Pfizer Inc. $PFE Shares Acquired by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Key Points

• UBS Asset Management increased its Pfizer stake by 4.7% in the second quarter, purchasing 1.63 million additional shares and bringing its holdings to 36.16 million shares valued at approximately $870.7 million.
• Institutional ownership remains substantial at 68.36%, with BlackRock, State Street, Geode Capital, Morgan Stanley and Norges Bank among Pfizer’s largest investors.
• Pfizer reported quarterly EPS of $0.77, above estimates, and revenue of $15.03 billion, up 2.6% year over year. However, analysts maintain a consensus “Hold” rating, while the company’s $0.43 quarterly dividend offers a 6.2% yield but reflects a payout ratio above 200%.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in Pfizer Inc. (NYSE:PFE - Free Report) by 4.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 36,157,306 shares of the biopharmaceutical company's stock after buying an additional 1,634,374 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.63% of Pfizer worth $870,668,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the company. BlackRock Inc. increased its holdings in shares of Pfizer by 6.3% in the 2nd quarter. BlackRock Inc. now owns 529,670,433 shares of the biopharmaceutical company's stock valued at $12,754,464,000 after acquiring an additional 31,412,883 shares during the last quarter. State Street Corp lifted its stake in Pfizer by 0.5% during the fourth quarter. State Street Corp now owns 300,445,164 shares of the biopharmaceutical company's stock worth $7,481,085,000 after purchasing an additional 1,357,756 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Pfizer by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 130,192,081 shares of the biopharmaceutical company's stock worth $3,235,642,000 after purchasing an additional 1,184,728 shares during the period. 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 purchasing an additional 14,342,946 shares during the period. Finally, Norges Bank bought a new stake in Pfizer during the fourth quarter valued at $1,830,986,000. Institutional investors own 68.36% of the company's stock.

Key Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: The FDA approved Pfizer and BioNTech’s XFG-adapted 2026–2027 COMIRNATY vaccine for adults 65 and older and people ages 5–64 with underlying conditions that increase the risk of severe COVID-19. Shipments to U.S. pharmacies, hospitals and clinics are beginning immediately, supporting seasonal vaccine revenue and confirming Pfizer’s continuing role in infectious-disease prevention. Reuters FDA approval article
• Positive Sentiment: Pfizer and Valneva’s Lyme disease vaccine candidate, PF-07307405, reached an additional regulatory milestone after its European Marketing Authorization Application was validated. If approved, the product could help diversify Pfizer’s vaccine portfolio beyond COVID-19. Pfizer COVID and Lyme vaccine milestones article
• Neutral Sentiment: Pfizer announced several clinical-development updates, including an early-stage autoimmune trial for PF-08154225, a Phase 1 study evaluating easier injection delivery for tilrekimig, a tucatinib continuation study and a post-marketing Xalkori study. These programs may strengthen the pipeline, but they remain too early or incremental to affect near-term valuation. Pfizer pipeline update
• Negative Sentiment: The updated COVID vaccine is aimed at older and high-risk patients, creating a substantially smaller addressable market than broad-based vaccination campaigns. That limits the likely revenue lift even though approval and immediate distribution are favorable developments. Pfizer updated COVID shot article
• Negative Sentiment: BioNTech’s failed colorectal-cancer vaccine trial pressured sentiment across the mRNA sector. Pfizer was relatively insulated because the setback involves BioNTech’s oncology program rather than a Pfizer-specific clinical failure, but the broader result reinforces investor concerns about the limits of mRNA technology outside infectious disease. BioNTech colorectal cancer trial article
• Negative Sentiment: Commentary continues to question Pfizer’s dividend sustainability because its payout ratio exceeds 100% and much of the turnaround case depends on cost reductions and growth targets that do not begin meaningfully until later in the decade. These concerns can cap enthusiasm despite Pfizer trading near its 52-week high.

Pfizer Stock Down 0.2%

PFE stock opened at $27.95 on Friday. The stock has a market cap of $159.31 billion, a PE ratio of 36.78 and a beta of 0.34. The firm's 50-day simple moving average is $25.55 and its 200 day simple moving average is $26.30. Pfizer Inc. has a fifty-two week low of $23.58 and a fifty-two week high of $28.75. The company has a quick ratio of 0.96, a current ratio of 1.27 and a debt-to-equity ratio of 0.71.

Pfizer (NYSE:PFE - Get Free Report) last posted its earnings results on Tuesday, August 4th. The biopharmaceutical company reported $0.77 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.68 by $0.09. Pfizer had a net margin of 6.80% and a return on equity of 19.63%. The firm had revenue of $15.03 billion during the quarter, compared to analyst estimates of $14.40 billion. During the same period in the previous year, the business posted $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. As a group, sell-side analysts predict that Pfizer Inc. will post 2.98 EPS for the current year.

Pfizer Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, July 24th will be given a dividend of $0.43 per share. The ex-dividend date is Friday, July 24th. This represents a $1.72 annualized dividend and a dividend yield of 6.2%. Pfizer's payout ratio is currently 226.32%.

Analyst Ratings Changes

PFE has been the topic of a number of recent research reports. Bank of America reduced their price target on shares of Pfizer from $27.00 to $26.00 and set a "neutral" rating on the stock in a research report on Friday, July 10th. BMO Capital Markets lowered their price objective on shares of Pfizer from $34.00 to $30.00 and set an "outperform" rating for the company in a research report on Monday, July 13th. Guggenheim dropped their price objective on shares of Pfizer from $35.00 to $31.00 and set a "buy" rating on the stock in a research note on Friday, August 7th. JPMorgan Chase & Co. cut their target price 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. Finally, HSBC downgraded Pfizer from a "buy" rating to a "hold" rating and decreased their target price for the company from $32.00 to $28.00 in a research note on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, fourteen have given a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $28.28.

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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