Advocate Group LLC Purchases 39,109 Shares of Pfizer Inc. $PFE

Key Points

• Advocate Group LLC increased its Pfizer stake by 11% in the second quarter, purchasing 39,109 shares to hold 394,161 shares valued at approximately $9.5 million. Institutional investors collectively own 68.36% of Pfizer’s stock.
• Pfizer exceeded quarterly expectations, reporting $0.77 in EPS versus the $0.68 consensus and $15.03 billion in revenue, up 2.6% year over year. The company also announced a quarterly dividend of $0.43 per share, representing a 6.4% annualized yield.
• Analyst sentiment remains mixed, with an overall “Hold” rating and an average price target of $28.28. Investors continue to weigh Pfizer’s post-COVID revenue declines and pipeline risks against potential support from new vaccines and other non-COVID products.

Advocate Group LLC increased its holdings in Pfizer Inc. (NYSE:PFE - Free Report) by 11.0% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 394,161 shares of the biopharmaceutical company's stock after buying an additional 39,109 shares during the period. Pfizer accounts for approximately 1.4% of Advocate Group LLC's portfolio, making the stock its 26th largest holding. Advocate Group LLC's holdings in Pfizer were worth $9,491,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Godfrey Financial Associates Inc. purchased a new stake in Pfizer during the fourth quarter valued at about $26,000. Keb Asset Management LLC purchased a new position in shares of Pfizer in the second quarter worth about $26,000. HFM Investment Advisors LLC increased its holdings in shares of Pfizer by 61.0% in the fourth quarter. HFM Investment Advisors LLC now owns 1,127 shares of the biopharmaceutical company's stock worth $28,000 after buying an additional 427 shares during the period. Evolution Wealth Management Inc. lifted its stake in shares of Pfizer by 132.2% in the 1st quarter. Evolution Wealth Management Inc. now owns 994 shares of the biopharmaceutical company's stock valued at $28,000 after acquiring an additional 566 shares during the last quarter. Finally, Abound Financial LLC purchased a new stake in Pfizer during the 4th quarter valued at about $31,000. 68.36% of the stock is currently owned by hedge funds and other institutional investors.

Pfizer Stock Down 0.1%

NYSE:PFE opened at $26.77 on Monday. 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's 50-day moving average price is $25.12 and its 200-day moving average price is $26.20. The company has a market capitalization of $152.60 billion, a PE ratio of 35.23 and a beta of 0.34. Pfizer Inc. has a 1-year low of $23.58 and a 1-year high of $28.75.

Pfizer (NYSE:PFE - Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The biopharmaceutical company reported $0.77 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.68 by $0.09. Pfizer had a net margin of 6.80% and a return on equity of 19.63%. The company had revenue of $15.03 billion during the quarter, compared to analysts' expectations of $14.40 billion. During the same period last year, the company posted $0.78 EPS. Pfizer's revenue was up 2.6% on a year-over-year basis. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. On average, equities analysts predict that Pfizer Inc. will post 2.98 EPS for the current fiscal year.

Pfizer Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders 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 6.4%. The ex-dividend date is Friday, July 24th. Pfizer's dividend payout ratio (DPR) is presently 226.32%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Royal Bank Of Canada raised Pfizer from an "underperform" rating to a "sector perform" rating and set a $25.00 price target on the stock in a research note on Tuesday, June 9th. UBS Group reissued a "neutral" rating and set a $27.00 price objective on shares of Pfizer in a research note on Wednesday, May 27th. JPMorgan Chase & Co. cut their target price on shares of Pfizer from $30.00 to $28.00 and set a "neutral" rating on the stock in a report on Wednesday, July 8th. Weiss Ratings reiterated a "hold (c)" rating on shares of Pfizer in a report on Monday, August 3rd. Finally, Guggenheim dropped their price target on shares of Pfizer from $35.00 to $31.00 and set a "buy" rating for the company in a research report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Hold" and an average price target of $28.28.

Key Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: CEO Albert Bourla purchased approximately $1 million of Pfizer stock—about 38,000 shares—in his first open-market purchase of the company’s shares. The transaction may reassure investors that management views the current valuation as attractive. Pfizer CEO Buys $1 Million of Company Stock
• Positive Sentiment: The European Medicines Agency validated Pfizer and Valneva’s application for their six-valent Lyme disease vaccine candidate, PF-07307405, beginning the formal review process. The filing is supported by Phase 3 results showing more than 70% efficacy and no significant safety concerns. Validation is an important regulatory milestone, although it does not represent approval. Pfizer and Valneva’s Lyme Disease Vaccine Candidate Marketing Authorization Application Validated by European Medicines Agency
• Positive Sentiment: An updated Korean real-world study of Paxlovid highlighted continued potential value for high-risk COVID-19 patients, supporting Pfizer’s effort to maintain demand for its antiviral as COVID-related revenue normalizes. Pfizer’s Korean Paxlovid Study Signals Ongoing Value in High-Risk COVID Market
• Neutral Sentiment: Erste Group Bank raised its fiscal 2026 EPS forecast, adding modest analyst support. Pfizer’s broader investment case also continues to rely on its non-COVID portfolio, including positive Phase 3 LITFULO data and recently acquired products.
• Negative Sentiment: Investors remain focused on Pfizer’s post-COVID revenue declines, recent intangible-asset impairments, and the discontinuation of its BEQVEZ hemophilia gene therapy, which underscore execution and pipeline risks. Gene Therapy Remains Top-of-Mind in Hemophilia

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.

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