Concurrent Investment Advisors LLC Has $21.47 Million Position in Pfizer Inc. $PFE

Key Points

• Concurrent Investment Advisors increased its Pfizer stake by 89.6% in the second quarter, holding 891,770 shares valued at approximately $21.47 million. Institutional investors and hedge funds collectively own 68.36% of Pfizer’s stock.
• Pfizer exceeded quarterly earnings and revenue expectations, reporting $0.77 in adjusted EPS and $15.03 billion in revenue. The company reaffirmed fiscal 2026 EPS guidance of $2.80–$3.00, while its pipeline—including obesity, oncology and licensing opportunities—offers potential future growth.
• Despite recent momentum and a 6.0% dividend yield, analysts maintain a consensus “Hold” rating with a $28.28 price target. Investors remain concerned about declining core-business revenue, upcoming patent losses and Pfizer’s elevated dividend payout ratio.

Concurrent Investment Advisors LLC raised its holdings in Pfizer Inc. (NYSE:PFE - Free Report) by 89.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 891,770 shares of the biopharmaceutical company's stock after buying an additional 421,354 shares during the quarter. Concurrent Investment Advisors LLC's holdings in Pfizer were worth $21,474,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the business. Evolution Wealth Management Inc. raised its position in Pfizer by 132.2% in the first quarter. Evolution Wealth Management Inc. now owns 994 shares of the biopharmaceutical company's stock worth $28,000 after purchasing an additional 566 shares in the last quarter. Godfrey Financial Associates Inc. acquired a new position in Pfizer during the 4th quarter worth about $26,000. Keb Asset Management LLC bought a new stake in shares of Pfizer during the second quarter valued at approximately $26,000. HFM Investment Advisors LLC boosted its position in Pfizer by 61.0% in the 4th quarter. HFM Investment Advisors LLC now owns 1,127 shares of the biopharmaceutical company's stock valued at $28,000 after buying an additional 427 shares during the last quarter. Finally, Field & Main Bank acquired a new stake in Pfizer in the second quarter worth about $27,000. Institutional investors and hedge funds own 68.36% of the company's stock.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Global licensing deal adds pipeline value. Pfizer granted Medicus Pharma NASDAQ: MDCX an exclusive global license to develop and commercialize PF-08046031, or CD228V, an early-stage antibody-drug conjugate targeting melanotransferrin. The agreement could generate more than $1 billion in upfront, milestone and other payments, plus royalties, while allowing Pfizer to monetize a preclinical/early clinical asset. Medicus Pharma Inks Global Licensing Deal with Pfizer Worth Over $1 Billion
• Positive Sentiment: Investors are responding to improved earnings momentum and future growth opportunities. Pfizer recently exceeded quarterly earnings and revenue expectations, and its shares were reported to be up 12.4% since the latest earnings release. Analysts are watching obesity candidate berobenatide and next-generation oncology medicines as potential growth drivers from 2028 onward. Pfizer's Pipeline Strategy Centers on Obesity and Oncology
• Positive Sentiment: Market activity reflects increased attention. Pfizer reached a fresh 52-week high, and unusually high options volume suggests heightened trading interest as investors reassess the stock after its prolonged post-pandemic decline. Pfizer Reaches a New 52-Week High
• Neutral Sentiment: Early-stage asthma research provides a potential catalyst but carries substantial risk. Pfizer’s candidate PF-08103402 has entered a Phase 1 study. The program could broaden the respiratory pipeline, but clinical and commercial significance will depend on results several years away. Pfizer's New Asthma Candidate Enters Phase 1
• Negative Sentiment: Valuation and execution concerns may limit further gains. Commentary highlights declining core-business revenue, lingering post-pandemic weakness and upcoming patent losses. Some analysts remain reluctant to raise targets, while Jim Cramer reportedly does not recommend Pfizer despite its dividend. Can AI Save Pfizer Stock Before Its Patent Cliff Hits?

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Wall Street Zen upgraded Pfizer from a "hold" rating to a "buy" rating in a research report on Saturday, August 1st. Weiss Ratings raised Pfizer from a "hold (c-)" rating to a "hold (c)" rating in a research note on Monday. UBS Group restated a "neutral" rating and set a $27.00 target price on shares of Pfizer in a report on Wednesday, May 27th. Royal Bank Of Canada upgraded Pfizer from an "underperform" rating to a "sector perform" rating and set a $25.00 target price for the company in a research report on Tuesday, June 9th. Finally, Guggenheim lowered their price target on Pfizer from $35.00 to $31.00 and set a "buy" rating for the company in a research note on Friday, August 7th. One equities research 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 issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $28.28.

Pfizer Trading Down 0.7%

NYSE PFE opened at $28.82 on Friday. Pfizer Inc. has a one year low of $23.58 and a one year high of $29.21. 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 cap of $164.26 billion, a P/E ratio of 37.92, a P/E/G ratio of 1.95 and a beta of 0.34. The stock's 50-day moving average is $25.90 and its 200-day moving average is $26.33.

Pfizer (NYSE:PFE - Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The biopharmaceutical company reported $0.77 earnings per share for the quarter, beating analysts' consensus estimates 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 revenue was up 2.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.78 earnings per share. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. Sell-side analysts anticipate that Pfizer Inc. will post 2.98 earnings per share for the current fiscal year.

Pfizer Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Friday, July 24th were paid a $0.43 dividend. The ex-dividend date of this dividend was Friday, July 24th. This represents a $1.72 dividend on an annualized basis and a yield of 6.0%. Pfizer's dividend payout ratio is presently 226.32%.

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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