Pfizer Inc. $PFE Shares Bought by Waverly Advisors LLC

Posted by Geri Gentry on Sep 10th, 2026

Waverly Advisors LLC increased its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 18.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 531,671 shares of the biopharmaceutical company’s stock after purchasing an additional 82,389 shares during the quarter. Waverly Advisors LLC’s holdings in Pfizer were worth $12,803,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Evolution Wealth Management Inc. lifted its position in shares of Pfizer by 132.2% during 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 last quarter. Godfrey Financial Associates Inc. acquired a new position in shares of Pfizer in the 4th quarter worth $26,000. Keb Asset Management LLC acquired a new stake in shares of Pfizer during the second quarter worth $26,000. HFM Investment Advisors LLC raised its position 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 purchased a new stake in shares of Pfizer during the second quarter valued at $27,000. 68.36% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Pfizer

Here are the key news stories impacting Pfizer this week:

Positive Sentiment: Pfizer’s latest quarterly results exceeded expectations, with adjusted earnings of $0.77 per share versus the $0.68 consensus and revenue of $15.03 billion versus estimates of $14.40 billion. The results helped revive the stock after a prolonged downturn and reinforced management’s full-year 2026 EPS guidance of $2.80-$3.00. Why Pfizer Stock Was so Healthy in August
Positive Sentiment: Analysts point to Pfizer’s non-COVID portfolio, oncology pipeline and cost-cutting initiatives as potential growth and margin supports. These factors could help offset falling COVID product sales and extend the company’s recovery. Pfizer Stock Rises Almost 9% in 3 Months: Time to Buy, Hold or Exit?
Neutral Sentiment: Pfizer will present at the Morgan Stanley Global Healthcare Conference on September 14. Chief Executive Albert Bourla’s comments could provide updates on the pipeline, capital allocation and the company’s strategy for managing patent losses. Pfizer Invites Public to Listen to Webcast
Neutral Sentiment: Novartis India agreed to acquire Pfizer brands for $132 million, including an established hypertension product. The transaction may generate cash and streamline Pfizer’s portfolio, but its financial impact appears limited relative to Pfizer’s roughly $159 billion market value. Novartis India Acquires Pfizer Brands
Negative Sentiment: Jim Cramer selected Johnson & Johnson over Pfizer among healthcare stocks, a high-profile preference that may weigh on Pfizer’s relative appeal. Another comparison favored AbbVie as a stronger dividend-growth investment, despite Pfizer’s roughly 6% yield. Jim Cramer Picks J&J Over Pfizer

Pfizer Stock Performance

PFE stock opened at $27.82 on Thursday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.96 and a current ratio of 1.27. The stock has a market cap of $158.58 billion, a P/E ratio of 36.61, a P/E/G ratio of 1.87 and a beta of 0.34. The firm has a 50 day simple moving average of $26.21 and a 200 day simple moving average of $26.35. Pfizer Inc. has a 52 week low of $23.58 and a 52 week high of $29.21.

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

Pfizer Announces Dividend

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

Analyst Ratings Changes

A number of brokerages recently weighed in on PFE. Weiss Ratings raised Pfizer from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, August 31st. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $27.00 price objective on shares of Pfizer in a research note 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 report on Friday, July 10th. Wall Street Zen lowered shares of Pfizer from a “buy” rating to a “hold” rating in a report on Saturday, September 5th. Finally, JPMorgan Chase & Co. reduced their price target on shares of Pfizer from $30.00 to $28.00 and set a “neutral” rating for the company in a research report on Wednesday, July 8th. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $28.28.

Read Our Latest Stock Report on PFE

Pfizer Company Profile

(Free Report)

Pfizer Inc is a global biopharmaceutical company that discovers, develops, manufactures and commercializes prescription medicines and vaccines. Its portfolio addresses a range of therapeutic areas, including oncology, inflammation and immunology, internal medicine, hospital care, rare diseases and infectious diseases. The company serves patients and healthcare providers in markets worldwide.

Pfizer’s products include the Comirnaty COVID-19 vaccine, the Prevnar family of pneumococcal vaccines, and medicines such as Eliquis, Ibrance, Vyndaqel and Zavzaret.