Pfizer Inc. $PFE Shares Purchased by Generali Asset Management SPA SGR

Key Points

• Generali Asset Management SPA SGR boosted its stake in Pfizer by 55.7% in Q4, buying an additional 116,348 shares to hold 325,338 shares valued at about $8.101 million per its SEC filing.
• Pfizer beat Q1 expectations with $0.75 EPS (consensus $0.72) and $14.45 billion revenue, and the company reaffirmed FY2026 guidance of $2.80–$3.00 EPS.
• Pfizer announced a quarterly dividend of $0.43 (annualized $1.72) implying a ~6.5% yield, though the dividend payout ratio is elevated at 131.3%, which may raise sustainability concerns.

Generali Asset Management SPA SGR increased its holdings in shares of Pfizer Inc. (NYSE:PFE - Free Report) by 55.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 325,338 shares of the biopharmaceutical company's stock after purchasing an additional 116,348 shares during the period. Generali Asset Management SPA SGR's holdings in Pfizer were worth $8,101,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. boosted its stake in Pfizer by 1.3% during 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 during the period. State Street Corp raised its position in Pfizer by 0.9% during the 3rd quarter. State Street Corp now owns 299,087,408 shares of the biopharmaceutical company's stock worth $7,620,747,000 after buying an additional 2,786,098 shares during the last quarter. Northern Trust Corp raised its position in Pfizer by 1.4% during the 3rd quarter. Northern Trust Corp now owns 64,019,807 shares of the biopharmaceutical company's stock worth $1,631,225,000 after buying an additional 869,175 shares during the last quarter. Fisher Asset Management LLC raised its position in Pfizer by 1.9% during the 3rd quarter. Fisher Asset Management LLC now owns 49,288,054 shares of the biopharmaceutical company's stock worth $1,255,860,000 after buying an additional 897,786 shares during the last quarter. Finally, Legal & General Group Plc raised its position in Pfizer by 8.6% during the 3rd quarter. Legal & General Group Plc now owns 41,741,186 shares of the biopharmaceutical company's stock worth $1,063,565,000 after buying an additional 3,296,415 shares during the last quarter. Institutional investors and hedge funds own 68.36% of the company's stock.

Pfizer Stock Performance

Shares of PFE opened at $26.48 on Friday. The company has a 50-day simple moving average of $27.14 and a 200-day simple moving average of $26.16. The company has a quick ratio of 0.87, a current ratio of 1.25 and a debt-to-equity ratio of 0.67. The company has a market capitalization of $150.90 billion, a PE ratio of 20.21 and a beta of 0.35. Pfizer Inc. has a 52-week low of $21.97 and a 52-week high of $28.75.

Pfizer (NYSE:PFE - Get Free Report) last posted its earnings results on Tuesday, May 5th. The biopharmaceutical company reported $0.75 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.03. Pfizer had a net margin of 11.83% and a return on equity of 19.44%. The firm had revenue of $14.45 billion during the quarter, compared to the consensus estimate of $13.84 billion. During the same period last year, the firm posted $0.92 EPS. The firm's revenue for the quarter was up 5.4% on a year-over-year basis. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. Equities research analysts predict that Pfizer Inc. will post 2.98 earnings per share for the current fiscal year.

Pfizer Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Friday, May 8th will be issued a dividend of $0.43 per share. This represents a $1.72 annualized dividend and a yield of 6.5%. The ex-dividend date is Friday, May 8th. Pfizer's dividend payout ratio (DPR) is 131.30%.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Q1 beat and guidance reaffirmed: Pfizer reported better-than-expected Q1 revenue and EPS and reiterated FY2026 guidance, reinforcing the company's transition beyond pandemic-driven sales and supporting near-term earnings visibility. How Pfizer’s Q1 Beat, Oncology Wins and Patent Deals At Pfizer (PFE) Has Changed Its Investment Story
• Positive Sentiment: Oncology momentum: Recent FDA approval (VEPPANU) and positive Phase 3 data (ELREXFIO) bolster Pfizer's oncology franchise, which is a key driver of longer-term growth and valuation upside. Pfizer Oncology Advances Raise New Questions For Valuation And Momentum
• Positive Sentiment: Dividend credibility restored: Coverage highlighting management's actions has reduced concerns about Pfizer being a yield trap, supporting investor confidence in the roughly 6.5% yield. Pfizer's 6.5% Dividend Yield Looked Too Good to Be True -- but Management Just Silenced the Skeptics
• Positive Sentiment: Unusual call buying: Large intraday options activity — ~254,818 calls (≈84% above normal daily call volume) — signals some traders are taking bullish, leveraged positions that could amplify upside moves if news flows remain positive.
• Neutral Sentiment: Lyme vaccine dosing trial update: A new fifth‑dose VLA15 trial was announced; it signals ongoing R&D optimization but outcome/timing uncertainty limits immediate stock impact. Pfizer’s Next Lyme Shot: What a Fifth-Dose VLA15 Trial Signals for PFE Investors
• Neutral Sentiment: Mixed analyst views and valuation debate: Analysts differ on PFE's forward momentum and valuation after Q1 — that keeps sentiment mixed and may limit large directional moves until clearer catalysts arrive. Analysts Have Conflicting Sentiments on These Healthcare Companies: Pfizer (PFE) and Compass Therapeutics (CMPX)
• Negative Sentiment: Trial termination trims oncology upside: Pfizer ended a Phase 1b/2 lymphoma combo trial, removing a small piece of future oncology optionality and introducing modest near-term disappointment for pipeline bulls. Pfizer Ends Early-Stage Lymphoma Combo Trial, Trimming a Small Piece of Its Oncology Upside

Analyst Ratings Changes

A number of equities analysts have commented on the stock. BMO Capital Markets restated an "outperform" rating and set a $30.00 price objective on shares of Pfizer in a research report on Monday, March 9th. Barclays assumed coverage on shares of Pfizer in a research report on Thursday, February 19th. They set an "underweight" rating and a $25.00 price objective for the company. Cantor Fitzgerald restated a "neutral" rating and set a $27.00 price objective on shares of Pfizer in a research report on Wednesday, February 4th. Weiss Ratings upgraded shares of Pfizer from a "hold (c-)" rating to a "hold (c)" rating in a research report on Wednesday. Finally, Daiwa Securities Group downgraded shares of Pfizer from an "outperform" rating to a "neutral" rating and set a $27.00 price objective for the company. in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of "Hold" and an average target price of $28.74.

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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