SBI Securities Co. Ltd. Raises Stock Position in Pfizer Inc. $PFE

SBI Securities Co. Ltd. boosted its holdings in Pfizer Inc. (NYSE:PFE) by 8.0% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 550,371 shares of the biopharmaceutical company’s stock after buying an additional 40,920 shares during the period. SBI Securities Co. Ltd.’s holdings in Pfizer were worth $13,704,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the business. Garner Asset Management Corp purchased a new stake in Pfizer in the 4th quarter worth $42,000. McIlrath & Eck LLC increased its stake in Pfizer by 43.8% in the 4th quarter. McIlrath & Eck LLC now owns 6,186 shares of the biopharmaceutical company’s stock worth $154,000 after buying an additional 1,883 shares in the last quarter. Boothe Investment Group Inc. increased its stake in Pfizer by 4.2% in the 4th quarter. Boothe Investment Group Inc. now owns 343,910 shares of the biopharmaceutical company’s stock worth $8,563,000 after buying an additional 13,960 shares in the last quarter. Sterling Investment Management LLC purchased a new stake in Pfizer in the 4th quarter worth $882,000. Finally, Nicholas Hoffman & Company LLC. increased its stake in Pfizer by 17.4% in the 4th quarter. Nicholas Hoffman & Company LLC. now owns 48,634 shares of the biopharmaceutical company’s stock worth $1,211,000 after buying an additional 7,195 shares in the last quarter. Hedge funds and other institutional investors own 68.36% of the company’s stock.

Pfizer Trading Up 0.5%

Shares of Pfizer stock opened at $26.42 on Wednesday. The firm has a market cap of $150.24 billion, a price-to-earnings ratio of 19.43 and a beta of 0.35. The business has a 50-day moving average price of $27.17 and a 200-day moving average price of $26.13. The company has a quick ratio of 0.87, a current ratio of 1.16 and a debt-to-equity ratio of 0.71. Pfizer Inc. has a twelve month low of $21.97 and a twelve month high of $28.75.

Pfizer (NYSE:PFE) last issued its quarterly earnings data on Tuesday, May 5th. The biopharmaceutical company reported $0.75 earnings per share for the quarter, beating analysts’ consensus estimates of $0.72 by $0.03. The firm had revenue of $14.45 billion during the quarter, compared to analyst estimates of $13.84 billion. Pfizer had a return on equity of 20.48% and a net margin of 12.42%.The business’s quarterly revenue was up 5.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.92 earnings per share. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. Equities research analysts anticipate that Pfizer Inc. will post 2.99 EPS for the current fiscal year.

Pfizer Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Friday, May 8th will be given a dividend of $0.43 per share. The ex-dividend date is Friday, May 8th. This represents a $1.72 dividend on an annualized basis and a yield of 6.5%. Pfizer’s dividend payout ratio is 126.47%.

Key Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Q1 results beat expectations: Pfizer reported $14.45B in revenue and $0.75 EPS, topping Street estimates as growth from recently launched and acquired products (notably Eliquis and cancer drugs) offset declines in COVID sales. Pfizer beats Q1 profit estimates on strong demand for blood thinner Eliquis (Reuters)
• Positive Sentiment: Pipeline and M&A support longer-term growth: Management highlighted pipeline progress and the strategic Metsera acquisition (obesity) as key to offsetting legacy declines and to drive post‑2028 growth. Pfizer tops Wall Street estimates, reaffirms outlook as newer products show growth (CNBC)
• Positive Sentiment: Legal and patent developments extend revenue visibility: A patent settlement around Vyndamax and recent favorable rulings (including COVID‑vaccine related wins) were cited as reshaping the company’s post‑2028 revenue outlook. Pfizer Says Vyndamax Drug Patent Settlement Reshapes Post-2028 Revenue View (Benzinga)
• Positive Sentiment: New FDA approval: Pfizer (with Arvinas) won approval for VEPPANU, a first‑of‑its‑kind therapy for ESR1‑mutated advanced breast cancer, adding a near‑term commercial product. Pfizer, Arvinas Win FDA Nod For First-Of-Its-Kind Breast Cancer Therapy (Benzinga)
• Neutral Sentiment: Guidance reiterated but with modest gaps vs. consensus: Pfizer reaffirmed FY‑2026 guidance (EPS $2.80–3.00; revenue $59.5B–62.5B), roughly in line but the EPS range is slightly conservative versus consensus, leaving limited upside in near‑term estimates. Pfizer Reports Strong First-Quarter Results And Reaffirms 2026 Guidance (BusinessWire)
• Negative Sentiment: Higher R&D and expense pressure: Increased R&D spending weighed on profit, producing lower adjusted margins vs. the prior year and signaling near‑term profit pressure as the company invests in pipeline. Pfizer Revenue Rises But Profit Falls Amid Boosted R&D Spending (WSJ)
• Negative Sentiment: Mixed market reaction and skepticism: Some analysts call the quarter “mild” — beats were offset by conservative guidance and margin pressures, so the report may not satisfy investors focused on near‑term sales acceleration. Why Pfizer’s ‘Mild’ First-Quarter Report Likely Won’t Satisfy Skeptics (Investors.com)

Analyst Ratings Changes

PFE has been the subject of a number of analyst reports. Cantor Fitzgerald reiterated a “neutral” rating and issued a $27.00 price target on shares of Pfizer in a research note on Wednesday, February 4th. Barclays initiated coverage on Pfizer in a research note on Thursday, February 19th. They issued an “underweight” rating and a $25.00 price target for the company. Morgan Stanley increased their price target on Pfizer from $27.00 to $28.00 and gave the stock an “equal weight” rating in a research note on Friday, April 10th. Bank of America cut their price objective on Pfizer from $27.00 to $26.00 and set a “neutral” rating for the company in a research report on Thursday, April 9th. Finally, Daiwa Securities Group lowered Pfizer from an “outperform” rating to a “neutral” rating and set a $27.00 price objective for the company. in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $28.74.

Pfizer 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.