Heritage Investors Management Corp Trims Position in Pfizer Inc. $PFE

Heritage Investors Management Corp decreased its holdings in shares of Pfizer Inc. (NYSE:PFE) by 10.4% during the 2nd quarter, Holdings Channel.com reports. The firm owned 334,402 shares of the biopharmaceutical company’s stock after selling 38,628 shares during the period. Heritage Investors Management Corp’s holdings in Pfizer were worth $8,052,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Journey Advisory Group LLC boosted its stake in Pfizer by 8.8% in the 2nd quarter. Journey Advisory Group LLC now owns 34,607 shares of the biopharmaceutical company’s stock worth $833,000 after buying an additional 2,809 shares during the last quarter. Strive Financial Group LLC increased its stake in shares of Pfizer by 29.9% during the 2nd quarter. Strive Financial Group LLC now owns 9,474 shares of the biopharmaceutical company’s stock valued at $228,000 after acquiring an additional 2,181 shares during the last quarter. Leuthold Group LLC acquired a new position in shares of Pfizer during the 2nd quarter valued at about $4,887,000. BCGM Wealth Management LLC lifted its holdings in shares of Pfizer by 4.8% during the 2nd quarter. BCGM Wealth Management LLC now owns 57,029 shares of the biopharmaceutical company’s stock worth $1,373,000 after acquiring an additional 2,631 shares during the period. Finally, Virtus Family Office LLC boosted its position in shares of Pfizer by 9.6% in the second quarter. Virtus Family Office LLC now owns 70,574 shares of the biopharmaceutical company’s stock worth $1,699,000 after acquiring an additional 6,173 shares during the last quarter. 68.36% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: EMA validates Lyme vaccine filing: The European Medicines Agency validated Pfizer and Valneva’s marketing application for their Lyme disease vaccine candidate, allowing the application to proceed to a full regulatory review. The filing follows late-stage data showing encouraging efficacy and safety. Approval could create a new commercial opportunity for Pfizer, although regulatory and launch risks remain. Pfizer Gets EMA Lyme Vaccine Filing Validation
• Positive Sentiment: Pipeline and intellectual-property support: Pfizer completed a Phase 1 study of its early-stage obesity candidate PF-08653944, maintaining optionality in a high-growth therapeutic market. A separate patent analysis also identified Pfizer as a leading holder of next-generation antibody-drug-conjugate patents, strengthening the company’s potential position in cancer treatment. Both developments are longer-term catalysts rather than immediate revenue drivers. Pfizer Advances Early Obesity Drug PF-08653944
• Neutral Sentiment: Healthcare-sector momentum: Healthcare indexes rose broadly late Tuesday, providing a favorable trading backdrop for defensive, dividend-paying pharmaceutical companies such as Pfizer. The sector move appears to be a market-wide factor rather than a Pfizer-specific fundamental change. Healthcare Stocks Climb Late Afternoon
• Neutral Sentiment: Obesity-drug competition and deal interest: Kailera Therapeutics’ large obesity-drug IPO highlights intense industry interest in the market and could increase attention on Pfizer’s pipeline or potential acquisition opportunities. At the same time, rising competition makes Pfizer’s early-stage program more speculative. Kailera Therapeutics Obesity IPO
• Negative Sentiment: Patent-cliff concerns remain: Despite Pfizer’s low valuation and attractive dividend, analysts continue to warn that upcoming patent expirations could pressure revenue and earnings as key products face generic or biosimilar competition. This remains the primary fundamental overhang on PFE. Pfizer Still Cheap Valuation Meets a Looming Patent Cliff

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on PFE. Weiss Ratings restated a “hold (c)” rating on shares of Pfizer in a report on Monday, August 3rd. 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. JPMorgan Chase & Co. decreased their price target on shares of Pfizer from $30.00 to $28.00 and set a “neutral” rating on the stock in a report on Wednesday, July 8th. HSBC cut shares of Pfizer from a “buy” rating to a “hold” rating and lowered their price objective for the company from $32.00 to $28.00 in a research note on Monday, July 6th. Finally, BMO Capital Markets cut their target price on Pfizer from $34.00 to $30.00 and set an “outperform” rating on the stock in a research report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $28.28.

Pfizer Stock Up 1.6%

PFE opened at $27.30 on Wednesday. The firm has a 50 day moving average price of $25.18 and a 200 day moving average price of $26.21. The company has a market cap of $155.57 billion, a PE ratio of 35.91 and a beta of 0.34. Pfizer Inc. has a 1 year low of $23.58 and a 1 year high of $28.75. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.96 and a current ratio of 1.27.

Pfizer (NYSE:PFE) last posted its quarterly 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. Pfizer had a net margin of 6.80% and a return on equity of 19.63%. The firm had revenue of $15.03 billion for the quarter, compared to analyst estimates of $14.40 billion. During the same quarter last year, the firm posted $0.78 earnings per share. Pfizer’s revenue for the quarter was up 2.6% compared to the same quarter last year. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. Sell-side analysts expect that Pfizer Inc. will post 2.98 earnings per share for the current year.

Pfizer Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, July 24th will be given a dividend of $0.43 per share. This represents a $1.72 dividend on an annualized basis and a yield of 6.3%. The ex-dividend date of this dividend is Friday, July 24th. Pfizer’s dividend payout ratio is 226.32%.

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.