Rose Capital Advisors LLC Takes Position in Pfizer Inc. $PFE

Rose Capital Advisors LLC acquired a new position in shares of Pfizer Inc. (NYSE:PFE) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 37,580 shares of the biopharmaceutical company’s stock, valued at approximately $905,000.

Several other large investors also recently made changes to their positions in PFE. Manchester Financial Inc. raised its stake in Pfizer by 2.9% during the 2nd quarter. Manchester Financial Inc. now owns 13,168 shares of the biopharmaceutical company’s stock worth $317,000 after buying an additional 365 shares during the period. Vermillion Wealth Management Inc. grew its stake in Pfizer by 19.4% in the first quarter. Vermillion Wealth Management Inc. now owns 2,352 shares of the biopharmaceutical company’s stock valued at $66,000 after acquiring an additional 382 shares during the period. Eagle Capital Management LLC increased its holdings in shares of Pfizer by 0.3% during the first 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 in the last quarter. Delta Financial Advisors LLC increased its holdings in shares of Pfizer by 1.6% during the first quarter. Delta Financial Advisors LLC now owns 25,266 shares of the biopharmaceutical company’s stock valued at $709,000 after acquiring an additional 398 shares in the last quarter. Finally, Mount Vernon Associates Inc. MD raised its position in shares of 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 during the period. 68.36% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer received FDA approval for the 2026–2027 COMIRNATY XFG COVID-19 vaccine formulation for high-risk age groups. The approval supports continued vaccine revenue and adds to the company’s recent positive news flow. Pfizer After FDA Vaccine Approval Faces A Fair Value Reality Check
• Positive Sentiment: Pfizer launched the VESPER-JM Phase 3 study of berobenatide in Japan, strengthening its effort to compete in the obesity-drug market. Successful development could provide a meaningful long-term growth opportunity beginning later this decade. Pfizer Steps Up in Obesity Race With New Phase 3 Berobenatide Trial in Japan
• Positive Sentiment: Pfizer’s broader pipeline remains focused on obesity and oncology, with berobenatide and next-generation cancer treatments viewed as potential growth drivers from 2028 onward. Pfizer’s Pipeline Strategy Centers on Obesity and Oncology
• Positive Sentiment: Pfizer licensed its early-stage CD228V antibody-drug conjugate to Medicus Pharma in a deal valued at up to $1 billion plus royalties. The agreement could generate milestone and royalty income while sharing development responsibilities. Medicus Pharma Inks Global Licensing Deal with Pfizer Worth Over $1 Billion
• Neutral Sentiment: Pfizer completed a Phase 1 migraine-tablet study and is conducting a Phase 3 trial of tilrekimig for eczema. These updates demonstrate pipeline activity, but they do not yet provide confirmed commercial revenue. Pfizer’s Tilrekimig Eczema Trial
• Negative Sentiment: After gaining roughly 25% over the past year and trading near recent highs, valuation-based upside appears more limited. Investors are also weighing Pfizer’s elevated dividend yield and management’s commitment to maintaining the payout against ongoing post-pandemic earnings pressure.

Pfizer Price Performance

Shares of NYSE:PFE opened at $28.42 on Friday. The company has a current ratio of 1.27, a quick ratio of 0.96 and a debt-to-equity ratio of 0.71. The stock’s fifty day simple moving average is $25.98 and its two-hundred day simple moving average is $26.34. Pfizer Inc. has a 1-year low of $23.58 and a 1-year high of $29.21. The stock has a market cap of $161.98 billion, a PE ratio of 37.40, a price-to-earnings-growth ratio of 1.91 and a beta of 0.34.

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

Pfizer Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Friday, July 24th were given a $0.43 dividend. This represents a $1.72 dividend on an annualized basis and a yield of 6.1%. The ex-dividend date of this dividend was Friday, July 24th. Pfizer’s dividend payout ratio is presently 226.32%.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the company. UBS Group reiterated a “neutral” rating and issued a $27.00 target price on shares of Pfizer in a report on Wednesday, May 27th. Wall Street Zen lowered shares of Pfizer from a “buy” rating to a “hold” rating in a research note on Saturday. HSBC downgraded shares of Pfizer from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $32.00 to $28.00 in a report on Monday, July 6th. Bank of America dropped their price objective on shares of Pfizer from $27.00 to $26.00 and set a “neutral” rating on the stock in a research note on Friday, July 10th. Finally, Wolfe Research reiterated an “underperform” rating and set a $26.00 price objective on shares of Pfizer in a report on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Pfizer has an average rating of “Hold” and a consensus price target of $28.28.

About Pfizer

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.