Litman Gregory Wealth Management LLC Makes New Investment in Pfizer Inc. $PFE

Key Points

• Litman Gregory Wealth Management acquired a new stake of 44,398 shares in Pfizer (PFE) in Q3, valued at about $1.131 million.
• Pfizer beat Q3 EPS estimates, reporting $0.87 vs. $0.79 expected, set FY2025 guidance of 3.000–3.150 EPS (consensus ~2.95), though quarterly revenue of $16.65B slightly missed forecasts.
• Pfizer declared a quarterly dividend of $0.43 per share (ex-dividend Jan 23, payable Mar 6), implying a 6.9% yield and a 100% payout ratio.

Litman Gregory Wealth Management LLC acquired a new stake in Pfizer Inc. (NYSE:PFE - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 44,398 shares of the biopharmaceutical company's stock, valued at approximately $1,131,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. GKV Capital Management Co. Inc. acquired a new position in Pfizer during the first quarter valued at approximately $27,000. Curio Wealth LLC increased its position in shares of Pfizer by 36,600.0% during the 2nd quarter. Curio Wealth LLC now owns 1,101 shares of the biopharmaceutical company's stock worth $27,000 after purchasing an additional 1,098 shares during the last quarter. Bayforest Capital Ltd bought a new stake in shares of Pfizer during the 1st quarter worth approximately $28,000. Harbor Asset Planning Inc. acquired a new stake in shares of Pfizer in the 2nd quarter valued at approximately $29,000. Finally, Howard Hughes Medical Institute bought a new position in shares of Pfizer in the second quarter valued at $30,000. Institutional investors and hedge funds own 68.36% of the company's stock.

Pfizer Stock Performance

NYSE PFE opened at $25.10 on Friday. The stock has a market cap of $142.68 billion, a PE ratio of 14.59 and a beta of 0.46. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.97 and a current ratio of 1.28. The firm has a 50-day moving average of $25.16 and a 200-day moving average of $24.89. Pfizer Inc. has a 52-week low of $20.92 and a 52-week high of $27.69.

Pfizer (NYSE:PFE - Get Free Report) last announced its quarterly earnings results on Tuesday, November 4th. The biopharmaceutical company reported $0.87 EPS for the quarter, beating analysts' consensus estimates of $0.79 by $0.08. The business had revenue of $16.65 billion for the quarter, compared to analyst estimates of $16.94 billion. Pfizer had a net margin of 15.65% and a return on equity of 20.17%. Pfizer has set its FY 2025 guidance at 3.000-3.150 EPS. On average, sell-side analysts anticipate that Pfizer Inc. will post 2.95 EPS for the current year.

Pfizer Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Friday, January 23rd will be paid a dividend of $0.43 per share. The ex-dividend date is Friday, January 23rd. This represents a $1.72 dividend on an annualized basis and a dividend yield of 6.9%. Pfizer's dividend payout ratio (DPR) is 100.00%.

Analyst Upgrades and Downgrades

PFE has been the topic of several analyst reports. Morgan Stanley dropped their price target on shares of Pfizer from $32.00 to $28.00 and set an "equal weight" rating on the stock in a research report on Friday, December 12th. Bank of America lowered their price objective on shares of Pfizer from $29.00 to $28.00 and set a "neutral" rating on the stock in a research note on Monday, December 15th. HSBC reaffirmed a "buy" rating and issued a $29.00 target price on shares of Pfizer in a report on Wednesday, December 10th. Sanford C. Bernstein reiterated a "market perform" rating and set a $30.00 price target on shares of Pfizer in a report on Friday, October 31st. Finally, Guggenheim reissued a "buy" rating on shares of Pfizer in a research report on Wednesday, December 17th. Two analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $28.06.

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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