Ibex Wealth Advisors Boosts Stock Position in Pfizer Inc. $PFE

Ibex Wealth Advisors lifted its holdings in shares of Pfizer Inc. (NYSE:PFE) by 10.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 376,721 shares of the biopharmaceutical company’s stock after purchasing an additional 35,574 shares during the period. Pfizer comprises approximately 1.0% of Ibex Wealth Advisors’ investment portfolio, making the stock its 29th largest holding. Ibex Wealth Advisors’ holdings in Pfizer were worth $10,578,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Mackenzie Financial Corp boosted its holdings in shares of Pfizer by 119.6% during the third quarter. Mackenzie Financial Corp now owns 3,106,644 shares of the biopharmaceutical company’s stock worth $79,157,000 after purchasing an additional 1,691,773 shares during the period. Penn Davis Mcfarland Inc. increased its holdings in Pfizer by 50.9% during the 4th quarter. Penn Davis Mcfarland Inc. now owns 171,332 shares of the biopharmaceutical company’s stock valued at $4,266,000 after purchasing an additional 57,777 shares during the period. Ameriprise Financial Inc. raised its position in Pfizer by 48.2% during the 3rd quarter. Ameriprise Financial Inc. now owns 18,373,140 shares of the biopharmaceutical company’s stock valued at $468,174,000 after purchasing an additional 5,978,927 shares during the last quarter. Danske Bank A S bought a new position in Pfizer during the 3rd quarter valued at approximately $81,298,000. Finally, Vanguard Group Inc. lifted its holdings in Pfizer by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 541,346,182 shares of the biopharmaceutical company’s stock worth $13,479,520,000 after buying an additional 7,031,162 shares during the period. 68.36% of the stock is owned by hedge funds and other institutional investors.

Pfizer Price Performance

PFE opened at $24.22 on Friday. The stock has a 50-day moving average price of $25.41 and a 200-day moving average price of $26.20. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.25 and a quick ratio of 0.94. The firm has a market cap of $138.02 billion, a PE ratio of 18.49 and a beta of 0.35. Pfizer Inc. has a 1 year low of $23.11 and a 1 year high of $28.75.

Pfizer (NYSE:PFE) last issued its earnings results on Tuesday, May 5th. The biopharmaceutical company reported $0.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.72 by $0.03. Pfizer had a net margin of 11.83% and a return on equity of 19.44%. The firm had revenue of $14.45 billion for the quarter, compared to the consensus estimate of $13.84 billion. During the same quarter in the prior year, the firm posted $0.92 earnings per share. The business’s revenue was up 5.4% on a year-over-year basis. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. Sell-side analysts predict that Pfizer Inc. will post 2.98 earnings per share for the current fiscal year.

Pfizer Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, July 24th will be paid a dividend of $0.43 per share. This represents a $1.72 annualized dividend and a yield of 7.1%. The ex-dividend date is Friday, July 24th. Pfizer’s dividend payout ratio (DPR) is currently 131.30%.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on PFE. Guggenheim raised their price target on Pfizer from $35.00 to $36.00 and gave the stock a “buy” rating in a research note on Tuesday, March 24th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Pfizer in a research note on Tuesday, June 23rd. Wall Street Zen cut shares of Pfizer from a “buy” rating to a “hold” rating in a research report on Saturday, July 4th. Royal Bank Of Canada raised shares of Pfizer from an “underperform” rating to a “sector perform” rating and set a $25.00 price target for the company in a research note on Tuesday, June 9th. Finally, Cantor Fitzgerald restated a “neutral” rating and issued a $27.00 price objective on shares of Pfizer in a report on Monday. 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 company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $28.56.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer shares benefited as AstraZeneca’s failed Phase 3 trial in a rare heart disease pushed investors toward rival drugmakers, including PFE. Why AstraZeneca Crashed 6%, Leading Two Rivals, Including Pfizer, To Jump
• Positive Sentiment: Pfizer’s oncology franchise got some attention after reports suggesting recent FDA action on IBRANCE could improve the investment case for the company’s cancer portfolio. Did FDA’s IBRANCE Maintenance Approval Just Shift Pfizer’s (PFE) Oncology-Focused Investment Narrative?
• Positive Sentiment: Pfizer also highlighted ongoing pipeline work, including a Phase 1 bioavailability study and its MUST multiple myeloma study, reinforcing the company’s longer-term R&D pipeline narrative. Pfizer Refines Early-Stage Drug Formulations With New Phase 1 Bioavailability Study Pfizer’s MUST Study Offers Fresh Insight Into Tough‑to‑Treat Multiple Myeloma
• Neutral Sentiment: J.P. Morgan lowered its price target on Pfizer and kept a Neutral rating, which signals continued caution even though the firm still sees some upside from current levels. Pfizer (PFE) Receives a Hold from J.P. Morgan
• Neutral Sentiment: Additional headlines around Pfizer’s dividend appeal, valuation, and analyst commentary are likely reinforcing investor debate, but they do not point to a major fundamental shift by themselves. Pfizer Inc. (PFE) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Jim Cramer declined to recommend Pfizer despite its high dividend yield, reflecting ongoing skepticism about the stock’s near-term appeal. ‘It Kills Me to Say That’: Cramer Won’t Recommend Pfizer, Even With Its 7% Dividend

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.