OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases New Holdings in Pfizer Inc. $PFE

Key Points

• OCONNOR, a unit of UBS Asset Management Americas, disclosed a new position in Pfizer during the fourth quarter, buying 102,623 shares valued at about $2.6 million.
• Pfizer reported better-than-expected quarterly results, with EPS of $0.75 versus $0.72 expected and revenue of $14.45 billion, while also reaffirming its 2026 guidance of $2.80 to $3.00 EPS.
• The main recent concern is the unexpected CFO departure, though Pfizer quickly named an interim finance chief and said its strategic outlook remains intact. The stock was up slightly and the company continues to offer a 6.8% dividend yield.

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in shares of Pfizer Inc. (NYSE:PFE - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 102,623 shares of the biopharmaceutical company's stock, valued at approximately $2,555,000.

A number of other institutional investors and hedge funds have also made changes to their positions in PFE. Vanguard Group Inc. boosted its position in shares of Pfizer by 1.3% in the 4th quarter. Vanguard Group Inc. now owns 541,346,182 shares of the biopharmaceutical company's stock worth $13,479,520,000 after purchasing an additional 7,031,162 shares in the last quarter. State Street Corp increased its position in Pfizer by 0.5% during the 4th quarter. State Street Corp now owns 300,445,164 shares of the biopharmaceutical company's stock valued at $7,481,085,000 after buying an additional 1,357,756 shares in the last quarter. Geode Capital Management LLC raised its stake in Pfizer by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 130,192,081 shares of the biopharmaceutical company's stock valued at $3,235,642,000 after buying an additional 1,184,728 shares during the last quarter. Morgan Stanley boosted its holdings in Pfizer by 19.2% in the fourth quarter. Morgan Stanley now owns 89,113,604 shares of the biopharmaceutical company's stock worth $2,218,929,000 after acquiring an additional 14,342,946 shares in the last quarter. Finally, Norges Bank bought a new stake in Pfizer in the fourth quarter worth $1,830,986,000. Institutional investors own 68.36% of the company's stock.

Pfizer Stock Up 0.2%

PFE stock opened at $25.25 on Friday. Pfizer Inc. has a 1-year low of $23.11 and a 1-year high of $28.75. The business has a fifty day moving average price of $26.22 and a 200-day moving average price of $26.33. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.25 and a quick ratio of 0.94. The stock has a market capitalization of $143.94 billion, a P/E ratio of 19.28 and a beta of 0.34.

Pfizer (NYSE:PFE - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The biopharmaceutical company reported $0.75 EPS for the quarter, beating the consensus estimate of $0.72 by $0.03. Pfizer had a return on equity of 19.44% and a net margin of 11.83%.The company had revenue of $14.45 billion for the quarter, compared to analysts' expectations of $13.84 billion. During the same period last year, the firm posted $0.92 earnings per share. Pfizer's revenue was up 5.4% compared to the same quarter last year. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. Equities analysts forecast that Pfizer Inc. will post 2.99 earnings per share for the current fiscal year.

Pfizer Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 12th. Stockholders of record on Friday, May 8th were issued a dividend of $0.43 per share. This represents a $1.72 dividend on an annualized basis and a dividend yield of 6.8%. The ex-dividend date of this dividend was Friday, May 8th. Pfizer's dividend payout ratio (DPR) is presently 131.30%.

Key Headlines Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer reaffirmed its 2026 guidance and said its strategic outlook remains intact, which should help limit downside if investors focus on fundamentals rather than the management change. Pfizer stock slides following CFO exit, 2026 guidance reaffirmed
• Positive Sentiment: The company moved quickly to appoint an interim finance chief, suggesting Pfizer has a planned transition process in place rather than a broader disruption to operations. Pfizer Announces Chief Financial Officer Transition
• Neutral Sentiment: News coverage also noted that Pfizer’s recent move is part of a broader investor debate about the company’s near-term growth catalysts and pipeline execution, rather than a change to its core business outlook. Reuters coverage of CFO departure
• Negative Sentiment: The biggest overhang is the unexpected departure of the CFO, which can create uncertainty about financial discipline and near-term investor confidence, helping explain why PFE has been declining. Pfizer CFO to leave company for consumer goods role

Analyst Ratings Changes

PFE has been the subject of several analyst reports. Citigroup raised their price target on Pfizer from $26.00 to $27.00 and gave the company a "neutral" rating in a report on Wednesday, April 29th. CICC Research began coverage on shares of Pfizer in a research note on Thursday, April 16th. They issued an "outperform" rating and a $33.00 price target on the stock. Wolfe Research reissued an "underperform" rating and set a $26.00 price objective on shares of Pfizer in a research report on Thursday, May 14th. Zacks Research upgraded shares of Pfizer from a "strong sell" rating to a "hold" rating in a research note on Tuesday, February 24th. Finally, Weiss Ratings raised shares of Pfizer from a "hold (c-)" rating to a "hold (c)" rating in a report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $28.82.

Pfizer Company 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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