Fwd: Buffett, Gates and Bezos Quietly Dumping
eichman...@webtv.net
---------- Forwarded message ----------
From: part...@analystratings.net
Date: Tue Oct 21 12:11:29 PDT 2025
Subject: Buffett, Gates and Bezos Quietly Dumping
To: eichman...@webtv.net;
The world's wealthiest individuals are making huge moves with their money.
Warren Buffett just liquidated billions of shares. Bill Gates sold 500,000 shares of Microsoft. Jeff Bezos filed to sell Amazon shares worth $4.8 billion.
What is going on? One multi-millionaire believes they are preparing for a catastrophic event. But not a crash, bank run, or recession. It’s something we haven’t seen in America for more than a century. For the full story, click here.
TrumpRx Brings Pfizer Into the Green—Is It a Buy?
Written by Jordan Chussler. Published 10/7/2025.
Key Points
- Pfizer just entered into a partnership with the U.S. government to provide direct-to-consumer drugs.
- Via the TrumpRx exchange, the company will make some of its drugs 50% more affordable.
- Underlying fundamentals suggest the stock is benefiting from a short-term, news-driven bump. Shareholders should be aware of ongoing risks.
Pfizer (NYSE: PFE) is no stranger to income investors. The drugmaker, famous for treatments including Lipitor, Viagra, and Zoloft, has increased its dividend for 16 consecutive years. While that falls short of qualifying it as a Dividend Aristocrat, its current yield of 6.29%—or $1.72 per share annually—has helped PFE earn a place in many portfolios.
However, in terms of share appreciation Pfizer has lost some appeal. After reaching its all-time high (ATH) on Dec. 17, 2021—driven by demand for its COVID-19 vaccine, Comirnaty—the stock has declined by nearly 47% from that peak.
This Battery Tech Could Outlast the Grid (Ad)
As power outages become more common, and the need for clean, resilient energy rises, Paladin's solution offers more than just a backup – it offers peace of mind. Over 3,000 investors have already contributed more than $9.2M to this movement.
Invest now and get up to a 30% bonus on shares!
This year has been little different. Healthcare stocks overall are having a lackluster year, ranking eighth among the S&P 500’s 11 sectors with a 5.27% year-to-date (YTD) gain. Pfizer, for its part, had been dragging the sector down; before last week, the Big Pharma staple was down more than 11% in 2025.
But after a major announcement by the Trump administration, PFE shares surged in the last week of September, climbing nearly 16% on news that the company reached a landmark agreement with the U.S. government to lower drug costs for American patients.
That rally brought Pfizer out of the red for the year, leaving the pharmaceutical firm with a YTD gain of 2.86%. But are the plans behind TrumpRx enough to keep it in the green? And if so, does that make PFE a buy? Here’s what you need to know.
Pfizer’s $70 Billion Pledge to Make Drugs More Affordable
In response to a letter issued by President Trump in July, Pfizer voluntarily agreed to “implement measures designed to ensure Americans receive comparable drug prices to those available in other developing countries,” according to the company’s press release.
The agreement is intended to provide investors with some “certainty from tariffs” in a year marked by uncertainty. It also lays out clearer pricing frameworks and expanded investment that, over a three-year transition period, is meant to help Pfizer better align U.S. prices with global markets.
The company said it will invest $70 billion in U.S. research and development (R&D) and capital projects (for example, manufacturing) over the next few years to support those goals. While the announcement was a short-term catalyst for PFE shares, questions remain. Experts warn the deal will likely reduce the company’s top line, and with roughly 25% of pharmaceutical industry revenue typically allocated to R&D, large drugmakers could face challenges funding research with reduced revenue.
The agreement accompanies the administration’s rollout of TrumpRx—a website structured similarly to Mark Cuban’s CostPlus Drugs that aims to facilitate direct-to-consumer (D2C) sales. TrumpRx.gov is expected to launch sometime in 2026, and Pfizer is expected to be a major supplier on the exchange, marketing certain drugs for D2C sale at an anticipated 50% discount.
With potentially narrower margins ahead, Pfizer’s financial picture—both past and present—helps put the implications for shareholders into context.
Pfizer Keeps Beating Earnings, but Fundamentals Tell a Different Tale
The drugmaker has produced eight consecutive quarterly earnings beats. The last time Pfizer missed both earnings and revenue estimates was Q3 2023. While the streak of beats has been a positive for investors, the company’s underlying fundamentals show mixed signals.
When shares hit their ATH in 2021, Pfizer posted net income of $21.9 billion. That rose to $31.4 billion in 2022, then fell sharply to $2.1 billion in 2023. Last year, net income recovered to about $8 billion, and on a trailing 12-month basis it stands at $10.7 billion.
This recovery suggests Pfizer is finding ways to generate profit even as demand for its COVID-19 vaccines has weakened. However, last year’s net income still represents a decline of more than 74% from 2022.
Cash flow presents another concern: net cash flow was negative $1.8 billion last year, and the company reported negative cash flow of $582 million in Q2. Total liabilities rose nearly 18% between 2021 and 2024 while net assets declined about 17% over the same period.
At the same time, Pfizer carries a relatively high dividend payout ratio of 91.49%, which could limit the likelihood of future increases. The stock carries a consensus Hold rating and a 12-month average price target that implies less than 4% potential upside.
This email is a sponsored message sent on behalf of Banyan Hill Publishing, a third-party advertiser of MarketBeat. Why was I sent this email?.
This ad is sent on behalf of Banyan Hill Publishing. P.O. Box 8378, Delray Beach, FL 33482.
If you need assistance with your newsletter, please email MarketBeat's South Dakota based support team at con...@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
© 2006-2025 MarketBeat Media, LLC. All rights reserved.
345 N Reid Pl., Sixth Floor, Sioux Falls, South Dakota 57103-7078. United States..