Heritage Investors Management Corp Has $10.27 Million Holdings in Pfizer Inc. $PFE

Heritage Investors Management Corp lessened its stake in shares of Pfizer Inc. (NYSE:PFE) by 13.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 402,987 shares of the biopharmaceutical company’s stock after selling 62,159 shares during the quarter. Heritage Investors Management Corp’s holdings in Pfizer were worth $10,268,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Curio Wealth LLC lifted its stake in shares of Pfizer by 36,600.0% in the second quarter. Curio Wealth LLC now owns 1,101 shares of the biopharmaceutical company’s stock worth $27,000 after buying an additional 1,098 shares during the last quarter. Harbor Asset Planning Inc. bought a new position in Pfizer in the 2nd quarter worth $29,000. Grey Fox Wealth Advisors LLC acquired a new stake in shares of Pfizer in the third quarter valued at about $29,000. Howard Hughes Medical Institute bought a new position in shares of Pfizer in the second quarter worth about $30,000. Finally, Darwin Wealth Management LLC acquired a new position in shares of Pfizer during the 2nd quarter worth about $32,000. 68.36% of the stock is currently owned by institutional investors and hedge funds.

Pfizer Price Performance

NYSE:PFE opened at $26.68 on Tuesday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.97 and a current ratio of 1.28. The company has a 50-day moving average of $25.54 and a 200-day moving average of $25.05. Pfizer Inc. has a 52 week low of $20.92 and a 52 week high of $27.69. The company has a market capitalization of $151.67 billion, a price-to-earnings ratio of 15.51 and a beta of 0.47.

Pfizer (NYSE:PFE) last posted its quarterly earnings results on Tuesday, November 4th. The biopharmaceutical company reported $0.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.08. The firm had revenue of $16.65 billion during the quarter, compared to analyst estimates of $16.94 billion. Pfizer had a net margin of 15.65% and a return on equity of 20.17%. As a group, equities research analysts anticipate that Pfizer Inc. will post 2.95 earnings per share for the current fiscal year.

Pfizer Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Investors of record on Friday, January 23rd will be given a dividend of $0.43 per share. This represents a $1.72 annualized dividend and a dividend yield of 6.4%. The ex-dividend date is Friday, January 23rd. Pfizer’s dividend payout ratio (DPR) is 100.00%.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Cantor Fitzgerald raised its price target to $27, citing a shifting focus on obesity data that could re-rate Pfizer if pipeline results improve. Cantor Fitzgerald Raises PT to $27
• Positive Sentiment: UK industry self-regulator found Sanofi breached rules with unsubstantiated claims about its RSV therapy versus Pfizer’s vaccine — a reputational win that supports Pfizer’s vaccine positioning. Sanofi Breach Over RSV Claims
• Positive Sentiment: Management is reshaping the portfolio toward obesity, vaccines and pricing changes; investors see this as a potential multi-year growth pivot and yield support (Pfizer is highlighted for income investors). Pfizer Reshapes Portfolio With Obesity Bet
• Neutral Sentiment: Q4 earnings are due Feb. 3 before the open; previews focus attention on pipeline commentary (especially obesity/GLP-1 positioning) and guidance — the release, not yet reflected in results, is the main near-term catalyst. Is Pfizer a Good Stock to Buy before Earnings?
• Negative Sentiment: Several outlets and analyst models expect lower Q4 earnings and some firms have trimmed forecasts ahead of the call — downside surprise to EPS or guidance could pressure the stock. Pfizer Likely To Report Lower Q4 Earnings
• Negative Sentiment: Ongoing structural headwinds — patent expiries on blockbusters, intense GLP‑1 competition and pricing pressure — remain material risks that could limit upside absent strong pipeline news. 3 Headwinds Facing Pfizer in 2026

Analyst Ratings Changes

Several research analysts have commented on PFE shares. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Pfizer in a research report on Thursday, January 22nd. Scotiabank assumed coverage on shares of Pfizer in a research note on Thursday, November 13th. They set a “sector outperform” rating and a $30.00 target price for the company. TD Cowen reissued a “hold” rating on shares of Pfizer in a report on Tuesday, December 30th. HSBC restated a “buy” rating and set a $29.00 price objective on shares of Pfizer in a report on Wednesday, December 10th. Finally, UBS Group initiated coverage on shares of Pfizer in a research note on Tuesday, January 6th. They issued a “neutral” rating and a $25.00 target price for the company. Two analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Pfizer currently has an average rating of “Hold” and an average price target of $28.06.

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.