Captrust Financial Advisors Cuts Stake in Pfizer Inc. $PFE

Captrust Financial Advisors lowered its holdings in shares of Pfizer Inc. (NYSE:PFE) by 0.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 4,237,347 shares of the biopharmaceutical company’s stock after selling 37,089 shares during the period. Captrust Financial Advisors owned about 0.07% of Pfizer worth $107,968,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in the business. Brighton Jones LLC lifted its position in Pfizer by 1,282.4% in the fourth quarter. Brighton Jones LLC now owns 666,318 shares of the biopharmaceutical company’s stock valued at $17,677,000 after purchasing an additional 618,117 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Pfizer by 12.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 18,766 shares of the biopharmaceutical company’s stock valued at $498,000 after purchasing an additional 2,087 shares during the period. United Bank grew its holdings in shares of Pfizer by 12.4% in the second quarter. United Bank now owns 58,087 shares of the biopharmaceutical company’s stock worth $1,408,000 after purchasing an additional 6,415 shares during the last quarter. Avantax Advisory Services Inc. increased its stake in shares of Pfizer by 14.6% in the second quarter. Avantax Advisory Services Inc. now owns 423,497 shares of the biopharmaceutical company’s stock worth $10,266,000 after buying an additional 54,086 shares during the period. Finally, Nomura Asset Management Co. Ltd. increased its stake in shares of Pfizer by 8.8% in the second quarter. Nomura Asset Management Co. Ltd. now owns 2,112,648 shares of the biopharmaceutical company’s stock worth $51,211,000 after buying an additional 171,223 shares during the period. 68.36% of the stock is owned by institutional investors.

Pfizer Stock Performance

Shares of PFE stock opened at $27.47 on Wednesday. The firm has a market capitalization of $156.21 billion, a price-to-earnings ratio of 20.20 and a beta of 0.47. The stock has a fifty day moving average of $26.57 and a 200 day moving average of $25.56. Pfizer Inc. has a 52 week low of $20.92 and a 52 week high of $27.94. 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 (NYSE:PFE) last issued its quarterly earnings data on Tuesday, February 3rd. The biopharmaceutical company reported $0.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.57 by $0.09. Pfizer had a net margin of 12.42% and a return on equity of 20.48%. The business had revenue of $17.56 billion for the quarter, compared to the consensus estimate of $16.93 billion. During the same period in the previous year, the firm earned $0.63 EPS. The company’s quarterly revenue was down 1.2% compared to the same quarter last year. As a group, research analysts expect that Pfizer Inc. will post 2.95 earnings per share for the current year.

Pfizer News Summary

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer reported positive topline Phase 2 results for its next‑generation CDK4 inhibitor atirmociclib in HR+/HER2‑ metastatic breast cancer — the combo reduced risk of progression or death by ~40% versus control, positioning atirmociclib as a potential successor to Ibrance and a meaningful oncology revenue driver if confirmed in later trials. Pfizer Announces Positive Topline Phase 2 Results for Atirmociclib
• Positive Sentiment: Major media and wire outlets (Reuters/BusinessWire) highlighted the trial win and its magnitude (40% risk reduction), which is driving optimism around Pfizer’s oncology strategy and helps the stock’s re‑rating story. Reuters: Pfizer experimental breast cancer drug cuts risk
• Positive Sentiment: HSBC raised its price target to $32 and maintained a Buy rating, giving institutional support and signaling ~16% upside to analysts’ consensus targets — a catalyst for near‑term buying. Benzinga: HSBC raises Pfizer PT
• Positive Sentiment: Competitive dynamics improved after a rival (Bicycle) scaled back a Padcev challenger, reducing near‑term competitive pressure on Pfizer’s fast‑selling bladder cancer drug. That lowers some downside risk to future sales. BioPharmaDive: Bicycle layoffs, Padcev challenger deprioritized
• Neutral Sentiment: Jim Cramer and other commentators noted Pfizer’s sizable pipeline (retail interest), which can boost retail flows but doesn’t change fundamentals absent confirmatory Phase 3 data or regulatory actions. Yahoo: Jim Cramer on Pfizer pipeline
• Neutral Sentiment: Coverage and attention pieces (Zacks, IP Group mentions) point to rising investor focus and deal flow benefits (e.g., prior Metsera deal), but these are incremental until monetized or reflected in guidance. Zacks: Pfizer attracting attention
• Negative Sentiment: Longer‑term risk reminder: analysts and commentators caution that Pfizer still faces revenue pressure from loss of COVID exclusivity and other patent cliffs — positive trial news helps re‑rate but does not eliminate those macro risks. The Motley Fool: Key risks for Pfizer

Wall Street Analyst Weigh In

PFE has been the subject of several analyst reports. Argus raised shares of Pfizer from a “hold” rating to a “buy” rating and set a $35.00 price target for the company in a research report on Monday, March 2nd. Citigroup initiated coverage on shares of Pfizer in a research report on Tuesday, December 2nd. They issued a “neutral” rating and a $26.00 price objective on the stock. Daiwa Securities Group lowered shares of Pfizer from an “outperform” rating to a “neutral” rating and set a $27.00 target price for the company. in a report on Thursday, February 12th. Barclays initiated coverage on Pfizer in a research note on Thursday, February 19th. They issued an “underweight” rating and a $25.00 target price on the stock. Finally, Bank of America reduced their price target on Pfizer from $29.00 to $28.00 and set a “neutral” rating on the stock in a report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, thirteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $28.14.

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.