Nexus Investment Management ULC Boosts Stock Holdings in Pfizer Inc. $PFE

Nexus Investment Management ULC lifted its position in shares of Pfizer Inc. (NYSE:PFE) by 11.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 971,525 shares of the biopharmaceutical company’s stock after purchasing an additional 96,478 shares during the period. Pfizer accounts for about 3.5% of Nexus Investment Management ULC’s holdings, making the stock its 13th biggest position. Nexus Investment Management ULC’s holdings in Pfizer were worth $24,754,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in shares of Pfizer during the second quarter valued at approximately $2,270,157,000. Vanguard Group Inc. boosted its holdings in shares of Pfizer by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 533,363,457 shares of the biopharmaceutical company’s stock worth $12,928,730,000 after buying an additional 10,198,330 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its position in Pfizer by 43.4% in the second quarter. Arrowstreet Capital Limited Partnership now owns 18,718,955 shares of the biopharmaceutical company’s stock worth $453,747,000 after acquiring an additional 5,662,309 shares during the period. Assenagon Asset Management S.A. increased its stake in shares of Pfizer by 75.0% during the 3rd quarter. Assenagon Asset Management S.A. now owns 8,689,103 shares of the biopharmaceutical company’s stock worth $221,398,000 after purchasing an additional 3,722,531 shares during the last quarter. Finally, BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its holdings in shares of Pfizer by 84.9% in the 2nd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 7,561,946 shares of the biopharmaceutical company’s stock worth $183,302,000 after purchasing an additional 3,472,240 shares during the period. Hedge funds and other institutional investors own 68.36% of the company’s stock.

Pfizer Trading Up 0.7%

Shares of PFE stock opened at $25.48 on Monday. The company has a market capitalization of $144.84 billion, a PE ratio of 14.81 and a beta of 0.47. Pfizer Inc. has a 52-week low of $20.92 and a 52-week high of $27.69. The business’s fifty day moving average is $25.26 and its 200 day moving average is $24.96. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.97 and a current ratio of 1.28.

Pfizer (NYSE:PFE) last released its quarterly earnings results on Tuesday, November 4th. The biopharmaceutical company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.08. Pfizer had a return on equity of 20.17% and a net margin of 15.65%.The firm had revenue of $16.65 billion for the quarter, compared to analysts’ expectations of $16.94 billion. Pfizer has set its FY 2025 guidance at 3.000-3.150 EPS. On average, equities research analysts anticipate that Pfizer Inc. will post 2.95 EPS for the current fiscal year.

Pfizer Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Friday, January 23rd will be paid a dividend of $0.43 per share. The ex-dividend date of this dividend is Friday, January 23rd. This represents a $1.72 annualized dividend and a yield of 6.8%. Pfizer’s payout ratio is 100.00%.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Positive Phase 3 data for a PADCEV + Keytruda bladder‑cancer combo bolsters Pfizer’s oncology franchise and revenue outlook; clinical validation can drive upside for PFE if regulatory and commercial plans follow. Pfizer, Astellas Report Positive Phase 3 Trial Results for PADCEV Combination in Bladder Cancer Treatment
• Positive Sentiment: Real‑world breast cancer study update signals Pfizer is pushing strategically in the HER2‑positive space — a reminder of ongoing pipeline commercialization opportunities beyond legacy products. Pfizer’s Real‑World Breast Cancer Study Signals Strategic Push in HER2-Positive Market
• Positive Sentiment: Coverage of Pfizer’s AI and precision‑oncology deals highlights a shift in the investment story toward higher‑growth, tech‑enabled oncology programs — can improve long‑term growth perception. How Pfizer’s AI and Precision Oncology Deals Have Changed Its Investment Story
• Positive Sentiment: Partnership with Gordian Bio to probe new obesity targets strengthens Pfizer’s exposure to the high‑growth weight‑loss drug market — a strategic priority highlighted in recent sector narratives. Pfizer partners Gordian Bio to probe new obesity targets
• Positive Sentiment: Broader healthcare sector rebound (VHT coverage) is attracting flows to undervalued pharma names like Pfizer, supporting multiple expansion and demand for dividend/defensive stocks. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: JPMorgan Healthcare Conference preview: JPM will likely produce company updates and M&A headlines that can move PFE intraday — a near‑term volatility catalyst but outcome‑dependent. Healthy Returns: What to expect from pharma at the JPM conference
• Neutral Sentiment: Unusual options flow: heavy activity in March PFE puts (March 20 $29 put highest Vol/OI) — could reflect hedging or directional bearish bets; watch open interest and dealer delta for short‑term price pressure. Unusual Options Activity in Pfizer: 2 Strategies Traders Are Jumping On
• Negative Sentiment: Analyst/retail pieces predicting other healthcare stocks will outperform Pfizer and commentary about a recent ~6% drop signal negative sentiment and may pressure PFE if doubts about growth persist. Prediction: 2 Healthcare Stocks That Will Be Worth More Than Pfizer by the End of 2026 Pfizer’s Stock Just Dropped 6%. Can the Pharmaceutical Giant Bounce Back in 2026?

Analyst Ratings Changes

Several equities analysts have weighed in on the company. The Goldman Sachs Group reissued a “neutral” rating and set a $26.00 price objective on shares of Pfizer in a report on Wednesday, November 5th. Bank of America dropped their price objective on shares of Pfizer from $29.00 to $28.00 and set a “neutral” rating on the stock in a report on Monday, December 15th. UBS Group began coverage on shares of Pfizer in a research report on Tuesday, January 6th. They issued a “neutral” rating and a $25.00 price target on the stock. Scotiabank began coverage on shares of Pfizer in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $30.00 price objective for the company. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Pfizer in a research report on Wednesday, October 8th. Two equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $27.88.

Pfizer Company 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.