: UBS initiated a Hold citing patent cliff risks and pipeline uncertainty that offset obesity upside — a rating that can pressure sentiment if echoed by other shops. Patent Cliff Overhang and Uncertain Pipeline Offset Obesity Upside, Justifying Hold on Fairly Valued Pfizer Shares
• Negative Sentiment: Guidance / margin concerns highlighted by commentary: Analysis and notes (including a Seeking Alpha piece) point to 2026 guidance that implies continued margin and growth pressure — a reminder that near‑term earnings drivers remain mixed. Pfizer: 2026 Guidance Points To Continued Margin And Growth Pressure

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.