Pfizer Inc. $PFE Shares Sold by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. lessened its stake in Pfizer Inc. (NYSE:PFE) by 21.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 241,576 shares of the biopharmaceutical company’s stock after selling 67,027 shares during the period. Avantax Planning Partners Inc.’s holdings in Pfizer were worth $6,155,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in PFE. Brighton Jones LLC lifted its holdings 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 worth $17,677,000 after purchasing an additional 618,117 shares during the period. Revolve Wealth Partners LLC raised its position in Pfizer by 12.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 18,766 shares of the biopharmaceutical company’s stock worth $498,000 after buying an additional 2,087 shares during the last quarter. Kathmere Capital Management LLC lifted its stake in shares of Pfizer by 174.9% in the 2nd quarter. Kathmere Capital Management LLC now owns 26,288 shares of the biopharmaceutical company’s stock worth $637,000 after acquiring an additional 16,724 shares during the period. Patton Fund Management Inc. purchased a new stake in shares of Pfizer in the second quarter valued at about $233,000. Finally, Kendall Capital Management acquired a new position in shares of Pfizer during the second quarter worth about $422,000. 68.36% of the stock is owned by institutional investors and hedge funds.

More Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: NICE recommended Pfizer’s PARP inhibitor Talzenna for adults with prostate cancer — a UK endorsement that supports incremental oncology revenue and validates Pfizer’s targeted‑therapy strategy. NICE backs Pfizer’s Talzenna for adults with prostate cancer
• Positive Sentiment: Pfizer launched a large Phase 3 lung‑cancer trial positioning its regimen against Merck’s Keytruda — a successful outcome would target a high‑value oncology market and materially boost long‑term growth expectations. Pfizer Takes Aim at Keytruda in New Phase 3 Lung Cancer Study: What Investors Should Know
• Positive Sentiment: Pfizer moved a COPD candidate into a Phase 2/3 trial, strengthening its post‑COVID respiratory pipeline and the company’s addressable market in chronic lung disease. Pfizer Advances New COPD Candidate Into Phase 2/3, Adding Depth to Its Post-COVID Pipeline
• Positive Sentiment: Novavax and Pfizer reached a licensing agreement on the Matrix‑M adjuvant — this could reshape Pfizer’s vaccine platform strategy by expanding adjuvant options and serviceable vaccine markets. Novavax inks license agreement with Pfizer
• Positive Sentiment: Early‑stage pipeline progress: PF‑07248144 advanced with a drug–interaction study and PF‑08065010 entered Phase 1 — steady, low‑visibility pipeline work that reduces binary risk over time. Pfizer Advances PF-07248144 With New Drug–Interaction Study, Signaling Quiet Pipeline Progress
• Neutral Sentiment: Large options flow: traders bought ~446,836 call options (≈+114% vs. typical volume) — indicates short‑term bullish/speculative positioning but not a direct fundamental signal. (Market data)
• Neutral Sentiment: CEO Albert Bourla publicly criticized RFK Jr.’s vaccine views and warned the U.S. risks falling behind China in health research — a strong management stance on science and policy that can influence regulatory/public perception but is not an immediate earnings driver. Pfizer CEO Calls RFK’s Vaccine Views Anti-Science, Warns US Falling Behind China In Health Research
• Negative Sentiment: Investor concerns persist on pricing and post‑COVID revenue sustainability — recent pieces question whether Pfizer’s current valuation reflects secular headwinds and pricing pressure, which helps explain selling pressure despite pipeline news. Is Pfizer (PFE) Pricing Make Sense After Post Covid Slowdown Concerns
• Negative Sentiment: Opinion pieces highlight a debate whether Pfizer is an attractive dividend/value play or a value trap — ongoing skepticism around growth prospects can keep the stock depressed. Is Pfizer an Absurdly Cheap Dividend Stock, or Just a Value Trap?

Analyst Ratings Changes

PFE has been the subject of a number of recent analyst reports. Bank of America reduced their price objective on shares of Pfizer from $29.00 to $28.00 and set a “neutral” rating for the company in a research report on Monday, December 15th. UBS Group began coverage on Pfizer in a report on Tuesday, January 6th. They issued a “neutral” rating and a $25.00 price target for the company. Wolfe Research set a $24.00 price target on Pfizer and gave the company an “underperform” rating in a research note on Wednesday, December 17th. Guggenheim reiterated a “buy” rating on shares of Pfizer in a research report on Wednesday, December 17th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Pfizer in a research report on Wednesday, December 10th. Two analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $27.88.

Pfizer Stock Down 1.7%

Pfizer stock opened at $25.65 on Monday. Pfizer Inc. has a fifty-two week low of $20.92 and a fifty-two week high of $27.69. The firm has a market capitalization of $145.82 billion, a price-to-earnings ratio of 14.91 and a beta of 0.47. The stock’s fifty day moving average is $25.40 and its two-hundred day moving average is $25.00. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.97 and a current ratio of 1.28.

Pfizer (NYSE:PFE) last released its quarterly earnings results on Tuesday, November 4th. The biopharmaceutical company reported $0.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.08. The business had revenue of $16.65 billion during the quarter, compared to the consensus estimate of $16.94 billion. Pfizer had a return on equity of 20.17% and a net margin of 15.65%.Pfizer has set its FY 2025 guidance at 3.000-3.150 EPS. Analysts predict that Pfizer Inc. will post 2.95 EPS for the current fiscal year.

Pfizer Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Friday, January 23rd will be given a $0.43 dividend. The ex-dividend date is Friday, January 23rd. This represents a $1.72 annualized dividend and a dividend yield of 6.7%. Pfizer’s dividend payout ratio is currently 100.00%.

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.