Clifford Swan Investment Counsel LLC Lowers Position in Pfizer Inc. $PFE

Posted by Geri Gentry on Sep 1st, 2026

Clifford Swan Investment Counsel LLC trimmed its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 6.3% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 458,641 shares of the biopharmaceutical company’s stock after selling 30,654 shares during the period. Clifford Swan Investment Counsel LLC’s holdings in Pfizer were worth $11,044,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in PFE. Norges Bank bought a new stake in shares of Pfizer during the fourth quarter valued at approximately $1,830,986,000. Bank of America Corp DE bought a new position in Pfizer in the second quarter worth $1,049,602,000. BlackRock Inc. lifted its position in Pfizer by 6.3% during the second quarter. BlackRock Inc. now owns 529,670,433 shares of the biopharmaceutical company’s stock valued at $12,754,464,000 after buying an additional 31,412,883 shares during the period. Morgan Stanley lifted its position in Pfizer by 19.2% during the fourth quarter. Morgan Stanley now owns 89,113,604 shares of the biopharmaceutical company’s stock valued at $2,218,929,000 after buying an additional 14,342,946 shares during the period. Finally, Bank of New York Mellon Corp boosted its holdings in shares of Pfizer by 38.9% during the 4th quarter. Bank of New York Mellon Corp now owns 48,514,971 shares of the biopharmaceutical company’s stock valued at $1,208,023,000 after buying an additional 13,581,757 shares in 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: Depo-Provera litigation settlement removes a major overhang. Pfizer reached a confidential settlement covering more than 6,000 federal lawsuits alleging that Depo-Provera was linked to intracranial meningioma. Although the financial terms were not disclosed and Pfizer admitted no liability, resolving the cases provides greater clarity around a significant product-liability risk. Pfizer Reaches Confidential Settlement in Depo-Provera Litigation
Positive Sentiment: Oncology remains the key long-term growth strategy. Pfizer is relying on Padcev, additional label expansions, and pipeline programs such as PF-08634404 to strengthen its cancer portfolio and offset pressure in other parts of the business. Execution and clinical or regulatory progress will determine how much value this pipeline creates. Pfizer’s Oncology Growth Push
Positive Sentiment: Pfizer’s income appeal is attracting defensive investors. With a dividend yield cited in the 4.3%–6.1% range, Pfizer is being highlighted alongside other dividend payers as investors seek cash flow and reduce exposure to richly valued growth stocks. Three Stocks for Investors Who Still Believe Cash Is King
Positive Sentiment: One analyst raised Pfizer’s fiscal 2026 EPS estimate, suggesting somewhat improved expectations for the company’s earnings outlook. Pfizer FY2026 EPS Estimate Increased by Erste Group Bank
Neutral Sentiment: Pfizer’s recovery is viewed as steadier but less visible. Commentary notes that the company has improved its outlook, though investors remain focused on whether its turnaround can produce durable growth and support portfolio income. Pfizer and Starbucks Turnaround Comparison
Negative Sentiment: Pfizer has lagged the broader S&P 500 over the past year. Analysts are moderately optimistic, but the underperformance highlights continuing investor skepticism about growth, the post-COVID revenue reset, and the pace of the turnaround. Is Pfizer Stock Underperforming the S&P 500?

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on PFE. UBS Group reaffirmed a “neutral” rating and issued a $27.00 target price on shares of Pfizer in a research report on Wednesday, May 27th. Wall Street Zen raised shares of Pfizer from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Cantor Fitzgerald restated a “neutral” rating and issued a $27.00 price objective on shares of Pfizer in a report on Monday, July 6th. Bank of America decreased their target price on shares of Pfizer from $27.00 to $26.00 and set a “neutral” rating for the company in a research note on Friday, July 10th. Finally, JPMorgan Chase & Co. dropped their price target on Pfizer from $30.00 to $28.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $28.28.

Read Our Latest Stock Report on PFE

Pfizer Stock Performance

Shares of NYSE PFE opened at $28.51 on Tuesday. The firm’s 50-day moving average price is $25.62 and its 200-day moving average price is $26.30. Pfizer Inc. has a 52-week low of $23.58 and a 52-week high of $28.75. The company has a market cap of $162.50 billion, a PE ratio of 37.51 and a beta of 0.34. The company has a quick ratio of 0.96, a current ratio of 1.27 and a debt-to-equity ratio of 0.71.

Pfizer (NYSE:PFE – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The biopharmaceutical company reported $0.77 earnings per share for the quarter, beating analysts’ consensus estimates of $0.68 by $0.09. Pfizer had a net margin of 6.80% and a return on equity of 19.63%. The company had revenue of $15.03 billion for the quarter, compared to the consensus estimate of $14.40 billion. During the same quarter in the prior year, the firm earned $0.78 earnings per share. 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, analysts anticipate that Pfizer Inc. will post 2.98 EPS for the current year.

Pfizer Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, July 24th will be paid a $0.43 dividend. This represents a $1.72 annualized dividend and a dividend yield of 6.0%. The ex-dividend date is Friday, July 24th. Pfizer’s dividend payout ratio is 226.32%.

Pfizer Profile

(Free Report)

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.