Pfizer Inc. $PFE Stock Holdings Lessened by Sumitomo Mitsui Trust Group Inc.

Key Points

• Sumitomo Mitsui Trust Group trimmed its Pfizer stake by 3.1% in Q4, selling 483,467 shares and leaving 15,131,451 shares valued at about $376.8 million (≈0.27% of the company), while institutional investors overall own 68.36% of PFE.
• Analyst sentiment is mixed with a MarketBeat consensus of “Hold” and a $28.14 price target, though opinions range from HSBC’s buy/$32 target to downgrades and lower targets (e.g., Wolfe $24, BofA $26).
• Pfizer beat Q4 estimates with $0.66 EPS (vs. $0.57 est.) and $17.56B revenue (vs. $16.93B est.) despite revenue declining 1.2% year‑over‑year; shares trade near $26.9 with a market cap of ~$153 billion.

Sumitomo Mitsui Trust Group Inc. lowered its position in Pfizer Inc. (NYSE:PFE - Free Report) by 3.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 15,131,451 shares of the biopharmaceutical company's stock after selling 483,467 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.27% of Pfizer worth $376,773,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in PFE. Franklin Resources Inc. increased its holdings in Pfizer by 47.8% in the third quarter. Franklin Resources Inc. now owns 25,070,148 shares of the biopharmaceutical company's stock worth $638,787,000 after buying an additional 8,108,887 shares during the last quarter. Neuberger Berman Group LLC increased its holdings in Pfizer by 203.8% in the third quarter. Neuberger Berman Group LLC now owns 9,012,811 shares of the biopharmaceutical company's stock worth $229,346,000 after buying an additional 6,045,763 shares during the last quarter. Ameriprise Financial Inc. increased its holdings in Pfizer by 48.2% in the third quarter. Ameriprise Financial Inc. now owns 18,373,140 shares of the biopharmaceutical company's stock worth $468,174,000 after buying an additional 5,978,927 shares during the last quarter. AQR Capital Management LLC increased its holdings in Pfizer by 120.9% in the third quarter. AQR Capital Management LLC now owns 9,505,615 shares of the biopharmaceutical company's stock worth $230,986,000 after buying an additional 5,202,884 shares during the last quarter. Finally, Amundi increased its holdings in Pfizer by 10.8% in the third quarter. Amundi now owns 41,490,929 shares of the biopharmaceutical company's stock worth $1,096,380,000 after buying an additional 4,043,413 shares during the last quarter. Institutional investors and hedge funds own 68.36% of the company's stock.

Analyst Upgrades and Downgrades

PFE has been the topic of several analyst reports. Cantor Fitzgerald reiterated a "neutral" rating and set a $27.00 price target on shares of Pfizer in a report on Wednesday, February 4th. UBS Group initiated coverage on Pfizer in a report on Tuesday, January 6th. They set a "neutral" rating and a $25.00 price target on the stock. Wolfe Research set a $24.00 price target on Pfizer and gave the company an "underperform" rating in a report on Wednesday, December 17th. HSBC increased their price target on Pfizer from $29.00 to $32.00 and gave the company a "buy" rating in a report on Tuesday, March 17th. Finally, Weiss Ratings reissued a "hold (c-)" rating on shares of Pfizer in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, fourteen have given a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Pfizer currently has a consensus rating of "Hold" and a consensus price target of $28.14.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Morgan Stanley raised its price target to $28 and kept an "equal weight" rating, implying modest upside and signaling some confidence in near-term fundamentals. Morgan Stanley raises PFE price target (Benzinga)
• Positive Sentiment: MarketWatch noted a recent intraday uptick (but continued underperformance versus the broader market), which can attract short-term buyers looking for mean-reversion after pullbacks. Pfizer Inc. stock rises Wednesday (MarketWatch)
• Neutral Sentiment: Zacks flagged Pfizer as a "trending" stock, meaning elevated retail/institutional attention — this can increase volatility but doesn’t by itself indicate direction. Pfizer is a trending stock (Zacks)
• Neutral Sentiment: Coverage pieces (Yahoo/MSN) are re-examining Q4 earnings, one-year performance and valuation after a strong one‑year gain; these narratives shape whether investors view PFE as fairly valued or still a buy. Is Pfizer Offering Value (Yahoo) Q4 earnings highs and lows (MSN)
• Neutral Sentiment: Pfizer announced its virtual Annual Meeting on April 23; routine corporate governance items can temper short-term trading but are unlikely to change fundamentals. Annual meeting webcast (BusinessWire)
• Neutral Sentiment: Industry research on the biopharmaceutical CXO market cites Pfizer among large players navigating outsourcing and supply-chain trends — a background macro theme that could help longer-term margins but is not an immediate catalyst. Biopharmaceutical CXO market report (Yahoo/GlobeNewswire)
• Negative Sentiment: Bank of America cut its price target to $26 and moved to "neutral," signaling downside risk and adding selling pressure from model-driven desks. Bank of America lowers PFE PT (Benzinga)
• Negative Sentiment: Zacks ran a comparative piece showing AbbVie (ABBV) pulling ahead on strong growth from Skyrizi and Rinvoq, underscoring competitive headwinds in immunology that could pressure Pfizer’s growth multiple. AbbVie vs Pfizer growth comparison (Zacks)
• Negative Sentiment: Coverage explaining why Pfizer tumbled earlier in the week highlights mixed near-term signals (analyst downgrades, rotation to other healthcare names), which can prolong weak sentiment even after small positive data points. Why Pfizer stock tumbled (Yahoo)

Pfizer Stock Down 1.2%

Shares of PFE stock opened at $26.91 on Friday. The stock has a market cap of $152.99 billion, a P/E ratio of 19.78 and a beta of 0.43. Pfizer Inc. has a one year low of $21.28 and a one year high of $28.75. The stock has a fifty day moving average price of $27.20 and a 200 day moving average price of $25.94. 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 issued its earnings results on Tuesday, February 3rd. The biopharmaceutical company reported $0.66 EPS for the quarter, topping the consensus estimate of $0.57 by $0.09. The firm had revenue of $17.56 billion during the quarter, compared to analysts' expectations of $16.93 billion. Pfizer had a return on equity of 20.48% and a net margin of 12.42%.Pfizer's quarterly revenue was down 1.2% compared to the same quarter last year. During the same period last year, the business earned $0.63 earnings per share. Analysts predict that Pfizer Inc. will post 2.95 earnings per share for the current year.

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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