Grantham Mayo Van Otterloo & Co. LLC Reduces Stake in Pfizer Inc. $PFE

Grantham Mayo Van Otterloo & Co. LLC trimmed its position in shares of Pfizer Inc. (NYSE:PFE) by 5.2% during the third quarter, Holdings Channel reports. The firm owned 2,421,262 shares of the biopharmaceutical company’s stock after selling 133,144 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC’s holdings in Pfizer were worth $61,694,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in Pfizer by 1.9% during the second quarter. Vanguard Group Inc. now owns 533,363,457 shares of the biopharmaceutical company’s stock worth $12,928,730,000 after acquiring an additional 10,198,330 shares during the last quarter. Geode Capital Management LLC increased its position in Pfizer by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 127,471,481 shares of the biopharmaceutical company’s stock worth $3,080,552,000 after purchasing an additional 1,820,634 shares in the last quarter. Norges Bank purchased a new position in Pfizer in the 2nd quarter valued at about $2,270,157,000. Fisher Asset Management LLC raised its position in shares of Pfizer by 1.9% in the third quarter. Fisher Asset Management LLC now owns 49,288,054 shares of the biopharmaceutical company’s stock valued at $1,255,860,000 after buying an additional 897,786 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its stake in shares of Pfizer by 2.4% during the second quarter. Charles Schwab Investment Management Inc. now owns 49,165,032 shares of the biopharmaceutical company’s stock valued at $1,191,760,000 after buying an additional 1,135,457 shares during the period. Institutional investors and hedge funds own 68.36% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. BMO Capital Markets reaffirmed an “outperform” rating on shares of Pfizer in a research note on Wednesday, December 10th. UBS Group started coverage on Pfizer in a research note on Tuesday, January 6th. They issued a “neutral” rating and a $25.00 target price for the company. HSBC reissued a “buy” rating and issued a $29.00 price target on shares of Pfizer in a research note on Wednesday, December 10th. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $27.00 price objective on shares of Pfizer in a research note on Wednesday, February 4th. Finally, Daiwa Securities Group cut shares of Pfizer from an “outperform” rating to a “neutral” rating and set a $27.00 target price on the stock. in a research report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, fourteen have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Pfizer currently has an average rating of “Hold” and an average target price of $28.05.

Pfizer Stock Up 1.7%

Shares of NYSE:PFE opened at $27.07 on Friday. The stock has a 50-day simple moving average of $26.30 and a 200-day simple moving average of $25.47. The stock has a market capitalization of $153.93 billion, a P/E ratio of 19.90 and a beta of 0.47. Pfizer Inc. has a 1 year low of $20.92 and a 1 year high of $27.94. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.87 and a current ratio of 1.16.

Pfizer (NYSE:PFE) last announced its quarterly earnings results on Tuesday, February 3rd. The biopharmaceutical company reported $0.66 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $16.93 billion. During the same period in the previous year, the company posted $0.63 earnings per share. Pfizer’s revenue was down 1.2% compared to the same quarter last year. Equities analysts forecast that Pfizer Inc. will post 2.95 earnings per share for the current year.

Pfizer Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, March 6th. Investors of record on Friday, January 23rd were issued a $0.43 dividend. This represents a $1.72 annualized dividend and a yield of 6.4%. The ex-dividend date was Friday, January 23rd. Pfizer’s dividend payout ratio is currently 126.47%.

More Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: China approved Pfizer’s GLP‑1 weight‑management drug (Xianweiying / ecnoglutide), opening a large new market for its obesity franchise and reinforcing Pfizer’s push into metabolic drugs — this expands addressable market and supports long‑term revenue potential. China approves Pfizer GLP-1 drug for weight management
• Positive Sentiment: Analyst upgrade: Argus Research upgraded PFE to Buy and set a $35 target, citing progress in the GLP‑1 program and oncology pipeline — this can attract buy interest and boost sentiment among dividend and income investors. Argus Turns Bullish on Pfizer
• Positive Sentiment: Oncology wins: positive Phase 3 EV‑304 PADCEV results and FDA full approval for BRAFTOVI combinations were highlighted as re‑framing Pfizer’s long‑term growth prospects in oncology — supports diversification away from COVID revenues. Pfizer Obesity Nod In China And Cancer Wins
• Positive Sentiment: Pipeline expansion in China: Pfizer launched a Phase 1 heart‑failure candidate study in China, signaling continued local R&D investment that could yield future launches in a large market. Pfizer Adds New Early-Stage Heart Failure Candidate
• Neutral Sentiment: Investor attention & valuation debate: multiple articles note heightened retail/institutional interest and divergent valuation views (trending stock coverage, DCF vs. long‑term return debates) — increases volatility/volume but not a direct fundamental change. Pfizer Is a Trending Stock
• Neutral Sentiment: Competition & generics risk for GLP‑1s: coverage notes Pfizer will face crowded competition (and price pressure risk) even as it gains approvals — a mixed commercial outlook. Weight-Loss Drug Approved in China — Up Against Generic Rivals
• Negative Sentiment: Structural headwinds remain: analysts reiterate risks from declining COVID revenues, upcoming patent expirations and U.S. drug‑pricing pressures (IRA) that could limit near‑term growth despite new launches. Can Pfizer Reignite Growth?
• Negative Sentiment: Policy/legal noise: a recent court ruling awarded Pfizer $29M in an SEC settlement dispute (one‑time benefit), but legal and policy developments remain sources of uncertainty for investors. Judge approves Pfizer, SEC settlement

Pfizer 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.