Cliftonlarsonallen Wealth Advisors LLC Has $1.20 Million Stock Holdings in Pfizer Inc. $PFE

Cliftonlarsonallen Wealth Advisors LLC lifted its position in shares of Pfizer Inc. (NYSE:PFE) by 196.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 49,841 shares of the biopharmaceutical company’s stock after purchasing an additional 33,027 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC’s holdings in Pfizer were worth $1,200,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. Godfrey Financial Associates Inc. bought a new stake in shares of Pfizer in the fourth quarter worth about $26,000. Keb Asset Management LLC bought a new position in shares of Pfizer during the 2nd quarter valued at about $26,000. HFM Investment Advisors LLC lifted its holdings in shares of Pfizer by 61.0% during the 4th quarter. HFM Investment Advisors LLC now owns 1,127 shares of the biopharmaceutical company’s stock valued at $28,000 after purchasing an additional 427 shares in the last quarter. Evolution Wealth Management Inc. grew its position in shares of Pfizer by 132.2% in the 1st quarter. Evolution Wealth Management Inc. now owns 994 shares of the biopharmaceutical company’s stock valued at $28,000 after purchasing an additional 566 shares during the period. Finally, Abound Financial LLC bought a new stake in Pfizer during the 4th quarter worth approximately $31,000. Institutional investors own 68.36% of the company’s stock.

Key Headlines Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: CEO Albert Bourla purchased approximately $1 million of Pfizer stock—about 38,000 shares—in his first open-market purchase of the company’s shares. The transaction may reassure investors that management views the current valuation as attractive. Pfizer CEO Buys $1 Million of Company Stock
• Positive Sentiment: The European Medicines Agency validated Pfizer and Valneva’s application for their six-valent Lyme disease vaccine candidate, PF-07307405, beginning the formal review process. The filing is supported by Phase 3 results showing more than 70% efficacy and no significant safety concerns. Validation is an important regulatory milestone, although it does not represent approval. Pfizer and Valneva’s Lyme Disease Vaccine Candidate Marketing Authorization Application Validated by European Medicines Agency
• Positive Sentiment: An updated Korean real-world study of Paxlovid highlighted continued potential value for high-risk COVID-19 patients, supporting Pfizer’s effort to maintain demand for its antiviral as COVID-related revenue normalizes. Pfizer’s Korean Paxlovid Study Signals Ongoing Value in High-Risk COVID Market
• Neutral Sentiment: Erste Group Bank raised its fiscal 2026 EPS forecast, adding modest analyst support. Pfizer’s broader investment case also continues to rely on its non-COVID portfolio, including positive Phase 3 LITFULO data and recently acquired products.
• Negative Sentiment: Investors remain focused on Pfizer’s post-COVID revenue declines, recent intangible-asset impairments, and the discontinuation of its BEQVEZ hemophilia gene therapy, which underscore execution and pipeline risks. Gene Therapy Remains Top-of-Mind in Hemophilia

Analysts Set New Price Targets

PFE has been the topic of several research analyst reports. Cantor Fitzgerald restated a “neutral” rating and set a $27.00 target price on shares of Pfizer in a report on Monday, July 6th. UBS Group reaffirmed a “neutral” rating and set a $27.00 price target on shares of Pfizer in a research note on Wednesday, May 27th. Weiss Ratings reissued a “hold (c)” rating on shares of Pfizer in a research report on Monday, August 3rd. HSBC cut Pfizer from a “buy” rating to a “hold” rating and reduced their price target for the stock from $32.00 to $28.00 in a report on Monday, July 6th. Finally, BMO Capital Markets lowered their price target on shares of Pfizer from $34.00 to $30.00 and set an “outperform” rating on the stock in a report on Monday, July 13th. One 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 issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $28.28.

Pfizer Price Performance

Shares of NYSE:PFE opened at $26.77 on Friday. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.27 and a quick ratio of 0.96. Pfizer Inc. has a one year low of $23.58 and a one year high of $28.75. The company has a market cap of $152.60 billion, a price-to-earnings ratio of 35.23 and a beta of 0.34. The firm has a 50 day simple moving average of $25.12 and a 200 day simple moving average of $26.20.

Pfizer (NYSE:PFE) last posted 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. The firm had revenue of $15.03 billion during the quarter, compared to the consensus estimate of $14.40 billion. Pfizer had a return on equity of 19.63% and a net margin of 6.80%.The business’s quarterly revenue was up 2.6% on a year-over-year basis. During the same period last year, the company earned $0.78 earnings per share. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. Research analysts predict that Pfizer Inc. will post 2.98 earnings per share for the current fiscal year.

Pfizer Announces Dividend

The business also recently disclosed 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. This represents a $1.72 dividend on an annualized basis and a yield of 6.4%. The ex-dividend date is Friday, July 24th. Pfizer’s dividend payout ratio is presently 226.32%.

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.