PFE Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for PFE. 6 published articles.
Insider Activity
Over the trailing 90-day window, Pfizer (PFE) recorded no open-market insider purchases and no open-market sales, resulting in zero net insider buying activity. The insider sentiment score stands at 50/100, indicating a neutral baseline. The absence of cluster buying and first-buy-in-quarters activity reflects a lack of concentrated insider conviction during the period. Against this muted insider backdrop, PFE shares declined 3.9% over three months, while institutional 13F positioning showed mixed trends. The combination of flat insider activity and mixed institutional flows suggests neither strong conviction nor systematic reduction from sophisticated investors.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 1, 2026 | BOURLA ALBERTdirector, officer: Chairman & CEO | Grant | 23 | — |
| May 18, 2026 | BOURLA ALBERTdirector, officer: Chairman & CEO | Grant | 24 | — |
| May 4, 2026 | BOURLA ALBERTdirector, officer: Chairman & CEO | Grant | 22 | — |
| Apr 27, 2026 | Taraporevala Cyrusdirector | Grant | 7,687 | — |
| Apr 27, 2026 | LITTMAN DAN R.director | Grant | 7,687 | — |
| Apr 27, 2026 | BLAYLOCK RONALD Edirector | Grant | 7,687 | — |
| Apr 27, 2026 | NARAYEN SHANTANUdirector | Grant | 7,687 | — |
| Apr 27, 2026 | Gottlieb Scottdirector | Grant | 7,687 | — |
| Apr 27, 2026 | Desmond-Hellmann Susandirector | Grant | 7,687 | — |
| Apr 27, 2026 | Quincey Jamesdirector | Grant | 7,687 | — |
| Apr 27, 2026 | Buckley Mortimer Jdirector | Grant | 7,687 | — |
| Apr 27, 2026 | SMITH JAMES Cdirector | Grant | 7,687 | — |
| Apr 27, 2026 | NORA JOHNSON SUZANNE Mdirector | Grant | 7,687 | — |
| Apr 27, 2026 | Echevarria Josephdirector | Grant | 7,687 | — |
| Apr 17, 2026 | BOURLA ALBERTdirector, officer: Chairman & CEO | Grant | 22 | — |
Source: PFE SEC Form 4 filings, latest Jun 1, 2026. For informational purposes only — not investment advice.
Research
LLY: $2.3B Ajax Buy Hedges Mounjaro Patent Cliff
Eli Lilly's $2.3 billion Ajax Therapeutics acquisition reveals a critical divergence in large-cap pharma M&A strategy that the market has mispriced. While Merck and Pfizer scramble to replace patent cliff revenue with expensive blockbuster acquisitions, Lilly is buying rare-disease optionality from a position of GLP-1 strength. Long LLY versus short MRK/PFE targets 8-12% relative return over six months as earnings reveal the cost of desperate dealmaking.
LLYMRKBMYPharma Tariffs: Buy LLY & AMGN, Sell PFE & MRK — Here's Why
Trump policies eroding Europe's pharma lead via tariffs favor US manufacturing-heavy Eli Lilly and Amgen, with strong growth and margins, while Pfizer and Merck's global chains invite cost squeezes. J&J and AbbVie sit in the middle with diversification. Rank: Buy LLY/AMGN, sell PFE/MRK.
LLYAMGNABBVTrump 100% Pharma Tariffs: PFE and MRK Face $200M Hit While LLY Gains 25%
Trump's proposed 100% pharma tariffs and China's biotech surge, per April 11 CNBC, threaten Europe's manufacturing edge, hiking costs for PFE (-2.8% 1M) and MRK (-5.1% 1M) while LLY's US focus drives 25% 2026 growth. Supply chain filings flag $100-200M hits; investors should fade exposed names, buy domestic leaders. Next catalysts: Earnings tariff disclosures and China trade flows.
MRKLLYTMOPharma Tariffs: LLY and AMGN Win While PFE and MRK Face Margin Squeeze
Trump's pharma import tariffs shield U.S.-focused drugmakers like Eli Lilly and Amgen from cost hikes while pressuring import-reliant Pfizer and Merck. Analysis ranks six majors by exposure, highlighting financials and guidance. Domestic winners eye margin expansion amid onshoring push.
LLYAMGNABBVFTC Insulin Crackdown: CVS Settles — What It Means for LLY, NVO, and WBA
CVS Health's recent settlement with the FTC over insulin pricing marks a pivotal moment in the pharmaceutical landscape. This article analyzes the potential winners and losers among pharmacies and drugmakers as regulatory scrutiny intensifies, highlighting key players like Eli Lilly, Novo Nordisk, and Walgreens Boots Alliance.
CVSWBALLYPharma Tariffs: LLY, TMO, CVS Supply Chain Exposure Ranked by Risk
Trump's April 2 pharma tariff announcement highlights supply chain risks for LLY, TMO, and CVS, with SEC filings exposing China reliance. Stocks dipped mildly, but domestic manufacturing offers protection amid margin pressures.
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