Rose Capital Advisors LLC Invests $905,000 in Pfizer Inc. $PFE

Rose Capital Advisors LLC acquired a new stake in Pfizer Inc. (NYSE:PFE) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 37,580 shares of the biopharmaceutical company’s stock, valued at approximately $905,000.

Several other hedge funds have also added to or reduced their stakes in PFE. Evolution Wealth Management Inc. increased its position in Pfizer by 132.2% in the 1st quarter. Evolution Wealth Management Inc. now owns 994 shares of the biopharmaceutical company’s stock valued at $28,000 after acquiring an additional 566 shares during the period. Godfrey Financial Associates Inc. bought a new position in shares of Pfizer during the fourth quarter valued at $26,000. Keb Asset Management LLC acquired a new position in shares of Pfizer during the second quarter worth $26,000. HFM Investment Advisors LLC lifted its holdings in shares of Pfizer by 61.0% during the fourth quarter. HFM Investment Advisors LLC now owns 1,127 shares of the biopharmaceutical company’s stock worth $28,000 after purchasing an additional 427 shares during the period. Finally, Field & Main Bank bought a new stake in shares of Pfizer in the second quarter worth $27,000. 68.36% of the stock is currently owned by institutional investors and hedge funds.

Pfizer Stock Performance

PFE stock opened at $28.42 on Friday. The firm has a market cap of $161.98 billion, a PE ratio of 37.40, a price-to-earnings-growth ratio of 1.91 and a beta of 0.34. 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 has a 50-day moving average price of $25.98 and a 200-day moving average price of $26.34. Pfizer Inc. has a 1-year low of $23.58 and a 1-year high of $29.21.

Pfizer (NYSE:PFE) last announced its earnings results on Tuesday, August 4th. The biopharmaceutical company reported $0.77 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $14.40 billion. During the same quarter in the prior year, the company earned $0.78 EPS. The firm’s revenue for the quarter 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 expect that Pfizer Inc. will post 2.98 earnings per share for the current year.

Pfizer Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Friday, July 24th were issued a dividend of $0.43 per share. This represents a $1.72 dividend on an annualized basis and a dividend yield of 6.1%. The ex-dividend date was Friday, July 24th. Pfizer’s dividend payout ratio is presently 226.32%.

More Pfizer News

Here are the key news stories impacting Pfizer this week:

• Positive Sentiment: Pfizer received FDA approval for the 2026–2027 COMIRNATY XFG COVID-19 vaccine formulation for high-risk age groups. The approval supports continued vaccine revenue and adds to the company’s recent positive news flow. Pfizer After FDA Vaccine Approval Faces A Fair Value Reality Check
• Positive Sentiment: Pfizer launched the VESPER-JM Phase 3 study of berobenatide in Japan, strengthening its effort to compete in the obesity-drug market. Successful development could provide a meaningful long-term growth opportunity beginning later this decade. Pfizer Steps Up in Obesity Race With New Phase 3 Berobenatide Trial in Japan
• Positive Sentiment: Pfizer’s broader pipeline remains focused on obesity and oncology, with berobenatide and next-generation cancer treatments viewed as potential growth drivers from 2028 onward. Pfizer’s Pipeline Strategy Centers on Obesity and Oncology
• Positive Sentiment: Pfizer licensed its early-stage CD228V antibody-drug conjugate to Medicus Pharma in a deal valued at up to $1 billion plus royalties. The agreement could generate milestone and royalty income while sharing development responsibilities. Medicus Pharma Inks Global Licensing Deal with Pfizer Worth Over $1 Billion
• Neutral Sentiment: Pfizer completed a Phase 1 migraine-tablet study and is conducting a Phase 3 trial of tilrekimig for eczema. These updates demonstrate pipeline activity, but they do not yet provide confirmed commercial revenue. Pfizer’s Tilrekimig Eczema Trial
• Negative Sentiment: After gaining roughly 25% over the past year and trading near recent highs, valuation-based upside appears more limited. Investors are also weighing Pfizer’s elevated dividend yield and management’s commitment to maintaining the payout against ongoing post-pandemic earnings pressure.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on PFE. Wall Street Zen lowered Pfizer from a “buy” rating to a “hold” rating in a research report on Saturday. HSBC lowered Pfizer from a “buy” rating to a “hold” rating and reduced their price target for the company from $32.00 to $28.00 in a research report on Monday, July 6th. Bank of America lowered their price objective on Pfizer from $27.00 to $26.00 and set a “neutral” rating for the company in a research report on Friday, July 10th. BMO Capital Markets cut their price objective on Pfizer from $34.00 to $30.00 and set an “outperform” rating on the stock in a research note on Monday, July 13th. Finally, Cantor Fitzgerald reissued a “neutral” rating and set a $27.00 target price on shares of Pfizer in a research report on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average 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.