Beacon Harbor Wealth Advisors Inc. Sells 136,827 Shares of Pfizer Inc. $PFE

Key Points

• Beacon Harbor Wealth Advisors sold 136,827 shares of Pfizer in the 4th quarter, trimming its stake by 55.8% to 108,296 shares worth about $2.697 million at quarter-end.
• Pfizer beat Q4 expectations with $0.66 EPS (vs. $0.57 est.) and $17.56B in revenue (vs. $16.93B), though revenue was down 1.2% year‑over‑year and analysts remain mixed — the consensus rating is "Hold" with an average price target of $28.14 (recent targets roughly $26–$32).

Beacon Harbor Wealth Advisors Inc. lowered its holdings in Pfizer Inc. (NYSE:PFE - Free Report) by 55.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 108,296 shares of the biopharmaceutical company's stock after selling 136,827 shares during the period. Beacon Harbor Wealth Advisors Inc.'s holdings in Pfizer were worth $2,697,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Triad Wealth Partners LLC increased its holdings in Pfizer by 1.9% during the 4th quarter. Triad Wealth Partners LLC now owns 20,466 shares of the biopharmaceutical company's stock worth $510,000 after acquiring an additional 386 shares during the period. ETF Store Inc. increased its holdings in Pfizer by 3.8% during the 4th quarter. ETF Store Inc. now owns 10,913 shares of the biopharmaceutical company's stock worth $272,000 after acquiring an additional 396 shares during the period. Mattern Wealth Management LLC increased its holdings in Pfizer by 4.6% during the 4th quarter. Mattern Wealth Management LLC now owns 9,161 shares of the biopharmaceutical company's stock worth $228,000 after acquiring an additional 400 shares during the period. Quest Investment Management LLC increased its holdings in Pfizer by 1.3% during the 3rd quarter. Quest Investment Management LLC now owns 31,768 shares of the biopharmaceutical company's stock worth $809,000 after acquiring an additional 405 shares during the period. Finally, Community Bank & Trust Waco Texas increased its holdings in Pfizer by 0.6% during the 3rd quarter. Community Bank & Trust Waco Texas now owns 66,841 shares of the biopharmaceutical company's stock worth $1,703,000 after acquiring an additional 412 shares during the period. Institutional investors own 68.36% of the company's stock.

Pfizer Price Performance

PFE stock opened at $26.91 on Friday. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.16 and a quick ratio of 0.87. Pfizer Inc. has a one year low of $21.28 and a one year high of $28.75. The stock has a market cap of $152.99 billion, a PE ratio of 19.78 and a beta of 0.43. The firm has a 50 day simple moving average of $27.20 and a two-hundred day simple moving average of $25.94.

Pfizer (NYSE:PFE - Get Free Report) last released its quarterly earnings results on Tuesday, February 3rd. The biopharmaceutical company reported $0.66 EPS for the quarter, topping analysts' consensus estimates of $0.57 by $0.09. Pfizer had a net margin of 12.42% and a return on equity of 20.48%. The business had revenue of $17.56 billion during the quarter, compared to analysts' expectations of $16.93 billion. During the same quarter in the previous year, the company earned $0.63 EPS. The business's quarterly revenue was down 1.2% compared to the same quarter last year. On average, analysts predict that Pfizer Inc. will post 2.95 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on PFE. BMO Capital Markets reaffirmed an "outperform" rating and set a $30.00 target price on shares of Pfizer in a report on Monday, March 9th. UBS Group began coverage on shares of Pfizer in a report on Tuesday, January 6th. They set a "neutral" rating and a $25.00 target price on the stock. Bank of America decreased their target price on shares of Pfizer from $27.00 to $26.00 and set a "neutral" rating on the stock in a report on Thursday. Daiwa Securities Group lowered shares of Pfizer from an "outperform" rating to a "neutral" rating and set a $27.00 target price on the stock. in a report on Thursday, February 12th. Finally, HSBC upped their target price on shares of Pfizer from $29.00 to $32.00 and gave the stock a "buy" rating in a report on Tuesday, March 17th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, fourteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, Pfizer presently has an average rating of "Hold" and an average price target of $28.14.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Morgan Stanley raised its price target to $28 and kept an "equal weight" rating, implying modest upside and signaling some confidence in near-term fundamentals. Morgan Stanley raises PFE price target (Benzinga)
• Positive Sentiment: MarketWatch noted a recent intraday uptick (but continued underperformance versus the broader market), which can attract short-term buyers looking for mean-reversion after pullbacks. Pfizer Inc. stock rises Wednesday (MarketWatch)
• Neutral Sentiment: Zacks flagged Pfizer as a "trending" stock, meaning elevated retail/institutional attention — this can increase volatility but doesn’t by itself indicate direction. Pfizer is a trending stock (Zacks)
• Neutral Sentiment: Coverage pieces (Yahoo/MSN) are re-examining Q4 earnings, one-year performance and valuation after a strong one‑year gain; these narratives shape whether investors view PFE as fairly valued or still a buy. Is Pfizer Offering Value (Yahoo) Q4 earnings highs and lows (MSN)
• Neutral Sentiment: Pfizer announced its virtual Annual Meeting on April 23; routine corporate governance items can temper short-term trading but are unlikely to change fundamentals. Annual meeting webcast (BusinessWire)
• Neutral Sentiment: Industry research on the biopharmaceutical CXO market cites Pfizer among large players navigating outsourcing and supply-chain trends — a background macro theme that could help longer-term margins but is not an immediate catalyst. Biopharmaceutical CXO market report (Yahoo/GlobeNewswire)
• Negative Sentiment: Bank of America cut its price target to $26 and moved to "neutral," signaling downside risk and adding selling pressure from model-driven desks. Bank of America lowers PFE PT (Benzinga)
• Negative Sentiment: Zacks ran a comparative piece showing AbbVie (ABBV) pulling ahead on strong growth from Skyrizi and Rinvoq, underscoring competitive headwinds in immunology that could pressure Pfizer’s growth multiple. AbbVie vs Pfizer growth comparison (Zacks)
• Negative Sentiment: Coverage explaining why Pfizer tumbled earlier in the week highlights mixed near-term signals (analyst downgrades, rotation to other healthcare names), which can prolong weak sentiment even after small positive data points. Why Pfizer stock tumbled (Yahoo)

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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