Natixis Advisors LLC lifted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 27.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,205,275 shares of the biopharmaceutical company’s stock after purchasing an additional 476,073 shares during the period. Natixis Advisors LLC’s holdings in Pfizer were worth $54,912,000 at the end of the most recent quarter.
Several other large investors also recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in shares of Pfizer by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 541,346,182 shares of the biopharmaceutical company’s stock worth $13,479,520,000 after purchasing an additional 7,031,162 shares during the last quarter. State Street Corp increased its stake in shares of Pfizer by 0.9% during the 3rd quarter. State Street Corp now owns 299,087,408 shares of the biopharmaceutical company’s stock worth $7,620,747,000 after purchasing an additional 2,786,098 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Pfizer by 0.9% during the 4th 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 during the last quarter. Norges Bank purchased a new stake in shares of Pfizer during the 4th quarter worth approximately $1,830,986,000. Finally, Northern Trust Corp increased its stake in shares of Pfizer by 1.4% during the 3rd quarter. Northern Trust Corp now owns 64,019,807 shares of the biopharmaceutical company’s stock worth $1,631,225,000 after purchasing an additional 869,175 shares during the last quarter. Hedge funds and other institutional investors own 68.36% of the company’s stock.
Key Headlines Impacting Pfizer
Here are the key news stories impacting Pfizer this week:
- Positive Sentiment: Pfizer’s oncology pipeline drew renewed optimism after ASCO 2026 data showed encouraging Phase 3 results for BRAFTOVI in metastatic colorectal cancer and TALZENNA in prostate cancer, reinforcing the company’s long-term growth story. Pfizer Oncology Data At ASCO 2026 Reshapes Long Term Growth Story
- Positive Sentiment: Jefferies reiterated a buy rating on Pfizer, and another report highlighted Pfizer as undervalued, which may help support sentiment around the stock’s current valuation. Jefferies Reaffirms Their Buy Rating on Pfizer (PFE)
- Positive Sentiment: Pfizer also received coverage suggesting its obesity and oncology pipeline could deliver multiple catalysts in 2026, keeping investors focused on upcoming data readouts and regulatory events. Pfizer’s Obesity and Oncology Pipeline Sets Up a Catalyst-Rich 2026
- Neutral Sentiment: Pfizer presented at the Jefferies Global Healthcare Conference, but the transcript appears to be mainly a routine investor update rather than a major new announcement. Pfizer Inc. (PFE) Presents at Jefferies Global Healthcare Conference 2026 Transcript
- Neutral Sentiment: Pfizer also announced updates on its ODEN ulcerative colitis study and completed a bevacizumab biosimilar safety study in Japan, both of which are incremental pipeline updates rather than immediate stock-moving breakthroughs. Pfizer’s ODEN Study Update: Real-World Data on Tofacitinib in Ulcerative Colitis
- Negative Sentiment: Some articles continue to frame Pfizer as a high-yield stock facing patent-cliff concerns and competitive comparisons with peers like Bristol Myers and Merck, which may weigh on sentiment despite the company’s pipeline progress. Bristol Myers vs. Pfizer: Which High-Yield Dividend Stock Wins Now?
Pfizer Stock Down 0.7%
Pfizer (NYSE:PFE – Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The biopharmaceutical company reported $0.75 EPS for the quarter, beating the consensus estimate of $0.72 by $0.03. Pfizer had a net margin of 11.83% and a return on equity of 19.44%. The firm had revenue of $14.45 billion during the quarter, compared to the consensus estimate of $13.84 billion. During the same period last year, the firm earned $0.92 EPS. The business’s quarterly revenue was up 5.4% compared to the same quarter last year. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. On average, sell-side analysts expect that Pfizer Inc. will post 2.99 EPS for the current year.
Pfizer Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Friday, May 8th will be issued a $0.43 dividend. This represents a $1.72 annualized dividend and a yield of 6.8%. The ex-dividend date of this dividend is Friday, May 8th. Pfizer’s dividend payout ratio (DPR) is presently 131.30%.
Analyst Upgrades and Downgrades
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 objective for the company in a report on Monday, March 2nd. Morgan Stanley raised their price objective on shares of Pfizer from $27.00 to $28.00 and gave the stock an “equal weight” rating in a report on Friday, April 10th. Bank of America cut their price objective on shares of Pfizer from $27.00 to $26.00 and set a “neutral” rating for the company in a report on Thursday, April 9th. Guggenheim raised their price objective on shares of Pfizer from $35.00 to $36.00 and gave the stock a “buy” rating in a report on Tuesday, March 24th. Finally, UBS Group reaffirmed a “neutral” rating and issued a $27.00 price objective on shares of Pfizer in a report on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $28.82.
Get Our Latest Report on Pfizer
Pfizer Company 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.
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