Clifford Swan Investment Counsel LLC Trims Stake in Pfizer Inc. $PFE

Clifford Swan Investment Counsel LLC lowered its position in Pfizer Inc. (NYSE:PFE) by 6.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 458,641 shares of the biopharmaceutical company’s stock after selling 30,654 shares during the quarter. Clifford Swan Investment Counsel LLC’s holdings in Pfizer were worth $11,044,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Manchester Financial Inc. raised its holdings in shares of Pfizer by 2.9% in the 2nd quarter. Manchester Financial Inc. now owns 13,168 shares of the biopharmaceutical company’s stock valued at $317,000 after acquiring an additional 365 shares in the last quarter. Vermillion Wealth Management Inc. grew its holdings in shares of Pfizer by 19.4% during the first quarter. Vermillion Wealth Management Inc. now owns 2,352 shares of the biopharmaceutical company’s stock worth $66,000 after purchasing an additional 382 shares in the last quarter. Eagle Capital Management LLC increased its position in shares of Pfizer by 0.3% in the first quarter. Eagle Capital Management LLC now owns 126,573 shares of the biopharmaceutical company’s stock worth $3,554,000 after purchasing an additional 390 shares during the last quarter. Delta Financial Advisors LLC increased its position in shares of Pfizer by 1.6% in the first quarter. Delta Financial Advisors LLC now owns 25,266 shares of the biopharmaceutical company’s stock worth $709,000 after purchasing an additional 398 shares during the last quarter. Finally, Mount Vernon Associates Inc. MD raised its stake in Pfizer by 1.0% in the first quarter. Mount Vernon Associates Inc. MD now owns 41,919 shares of the biopharmaceutical company’s stock valued at $1,177,000 after purchasing an additional 400 shares in the last quarter. Hedge funds and other institutional investors own 68.36% of the company’s stock.

Pfizer Stock Up 2.0%

NYSE PFE opened at $28.51 on Tuesday. Pfizer Inc. has a 1 year low of $23.58 and a 1 year high of $28.75. The stock has a market capitalization of $162.50 billion, a PE ratio of 37.51 and a beta of 0.34. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.27 and a quick ratio of 0.96. The business’s 50-day moving average is $25.62 and its 200 day moving average is $26.30.

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

Pfizer Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, July 24th will be issued a $0.43 dividend. The ex-dividend date is Friday, July 24th. This represents a $1.72 annualized dividend and a yield of 6.0%. Pfizer’s payout ratio is 226.32%.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. JPMorgan Chase & Co. cut their price target on shares of Pfizer from $30.00 to $28.00 and set a “neutral” rating for the company in a research note on Wednesday, July 8th. Royal Bank Of Canada upgraded shares of Pfizer from an “underperform” rating to a “sector perform” rating and set a $25.00 price objective on the stock in a research report on Tuesday, June 9th. Wall Street Zen upgraded shares of Pfizer from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. BMO Capital Markets reduced their target price on Pfizer from $34.00 to $30.00 and set an “outperform” rating on the stock in a research note on Monday, July 13th. Finally, HSBC downgraded Pfizer from a “buy” rating to a “hold” rating and lowered their price target for the company from $32.00 to $28.00 in a research report on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $28.28.

Trending Headlines about Pfizer

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 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.