Pfizer (NYSE:PFE) Updates FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: Pfizer projected EPS of $2.80–$3.00 (consensus $3.09) and revenue of $59.5B–$62.5B (consensus $61.9B), signaling guidance below street estimates.
• Pfizer declared a quarterly dividend of $0.43 (annualized $1.72), representing a 6.5% yield with an ex-dividend date of Jan. 23 and a 100% payout ratio.
• Analysts carry an average rating of "Hold" with a consensus price target of $28.22; the stock (market cap ~$150.4B, P/E 15.38) was trading up about 2.3%.

Pfizer (NYSE:PFE - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 2.800-3.000 for the period, compared to the consensus earnings per share estimate of 3.090. The company issued revenue guidance of $59.5 billion-$62.5 billion, compared to the consensus revenue estimate of $61.9 billion.

Pfizer Trading Up 2.3%

NYSE PFE opened at $26.45 on Tuesday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.28 and a quick ratio of 0.97. The stock has a market capitalization of $150.37 billion, a P/E ratio of 15.38 and a beta of 0.46. The firm's 50-day moving average is $25.12 and its two-hundred day moving average is $24.80. Pfizer has a 12 month low of $20.92 and a 12 month high of $27.69.

Pfizer (NYSE:PFE - Get Free Report) last released its quarterly earnings results on Tuesday, November 4th. The biopharmaceutical company reported $0.87 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.79 by $0.08. Pfizer had a net margin of 15.65% and a return on equity of 20.17%. The business had revenue of $16.65 billion for the quarter, compared to the consensus estimate of $16.94 billion. Pfizer has set its FY 2025 guidance at 3.000-3.150 EPS. On average, sell-side analysts anticipate that Pfizer will post 2.95 earnings per share for the current year.

Pfizer Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Friday, January 23rd will be paid a dividend of $0.43 per share. This represents a $1.72 dividend on an annualized basis and a yield of 6.5%. The ex-dividend date is Friday, January 23rd. Pfizer's dividend payout ratio is 100.00%.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on PFE shares. The Goldman Sachs Group reaffirmed a "neutral" rating and issued a $26.00 price objective on shares of Pfizer in a research note on Wednesday, November 5th. Citigroup initiated coverage on Pfizer in a report on Tuesday, December 2nd. They set a "neutral" rating and a $26.00 target price for the company. Wall Street Zen lowered shares of Pfizer from a "buy" rating to a "hold" rating in a research note on Sunday, September 28th. BMO Capital Markets reissued an "outperform" rating on shares of Pfizer in a research report on Wednesday, December 10th. Finally, UBS Group restated a "neutral" rating and issued a $28.00 price objective on shares of Pfizer in a report on Wednesday, October 1st. Two equities research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus target price of $28.22.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in PFE. State Street Corp increased its position in shares of Pfizer by 0.9% in the 3rd quarter. State Street Corp now owns 299,087,408 shares of the biopharmaceutical company's stock valued at $7,620,747,000 after purchasing an additional 2,786,098 shares during the last quarter. Northern Trust Corp grew its stake in shares of Pfizer by 1.4% during the third quarter. Northern Trust Corp now owns 64,019,807 shares of the biopharmaceutical company's stock worth $1,631,225,000 after purchasing an additional 869,175 shares in the last quarter. 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 valued at $1,096,380,000 after buying an additional 4,043,413 shares during the last quarter. Invesco Ltd. increased its holdings in Pfizer by 3.7% in the third quarter. Invesco Ltd. now owns 30,335,842 shares of the biopharmaceutical company's stock valued at $772,957,000 after buying an additional 1,085,701 shares during the last quarter. Finally, Unisphere Establishment raised its stake in Pfizer by 13.8% in the third quarter. Unisphere Establishment now owns 14,400,000 shares of the biopharmaceutical company's stock valued at $366,912,000 after buying an additional 1,750,000 shares in the last quarter. Institutional investors and hedge funds own 68.36% of the company's stock.

About Pfizer

Pfizer Inc discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products in the United States, Europe, and internationally. The company offers medicines and vaccines in various therapeutic areas, including cardiovascular metabolic, migraine, and women's health under the Eliquis, Nurtec ODT/Vydura, Zavzpret, and the Premarin family brands; infectious diseases with unmet medical needs under the Prevnar family, Abrysvo, Nimenrix, FSME/IMMUN-TicoVac, and Trumenba brands; and COVID-19 prevention and treatment, and potential future mRNA and antiviral products under the Comirnaty and Paxlovid brands.

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