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Pfizer's (PFE) - Get Pfizer Inc. Report  fourth-quarter results were impacted by a strong U.S. dollar, but the company's long-term trend remains in tact, a positive for investors in the largest U.S. drugmaker.

The Ian Read-led company earned 13 cents a share, but excluding items, it earned 47 cents a share on $13.63 billion in revenue. Analysts surveyed by Thomson Reuters expected the company to earn 50 cents a share on $13.63 billion in sales.

In addition to the the U.S. dollar, which has risen sharply since November on back of Donald Trump winning the U.S. presidential election, there were fewer selling days in the quarter than in the year ago period. Combined, both of these factors negatively impacted revenue by around $750 million the company said.

For 2017, Pfizer said it expects to earn between $2.50 and $2.60 a share, with revenue between $52 billion and $54 billion.

Shares of pharmaceutical companies have come under pressure in recent weeks, as Trump has said drug prices are too high. On Tuesday, President Trump met with industry executives, telling them he will cut regulations as well as wanting them to manufacture their drugs in the United States.

TheStreet's Jim Cramer said Trump's softer tone towards the industry doesn't erase the negatives. "There's a lack of innovation and growth," Cramer wrote. "There's a cyclical rotation going on that has left these steady-eddie stocks behind."

Over the past 12 months, shares of Pfizer gained nearly 3% excluding dividends, compared to the near 19% gain in the S&P 500.

Here are three ETFs that may benefit if investors like Pfizer's fourth-quarter results.

TheStreet Recommends

iShares U.S. Pharmaceuticals ETF

The $685.1 million has iShares U.S. Pharmaceuticals ETF (IHE) - Get iShares U.S. Pharmaceuticals ETF Report  has Pfizer make up 8.3% of its portfolio, charging investors an expense ratio of 0.43%.

Jefferies analyst Jeffrey Holford highlighted Pfizer's sales of drugs like Lipitor, Ibrance and Lyrica as helping offset weakness from Prevnar. Holford has a $31 price target and a hold rating on shares.

Health Care Select Sector SPDR Fund

The $13.5 billion Health Care Select Sector SPDR Fund (XLV) - Get Health Care Select Sector SPDR Fund Report has Pfizer make up 7.42% of its portfolio, charging investors an expense ratio of 0.15%.

Credit Suisse analyst Vamil Divan -- who rates Pfizer outperform with a $38 price target -- called out Ibrance and Xelijanz strength during the quarter, though noted these "two products are less strategically critical to [Pfizer] at this stage of their lifecycle."

iShares U.S. Healthcare ETF

The $1.8.2 billion iShares U.S. Healthcare ETF (IYH) - Get iShares U.S. Healthcare ETF Report has Pfizer make up 7.07% of its portfolio, charging investors an expense ratio of 0.43%.

Leerink analyst Seamus Fernandez said the company's increased expenses in its SG&A line attributed for the earnings miss.

"PFE's 2017 financial guidance at the midpoint of the guided range suggests revenues slightly above 2016 and a 6% increase to 2016 EPS," Fernandez wrote following earnings. "The guidance is generally in line we our current forecast; However, we note that the 2017 guidance reflects the exclusion of Hospira Infusion Systems, which contributed $1.2B sales ($0.03 EPS) in 2016, which we didn't exclude in our 2017 forecast yet and neither did consensus."