National Pension Service Grows Stock Holdings in Pfizer Inc. $PFE

National Pension Service grew its stake in Pfizer Inc. (NYSE:PFE) by 1.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,530,439 shares of the biopharmaceutical company’s stock after acquiring an additional 181,151 shares during the period. National Pension Service’s holdings in Pfizer were worth $349,893,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Handelsbanken Fonder AB lifted its holdings in shares of Pfizer by 10.4% in the 2nd quarter. Handelsbanken Fonder AB now owns 2,462,431 shares of the biopharmaceutical company’s stock worth $59,295,000 after buying an additional 232,528 shares during the period. Russell Investments Group Ltd. increased its stake in shares of Pfizer by 15.7% during the second quarter. Russell Investments Group Ltd. now owns 5,482,863 shares of the biopharmaceutical company’s stock valued at $132,365,000 after buying an additional 745,213 shares during the period. Leuthold Group LLC bought a new stake in shares of Pfizer in the second quarter valued at about $4,887,000. North Dakota State Investment Board bought a new stake in shares of Pfizer in the fourth quarter valued at about $5,348,000. Finally, Park National Corp OH lifted its stake in Pfizer by 332.1% in the second quarter. Park National Corp OH now owns 242,081 shares of the biopharmaceutical company’s stock worth $5,829,000 after acquiring an additional 186,053 shares during the period. 68.36% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer’s latest quarterly results exceeded expectations, with adjusted earnings of $0.77 per share versus the $0.68 consensus and revenue of $15.03 billion versus estimates of $14.40 billion. The results helped revive the stock after a prolonged downturn and reinforced management’s full-year 2026 EPS guidance of $2.80-$3.00. Why Pfizer Stock Was so Healthy in August
• Positive Sentiment: Analysts point to Pfizer’s non-COVID portfolio, oncology pipeline and cost-cutting initiatives as potential growth and margin supports. These factors could help offset falling COVID product sales and extend the company’s recovery. Pfizer Stock Rises Almost 9% in 3 Months: Time to Buy, Hold or Exit?
• Neutral Sentiment: Pfizer will present at the Morgan Stanley Global Healthcare Conference on September 14. Chief Executive Albert Bourla’s comments could provide updates on the pipeline, capital allocation and the company’s strategy for managing patent losses. Pfizer Invites Public to Listen to Webcast
• Neutral Sentiment: Novartis India agreed to acquire Pfizer brands for $132 million, including an established hypertension product. The transaction may generate cash and streamline Pfizer’s portfolio, but its financial impact appears limited relative to Pfizer’s roughly $159 billion market value. Novartis India Acquires Pfizer Brands
• Negative Sentiment: Jim Cramer selected Johnson & Johnson over Pfizer among healthcare stocks, a high-profile preference that may weigh on Pfizer’s relative appeal. Another comparison favored AbbVie as a stronger dividend-growth investment, despite Pfizer’s roughly 6% yield. Jim Cramer Picks J&J Over Pfizer

Analyst Ratings Changes

PFE has been the topic of a number of research reports. JPMorgan Chase & Co. cut their target price on shares of Pfizer from $30.00 to $28.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 8th. Wall Street Zen cut shares of Pfizer from a “buy” rating to a “hold” rating in a research report on Saturday, September 5th. BMO Capital Markets dropped their price objective on shares of Pfizer from $34.00 to $30.00 and set an “outperform” rating on the stock in a research note on Monday, July 13th. Royal Bank Of Canada raised shares of Pfizer from an “underperform” rating to a “sector perform” rating and set a $25.00 price objective on the stock in a report on Tuesday, June 9th. Finally, HSBC downgraded shares of Pfizer from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $32.00 to $28.00 in a research note on Monday, July 6th. One investment 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’s stock. According to data from MarketBeat.com, Pfizer presently has a consensus rating of “Hold” and a consensus price target of $28.28.

Pfizer Stock Performance

Shares of Pfizer stock opened at $27.82 on Thursday. The company has a market capitalization of $158.58 billion, a PE ratio of 36.61, a P/E/G ratio of 1.87 and a beta of 0.34. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.96 and a current ratio of 1.27. The company has a 50-day simple moving average of $26.21 and a two-hundred day simple moving average of $26.35. Pfizer Inc. has a one year low of $23.58 and a one year high of $29.21.

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

Pfizer Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Friday, July 24th were paid a $0.43 dividend. This represents a $1.72 annualized dividend and a yield of 6.2%. The ex-dividend date was Friday, July 24th. Pfizer’s dividend payout ratio (DPR) is 226.32%.

About Pfizer

Pfizer Inc is a global biopharmaceutical company that discovers, develops, manufactures and commercializes prescription medicines and vaccines. Its portfolio addresses a range of therapeutic areas, including oncology, inflammation and immunology, internal medicine, hospital care, rare diseases and infectious diseases. The company serves patients and healthcare providers in markets worldwide.

Pfizer’s products include the Comirnaty COVID-19 vaccine, the Prevnar family of pneumococcal vaccines, and medicines such as Eliquis, Ibrance, Vyndaqel and Zavzaret.