Pfizer Inc. $PFE Shares Purchased by Swiss Life Asset Management Ltd

Key Points

• Swiss Life Asset Management increased its Pfizer stake by 20% in the fourth quarter, buying over 1.1 million additional shares and bringing its holdings to about 6.84 million shares valued at roughly $170.3 million.
• Pfizer’s recent fundamentals were solid: it reported Q1 earnings of $0.75 per share versus $0.72 expected and revenue of $14.45 billion versus $13.84 billion expected, while also raising its FY2026 EPS guidance to $2.80–$3.00.
• Analyst and income-investor sentiment remains mixed but constructive, with Scotiabank starting coverage at Buy and Pfizer maintaining a 6.7% dividend yield, though some analysts still have Hold or Underperform ratings and several early-stage oncology trials were recently halted.

Swiss Life Asset Management Ltd lifted its position in Pfizer Inc. (NYSE:PFE - Free Report) by 20.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,841,181 shares of the biopharmaceutical company's stock after purchasing an additional 1,138,482 shares during the quarter. Pfizer makes up 0.9% of Swiss Life Asset Management Ltd's investment portfolio, making the stock its 15th biggest holding. Swiss Life Asset Management Ltd owned about 0.12% of Pfizer worth $170,345,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the company. Triad Wealth Partners LLC boosted its position in shares of Pfizer by 1.9% in the 4th quarter. Triad Wealth Partners LLC now owns 20,466 shares of the biopharmaceutical company's stock valued at $510,000 after purchasing an additional 386 shares during the period. ETF Store Inc. boosted its position in shares of Pfizer by 3.8% in the 4th quarter. ETF Store Inc. now owns 10,913 shares of the biopharmaceutical company's stock valued at $272,000 after purchasing an additional 396 shares during the period. Mattern Wealth Management LLC boosted its position in shares of Pfizer by 4.6% in the 4th quarter. Mattern Wealth Management LLC now owns 9,161 shares of the biopharmaceutical company's stock valued at $228,000 after purchasing an additional 400 shares during the period. Pines Wealth Management LLC boosted its position in shares of Pfizer by 4.4% in the 4th quarter. Pines Wealth Management LLC now owns 9,430 shares of the biopharmaceutical company's stock valued at $235,000 after purchasing an additional 400 shares during the period. Finally, Quest Investment Management LLC boosted its position in shares of Pfizer by 1.3% in the 3rd quarter. Quest Investment Management LLC now owns 31,768 shares of the biopharmaceutical company's stock valued at $809,000 after purchasing an additional 405 shares during the period. 68.36% of the stock is owned by institutional investors and hedge funds.

Key Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Scotiabank initiated a Buy view on Pfizer, adding to recent analyst confidence in the stock. Pfizer (PFE) Receives a Buy from Scotiabank
• Positive Sentiment: Erste Group slightly raised its FY2026 EPS estimate for Pfizer, reinforcing expectations that earnings remain stable and in line with consensus.
• Positive Sentiment: Recent coverage highlighted Pfizer’s Q1 beat, better-than-expected sales, and progress in its oncology pipeline, suggesting the company’s newer drugs are becoming more important to the investment story. How Pfizer’s Q1 Beat, Oncology Wins and Patent Deals At Pfizer (PFE) Has Changed Its Investment Story
• Positive Sentiment: Pfizer’s dividend remains a major draw for income investors, and a recent article argued that the high yield is still supported by management’s execution and cash flow. Pfizer's 6.5% Dividend Yield Looked Too Good to Be True -- but Management Just Silenced the Skeptics
• Neutral Sentiment: Pfizer is continuing to advance a new Phase 1 cancer trial, which signals ongoing investment in oncology but is still too early to materially change near-term financial results. Pfizer’s New Phase 1 Cancer Trial Signals Fresh Oncology Push for PFE Investors
• Neutral Sentiment: Pfizer was also mentioned in a cancer-care industry recognition announcement, but the item is mostly reputational and unlikely to move the stock on its own.
• Negative Sentiment: Pfizer halted an early-stage cancer study, and investors may view the termination as a small setback for its oncology pipeline, even if the financial impact is limited. Pfizer Terminates Early-Stage Cancer Trial: What It Means for PFE Investors
• Negative Sentiment: Pfizer ended another early-stage lymphoma combination trial, which adds to concerns that some pipeline programs may not advance as hoped. Pfizer Ends Early-Stage Lymphoma Combo Trial, Trimming a Small Piece of Its Oncology Upside

Pfizer Stock Down 0.1%

PFE opened at $25.65 on Monday. 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 business has a 50 day simple moving average of $27.14 and a 200-day simple moving average of $26.16. The stock has a market capitalization of $146.17 billion, a P/E ratio of 19.58 and a beta of 0.35. Pfizer Inc. has a 12 month low of $21.97 and a 12 month high of $28.75.

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

Pfizer Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Investors of record on Friday, May 8th will be issued a dividend of $0.43 per share. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.72 annualized dividend and a yield of 6.7%. Pfizer's payout ratio is currently 131.30%.

Analysts Set New Price Targets

PFE has been the subject of several analyst reports. Royal Bank Of Canada reaffirmed an "underperform" rating and set a $25.00 price objective on shares of Pfizer in a research note on Monday, April 20th. Argus raised Pfizer from a "hold" rating to a "buy" rating and set a $35.00 price objective for the company in a research note on Monday, March 2nd. Guggenheim upped their price objective on Pfizer from $35.00 to $36.00 and gave the company a "buy" rating in a research note on Tuesday, March 24th. CICC Research initiated coverage on shares of Pfizer in a research note on Thursday, April 16th. They issued an "outperform" rating and a $33.00 price objective on the stock. Finally, 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. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Hold" and an average target price of $28.74.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.