Concurrent Investment Advisors LLC Has $21.47 Million Holdings in Pfizer Inc. $PFE

Posted by Brian Himes on Sep 4th, 2026

Concurrent Investment Advisors LLC lifted its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 89.6% during the second quarter, HoldingsChannel.com reports. The firm owned 891,770 shares of the biopharmaceutical company’s stock after purchasing an additional 421,354 shares during the period. Concurrent Investment Advisors LLC’s holdings in Pfizer were worth $21,474,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Godfrey Financial Associates Inc. acquired a new stake in Pfizer in the 4th quarter valued at $26,000. Keb Asset Management LLC bought a new stake in Pfizer during the 2nd quarter worth about $26,000. Field & Main Bank acquired a new position in shares of Pfizer during the 2nd quarter worth about $27,000. HFM Investment Advisors LLC grew its holdings in shares of Pfizer by 61.0% in the 4th quarter. HFM Investment Advisors LLC now owns 1,127 shares of the biopharmaceutical company’s stock valued at $28,000 after acquiring an additional 427 shares in the last quarter. Finally, Evolution Wealth Management Inc. increased its position in shares of Pfizer by 132.2% in the first 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 last quarter. Institutional investors and hedge funds own 68.36% of the company’s stock.

Key Stories Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

Positive Sentiment: Global licensing deal adds pipeline value. Pfizer granted Medicus Pharma (NASDAQ: MDCX) an exclusive global license to develop and commercialize PF-08046031, or CD228V, an early-stage antibody-drug conjugate targeting melanotransferrin. The agreement could generate more than $1 billion in upfront, milestone and other payments, plus royalties, while allowing Pfizer to monetize a preclinical/early clinical asset. Medicus Pharma Inks Global Licensing Deal with Pfizer Worth Over $1 Billion
Positive Sentiment: Investors are responding to improved earnings momentum and future growth opportunities. Pfizer recently exceeded quarterly earnings and revenue expectations, and its shares were reported to be up 12.4% since the latest earnings release. Analysts are watching obesity candidate berobenatide and next-generation oncology medicines as potential growth drivers from 2028 onward. Pfizer’s Pipeline Strategy Centers on Obesity and Oncology
Positive Sentiment: Market activity reflects increased attention. Pfizer reached a fresh 52-week high, and unusually high options volume suggests heightened trading interest as investors reassess the stock after its prolonged post-pandemic decline. Pfizer Reaches a New 52-Week High
Neutral Sentiment: Early-stage asthma research provides a potential catalyst but carries substantial risk. Pfizer’s candidate PF-08103402 has entered a Phase 1 study. The program could broaden the respiratory pipeline, but clinical and commercial significance will depend on results several years away. Pfizer’s New Asthma Candidate Enters Phase 1
Negative Sentiment: Valuation and execution concerns may limit further gains. Commentary highlights declining core-business revenue, lingering post-pandemic weakness and upcoming patent losses. Some analysts remain reluctant to raise targets, while Jim Cramer reportedly does not recommend Pfizer despite its dividend. Can AI Save Pfizer Stock Before Its Patent Cliff Hits?

Pfizer Stock Down 0.7%

Shares of PFE stock opened at $28.82 on Friday. Pfizer Inc. has a 52-week low of $23.58 and a 52-week high of $29.21. The stock has a market cap of $164.26 billion, a price-to-earnings ratio of 37.92, a PEG ratio of 1.95 and a beta of 0.34. The firm’s 50-day moving average is $25.90 and its 200-day moving average is $26.33. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.96 and a current ratio of 1.27.

Pfizer (NYSE:PFE – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The biopharmaceutical company reported $0.77 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.09. The business had revenue of $15.03 billion during the quarter, compared to analysts’ expectations of $14.40 billion. Pfizer had a return on equity of 19.63% and a net margin of 6.80%.Pfizer’s quarterly revenue was up 2.6% on a year-over-year basis. During the same quarter last year, the company posted $0.78 earnings per share. Pfizer has set its FY 2026 guidance at 2.800-3.000 EPS. Sell-side analysts predict that Pfizer Inc. will post 2.98 EPS for the current year.

Pfizer Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Friday, July 24th were paid a dividend of $0.43 per share. This represents a $1.72 annualized dividend and a dividend yield of 6.0%. The ex-dividend date was Friday, July 24th. Pfizer’s payout ratio is currently 226.32%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on PFE shares. BMO Capital Markets dropped their target price on Pfizer from $34.00 to $30.00 and set an “outperform” rating on the stock in a report on Monday, July 13th. Weiss Ratings raised Pfizer from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday. UBS Group reiterated a “neutral” rating and set a $27.00 price objective on shares of Pfizer in a research note on Wednesday, May 27th. Wolfe Research reissued an “underperform” rating and issued a $26.00 price objective on shares of Pfizer in a report on Thursday, May 14th. Finally, Guggenheim decreased their target price on shares of Pfizer from $35.00 to $31.00 and set a “buy” rating for the company in a research note on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, fourteen have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $28.28.

View Our Latest Report on PFE

Pfizer Company 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.