Pfizer Inc. $PFE Shares Sold by Freestone Capital Holdings LLC

Key Points

• Freestone Capital cut its Pfizer stake by 60.8%, selling 75,825 shares and leaving 48,907 shares valued at about $1.218 million.
• Other institutions moved in the opposite direction—most notably Brighton Jones, which increased its holding by 1,282.4% to 666,318 shares—and institutional investors now own about 68.36% of Pfizer.
• Fundamentals and sentiment are mixed: Pfizer beat Q4 EPS estimates but posted slight revenue weakness, analysts carry an average rating of "Hold" with a consensus price target of $28.24, and an earnings preview warns Q1 profits may decline in the low double‑digit percentage range.

Freestone Capital Holdings LLC decreased its position in Pfizer Inc. (NYSE:PFE - Free Report) by 60.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 48,907 shares of the biopharmaceutical company's stock after selling 75,825 shares during the quarter. Freestone Capital Holdings LLC's holdings in Pfizer were worth $1,218,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Pfizer by 1,282.4% during the fourth quarter. Brighton Jones LLC now owns 666,318 shares of the biopharmaceutical company's stock valued at $17,677,000 after buying an additional 618,117 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Pfizer by 12.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 18,766 shares of the biopharmaceutical company's stock valued at $498,000 after buying an additional 2,087 shares during the period. United Bank lifted its stake in shares of Pfizer by 12.4% during the second quarter. United Bank now owns 58,087 shares of the biopharmaceutical company's stock valued at $1,408,000 after buying an additional 6,415 shares during the period. Sei Investments Co. lifted its stake in shares of Pfizer by 31.5% during the second quarter. Sei Investments Co. now owns 2,635,691 shares of the biopharmaceutical company's stock valued at $63,889,000 after buying an additional 631,523 shares during the period. Finally, HUB Investment Partners LLC lifted its stake in shares of Pfizer by 45.3% during the second quarter. HUB Investment Partners LLC now owns 102,327 shares of the biopharmaceutical company's stock valued at $2,480,000 after buying an additional 31,896 shares during the period. Institutional investors and hedge funds own 68.36% of the company's stock.

Key Headlines Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: UBS raised its price target on Pfizer from $25 to $27 (maintaining a neutral rating), a modest vote of confidence that can provide short‑term support. UBS price target note
• Positive Sentiment: One outlet raised Pfizer’s target to $28, which could reinforce upside among income‑seeking investors. Price Target Raised to $28
• Positive Sentiment: Pfizer renewed a licensing deal to keep Trellus Health’s patient‑education content in its IBD digital app — a small but constructive commercial/partnership development. Trellus Health deal renewal
• Positive Sentiment: Dividend‑focused pieces continue to list Pfizer among blue‑chip payers, supporting longer‑term income demand for the stock. Dividend income article
• Neutral Sentiment: Wells Fargo issued a Hold on PFE, leaving its recommendation unchanged and signaling no near‑term conviction to add or cut exposure. Wells Fargo Hold rating
• Neutral Sentiment: Pfizer Limited corrected a technical XBRL filing error — a housekeeping item that reduces disclosure risk but is unlikely to move the stock materially. XBRL filing correction
• Neutral Sentiment: Recent news pieces noted Pfizer has recently outperformed the broader market on a short‑term basis, but that momentum has not removed near‑term fundamental concerns. Outperforms broader market article
• Negative Sentiment: An earnings preview warns analysts expect Q1 profits to decline in the low double‑digit percentage range, a substantive headwind that likely explains downgrades/discounting by some investors ahead of the report. Earnings preview
• Negative Sentiment: Bank of America trimmed its price target to $26 (from $27) while keeping a Neutral rating — another sign analysts are tempering expectations into the quarter. BofA lowers PT to $26

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Daiwa Securities Group lowered shares of Pfizer from an "outperform" rating to a "neutral" rating and set a $27.00 price objective on the stock. in a report on Thursday, February 12th. Royal Bank Of Canada assumed coverage on shares of Pfizer in a report on Tuesday, February 24th. They set an "underperform" rating and a $25.00 price objective on the stock. HSBC increased their price objective on shares of Pfizer from $29.00 to $32.00 and gave the stock a "buy" rating in a report on Tuesday, March 17th. Cantor Fitzgerald reiterated a "neutral" rating and set a $27.00 price objective on shares of Pfizer in a report on Wednesday, February 4th. Finally, UBS Group increased their price objective on shares of Pfizer from $25.00 to $27.00 and gave the stock a "neutral" rating in a report on Monday. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, fourteen have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, Pfizer presently has an average rating of "Hold" and a consensus price target of $28.24.

Pfizer Trading Down 0.8%

Shares of PFE stock opened at $27.13 on Wednesday. The firm's 50-day simple moving average is $27.24 and its 200-day simple moving average is $26.01. The firm has a market cap of $154.27 billion, a P/E ratio of 19.95 and a beta of 0.43. Pfizer Inc. has a 1-year low of $21.87 and a 1-year high of $28.75. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.16 and a quick ratio of 0.87.

Pfizer (NYSE:PFE - Get Free Report) last posted its earnings results on Tuesday, February 3rd. The biopharmaceutical company reported $0.66 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.57 by $0.09. The firm had revenue of $17.56 billion during the quarter, compared to the consensus estimate of $16.93 billion. Pfizer had a net margin of 12.42% and a return on equity of 20.48%. The company's revenue was down 1.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.63 EPS. As a group, equities analysts forecast that Pfizer Inc. will post 2.95 EPS for the current year.

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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