Sector rotation gains traction: Social media discussions spotlight Pfizer as a prime beneficiary of the ongoing shift from high-flying tech stocks to defensive sectors like pharmaceuticals. Traders highlight its inclusion in portfolios outperforming the broader market year-to-date, with shares recently touching new 52-week highs alongside peers such as Merck and AstraZeneca.
Dividend appeal surges: Amid market volatility, users emphasize Pfizer's status as an undervalued dividend powerhouse, drawing comparisons to beaten-down blue-chips rebounding strongly. Positions in the stock are seen as smart hedges, bolstered by its robust pipeline beyond COVID-era revenues.
Obesity drug momentum: Chatter around recent earnings and partnerships in the obesity space, including promising early data from acquired assets, fuels optimism for future growth. Investors view these developments as key to Pfizer's post-pandemic reinvention, potentially driving shares higher.
Note: This discussion summary was generated from an AI condensation of post data.
Pfizer Revenue
Pfizer had revenues of $17.6B in Q4 2025. This is a decrease of -1.16% from the same period in the prior year.
You can track PFE financials on Quiver Quantitative's PFE stock page.
Pfizer Congressional Stock Trading
Members of Congress have traded $PFE stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $PFE stock by members of Congress over the last 6 months:
- REPRESENTATIVE J. FRENCH HILL sold up to $250,000 on 12/31.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/18 and 1 sale worth up to $15,000 on 12/19.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Pfizer Hedge Fund Activity
We have seen 1,255 institutional investors add shares of Pfizer stock to their portfolio, and 1,543 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 101,068,901 shares (-73.9%) from their portfolio in Q4 2025, for an estimated $2,516,615,634
- NORGES BANK removed 20,119,761 shares (-21.5%) from their portfolio in Q4 2025, for an estimated $500,982,048
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 17,862,459 shares (-96.2%) from their portfolio in Q4 2025, for an estimated $444,775,229
- PACER ADVISORS, INC. removed 17,574,851 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $437,613,789
- WELLINGTON MANAGEMENT GROUP LLP removed 16,541,586 shares (-21.5%) from their portfolio in Q3 2025, for an estimated $421,479,611
- MORGAN STANLEY added 14,342,946 shares (+19.2%) to their portfolio in Q4 2025, for an estimated $357,139,355
- BANK OF NEW YORK MELLON CORP added 13,581,757 shares (+38.9%) to their portfolio in Q4 2025, for an estimated $338,185,749
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Pfizer Government Contracts
We have seen $563,063 of award payments to $PFE over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- PFIZER VACCINES STORAGE AND ROTATION CONTRACT: $410,203
- 4567359319!NALOXONE 4 MG/10 ML VIAL 10ML: $59,220
- 4569494415!PROCARDIA XL 30 MG TABLET 100S: $24,723
- 4568572944!NALOXONE 4 MG/10 ML VIAL 10ML: $11,280
- 4568676827!HEXTEND 6%-LACT ELEC BAG 500ML: $11,164
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Pfizer Analyst Ratings
Wall Street analysts have issued reports on $PFE in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 11/24/2025
To track analyst ratings and price targets for Pfizer, check out Quiver Quantitative's $PFE forecast page.
Pfizer Price Targets
Multiple analysts have issued price targets for $PFE recently. We have seen 7 analysts offer price targets for $PFE in the last 6 months, with a median target of $27.0.
Here are some recent targets:
- Carter Gould from Cantor Fitzgerald set a target price of $27.0 on 02/04/2026
- Michael Yee from UBS set a target price of $25.0 on 01/07/2026
- Terence Flynn from Morgan Stanley set a target price of $27.0 on 12/17/2025
- Jason Gerberry from B of A Securities set a target price of $28.0 on 12/15/2025
- Geoff Meacham from Citigroup set a target price of $26.0 on 12/02/2025
- Vamil Divan from Guggenheim set a target price of $35.0 on 11/24/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
