Kimelman & Baird LLC Takes $1.03 Million Position in Pfizer Inc. $PFE

Kimelman & Baird LLC acquired a new stake in Pfizer Inc. (NYSE:PFE) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 42,976 shares of the biopharmaceutical company’s stock, valued at approximately $1,035,000.

Other hedge funds have also recently modified their holdings of the company. BlackRock Inc. lifted its stake in Pfizer by 6.3% in the 2nd quarter. BlackRock Inc. now owns 529,670,433 shares of the biopharmaceutical company’s stock worth $12,754,464,000 after purchasing an additional 31,412,883 shares in the last quarter. State Street Corp lifted its stake in Pfizer by 0.5% during the 4th quarter. State Street Corp now owns 300,445,164 shares of the biopharmaceutical company’s stock worth $7,481,085,000 after acquiring an additional 1,357,756 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Pfizer by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 130,192,081 shares of the biopharmaceutical company’s stock worth $3,235,642,000 after purchasing an additional 1,184,728 shares in the last quarter. Morgan Stanley lifted its holdings in Pfizer by 19.2% during the 4th quarter. Morgan Stanley now owns 89,113,604 shares of the biopharmaceutical company’s stock worth $2,218,929,000 after buying an additional 14,342,946 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of Pfizer in the 4th quarter valued at about $1,830,986,000. Institutional investors and hedge funds own 68.36% of the company’s stock.

Pfizer News Roundup

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: The FDA approved Pfizer and BioNTech’s XFG-adapted 2026–2027 COMIRNATY vaccine for adults 65 and older and people ages 5–64 with underlying conditions that increase the risk of severe COVID-19. Shipments to U.S. pharmacies, hospitals and clinics are beginning immediately, supporting seasonal vaccine revenue and confirming Pfizer’s continuing role in infectious-disease prevention. Reuters FDA approval article
• Positive Sentiment: Pfizer and Valneva’s Lyme disease vaccine candidate, PF-07307405, reached an additional regulatory milestone after its European Marketing Authorization Application was validated. If approved, the product could help diversify Pfizer’s vaccine portfolio beyond COVID-19. Pfizer COVID and Lyme vaccine milestones article
• Neutral Sentiment: Pfizer announced several clinical-development updates, including an early-stage autoimmune trial for PF-08154225, a Phase 1 study evaluating easier injection delivery for tilrekimig, a tucatinib continuation study and a post-marketing Xalkori study. These programs may strengthen the pipeline, but they remain too early or incremental to affect near-term valuation. Pfizer pipeline update
• Negative Sentiment: The updated COVID vaccine is aimed at older and high-risk patients, creating a substantially smaller addressable market than broad-based vaccination campaigns. That limits the likely revenue lift even though approval and immediate distribution are favorable developments. Pfizer updated COVID shot article
• Negative Sentiment: BioNTech’s failed colorectal-cancer vaccine trial pressured sentiment across the mRNA sector. Pfizer was relatively insulated because the setback involves BioNTech’s oncology program rather than a Pfizer-specific clinical failure, but the broader result reinforces investor concerns about the limits of mRNA technology outside infectious disease. BioNTech colorectal cancer trial article
• Negative Sentiment: Commentary continues to question Pfizer’s dividend sustainability because its payout ratio exceeds 100% and much of the turnaround case depends on cost reductions and growth targets that do not begin meaningfully until later in the decade. These concerns can cap enthusiasm despite Pfizer trading near its 52-week high.

Pfizer Stock Performance

PFE stock opened at $27.95 on Friday. The company has a current ratio of 1.27, a quick ratio of 0.96 and a debt-to-equity ratio of 0.71. The stock’s 50 day simple moving average is $25.55 and its 200 day simple moving average is $26.30. Pfizer Inc. has a 12-month low of $23.58 and a 12-month high of $28.75. The firm has a market cap of $159.31 billion, a P/E ratio of 36.78 and a beta of 0.34.

Pfizer (NYSE:PFE) last issued its earnings results on Tuesday, August 4th. The biopharmaceutical company reported $0.77 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.09. Pfizer had a return on equity of 19.63% and a net margin of 6.80%.The company had revenue of $15.03 billion during the quarter, compared to the consensus estimate of $14.40 billion. During the same period in the previous year, the firm posted $0.78 earnings per share. Pfizer’s quarterly revenue was up 2.6% compared to the same quarter last year. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. As a group, equities research analysts predict that Pfizer Inc. will post 2.98 EPS for the current year.

Pfizer Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, July 24th will be given a $0.43 dividend. This represents a $1.72 dividend on an annualized basis and a yield of 6.2%. The ex-dividend date is Friday, July 24th. Pfizer’s dividend payout ratio is currently 226.32%.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on PFE shares. UBS Group restated a “neutral” rating and set a $27.00 target price on shares of Pfizer in a research note on Wednesday, May 27th. Royal Bank Of Canada raised shares of Pfizer from an “underperform” rating to a “sector perform” rating and set a $25.00 target price for the company in a report on Tuesday, June 9th. HSBC cut Pfizer from a “buy” rating to a “hold” rating and lowered their target price for the company from $32.00 to $28.00 in a report on Monday, July 6th. Guggenheim reduced their target price on Pfizer from $35.00 to $31.00 and set a “buy” rating on the stock in a research report on Friday, August 7th. Finally, JPMorgan Chase & Co. decreased their target price on Pfizer from $30.00 to $28.00 and set a “neutral” rating for the company in a report on Wednesday, July 8th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $28.28.

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.