Mosaic Family Wealth Partners LLC Has $1.51 Million Stake in Pfizer Inc. $PFE

Mosaic Family Wealth Partners LLC increased its stake in shares of Pfizer Inc. (NYSE:PFE) by 94.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 62,835 shares of the biopharmaceutical company’s stock after buying an additional 30,502 shares during the quarter. Mosaic Family Wealth Partners LLC’s holdings in Pfizer were worth $1,513,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Retirement Planning Group LLC raised its holdings in Pfizer by 4.6% in the 2nd quarter. Retirement Planning Group LLC now owns 14,546 shares of the biopharmaceutical company’s stock valued at $350,000 after acquiring an additional 640 shares in the last quarter. Donaldson Capital Management LLC grew its holdings in shares of Pfizer by 7.2% during the 2nd quarter. Donaldson Capital Management LLC now owns 52,832 shares of the biopharmaceutical company’s stock worth $1,272,000 after purchasing an additional 3,527 shares in the last quarter. Convergence Financial LLC bought a new position in shares of Pfizer in the second quarter worth $267,000. SFE Investment Counsel increased its position in shares of Pfizer by 33.8% in the second quarter. SFE Investment Counsel now owns 122,530 shares of the biopharmaceutical company’s stock worth $2,951,000 after purchasing an additional 30,975 shares during the period. Finally, Affinity Investment Advisors LLC raised its stake in Pfizer by 25.9% in the second quarter. Affinity Investment Advisors LLC now owns 79,689 shares of the biopharmaceutical company’s stock valued at $1,919,000 after purchasing an additional 16,377 shares in the last quarter. Institutional investors own 68.36% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on PFE. 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. UBS Group reaffirmed a “neutral” rating and set a $27.00 price target on shares of Pfizer in a report on Wednesday, May 27th. JPMorgan Chase & Co. reduced their price target on shares of Pfizer from $30.00 to $28.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 8th. HSBC cut shares of Pfizer from a “buy” rating to a “hold” rating and decreased their price objective for the company from $32.00 to $28.00 in a research note on Monday, July 6th. Finally, Wolfe Research restated an “underperform” rating and set a $26.00 target price on shares of Pfizer in a research note on Thursday, May 14th. One research analyst has rated the stock with a Strong Buy rating, four have given 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.com, the stock has a consensus rating of “Hold” and an average price target of $28.28.

Pfizer Stock Up 3.7%

Shares of NYSE PFE opened at $28.25 on Thursday. The company has a market cap of $161.00 billion, a price-to-earnings ratio of 37.17 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 Inc. has a 12 month low of $23.58 and a 12 month high of $28.75. The stock has a 50-day moving average price of $25.23 and a two-hundred day moving average price of $26.23.

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

Pfizer Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, July 24th will be issued a dividend of $0.43 per share. The ex-dividend date is Friday, July 24th. This represents a $1.72 annualized dividend and a dividend yield of 6.1%. Pfizer’s dividend payout ratio is 226.32%.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Merck and Moderna reported positive Phase 3 melanoma results for their personalized mRNA cancer-vaccine combination with Keytruda, demonstrating improved recurrence-free survival. Pfizer is not directly involved, but the data lifted sentiment across mRNA and oncology companies and highlighted the potential value of Pfizer’s own cancer-vaccine ambitions. Pfizer Stock Rises Wednesday: What’s Going On?
• Positive Sentiment: Pfizer and Valneva received validation from the European Medicines Agency for their Lyme disease vaccine application, allowing the filing to proceed to full regulatory review after encouraging late-stage efficacy and safety results. Pfizer Gets EMA Lyme Vaccine Filing Validation
• Positive Sentiment: Unusually heavy call-option activity indicated increased speculative interest: investors bought 170,284 call options, roughly 47% above typical daily volume. This is a sentiment signal rather than a change to Pfizer’s fundamentals.
• Positive Sentiment: Pfizer’s potential monthly obesity treatment, berobenatide, could provide entry into the fast-growing GLP-1 market if clinical development and market-share objectives are achieved. Pfizer’s Obesity Push
• Neutral Sentiment: Merck’s increased investment in personalized cancer vaccines raises the competitive bar for Pfizer and BioNTech. The development validates the market opportunity but could make it harder for Pfizer to differentiate its pipeline. Merck Just Raised the Stakes for Pfizer’s Cancer Vaccine Ambitions
• Negative Sentiment: Investors continue to debate Pfizer’s looming patent cliff, which could pressure revenue as key products face loss-of-exclusivity risk. The stock’s relatively low valuation and dividend appeal may partly reflect these concerns. Pfizer: Still Cheap Valuation Meets a Looming Patent Cliff

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.