BCGM Wealth Management LLC Takes Position in Pfizer Inc. $PFE

BCGM Wealth Management LLC bought a new position in Pfizer Inc. (NYSE:PFE) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 49,218 shares of the biopharmaceutical company’s stock, valued at approximately $1,226,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Grey Fox Wealth Advisors LLC acquired a new stake in shares of Pfizer during the third quarter valued at approximately $29,000. Howard Hughes Medical Institute acquired a new position in Pfizer in the 2nd quarter worth about $30,000. Darwin Wealth Management LLC acquired a new position in Pfizer in the second quarter worth approximately $32,000. Evelyn Partners Asset Management Ltd bought a new position in Pfizer during the second quarter valued at approximately $33,000. Finally, True Wealth Design LLC lifted its stake in Pfizer by 302.5% in the third quarter. True Wealth Design LLC now owns 1,296 shares of the biopharmaceutical company’s stock valued at $33,000 after acquiring an additional 974 shares during the last quarter. Institutional investors own 68.36% of the company’s stock.

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

Analyst Upgrades and Downgrades

Several brokerages have recently commented on PFE. Barclays assumed coverage on shares of Pfizer in a research note on Thursday, February 19th. They set an “underweight” rating and a $25.00 price target on the stock. Morgan Stanley set a $27.00 price objective on shares of Pfizer and gave the company a “positive” rating in a research note on Tuesday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Pfizer in a report on Thursday, January 22nd. HSBC upped their price objective on shares of Pfizer from $29.00 to $32.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Zacks Research upgraded Pfizer from a “strong sell” rating to a “hold” rating in a research note on Tuesday, February 24th. One 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 company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $28.14.

Pfizer Stock Performance

PFE stock opened at $26.98 on Friday. The company has a quick ratio of 0.87, a current ratio of 1.16 and a debt-to-equity ratio of 0.71. Pfizer Inc. has a twelve month low of $20.92 and a twelve month high of $27.94. The company has a market cap of $153.41 billion, a P/E ratio of 19.84 and a beta of 0.47. The business’s fifty day moving average is $26.68 and its 200-day moving average is $25.60.

Pfizer (NYSE:PFE) last announced its quarterly 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 net margin of 12.42% and a return on equity of 20.48%. The company had revenue of $17.56 billion during the quarter, compared to analyst estimates of $16.93 billion. During the same quarter in the previous year, the business earned $0.63 EPS. The firm’s revenue was down 1.2% on a year-over-year basis. Equities research analysts forecast that Pfizer Inc. will post 2.95 EPS for the current year.

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.