Fairfax Financial Holdings Ltd. Can Has $22.69 Million Stock Position in Pfizer Inc. $PFE

Key Points

• Fairfax Financial increased its stake in Pfizer by 36.9% in Q3, buying 240,000 shares to own 890,900 shares worth about $22.69 million, making PFE its 16th-largest holding (1.1% of assets).
• Pfizer recently beat quarterly estimates with EPS of $0.66 versus $0.57 expected and revenue of $17.56 billion (vs. $16.93B est.), though revenue was down 1.2% year‑over‑year and the stock trades near $26.60 with a market cap ≈ $151.2B and a PE of ~19.6.
• Newsflow and analyst views are mixed: positive catalysts include China approval for Pfizer’s GLP‑1 Xianweiying and promising pipeline data (tilrekimig, an early oncology candidate), but headwinds from post‑COVID normalization and drug‑pricing pressure keep the consensus rating at "Hold" with a $28.05 target.

Fairfax Financial Holdings Ltd. Can boosted its holdings in Pfizer Inc. (NYSE:PFE - Free Report) by 36.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 890,900 shares of the biopharmaceutical company's stock after buying an additional 240,000 shares during the quarter. Pfizer makes up 1.1% of Fairfax Financial Holdings Ltd. Can's holdings, making the stock its 16th biggest holding. Fairfax Financial Holdings Ltd. Can's holdings in Pfizer were worth $22,691,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Grey Fox Wealth Advisors LLC acquired a new stake in shares of Pfizer in the 3rd quarter valued at approximately $29,000. Howard Hughes Medical Institute acquired a new position in Pfizer during the 2nd quarter worth approximately $30,000. True Wealth Design LLC lifted its stake in Pfizer by 302.5% in the 3rd quarter. True Wealth Design LLC now owns 1,296 shares of the biopharmaceutical company's stock valued at $33,000 after purchasing an additional 974 shares during the last quarter. Darwin Wealth Management LLC acquired a new stake in Pfizer in the second quarter valued at approximately $32,000. Finally, Evelyn Partners Asset Management Ltd bought a new stake in shares of Pfizer during the second quarter worth $33,000. Institutional investors own 68.36% of the company's stock.

Pfizer Trading Down 1.0%

PFE opened at $26.60 on Friday. Pfizer Inc. has a twelve month low of $20.92 and a twelve month high of $27.94. The company has a fifty day moving average of $26.50 and a 200-day moving average of $25.52. The stock has a market cap of $151.23 billion, a PE ratio of 19.56 and a beta of 0.47. The company has a quick ratio of 0.87, a current ratio of 1.16 and a debt-to-equity ratio of 0.71.

Pfizer (NYSE:PFE - Get Free Report) last released its earnings results on Tuesday, February 3rd. The biopharmaceutical company reported $0.66 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $16.93 billion. During the same quarter in the previous year, the business earned $0.63 earnings per share. Pfizer's revenue for the quarter was down 1.2% on a year-over-year basis. On average, sell-side analysts predict that Pfizer Inc. will post 2.95 EPS for the current year.

Key Headlines Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: China approves Pfizer’s GLP‑1 weight‑management drug Xianweiying, opening a large, fast‑growing market and adding a new commercial revenue stream in 2026+ — potential upside to international sales. Pfizer’s Weight Management Drug Wins China Approval
• Positive Sentiment: Promising Phase 2 results for tilrekimig (trispecific antibody) in atopic dermatitis reinforce Pfizer’s immunology pipeline; if confirmed in later trials, this could be a material franchise expansion. How Tilrekimig’s Trispecific Eczema Data At Pfizer (PFE) Has Changed Its Investment Story
• Positive Sentiment: Pfizer advanced an early‑stage oncology candidate (PF‑07994525), expanding its cancer pipeline and showing continued R&D momentum in higher‑value therapeutic areas. Pfizer Advances Early-Stage Cancer Candidate PF-07994525
• Positive Sentiment: Scotiabank reaffirmed a Buy rating on PFE, providing analyst support that can help stabilize sentiment among institutional holders. Scotiabank Sticks to Their Buy Rating for Pfizer (PFE)
• Neutral Sentiment: Market research reports highlight long‑acting growth‑hormone (Ngenla/somatrogon) market expansion and regional opportunities (Asia‑Pacific growth), useful for medium‑term planning but not immediate earnings. Ngenla somatrogon: Pfizer Market Research Report 2026
• Neutral Sentiment: Separate market research on Tivdak (tisotumab vedotin) underscores oncology demand and biomarker opportunities; supportive for long‑term growth but not an immediate catalyst. Tivdak (Genmab, Pfizer: tisotumab vedotin-tftv) Market Research Report 2026
• Neutral Sentiment: Industry reports on AI in life sciences list Pfizer among firms accelerating AI‑driven drug discovery; this supports long‑run efficiency gains but faces regulatory/cost adoption timelines. AI in Life Sciences Market, 2026-2040
• Negative Sentiment: Persistent headwinds — post‑COVID revenue normalization and drug‑pricing pressure — continue to weigh on sentiment; commentary urging buy due to a high dividend yield reflects a lower share‑price base rather than improving top‑line momentum. 1 Magnificent Dividend Stock Down 57% to Buy and Hold Forever
• Negative Sentiment: Short‑term sell pressure: outlets and data summaries note PFE has dipped more than the broader market in recent sessions, suggesting positioning/rotation risk for today’s weakness. Pfizer (PFE) Sees a More Significant Dip Than Broader Market

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. Daiwa Securities Group downgraded shares of Pfizer from an "outperform" rating to a "neutral" rating and set a $27.00 price target for the company. in a report on Thursday, February 12th. Guggenheim restated a "buy" rating on shares of Pfizer in a research report on Wednesday, December 17th. Barclays initiated coverage on Pfizer in a report on Thursday, February 19th. They issued an "underweight" rating and a $25.00 target price for the company. Royal Bank Of Canada started coverage on Pfizer in a research report on Tuesday, February 24th. They issued an "underperform" rating and a $25.00 target price for the company. Finally, Argus raised Pfizer from a "hold" rating to a "buy" rating and set a $35.00 price target on the stock in a research note on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat, Pfizer presently has an average rating of "Hold" and a consensus target price of $28.05.

About Pfizer

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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