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Pfizer Stock Today (PFE), November 28, 2025: Momentum Builds Amid Upgrades, Big-Money Moves, and a High Dividend Yield
Pfizer’s stock entered the final days of November 2025 with a modest push higher, reflecting a blend of renewed analyst optimism, shifting institutional positions, and fresh clinical-development catalysts. Trading around $25.8 per share in late-morning action on November 28, the stock gained roughly 0.3% from the previous day — a small uptick, but part of a steadier pattern that has emerged this month.
At today’s level, Pfizer sits just below its 52-week high and well above its yearly low. With a market value of roughly $146 billion and valuation multiples near 13.7x earnings and a PEG ratio under 1, the company continues to trade like a classic value name rather than a growth engine — a perception that today’s news flow is trying to reshape.
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Key Headlines Driving PFE on November 28, 2025
A cluster of new research notes and institutional disclosures impacted sentiment today. Together, they paint a picture of a pharmaceutical giant caught between renewed confidence and persistent skepticism.
Guggenheim Upgrades and the Obesity Drug Opportunity
Guggenheim reaffirmed its bullish stance, lifting its price target to $35 on the back of Pfizer’s growing obesity-treatment pipeline. Much of this optimism stems from the recently completed acquisition of Metsera, a clinical-stage biotech focused on next-generation obesity therapies.
Metsera brings several notable candidates, including:
MET-097i, a weekly or monthly GLP-1 receptor agonist now moving into phase 3
MET-233i, an amylin analog with potential use alone or in combination
Additional early-stage GLP-1 and hormone-based therapies
Analysts view Pfizer’s re-entry into obesity as a strategic comeback after stepping away from earlier obesity-drug attempts. The global market — estimated at around $150 billion later this decade — remains largely dominated by Novo Nordisk and Eli Lilly, but Pfizer’s renewed approach could offer meaningful long-term upside. Some coverage frames this as a “credible second-generation pipeline” that may help the company regain ground in a booming category.
Mixed Institutional Investor Sentiment
Institutional moves tell a story of confidence and caution:
Bullish:
Norges Bank disclosed a major new position worth roughly $2.27 billion, amounting to about 1.65% of Pfizer.
Neuberger Berman increased its holdings by more than 55%, suggesting value-driven investors see opportunity at current levels.
Bearish:
American Century Companies trimmed its stake by over 13%.
Financial Advocates Investment Management cut its position by more than half.
Despite the mixed picture, institutions still control around 68% of Pfizer’s float — a sign that professional investors remain deeply engaged even if opinions diverge.
Dividend Spotlight: High Yield, High Questions
Pfizer’s dividend remains one of the stock’s defining features. At an annual payout of $1.72 per share, the yield sits near 6.7%, making it one of the highest among blue-chip pharma companies.
Some sources praise the income potential, while others warn that Pfizer’s payout ratio — close to 100% of earnings — leaves almost no buffer if profits slip. Income investors may welcome the yield, but risk-minded analysts point out that the company will eventually need stronger earnings growth or a reset in dividend policy.
Fundamentals: Earnings, Guidance, and Cost Discipline
Pfizer’s third-quarter 2025 performance continues to shape investor expectations:
Revenue of roughly $16.7 billion, down about 6% year-over-year due to fading COVID-related sales
A 4% operational increase in the non-COVID portfolio
EPS of $0.87, above consensus
Full-year EPS guidance raised to $3.00–$3.15
A long-term cost-savings target of $7.2 billion by 2027
This steady — though not spectacular — performance is helping Pfizer support its dividend, fund acquisitions like Metsera, and stabilize margins during a challenging post-pandemic transition.
Oncology Momentum: PADCEV + Keytruda Approval
A major clinical milestone arrived earlier this month: FDA approval for the PADCEV + Keytruda regimen for certain bladder-cancer patients unable to receive standard chemotherapy.
This therapy, developed through Pfizer’s ownership of Seagen assets in partnership with Astellas and Merck, has been described by specialists as “potentially game-changing.” The approval and strong clinical results sparked a 2.6% jump in PFE shares on November 21 and reinforced the company’s growing focus on antibody-drug conjugates — a field in which Pfizer aims to become a long-term leader.
This oncology progress is especially important as Pfizer prepares for upcoming patent expirations on blockbuster drugs such as Eliquis and Ibrance.
How PFE Compares to the Market in 2025
Despite recent stability, Pfizer continues to trail the broader market:
3-month return: Pfizer +3.2% vs. Dow +4.4%
Year-to-date: Pfizer -3% vs. double-digit gains for the Dow
12-month: Pfizer roughly flat vs. mid-single-digit gains for the index
However, technical indicators show improvement. PFE has been trading above both its 50-day and 200-day moving averages since early November — a signal often interpreted as the early stages of a trend reversal.
Wall Street consensus estimates suggest modest upside from here, with average price targets around $28–$28.5.
What Today’s Developments Mean for Investors
The overall narrative for Pfizer on November 28, 2025, is one of cautious momentum:
Sentiment has turned slightly positive, boosted by analyst upgrades, ongoing institutional interest, and clinical wins.
Institutional flows show divided conviction — but the size of Norges Bank’s new position cannot be ignored.
Risk–reward remains balanced:
Upside from obesity programs, oncology expansion, and a very high dividend
Downside tied to patent cliffs, declining COVID revenues, and a payout ratio that leaves no room for error
Most analysts remain in the Hold to Moderate Buy range, awaiting clearer signals from pipeline updates and early results from the new obesity-drug portfolio.
Conclusion: A High-Yield Stock at a Turning Point
Pfizer today stands at the intersection of stability and reinvention. On one hand, it offers one of the most attractive dividends in the blue-chip universe, backed by a resilient base business and far-reaching cost-cutting initiatives. On the other, the company is actively reshaping its future through bold moves in obesity treatment and oncology — areas that could redefine its growth profile over the next decade.
The story is far from guaranteed. Execution risks remain, and the gap between today’s valuation and tomorrow’s aspirations must be bridged by clinical success and commercial traction. Yet the renewed interest from major institutions, combined with slowly improving momentum, suggests that some of the world’s most sophisticated investors see this as a moment of opportunity.
For long-term investors, Pfizer’s journey forward may be less about quick gains and more about patience — watching whether a company known for stability can also deliver transformation.
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