Equities Analysts Issue Forecasts for Pfizer FY2026 Earnings

Key Points

• Erste Group Bank raised Pfizer’s FY2026 EPS forecast slightly to $2.96 from $2.95, near the $2.98 analyst consensus; its FY2027 estimate is $2.90 per share.
• Analyst sentiment remains cautious, with Pfizer holding a consensus “Hold” rating and an average price target of $28.28 after several firms recently lowered their targets.
• Pfizer beat quarterly expectations with $0.77 EPS on $15.03 billion in revenue and maintained FY2026 guidance of $2.80–$3.00 EPS, while its $0.43 quarterly dividend implies a 6.2% yield but a payout ratio above 200%.

Pfizer Inc. (NYSE:PFE - Free Report) - Equities research analysts at Erste Group Bank boosted their FY2026 EPS estimates for Pfizer in a research report issued to clients and investors on Thursday, August 27th. Erste Group Bank analyst H. Engel now forecasts that the biopharmaceutical company will post earnings of $2.96 per share for the year, up from their prior estimate of $2.95. The consensus estimate for Pfizer's current full-year earnings is $2.98 per share. Erste Group Bank also issued estimates for Pfizer's FY2027 earnings at $2.90 EPS.

Other research analysts also recently issued reports about the stock. HSBC downgraded shares of Pfizer from a "buy" rating to a "hold" rating and lowered their price target for the stock from $32.00 to $28.00 in a report on Monday, July 6th. Bank of America reduced their price objective on Pfizer from $27.00 to $26.00 and set a "neutral" rating on the stock in a research report on Friday, July 10th. JPMorgan Chase & Co. lowered their target price on Pfizer from $30.00 to $28.00 and set a "neutral" rating for the company in a report on Wednesday, July 8th. Guggenheim cut their price target on Pfizer from $35.00 to $31.00 and set a "buy" rating on the stock in a research note on Friday, August 7th. Finally, Wolfe Research reissued an "underperform" rating and set a $26.00 price target on shares of Pfizer in a research note on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Pfizer has a consensus rating of "Hold" and an average price target of $28.28.

Pfizer Stock Performance

Shares of Pfizer stock opened at $27.95 on Monday. Pfizer has a fifty-two week low of $23.58 and a fifty-two week high of $28.75. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.27 and a quick ratio of 0.96. The firm has a market capitalization of $159.31 billion, a P/E ratio of 36.78 and a beta of 0.34. The company's 50 day moving average price is $25.55 and its two-hundred day moving average price is $26.30.

Pfizer (NYSE:PFE - Get Free Report) last released its earnings results on Tuesday, August 4th. The biopharmaceutical company reported $0.77 EPS for the quarter, beating the consensus estimate of $0.68 by $0.09. The firm had revenue of $15.03 billion for 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 quarterly revenue was up 2.6% compared to the same quarter last year. During the same period last year, the firm earned $0.78 EPS. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS.

Pfizer Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, July 24th will be paid a $0.43 dividend. The ex-dividend date of this dividend is Friday, July 24th. This represents a $1.72 annualized dividend and a dividend yield of 6.2%. Pfizer's payout ratio is currently 226.32%.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Brighton Jones LLC increased its position in Pfizer by 1,282.4% during the 4th quarter. Brighton Jones LLC now owns 666,318 shares of the biopharmaceutical company's stock valued at $17,677,000 after purchasing an additional 618,117 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of Pfizer by 12.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 18,766 shares of the biopharmaceutical company's stock valued at $498,000 after purchasing an additional 2,087 shares during the last quarter. United Bank boosted its stake in shares of Pfizer by 12.4% in the 2nd quarter. United Bank now owns 58,087 shares of the biopharmaceutical company's stock valued at $1,408,000 after purchasing an additional 6,415 shares during the last quarter. Sei Investments Co. increased its position in shares of Pfizer by 31.5% during the second quarter. Sei Investments Co. now owns 2,635,691 shares of the biopharmaceutical company's stock worth $63,889,000 after buying an additional 631,523 shares during the period. Finally, HUB Investment Partners LLC raised its stake in Pfizer by 45.3% during the second quarter. HUB Investment Partners LLC now owns 102,327 shares of the biopharmaceutical company's stock worth $2,480,000 after buying an additional 31,896 shares during the last quarter. 68.36% of the stock is owned by institutional investors.

More Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: The FDA approved Pfizer and BioNTech’s XFG-adapted 2026–2027 COMIRNATY vaccine for adults 65 and older and people ages 5–64 with underlying conditions that increase the risk of severe COVID-19. Shipments to U.S. pharmacies, hospitals and clinics are beginning immediately, supporting seasonal vaccine revenue and confirming Pfizer’s continuing role in infectious-disease prevention. Reuters FDA approval article
• Positive Sentiment: Pfizer and Valneva’s Lyme disease vaccine candidate, PF-07307405, reached an additional regulatory milestone after its European Marketing Authorization Application was validated. If approved, the product could help diversify Pfizer’s vaccine portfolio beyond COVID-19. Pfizer COVID and Lyme vaccine milestones article
• Neutral Sentiment: Pfizer announced several clinical-development updates, including an early-stage autoimmune trial for PF-08154225, a Phase 1 study evaluating easier injection delivery for tilrekimig, a tucatinib continuation study and a post-marketing Xalkori study. These programs may strengthen the pipeline, but they remain too early or incremental to affect near-term valuation. Pfizer pipeline update
• Negative Sentiment: The updated COVID vaccine is aimed at older and high-risk patients, creating a substantially smaller addressable market than broad-based vaccination campaigns. That limits the likely revenue lift even though approval and immediate distribution are favorable developments. Pfizer updated COVID shot article
• Negative Sentiment: BioNTech’s failed colorectal-cancer vaccine trial pressured sentiment across the mRNA sector. Pfizer was relatively insulated because the setback involves BioNTech’s oncology program rather than a Pfizer-specific clinical failure, but the broader result reinforces investor concerns about the limits of mRNA technology outside infectious disease. BioNTech colorectal cancer trial article
• Negative Sentiment: Commentary continues to question Pfizer’s dividend sustainability because its payout ratio exceeds 100% and much of the turnaround case depends on cost reductions and growth targets that do not begin meaningfully until later in the decade. These concerns can cap enthusiasm despite Pfizer trading near its 52-week high.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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