Perennial Investment Advisors LLC Purchases New Holdings in Pfizer Inc. $PFE

Perennial Investment Advisors LLC acquired a new stake in Pfizer Inc. (NYSE:PFE) during the second quarter, according to its most recent filing with the SEC. The firm acquired 18,794 shares of the biopharmaceutical company’s stock, valued at approximately $453,000.

Several other hedge funds also recently made changes to their positions in the company. Vermillion Wealth Management Inc. raised its holdings in Pfizer by 19.4% during the first quarter. Vermillion Wealth Management Inc. now owns 2,352 shares of the biopharmaceutical company’s stock worth $66,000 after purchasing an additional 382 shares in the last quarter. Eagle Capital Management LLC lifted its position in shares of Pfizer by 0.3% during the 1st quarter. Eagle Capital Management LLC now owns 126,573 shares of the biopharmaceutical company’s stock valued at $3,554,000 after acquiring an additional 390 shares during the period. Delta Financial Advisors LLC boosted its stake in shares of Pfizer by 1.6% during the 1st quarter. Delta Financial Advisors LLC now owns 25,266 shares of the biopharmaceutical company’s stock worth $709,000 after acquiring an additional 398 shares in the last quarter. Pines Wealth Management LLC grew its holdings in shares of Pfizer by 4.4% in the 4th quarter. Pines Wealth Management LLC now owns 9,430 shares of the biopharmaceutical company’s stock worth $235,000 after acquiring an additional 400 shares during the period. Finally, Mount Vernon Associates Inc. MD boosted its position in Pfizer by 1.0% during the first quarter. Mount Vernon Associates Inc. MD now owns 41,919 shares of the biopharmaceutical company’s stock worth $1,177,000 after purchasing an additional 400 shares in the last quarter. Institutional investors and hedge funds own 68.36% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on PFE. HSBC downgraded Pfizer from a “buy” rating to a “hold” rating and cut their price target for the stock from $32.00 to $28.00 in a research note on Monday, July 6th. Royal Bank Of Canada upgraded shares of Pfizer from an “underperform” rating to a “sector perform” rating and set a $25.00 price target on the stock in a research report on Tuesday, June 9th. JPMorgan Chase & Co. decreased their price objective on Pfizer from $30.00 to $28.00 and set a “neutral” rating on the stock in a research note on Wednesday, July 8th. Wolfe Research reissued an “underperform” rating and issued a $26.00 target price on shares of Pfizer in a research note on Thursday, May 14th. Finally, Cantor Fitzgerald reissued a “neutral” rating and set a $27.00 price objective on shares of Pfizer in a research note on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Pfizer has a consensus rating of “Hold” and a consensus price target of $28.28.

Pfizer News Roundup

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer has started a European Medicines Agency review for its Lyme disease vaccine. The review is an important regulatory step that could expand Pfizer’s longer-term vaccine portfolio, although it does not guarantee approval or near-term revenue. Pfizer Starts EMA Review For Its Lyme Disease Vaccine
• Positive Sentiment: Recent comparisons with Bristol Myers Squibb suggest Pfizer’s valuation, diversification and oncology portfolio may offer an attractive risk-reward profile. This supports the view that the stock could benefit if new medicines successfully offset declining legacy-product sales. PFE vs BMY: Which Large Oncology Drugmaker Is a Better Stock Now?
• Positive Sentiment: Analysts are focused on Pfizer’s post-second-quarter pipeline and whether upcoming medicines can reset the company’s growth trajectory. The opportunity is meaningful because Pfizer recently exceeded quarterly earnings and revenue expectations, but execution remains key. How Is Pfizer Shaping Its S&P 500 Pipeline After Q2?
• Neutral Sentiment: Pfizer’s dividend remains appealing to income-oriented investors, but comparisons with Abbott Laboratories emphasize that Pfizer offers more turnaround potential while Abbott has a steadier dividend-growth record and broader diversification. Pfizer vs. Abbott: Which Dividend Healthcare Stock Offers the Better Risk-Reward?
• Neutral Sentiment: Brokerages collectively rate Pfizer “Hold,” indicating that analysts see potential value but lack a strong consensus catalyst for a decisive re-rating. Pfizer Receives Consensus Recommendation of Hold
• Negative Sentiment: Investor caution persists over Pfizer’s need to restore growth before major patent expirations arrive. Articles discussing new medicines frame the pipeline as necessary to counterbalance expected pressure on established products, limiting enthusiasm until launches and approvals produce measurable results. Can New Medicines Reset the Growth Story?

Pfizer Price Performance

PFE opened at $28.33 on Thursday. Pfizer Inc. has a 1 year low of $23.58 and a 1 year high of $28.75. 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’s 50 day simple moving average is $25.44 and its 200 day simple moving average is $26.29. The stock has a market capitalization of $161.47 billion, a PE ratio of 37.28 and a beta of 0.34.

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

Pfizer Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, July 24th will be issued a dividend of $0.43 per share. This represents a $1.72 annualized dividend and a dividend yield of 6.1%. The ex-dividend date is Friday, July 24th. Pfizer’s dividend payout ratio (DPR) is presently 226.32%.

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.