Caprock Group LLC Makes New Investment in Pfizer Inc. $PFE

Caprock Group LLC bought a new stake in Pfizer Inc. (NYSE:PFE) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 218,698 shares of the biopharmaceutical company’s stock, valued at approximately $5,507,000.

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

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Citigroup began coverage on Pfizer in a report on Tuesday, December 2nd. They issued a “neutral” rating and a $26.00 price target for the company. Morgan Stanley cut their target price on Pfizer from $32.00 to $28.00 and set an “equal weight” rating for the company in a research note on Friday, December 12th. The Goldman Sachs Group reiterated a “neutral” rating and set a $26.00 price target on shares of Pfizer in a research report on Wednesday, November 5th. UBS Group began coverage on shares of Pfizer in a report on Tuesday, January 6th. They issued a “neutral” rating and a $25.00 price target on the stock. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Pfizer in a research note on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Pfizer has an average rating of “Hold” and an average target price of $28.06.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Q4 beat and upbeat outlook: Pfizer reported Q4 EPS and revenue above expectations and reiterated a positive forward outlook, which is supporting the rally as investors price in steadier earnings. Pfizer Reports Strong Earnings Outlook – Unusual Call Options Activity Shows Investors are Bullish
• Positive Sentiment: Unusual options flow: Elevated call-option activity suggests some traders are positioning for further upside after the results, amplifying short‑term bullish momentum. Pfizer Reports Strong Earnings Outlook – Unusual Call Options Activity Shows Investors are Bullish
• Positive Sentiment: Shareholder returns: Management returned $9.8B to shareholders in 2025 (buybacks/dividends), which supports valuation and income-focused investor demand. Pfizer (PFE) Closes 2025 on Solid Note, Returns $9.8B to Shareholders
• Positive Sentiment: Regulatory progress: The FDA granted priority review for HYMPAVZI (marstacimab) sBLA, a pipeline milestone that could add upside if approved. Pfizer Inc. (PFE) announces FDA’s grant of priority review for HYMPAVZI® (marstacimab) sBLA
• Neutral Sentiment: Analyst / press commentary: Several outlets (Seeking Alpha, The Motley Fool, Zacks) publish bullish post‑earnings takes and “look again” pieces that may attract retail interest—but these are opinion pieces rather than new company actions. Pfizer: A Great Opportunity Post Earnings
• Neutral Sentiment: One‑time SEC collection: Pfizer will receive $29M related to an SEC matter tied to a 2013 case—positive to cash flow but immaterial to fundamentals. Pfizer to collect $29 million from SEC case against Steven A. Cohen hedge fund
• Negative Sentiment: Patent cliff and pipeline questions: Analysts and commentary warn of a 2026–2030 patent cliff as COVID-era sales wane; questions remain whether new and acquired drugs will offset lost revenue, pressuring longer‑term growth expectations. Can Pfizer’s New & Acquired Drugs Offset Its Looming Patent Cliff?
• Negative Sentiment: Valuation / “value trap” concerns: Critical pieces highlight execution risk and that the stock’s depressed valuation may reflect real growth challenges—these narratives can cap multiple expansion. Is Pfizer Stock Now A Value Trap?

Pfizer Stock Performance

NYSE PFE opened at $27.74 on Thursday. Pfizer Inc. has a 52-week low of $20.92 and a 52-week high of $27.94. The company has a fifty day moving average of $25.74 and a 200-day moving average of $25.15. The company has a market capitalization of $157.70 billion, a P/E ratio of 20.39 and a beta of 0.47. 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 issued its quarterly earnings results on Tuesday, February 3rd. The biopharmaceutical company reported $0.66 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $16.93 billion. During the same quarter in the previous year, the company posted $0.63 earnings per share. The company’s revenue was down 1.2% compared to the same quarter last year. As a group, equities research 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. Shareholders of record on Friday, January 23rd will be given a dividend of $0.43 per share. This represents a $1.72 dividend on an annualized basis and a yield of 6.2%. The ex-dividend date is Friday, January 23rd. Pfizer’s dividend payout ratio (DPR) is presently 126.47%.

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.