Cyndeo Wealth Partners LLC Has $2.52 Million Stake in Pfizer Inc. $PFE

Cyndeo Wealth Partners LLC reduced its position in Pfizer Inc. (NYSE:PFE) by 31.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 101,164 shares of the biopharmaceutical company’s stock after selling 45,814 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Pfizer were worth $2,519,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. New England Research & Management Inc. lifted its holdings in Pfizer by 20.7% in the fourth quarter. New England Research & Management Inc. now owns 55,773 shares of the biopharmaceutical company’s stock valued at $1,389,000 after buying an additional 9,548 shares during the period. Magnus Financial Group LLC boosted its position in Pfizer by 36.4% during the fourth quarter. Magnus Financial Group LLC now owns 41,068 shares of the biopharmaceutical company’s stock valued at $1,023,000 after acquiring an additional 10,961 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. acquired a new stake in Pfizer during the 4th quarter worth about $266,000. Wilsey Asset Management Inc. raised its position in shares of Pfizer by 8.3% in the 4th quarter. Wilsey Asset Management Inc. now owns 1,195,395 shares of the biopharmaceutical company’s stock worth $29,765,000 after acquiring an additional 91,852 shares in the last quarter. Finally, CWA Asset Management Group LLC lifted its stake in shares of Pfizer by 13.5% in the 4th quarter. CWA Asset Management Group LLC now owns 36,039 shares of the biopharmaceutical company’s stock valued at $897,000 after purchasing an additional 4,277 shares during the period. Institutional investors own 68.36% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently commented on PFE. Daiwa Securities Group lowered Pfizer from an “outperform” rating to a “neutral” rating and set a $27.00 target price on the stock. in a research report on Thursday, February 12th. Morgan Stanley set a $27.00 target price on Pfizer and gave the stock a “positive” rating in a report on Tuesday, March 17th. Bank of America cut 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. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $27.00 price objective on shares of Pfizer in a research report on Wednesday, February 4th. Finally, Royal Bank Of Canada assumed coverage on shares of Pfizer in a research note on Tuesday, February 24th. They issued an “underperform” rating and a $25.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, thirteen have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $28.14.

Key Stories Impacting Pfizer

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

Pfizer Stock Performance

Shares of Pfizer stock opened at $26.98 on Monday. The business has a 50-day simple moving average of $26.68 and a 200 day simple moving average of $25.61. Pfizer Inc. has a one year low of $20.92 and a one year high of $27.94. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.16 and a quick ratio of 0.87. The firm has a market capitalization of $153.41 billion, a price-to-earnings ratio of 19.84 and a beta of 0.47.

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, topping the consensus estimate of $0.57 by $0.09. Pfizer had a return on equity of 20.48% and a net margin of 12.42%.The business had revenue of $17.56 billion for the quarter, compared to analyst estimates of $16.93 billion. During the same quarter in the prior year, the company earned $0.63 earnings per share. The company’s quarterly revenue was down 1.2% on a year-over-year basis. On average, research analysts anticipate that Pfizer Inc. will post 2.95 earnings per share for the current fiscal 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.