Gradient Investments LLC Reduces Position in Pfizer Inc. $PFE

Gradient Investments LLC cut its holdings in Pfizer Inc. (NYSE:PFE) by 22.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 123,804 shares of the biopharmaceutical company’s stock after selling 36,504 shares during the period. Gradient Investments LLC’s holdings in Pfizer were worth $3,083,000 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. Peak Asset Management LLC lifted its stake in Pfizer by 1.4% in the second quarter. Peak Asset Management LLC now owns 28,768 shares of the biopharmaceutical company’s stock valued at $697,000 after buying an additional 402 shares during the last quarter. Quest Investment Management LLC lifted its stake in shares of Pfizer by 1.3% in the 3rd quarter. Quest Investment Management LLC now owns 31,768 shares of the biopharmaceutical company’s stock worth $809,000 after acquiring an additional 405 shares during the period. Community Bank & Trust Waco Texas boosted its holdings in Pfizer by 0.6% in the 3rd quarter. Community Bank & Trust Waco Texas now owns 66,841 shares of the biopharmaceutical company’s stock valued at $1,703,000 after purchasing an additional 412 shares in the last quarter. CVA Family Office LLC raised its stake in shares of Pfizer by 3.3% during the 3rd quarter. CVA Family Office LLC now owns 12,915 shares of the biopharmaceutical company’s stock worth $329,000 after buying an additional 413 shares in the last quarter. Finally, Boltwood Capital Management boosted its stake in shares of Pfizer by 0.7% in the third quarter. Boltwood Capital Management now owns 58,274 shares of the biopharmaceutical company’s stock valued at $1,485,000 after buying an additional 420 shares in the last quarter. Institutional investors and hedge funds own 68.36% of the company’s stock.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Phase 3 topline shows robust efficacy (~73% in pre-specified analyses), signaling clear commercial potential if regulators accept the data and approve the shot. BusinessWire: Pfizer and Valneva Announce Lyme Disease Vaccine Candidate Demonstrates Strong Efficacy in Phase 3 VALOR Trial
• Positive Sentiment: Pfizer’s defensive income profile (high dividend yield cited in market coverage) and recent YTD recovery are attracting dividend‑focused investors, providing demand support amid market volatility. MarketBeat: 5 High-Yield Stocks to Shield Your Portfolio From the Storm
• Positive Sentiment: Technical/market narrative: coverage notes Pfizer is showing signs of outperformance versus prior years, which can attract momentum and rotation flows into the name. Fool: Pfizer Stock Is Doing Something It Hasn’t Done Since 2022
• Neutral Sentiment: Pfizer says it will pursue regulatory submissions despite the trial missing its formal primary endpoint — this keeps an approval path alive but raises review uncertainty and timing questions. CNBC: Pfizer to seek FDA approval for Lyme disease vaccine candidate despite trial miss
• Negative Sentiment: The trial failed to meet its primary endpoint due to a low number of infection events, making the results statistically inconclusive and injecting regulatory and commercial risk; partner Valneva’s stock plunged on the news, reflecting investor concern about approval odds and program economics. WSJ: Pfizer’s Lyme Vaccine Shows Strong Efficacy but Misses Mark in Study

Pfizer Stock Performance

NYSE PFE opened at $26.77 on Tuesday. The company has a quick ratio of 0.87, a current ratio of 1.16 and a debt-to-equity ratio of 0.71. The stock has a market cap of $152.23 billion, a price-to-earnings ratio of 19.68 and a beta of 0.47. Pfizer Inc. has a fifty-two week low of $20.92 and a fifty-two week high of $27.94. The business has a fifty day moving average of $26.71 and a 200-day moving average of $25.63.

Pfizer (NYSE:PFE) last announced its earnings results on Tuesday, February 3rd. The biopharmaceutical company reported $0.66 earnings per share for the quarter, beating the consensus estimate of $0.57 by $0.09. Pfizer had a net margin of 12.42% and a return on equity of 20.48%. The firm had revenue of $17.56 billion during the quarter, compared to the consensus estimate of $16.93 billion. During the same quarter in the previous year, the company posted $0.63 EPS. The firm’s revenue for the quarter was down 1.2% on a year-over-year basis. As a group, analysts predict that Pfizer Inc. will post 2.95 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on PFE shares. Barclays began coverage on Pfizer in a research report on Thursday, February 19th. They issued an “underweight” rating and a $25.00 price objective for the company. Citigroup started coverage on shares of Pfizer in a research report on Tuesday, December 2nd. They set a “neutral” rating and a $26.00 target price on the stock. Weiss Ratings reiterated a “hold (c-)” rating on shares of Pfizer in a research report on Thursday, January 22nd. Royal Bank Of Canada began coverage on Pfizer in a report on Tuesday, February 24th. They set an “underperform” rating and a $25.00 price objective for the company. Finally, UBS Group began coverage on Pfizer in a report on Tuesday, January 6th. They issued a “neutral” rating and a $25.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, thirteen have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, Pfizer currently has an average rating of “Hold” and an average price target of $28.14.

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.