Envestnet Asset Management Inc. Has $255.56 Million Stake in Pfizer Inc. $PFE

Envestnet Asset Management Inc. reduced its position in Pfizer Inc. (NYSE:PFE) by 10.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,029,673 shares of the biopharmaceutical company’s stock after selling 1,165,407 shares during the quarter. Envestnet Asset Management Inc. owned about 0.18% of Pfizer worth $255,556,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Peak Asset Management LLC raised its stake in Pfizer by 1.4% during the second quarter. Peak Asset Management LLC now owns 28,768 shares of the biopharmaceutical company’s stock worth $697,000 after acquiring an additional 402 shares in the last quarter. Community Bank & Trust Waco Texas boosted its stake in shares of Pfizer by 0.6% in the 3rd quarter. Community Bank & Trust Waco Texas now owns 66,841 shares of the biopharmaceutical company’s stock valued at $1,703,000 after purchasing an additional 412 shares in the last quarter. Able Wealth Management LLC grew its holdings in shares of Pfizer by 2.0% during the 2nd quarter. Able Wealth Management LLC now owns 21,128 shares of the biopharmaceutical company’s stock valued at $512,000 after purchasing an additional 413 shares during the last quarter. CVA Family Office LLC increased its position in Pfizer by 3.3% during the 3rd quarter. CVA Family Office LLC now owns 12,915 shares of the biopharmaceutical company’s stock worth $329,000 after purchasing an additional 413 shares in the last quarter. Finally, Boltwood Capital Management increased its position in Pfizer by 0.7% during the 3rd quarter. Boltwood Capital Management now owns 58,274 shares of the biopharmaceutical company’s stock worth $1,485,000 after purchasing an additional 420 shares in the last quarter. Institutional investors own 68.36% of the company’s stock.

Pfizer Stock Down 1.1%

Shares of NYSE:PFE opened at $26.49 on Friday. The firm has a market cap of $150.60 billion, a P/E ratio of 19.48 and a beta of 0.47. The company has a quick ratio of 0.97, a current ratio of 1.28 and a debt-to-equity ratio of 0.62. Pfizer Inc. has a 12-month low of $20.92 and a 12-month high of $27.69. The business has a fifty day simple moving average of $25.58 and a 200 day simple moving average of $25.08.

Pfizer (NYSE:PFE) last released its quarterly earnings results on Tuesday, February 3rd. The biopharmaceutical company reported $0.66 EPS for the quarter, beating analysts’ consensus estimates of $0.57 by $0.09. Pfizer had a return on equity of 20.25% and a net margin of 12.42%.The firm had revenue of $17.56 billion for the quarter, compared to analyst estimates of $16.93 billion. During the same quarter in the previous year, the company posted $0.63 EPS. The business’s revenue was down 1.2% on a year-over-year basis. Analysts predict that Pfizer Inc. 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 issued a dividend of $0.43 per share. The ex-dividend date is Friday, January 23rd. This represents a $1.72 annualized dividend and a yield of 6.5%. Pfizer’s dividend payout ratio (DPR) is presently 126.47%.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Q4 beats — Pfizer reported 4Q revenue of $17.56B and adjusted EPS that beat consensus, reinforcing near‑term cash generation and supporting optimism about pipeline investments. Pfizer Pops on Q4 Results—But This May Be the Catalyst That Matters Most
• Positive Sentiment: GLP‑1 Phase 2b success — Lead obesity candidate MET‑097i (VESPER‑3) met its primary endpoint with up to 12.3% placebo‑adjusted weight loss and sustained effect after switching dosing cadence, giving Pfizer a credible entry into a fast‑growing GLP‑1 market. This is a near‑term clinical catalyst that drove recent upside. Pfizer Announces Positive Phase 2b Results for Obesity Drug
• Positive Sentiment: Oncology + AI growth story — Analysts and analysts’ commentary highlight Pfizer’s expanded oncology pipeline (post‑Seagen) and broad AI partnerships that management says will speed discovery and cut costs, offering multiple medium‑to‑long‑term revenue drivers beyond GLP‑1. Growth from Oncology and AI
• Neutral Sentiment: TrumpRx discounts — Pfizer launched a program on TrumpRx offering discounts on 30+ medicines to improve affordability; positive for access/reputation but could pressure list prices or commercial mix (impact on earnings unclear). Pfizer Launches Cost Savings Program on TrumpRx
• Neutral Sentiment: FY‑2026 guidance mixed — Pfizer gave EPS guidance of $2.80–3.00 (midpoint slightly below some consensus) and revenue guidance that straddles estimates; this tempering likely capped the rally as investors parsed sustainability. Guidance Update
• Negative Sentiment: Market reaction and analyst caution — Despite the beats and clinical news, some outlets reported a mixed investor response to the weight‑loss data and a few firms maintained Hold/neutral ratings or modest price targets, which contributed to the pullback in PFE today. Analysts See Cautious Upside
• Negative Sentiment: Program pauses — Updates that paused some modRNA shingles work with BioNTech introduce specific R&D uncertainty and are a reminder of binary clinical risks across the pipeline. Pfizer and BioNTech Pause modRNA Shingles Ambitions

Analyst Upgrades and Downgrades

PFE has been the topic of a number of research analyst reports. Morgan Stanley cut their target price on shares of Pfizer from $32.00 to $28.00 and set an “equal weight” rating on the stock in a research report on Friday, December 12th. TD Cowen reiterated a “hold” rating on shares of Pfizer in a research note on Tuesday, December 30th. Bank of America reduced their price objective on Pfizer from $29.00 to $28.00 and set a “neutral” rating on the stock in a research report on Monday, December 15th. UBS Group initiated coverage on Pfizer in a report on Tuesday, January 6th. They issued a “neutral” rating and a $25.00 target price for the company. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Pfizer in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $28.06.

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.