Pfizer Inc. $PFE Shares Acquired by Simplicity Wealth LLC

Simplicity Wealth LLC increased its stake in shares of Pfizer Inc. (NYSE:PFE) by 144.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 109,120 shares of the biopharmaceutical company’s stock after buying an additional 64,440 shares during the quarter. Simplicity Wealth LLC’s holdings in Pfizer were worth $2,628,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Pfizer in the fourth quarter worth about $1,830,986,000. Morgan Stanley boosted its position in Pfizer by 19.2% in the fourth quarter. Morgan Stanley now owns 89,113,604 shares of the biopharmaceutical company’s stock valued at $2,218,929,000 after buying an additional 14,342,946 shares during the last quarter. Bank of New York Mellon Corp increased its holdings in Pfizer by 38.9% in the 4th quarter. Bank of New York Mellon Corp now owns 48,514,971 shares of the biopharmaceutical company’s stock worth $1,208,023,000 after buying an additional 13,581,757 shares during the period. Janus Henderson Group PLC increased its holdings in Pfizer by 577.5% in the 4th quarter. Janus Henderson Group PLC now owns 8,786,084 shares of the biopharmaceutical company’s stock worth $218,817,000 after buying an additional 7,489,189 shares during the period. Finally, Capital World Investors raised its position in Pfizer by 51.5% during the 4th quarter. Capital World Investors now owns 21,433,890 shares of the biopharmaceutical company’s stock worth $533,704,000 after buying an additional 7,287,194 shares during the last quarter. Hedge funds and other institutional investors own 68.36% of the company’s stock.

Pfizer News Roundup

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer completed a Phase 1/2 study of PF-07868489, an experimental treatment for pulmonary arterial hypertension. The milestone supports early-stage pipeline progress, though additional clinical testing will be needed before any potential commercialization. Pfizer’s PF-07868489 PAH Study Reaches Completion
• Positive Sentiment: Several additional clinical updates highlighted progress across Pfizer’s development portfolio: completion of a Phase 1 atirmociclib study, completion of a drug-interaction study for PF-07248144, and a new Phase 1 liver study for atirmociclib. These milestones may reinforce confidence in Pfizer’s ability to replenish revenue as older products face competition. Atirmociclib Study Update PF-07248144 Study Update
• Positive Sentiment: Pfizer is also expanding real-world evidence efforts for prostate cancer therapies, Ibrance in advanced breast cancer, and a migraine treatment study in India. These studies could support broader use and strengthen commercial evidence for existing medicines. Pfizer Real-World Prostate Cancer Study
• Positive Sentiment: Investor-oriented coverage remains constructive, citing Pfizer’s roughly 19% year-to-date gain, attractive dividend yield, and reported hedge-fund buying. The stock’s move toward its 52-week high suggests improving sentiment. Hedge Funds Buying Pfizer
• Neutral Sentiment: Unusually large options activity may increase short-term trading interest, but it does not establish a clear fundamental direction for PFE. Pfizer Options Trading
• Negative Sentiment: Coverage of settlements involving thousands of Depo-Provera lawsuits raises concerns about potential legal costs and ongoing liability. Analysts also continue to weigh whether new drugs and acquisitions can offset revenue losses from expiring patents. Pfizer Legal Claims

Analyst Upgrades and Downgrades

Several analysts have commented on PFE shares. Bank of America decreased their price objective on shares of Pfizer from $27.00 to $26.00 and set a “neutral” rating for the company in a research note on Friday, July 10th. Wolfe Research reissued an “underperform” rating and set a $26.00 target price on shares of Pfizer in a report on Thursday, May 14th. UBS Group restated a “neutral” rating and set a $27.00 target price on shares of Pfizer in a research report on Wednesday, May 27th. Guggenheim lowered their price target on shares of Pfizer from $35.00 to $31.00 and set a “buy” rating on the stock in a report on Friday, August 7th. Finally, HSBC downgraded Pfizer from a “buy” rating to a “hold” rating and cut their price target for the stock from $32.00 to $28.00 in a research report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $28.28.

Pfizer Trading Up 0.8%

PFE stock opened at $28.00 on Friday. Pfizer Inc. has a 52-week low of $23.58 and a 52-week high of $28.75. The company has a quick ratio of 0.96, a current ratio of 1.27 and a debt-to-equity ratio of 0.71. The firm has a market cap of $159.59 billion, a P/E ratio of 36.84 and a beta of 0.34. The company’s 50-day simple moving average is $25.30 and its 200-day simple moving average is $26.25.

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

Pfizer Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, July 24th will be paid a dividend of $0.43 per share. This represents a $1.72 annualized dividend and a dividend yield of 6.1%. The ex-dividend date of this dividend 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.