Earnings Beat Meets Skepticism: Pfizer surpassed Wall Street expectations with a double beat on Q4 revenue and earnings, signaling resilience in its non-COVID portfolio amid fading pandemic sales. Social media chatter underscores the 6% operational growth in core business lines, yet shares slipped on worries over patent cliffs and regulatory pricing headwinds. Investors debated whether the results mark a true pivot or just a temporary bridge.
Obesity Ambitions Ignite Debate: Excitement builds around Pfizer's GLP-1 obesity drugs, with phase data showing competitive weight loss from a once-monthly injection. Discussions highlight the Metsera acquisition and plans for 20 pivotal trials as bold plays in a red-hot market dominated by rivals. Skeptics caution on execution risks and the duopoly's lead, tempering optimism.
Oncology and Dividend Hold Firm: Strength in oncology assets like PADCEV drew praise for robust sales growth and expanded approvals. The unwavering dividend commitment provides comfort amid 2026 guidance implying modest declines. Sentiment leans mixed, balancing pipeline promise against near-term challenges.
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 1,281 institutional investors add shares of Pfizer stock to their portfolio, and 1,449 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 added 24,513,278 shares (+55.9%) to their portfolio in Q3 2025, for an estimated $624,598,323
- 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
- MILLENNIUM MANAGEMENT LLC removed 12,237,392 shares (-87.4%) from their portfolio in Q3 2025, for an estimated $311,808,748
- BNP PARIBAS FINANCIAL MARKETS removed 11,413,258 shares (-54.2%) from their portfolio in Q3 2025, for an estimated $290,809,813
- ROYAL BANK OF CANADA added 9,722,744 shares (+33.0%) to their portfolio in Q3 2025, for an estimated $247,735,517
- THORNBURG INVESTMENT MANAGEMENT INC removed 9,009,301 shares (-86.1%) from their portfolio in Q3 2025, for an estimated $229,556,989
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Pfizer Government Contracts
We have seen $1,732,949 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:
- STERILE WATER FOR INJECTION 20ML: $1,167,976
- 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
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.
