Chicago Partners Investment Group 13F: Adds $2.3M to PFE Stake

On October 27, 2026, Chicago Partners Investment Group boosted its stake in Pfizer Inc. (PFE) by 76,849 shares, bringing its total to 173,666 shares valued at about $5.2 million. This information comes from the fund's latest Form 13F filing with the SEC, which covers the quarter ended September 30, 2026.

PFE Pfizer Inc.

$29.79 ▲ +24.44% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Chicago Partners Investment Group's Pfizer Position

Chicago Partners Investment Group's reported value in Pfizer now stands at approximately $1.51 billion, with this increase representing a 79.4% change in its holdings. The fund ranks 31st among its 1,660 reported positions, making Pfizer 0.34% of its overall portfolio.

Where Pfizer Fits in Chicago Partners Investment Group's Portfolio

Pfizer's position in Chicago Partners' portfolio has significantly increased, reflecting the fund's confidence in the stock's performance.

Other Institutional Activity in Pfizer

Recent filings show that several other funds have also increased their positions in Pfizer. Citizens Financial Group boosted its holdings by 137,710 shares, reaching a total of 446,847 shares valued at about $12.7 million. Symphony Financial raised its position by 58,554 shares to hold 98,868 shares worth approximately $2.8 million. MBL Wealth added 39,628 shares to bring its total to 60,631 shares, valued at about $1.7 million.

Pfizer Inc. Stock Holds Steady

Pfizer shares recently traded around $29.80, which is about equal to the closing price on the filing date. The stock is currently above its 50-day moving average by 4.9% and its 200-day moving average by 11.5%. However, it is slightly below its 52-week high of $30.44, indicating potential room for growth.

Recent Earnings

Pfizer reported trailing twelve-month revenue of approximately $63.7 billion, with a net margin of 6.8%. The company is scheduled to announce its next earnings report on November 3, 2026, which could provide further insights into its financial performance.

Dividend

Pfizer pays an annual dividend rate of $1.72 per share, yielding about 5.77%. The dividend payout ratio stands at 226.3%, reflecting a commitment to returning value to shareholders despite the high payout relative to earnings.

Insider Buying and Selling at Pfizer Inc.

Recent insider transactions include several purchases on June 26, 2026. Shantanu Narayen bought 2,059 shares at $24.29 each, totaling about $50,013. Cyrus Taraporevala purchased 1,544 shares for approximately $37,503, while Joseph Echevarria acquired 1,904 shares worth about $46,248. James Quincey also bought 1,595 shares for around $38,743. These transactions indicate ongoing confidence among insiders in Pfizer's prospects.

Analysts Set New Price Targets

On October 6, 2026, Scotiabank maintained a 'Sector Outperform' rating for Pfizer with a target price of $33.00, up from a previous target of $30.00. Other firms, including Guggenheim and HSBC, have also maintained their ratings, with target prices of $31.00 and $30.00, respectively. The consensus among analysts is a 'buy' recommendation, with a mean target price of $29.26.

About Pfizer Inc.

Pfizer Inc. is a global biopharmaceutical company that discovers, develops, and sells medicines and vaccines. It operates in various segments, including Biopharma and Pfizer Ignite. Given its role in healthcare, the changes in institutional holdings signal confidence in its ongoing developments and market position.

Bottom Line

Investors should watch for Pfizer's upcoming earnings report on November 3, 2026, as it could provide more insights into the company's financial health. The recent increase in institutional ownership, including Chicago Partners' boost, reflects a growing confidence in Pfizer's future performance.