Wealth Enhancement Advisory Services LLC Boosts Stake in Pfizer Inc. $PFE

Key Points

• Wealth Enhancement Advisory Services LLC boosted its Pfizer stake by 3.2% in Q4, buying 105,368 shares to hold 3,414,548 shares worth about $86.84 million (≈0.06% of the company).
• Pfizer reported a quarterly EPS beat and posted pipeline wins—TALAPRO‑3 showed a topline win for TALZENNA plus XTANDI and a Phase II study of atirmociclib hit its primary endpoint—strengthening its oncology outlook beyond vaccine revenues.
• Analyst sentiment is mixed: HSBC raised its target to $32 with a buy rating, but the MarketBeat consensus remains a "Hold" with an average target of $28.14 (ratings: 1 Strong Buy, 6 Buy, 13 Hold, 3 Sell).

Wealth Enhancement Advisory Services LLC boosted its position in Pfizer Inc. (NYSE:PFE - Free Report) by 3.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,414,548 shares of the biopharmaceutical company's stock after purchasing an additional 105,368 shares during the period. Wealth Enhancement Advisory Services LLC owned approximately 0.06% of Pfizer worth $86,841,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the business. Grey Fox Wealth Advisors LLC bought a new stake in shares of Pfizer during the 3rd quarter worth approximately $29,000. Howard Hughes Medical Institute purchased a new stake in Pfizer in the second quarter worth $30,000. Darwin Wealth Management LLC bought a new stake in shares of Pfizer during the second quarter worth $32,000. True Wealth Design LLC boosted its stake in shares of Pfizer by 302.5% during the third quarter. True Wealth Design LLC now owns 1,296 shares of the biopharmaceutical company's stock valued at $33,000 after purchasing an additional 974 shares during the period. Finally, Sagard Holdings Management Inc. bought a new position in shares of Pfizer in the second quarter worth about $36,000. Institutional investors own 68.36% of the company's stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on PFE. HSBC lifted their price objective on shares of Pfizer from $29.00 to $32.00 and gave the company a "buy" rating in a report on Tuesday, March 17th. Citigroup started coverage on shares of Pfizer in a research report on Tuesday, December 2nd. They set a "neutral" rating and a $26.00 target price on the stock. Bank of America lowered their price target on Pfizer from $29.00 to $28.00 and set a "neutral" rating for the company in a report on Monday, December 15th. Daiwa Securities Group cut Pfizer from an "outperform" rating to a "neutral" rating and set a $27.00 price objective on the stock. in a research note on Thursday, February 12th. Finally, UBS Group assumed coverage on Pfizer in a research report on Tuesday, January 6th. They set a "neutral" rating and a $25.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, thirteen have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and an average target price of $28.14.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Topline Phase 3 win for TALZENNA (talazoparib) + XTANDI: the TALAPRO-3 study met its primary endpoint, showing a significant delay in radiographic progression-free survival in HRR‑mutated metastatic castration‑sensitive prostate cancer — a meaningful commercial and clinical win for Pfizer's oncology franchise. TALZENNA Plus XTANDI Significantly Improves Radiographic Progression-Free Survival in Metastatic Prostate Cancer
• Positive Sentiment: Additional oncology progress: a Phase II study of atirmociclib in second‑line metastatic breast cancer hit its primary endpoint, supporting pipeline diversification beyond vaccines and COVID-era revenues. PFE's Atirmociclib 2L Breast Cancer Study Hits Goal, Aid Pipeline Push
• Positive Sentiment: Analyst interest/upgrade flow: recent analyst upgrades and a bullish HSBC forecast have lent buy‑side support and renewed attention to Pfizer’s valuation and upside potential. Pfizer NYSE: PFE Stock Price Up 3.2% Following Analyst Upgrade
• Neutral Sentiment: Pfizer-linked investment activity: Earendil Labs closed a $787M financing that included participation from a biotech development fund associated with Pfizer — a sign of strategic R&D/venture exposure but not an immediate earnings driver. Earendil Labs Announces $787 Million in Financing to Scale AI-Driven Biologics Discovery and Development
• Neutral Sentiment: Market commentary and valuation focus: several recent pieces reassess Pfizer’s valuation and compare it to peers (e.g., Moderna), keeping the stock in investors’ screens but creating mixed sentiment around near‑term upside. Reassessing Pfizer (PFE) Valuation As Shares Trade Around Recent Levels
• Negative Sentiment: Unsolicited mini‑tender offer: Tutanota LLC filed a conditional mini‑tender to buy up to 1M Pfizer shares at $32 — Pfizer has advised shareholders to reject it. The offer is unlikely to be material but can create short‑term trading noise. Pfizer Recommends Shareholders Reject the Mini-Tender Offer by Tutanota LLC

Pfizer Stock Performance

Shares of PFE stock opened at $26.98 on Monday. The firm has a market cap of $153.41 billion, a price-to-earnings ratio of 19.84 and a beta of 0.47. Pfizer Inc. has a 52-week low of $20.92 and a 52-week high of $27.94. The company has a quick ratio of 0.87, a current ratio of 1.16 and a debt-to-equity ratio of 0.71. The company's 50 day moving average is $26.68 and its 200 day moving average is $25.61.

Pfizer (NYSE:PFE - Get Free Report) last announced its earnings results on Tuesday, February 3rd. The biopharmaceutical company reported $0.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.57 by $0.09. Pfizer had a return on equity of 20.48% and a net margin of 12.42%.The business had revenue of $17.56 billion for the quarter, compared to analysts' expectations of $16.93 billion. During the same quarter last year, the firm earned $0.63 EPS. The business's revenue for the quarter was down 1.2% on a year-over-year basis. On average, sell-side analysts anticipate that Pfizer Inc. will post 2.95 EPS for the current fiscal year.

Pfizer 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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