Pfizer Inc. (PFE) beat expectations in Q2 FY2026 on revenue of $15.0B versus the $14.4B estimate (+2.6% YoY) and EPS of $0.77. The next Pfizer Inc. (PFE) earnings date is Nov 3, 2026. Below is the full Pfizer Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Pfizer Inc. (PFE) Earnings Analysis — key stats
Next earnings date
Nov 3, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±1.8% (over the last 8 reports)
Post-earnings direction
Up 6 / Down 2 (of the last 8 reports)
Implied move (next report)
±10.2% (options-derived · into Nov 3, 2026)
Institutional ownership
71.7% (13F as of 2026-06-30)
Top 10 holders
32.5% (of shares outstanding)
Insider activity
11 buys / 1 sells (recent Form 4 filings)
Revenue
$15.0B (vs $14.4B est · +4.4% surprise · +2.6% YoY)
EPS
$0.77 (vs $0.68 est · +12.9% surprise · -108.5% YoY)
Share price
$27.97 (-0.4%)
Market cap
$159.4B
Pfizer Inc. (PFE) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$15.0B vs $14.4B est
$0.77 vs $0.68 est
+12.9%
+3.1%
Beat
Q2 FY2026
$14.5B vs $13.8B est
$0.75 vs $0.72 est
+3.9%
+0.9%
Beat
Q1 FY2026
$17.6B vs $16.8B est
$0.66 vs $0.57 est
+16.4%
+0.5%
Beat
Q4 FY2025
$16.7B vs $16.5B est
$0.87 vs $0.63 est
+37.4%
-0.2%
Mixed
Q3 FY2025
$14.7B vs $13.6B est
$0.78 vs $0.58 est
+34.5%
+1.7%
Beat
Q2 FY2025
$13.7B vs $13.9B est
$0.92 vs $0.67 est
+38.1%
+5.9%
Mixed
Q1 FY2025
$17.8B vs $17.4B est
$0.63 vs $0.47 est
+33.6%
+0.9%
Beat
Q4 FY2024
$17.7B vs $14.9B est
$1.06 vs $0.61 est
+72.6%
-1.2%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.3%
529.7M
$12.8B
+6.3%
Vanguard Capital Management LLC
6.5%
372.1M
$9.0B
+0.7%
State Street Corp
5.4%
307.1M
$7.4B
+1.8%
Geode Capital Management, LLC
2.4%
135.3M
$3.2B
+1.3%
Vanguard Portfolio Management LLC
2.1%
119.2M
$2.9B
+2.1%
Fisher Asset Management, LLC
1.9%
109.1M
$2.6B
+3.9%
Morgan Stanley
1.7%
96.3M
$2.3B
+3.9%
Norges Bank
1.1%
61.5M
$1.5B
+100.0%
Northern Trust Corp
1.0%
59.1M
$1.4B
-4.7%
Bank Of New York Mellon Corp
1.0%
57.9M
$1.4B
+7.4%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
BOURLA ALBERT
director, officer: Chairman & CEO
2026-08-14
Buy
22
—
BOURLA ALBERT
director, officer: Chairman & CEO
2026-08-12
Buy
38K
$1.0M
DAMICO JENNIFER B.
officer: SVP & Controller
2026-08-05
Sell
3K
$83261
BLAYLOCK RONALD E
director
2026-08-05
Buy
39K
$998821
Buckley Mortimer J
director
2026-08-05
Buy
38K
$960369
BOURLA ALBERT
director, officer: Chairman & CEO
2026-07-31
Buy
24
—
BOURLA ALBERT
director, officer: Chairman & CEO
2026-07-15
Buy
24
—
BOURLA ALBERT
director, officer: Chairman & CEO
2026-07-09
Buy
84
—
What you'll find
Next Pfizer Inc. (PFE) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Pfizer Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Pfizer Inc. (PFE)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Pfizer Inc.'s next earnings date?
Pfizer Inc.'s (PFE) next scheduled earnings date is Nov 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Pfizer Inc. (PFE) beat or miss earnings?
In Q2 FY2026, Pfizer Inc. (PFE) posted beat results — revenue of $15.0B versus the $14.4B estimate (+4.4% surprise) and EPS of $0.77 versus $0.68 expected (+12.9% surprise). Magnisto decodes every Pfizer Inc. (PFE) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Pfizer Inc. beat earnings estimates?
Over its last 8 reported quarters, Pfizer Inc. (PFE) beat Wall Street EPS estimates 8 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Pfizer Inc. (PFE) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Pfizer Inc. stock move after earnings?
Over its last 8 quarterly reports, Pfizer Inc. (PFE) moved an average of ±1.8% the day after earnings — ranging from -1.2% (Q4 FY2024) to +5.9% (Q2 FY2025). The stock rose after 6 of those 8 reports and fell after 2. Heading into its next report on Nov 3, 2026, options-implied volatility is pricing in a move of roughly ±10.2% (derived). Magnisto tracks the realized post-earnings move for every Pfizer Inc. (PFE) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Pfizer Inc.?
Institutions hold about 71.7% of Pfizer Inc.'s (PFE) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.3%), Vanguard Capital Management LLC (6.5%), State Street Corp (5.4%). Magnisto lists Pfizer Inc.'s (PFE) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Pfizer Inc. (PFE)?
In the most recent Form 4 filings Magnisto tracks, Pfizer Inc. (PFE) insiders recorded 11 purchases and 1 sale — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Pfizer Inc. (PFE) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Pfizer Inc. (PFE), anchored to the current $27.97 share price, so you can weigh the bull, base and bear cases for Pfizer Inc. side by side.
Is Pfizer Inc. (PFE) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Pfizer Inc. fits your own thesis and risk profile. This is research, not investment advice.