Coerente Capital Management Increases Position in Pfizer Inc. $PFE

Coerente Capital Management raised its holdings in shares of Pfizer Inc. (NYSE:PFE) by 5.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 701,344 shares of the biopharmaceutical company’s stock after purchasing an additional 34,339 shares during the period. Pfizer accounts for 3.7% of Coerente Capital Management’s portfolio, making the stock its 15th largest position. Coerente Capital Management’s holdings in Pfizer were worth $19,694,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. increased its position in Pfizer by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 541,346,182 shares of the biopharmaceutical company’s stock valued at $13,479,520,000 after buying an additional 7,031,162 shares in the last quarter. State Street Corp boosted its holdings in Pfizer by 0.5% in the fourth quarter. State Street Corp now owns 300,445,164 shares of the biopharmaceutical company’s stock worth $7,481,085,000 after acquiring an additional 1,357,756 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Pfizer by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 130,192,081 shares of the biopharmaceutical company’s stock worth $3,235,642,000 after acquiring an additional 1,184,728 shares during the last quarter. Morgan Stanley grew its stake in shares of Pfizer by 19.2% in the fourth quarter. Morgan Stanley now owns 89,113,604 shares of the biopharmaceutical company’s stock worth $2,218,929,000 after acquiring an additional 14,342,946 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Pfizer during the fourth quarter valued at $1,830,986,000. 68.36% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Guggenheim raised their price objective on shares of Pfizer from $35.00 to $36.00 and gave the company a “buy” rating in a research note on Tuesday, March 24th. UBS Group reiterated a “neutral” rating and set a $27.00 price target on shares of Pfizer in a report on Wednesday, May 27th. HSBC raised their price target on shares of Pfizer from $29.00 to $32.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. Cantor Fitzgerald restated a “neutral” rating on shares of Pfizer in a report on Monday, June 1st. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Pfizer in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $28.82.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer is getting credit for longer-term growth optionality in obesity and broader healthcare innovation, with some commentary highlighting its pipeline as an underappreciated driver and its use of AI to improve operations. Pfizer Isn’t Expecting to Make Any Big Acquisition in the Next Couple of Years, but It’s Planning to Do This Instead
• Positive Sentiment: Several articles point to Pfizer’s dividend yield and its obesity pipeline as reasons some investors remain interested in the stock while waiting for new products to ramp. Forget Novo Nordisk. Pfizer’s Obesity Pipeline Is Coming, and It Pays You 6.8% While You Wait
• Neutral Sentiment: Pfizer said it will host a webcast of its August 4 second-quarter 2026 results call, which is a routine investor update rather than a direct catalyst. Pfizer Invites Public to View and Listen to Webcast of August 4 Conference Call with Analysts
• Neutral Sentiment: Nike named Pfizer finance executive David Denton as its next CFO, which reflects positively on Pfizer’s leadership bench but is not a direct operating update for PFE shares. Nike Names Pfizer’s Denton as Next CFO
• Negative Sentiment: Pfizer’s experimental lung cancer drug sigvotatug vedotin failed to meet the main overall-survival goal in a late-stage trial versus chemotherapy, a setback that is weighing on sentiment around the stock today. Pfizer’s experimental drug misses main goal of lung cancer trial
• Negative Sentiment: While the drug showed benefit in some subgroups, the mixed readout underscores ongoing execution risk in Pfizer’s oncology portfolio, especially for assets tied to its Seagen acquisition. Pfizer (PFE) Lung Cancer Drug Misses Survival Goal In Phase 3 Trial

Pfizer Stock Performance

PFE stock opened at $24.75 on Wednesday. The stock’s fifty day moving average price is $26.13 and its 200-day moving average price is $26.33. The company has a market cap of $141.06 billion, a P/E ratio of 18.89 and a beta of 0.34. Pfizer Inc. has a 1 year low of $23.11 and a 1 year high of $28.75. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.25 and a quick ratio of 0.94.

Pfizer (NYSE:PFE) last released its quarterly earnings results on Tuesday, May 5th. The biopharmaceutical company reported $0.75 EPS for the quarter, beating 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 during the quarter, compared to analyst estimates of $13.84 billion. During the same quarter in the prior year, the firm earned $0.92 EPS. The business’s revenue for the quarter was up 5.4% compared to the same quarter last year. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. On average, equities analysts forecast that Pfizer Inc. will post 2.99 earnings per share for the current year.

Pfizer Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 12th. Shareholders of record on Friday, May 8th were given a $0.43 dividend. The ex-dividend date was Friday, May 8th. This represents a $1.72 dividend on an annualized basis and a yield of 6.9%. Pfizer’s dividend payout ratio is presently 131.30%.

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.