NEOS Investment Management LLC Has $22.41 Million Stock Holdings in Pfizer Inc. $PFE

Key Points

• NEOS Investment Management increased its Pfizer stake by 13.5% in the second quarter, adding 110,950 shares to hold 930,777 shares valued at approximately $22.4 million. Institutional investors and hedge funds collectively own 68.36% of Pfizer.
• Pfizer exceeded quarterly expectations with adjusted EPS of $0.77 and revenue of $15.03 billion, while reporting full-year 2026 EPS guidance of $2.80–$3.00. The company also maintains a $0.43 quarterly dividend, equating to a 6.1% yield, though its payout ratio remains elevated.
• Analyst sentiment is mostly cautious, with Pfizer carrying an average “Hold” rating and a $28.28 target price. Potential growth drivers include vaccine sales, obesity and oncology programs, and a licensing deal worth up to $1 billion, but valuation upside and post-pandemic earnings growth remain concerns.

NEOS Investment Management LLC increased its position in shares of Pfizer Inc. (NYSE:PFE - Free Report) by 13.5% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 930,777 shares of the biopharmaceutical company's stock after purchasing an additional 110,950 shares during the quarter. NEOS Investment Management LLC's holdings in Pfizer were worth $22,413,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in Pfizer in the 4th quarter valued at $1,830,986,000. Bank of America Corp DE bought a new stake in shares of Pfizer during the second quarter worth $1,049,602,000. BlackRock Inc. increased its stake in shares of Pfizer by 6.3% in the second quarter. BlackRock Inc. now owns 529,670,433 shares of the biopharmaceutical company's stock valued at $12,754,464,000 after buying an additional 31,412,883 shares in the last quarter. Morgan Stanley raised its holdings in shares of Pfizer by 19.2% in the fourth quarter. Morgan Stanley now owns 89,113,604 shares of the biopharmaceutical company's stock valued at $2,218,929,000 after buying an additional 14,342,946 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its position in Pfizer by 38.9% during the 4th quarter. Bank of New York Mellon Corp now owns 48,514,971 shares of the biopharmaceutical company's stock worth $1,208,023,000 after buying an additional 13,581,757 shares in the last quarter. 68.36% of the stock is currently owned by institutional investors and hedge funds.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer received FDA approval for the 2026–2027 COMIRNATY XFG COVID-19 vaccine formulation for high-risk age groups. The approval supports continued vaccine revenue and adds to the company’s recent positive news flow. Pfizer After FDA Vaccine Approval Faces A Fair Value Reality Check
• Positive Sentiment: Pfizer launched the VESPER-JM Phase 3 study of berobenatide in Japan, strengthening its effort to compete in the obesity-drug market. Successful development could provide a meaningful long-term growth opportunity beginning later this decade. Pfizer Steps Up in Obesity Race With New Phase 3 Berobenatide Trial in Japan
• Positive Sentiment: Pfizer’s broader pipeline remains focused on obesity and oncology, with berobenatide and next-generation cancer treatments viewed as potential growth drivers from 2028 onward. Pfizer’s Pipeline Strategy Centers on Obesity and Oncology
• Positive Sentiment: Pfizer licensed its early-stage CD228V antibody-drug conjugate to Medicus Pharma in a deal valued at up to $1 billion plus royalties. The agreement could generate milestone and royalty income while sharing development responsibilities. Medicus Pharma Inks Global Licensing Deal with Pfizer Worth Over $1 Billion
• Neutral Sentiment: Pfizer completed a Phase 1 migraine-tablet study and is conducting a Phase 3 trial of tilrekimig for eczema. These updates demonstrate pipeline activity, but they do not yet provide confirmed commercial revenue. Pfizer’s Tilrekimig Eczema Trial
• Negative Sentiment: After gaining roughly 25% over the past year and trading near recent highs, valuation-based upside appears more limited. Investors are also weighing Pfizer’s elevated dividend yield and management’s commitment to maintaining the payout against ongoing post-pandemic earnings pressure.

Pfizer Stock Performance

Shares of NYSE:PFE opened at $28.42 on Friday. The company has a current ratio of 1.27, a quick ratio of 0.96 and a debt-to-equity ratio of 0.71. Pfizer Inc. has a 1-year low of $23.58 and a 1-year high of $29.21. The stock has a market capitalization of $161.98 billion, a P/E ratio of 37.40, a P/E/G ratio of 1.93 and a beta of 0.34. The business has a 50-day moving average price of $25.98 and a two-hundred day moving average price of $26.34.

Pfizer (NYSE:PFE - Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The biopharmaceutical company reported $0.77 EPS for the quarter, topping 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 company had revenue of $15.03 billion during the quarter, compared to analysts' expectations of $14.40 billion. During the same quarter in the previous year, the company earned $0.78 EPS. Pfizer's revenue was up 2.6% on a year-over-year basis. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. Equities analysts predict that Pfizer Inc. will post 2.98 earnings per share for the current year.

Pfizer Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders 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 dividend yield of 6.1%. Pfizer's dividend payout ratio is 226.32%.

Analyst Ratings Changes

A number of brokerages have commented on PFE. JPMorgan Chase & Co. decreased their price objective on shares of Pfizer from $30.00 to $28.00 and set a "neutral" rating on the stock in a report on Wednesday, July 8th. HSBC lowered shares of Pfizer from a "buy" rating to a "hold" rating and reduced their target price for the stock from $32.00 to $28.00 in a research report on Monday, July 6th. Cantor Fitzgerald reissued a "neutral" rating and set a $27.00 price target on shares of Pfizer in a research note on Monday, July 6th. Wall Street Zen lowered shares of Pfizer from a "buy" rating to a "hold" rating in a report on Saturday. Finally, Weiss Ratings upgraded shares of Pfizer from a "hold (c-)" rating to a "hold (c)" rating in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $28.28.

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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