Diversified Trust Co. Has $3.64 Million Stock Holdings in Pfizer Inc. $PFE

Key Points

• Diversified Trust Co. cut its Pfizer stake by 33.2% in the second quarter, selling 75,202 shares and retaining 150,996 shares worth approximately $3.64 million. Institutional investors collectively own 68.36% of Pfizer.
• Pfizer beat quarterly expectations, reporting $0.77 in EPS and $15.03 billion in revenue, while revenue rose 2.6% year over year. The company also declared a $0.43 quarterly dividend, representing a 6.4% annualized yield.
• Analysts maintain a predominantly neutral outlook, with Pfizer carrying a consensus “Hold” rating and a $28.28 target price. Investors continue to weigh promising vaccine and pipeline developments against post-COVID revenue declines, asset impairments and other execution risks.

Diversified Trust Co. decreased its stake in Pfizer Inc. (NYSE:PFE - Free Report) by 33.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 150,996 shares of the biopharmaceutical company's stock after selling 75,202 shares during the period. Diversified Trust Co.'s holdings in Pfizer were worth $3,636,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Cary Street Partners Financial LLC raised its holdings in Pfizer by 10.2% during the second quarter. Cary Street Partners Financial LLC now owns 153,898 shares of the biopharmaceutical company's stock worth $3,706,000 after acquiring an additional 14,274 shares in the last quarter. Rosenberg Matthew Hamilton grew its stake in Pfizer by 214.3% in the second quarter. Rosenberg Matthew Hamilton now owns 2,722 shares of the biopharmaceutical company's stock valued at $66,000 after purchasing an additional 1,856 shares in the last quarter. Advocate Group LLC grew its stake in Pfizer by 11.0% in the second quarter. Advocate Group LLC now owns 394,161 shares of the biopharmaceutical company's stock valued at $9,491,000 after purchasing an additional 39,109 shares in the last quarter. GRIMES & Co WEALTH MANAGEMENT LLC increased its position in shares of Pfizer by 1.2% during the 2nd quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 805,088 shares of the biopharmaceutical company's stock worth $19,387,000 after purchasing an additional 9,806 shares during the last quarter. Finally, Fort Washington Investment Advisors Inc. OH raised its stake in shares of Pfizer by 1.0% during the 2nd quarter. Fort Washington Investment Advisors Inc. OH now owns 2,061,791 shares of the biopharmaceutical company's stock worth $49,648,000 after purchasing an additional 19,752 shares in the last quarter. Institutional investors and hedge funds own 68.36% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on PFE shares. JPMorgan Chase & Co. cut their price objective on Pfizer from $30.00 to $28.00 and set a "neutral" rating for the company in a report on Wednesday, July 8th. Wall Street Zen upgraded shares of Pfizer from a "hold" rating to a "buy" rating in a report on Saturday, August 1st. UBS Group reaffirmed a "neutral" rating and set a $27.00 price target on shares of Pfizer in a research report on Wednesday, May 27th. Citigroup increased their price target on shares of Pfizer from $26.00 to $27.00 and gave the company a "neutral" rating in a research note on Wednesday, April 29th. Finally, Cantor Fitzgerald reissued a "neutral" rating and issued a $27.00 price objective on shares of Pfizer in a research report on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Pfizer currently has a consensus rating of "Hold" and a consensus target price of $28.28.

Pfizer Stock Down 0.1%

PFE opened at $26.77 on Monday. The stock has a fifty day moving average of $25.12 and a 200-day moving average of $26.20. The company has a market capitalization of $152.60 billion, a P/E ratio of 35.23 and a beta of 0.34. Pfizer Inc. 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 quick ratio of 0.96 and a current ratio of 1.27.

Pfizer (NYSE:PFE - Get Free Report) last released its quarterly 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. Pfizer had a net margin of 6.80% and a return on equity of 19.63%. The business had revenue of $15.03 billion for the quarter, compared to the consensus estimate of $14.40 billion. During the same period in the prior year, the company posted $0.78 earnings per share. Pfizer's revenue was up 2.6% compared to the same quarter last year. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. On average, equities analysts expect that Pfizer Inc. will post 2.98 EPS for the current year.

Pfizer Announces Dividend

The business also recently declared 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. This represents a $1.72 annualized dividend and a dividend yield of 6.4%. The ex-dividend date is Friday, July 24th. Pfizer's payout ratio is 226.32%.

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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