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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder

12/17/2025 4:36:29 PM

3 Recommendations Read Replies (1) of 23744

You're receiving this email because you hold Pfizer (PFE) in your portfolio.

Pfizer Pauses Dividend Growth Amid Patent Cliff and Heavy Investment Cycle

Downgraded on December 17, 2025

In November, we reaffirmed Pfizer's Borderline Safe Dividend Safety Score after the company agreed to pay nearly $10 billion for obesity drugmaker Metsera.

At the time, we noted that the higher acquisition price would lift leverage above management's target, but not to a degree that threatened Pfizer's balance sheet or dividend.

Since then, management has struck a more cautious tone, with updated guidance underscoring that earnings growth is likely to remain limited in the next few years as Pfizer works through an approaching patent cliff while continuing to invest heavily in its pipeline.

The most visible change came with Pfizer's decision to freeze its dividend, marking the company's first pause in payout growth since 2009.

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