HF Advisory Group LLC Raises Stock Holdings in Philip Morris International Inc. $PM

HF Advisory Group LLC boosted its holdings in shares of Philip Morris International Inc. (NYSE:PM) by 543.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 124,758 shares of the company’s stock after acquiring an additional 105,362 shares during the quarter. Philip Morris International comprises 0.8% of HF Advisory Group LLC’s portfolio, making the stock its 21st biggest holding. HF Advisory Group LLC’s holdings in Philip Morris International were worth $20,011,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of PM. Corient Private Wealth LLC increased its stake in shares of Philip Morris International by 1.2% during the second quarter. Corient Private Wealth LLC now owns 490,590 shares of the company’s stock valued at $89,354,000 after buying an additional 5,681 shares during the period. Wealth Enhancement Advisory Services LLC lifted its stake in Philip Morris International by 10.3% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 549,481 shares of the company’s stock worth $84,922,000 after acquiring an additional 51,399 shares during the period. Schroder Investment Management Group grew its holdings in Philip Morris International by 10.2% during the 3rd quarter. Schroder Investment Management Group now owns 302,173 shares of the company’s stock worth $49,251,000 after acquiring an additional 27,979 shares in the last quarter. Trajan Wealth LLC increased its position in Philip Morris International by 31.2% during the 3rd quarter. Trajan Wealth LLC now owns 132,295 shares of the company’s stock valued at $21,458,000 after purchasing an additional 31,490 shares during the period. Finally, Dynasty Wealth Management LLC increased its position in Philip Morris International by 53.0% during the 3rd quarter. Dynasty Wealth Management LLC now owns 27,772 shares of the company’s stock valued at $4,505,000 after purchasing an additional 9,622 shares during the period. Institutional investors own 78.63% of the company’s stock.

Philip Morris International News Roundup

Here are the key news stories impacting Philip Morris International this week:

• Positive Sentiment: PM released its Value Report 2025 and introduced a Value Plan 2030+, reinforcing the company’s long-term strategy to shift away from cigarettes and support sustainable value creation; this underpins longer-term investor confidence. Philip Morris International Presents its Value Report 2025: change in motion
• Positive Sentiment: Recent commentary from growth-focused outlets argues PM’s smoke‑free transition and cash flow profile make it attractive for long-term growth investors and income seekers, supporting upside potential once near-term headwinds abate. Here is Why Growth Investors Should Buy Philip Morris (PM) Now
• Positive Sentiment: PM appears on lists of high-quality dividend names, highlighting the stock’s income appeal for buy‑and‑hold investors and helping support the share price during pullbacks. The Best Dividend Stocks to Buy and Hold Forever
• Neutral Sentiment: PM provided updates on its ongoing shift away from combustible cigarettes; this is strategic confirmation but does not remove near-term regulatory or tax risk that is driving current volatility. Philip Morris updates on its ‘industry-leading shift’ away from cigarettes
• Negative Sentiment: Reports say the FDA’s fast-track review for certain nicotine pouches — a key growth category for PM — has been delayed, removing a near-term regulatory catalyst for U.S. oral-nicotine expansion and prompting analysts to mark down near-term growth expectations. Philip Morris Stock Drops. Nicotine Pouches’ FDA Review Is Delayed, Report Says.
• Negative Sentiment: New April 1 policy changes (tobacco tax increases in Japan and restrictions on nicotine pouches in France) introduce short‑term volume and pricing uncertainty in key markets, prompting investors to re-price near‑term margin and shipment expectations. Philip Morris slides as new April 1 regulatory and tax changes add near-term uncertainty for smoke-free growth

Analyst Ratings Changes

PM has been the subject of several recent research reports. UBS Group restated a “neutral” rating and issued a $181.50 price target on shares of Philip Morris International in a report on Monday, February 9th. Weiss Ratings reissued a “buy (b)” rating on shares of Philip Morris International in a research note on Thursday, January 22nd. Stifel Nicolaus set a $200.00 target price on Philip Morris International in a research report on Monday, February 9th. Jefferies Financial Group cut Philip Morris International from a “buy” rating to a “hold” rating and decreased their price objective for the stock from $220.00 to $180.00 in a research note on Tuesday, January 20th. Finally, Needham & Company LLC lifted their target price on Philip Morris International from $190.00 to $205.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Ten investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $196.83.

Insider Transactions at Philip Morris International

In other Philip Morris International news, CEO Jacek Olczak sold 80,000 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $182.18, for a total value of $14,574,400.00. Following the completion of the transaction, the chief executive officer directly owned 632,344 shares of the company’s stock, valued at approximately $115,200,429.92. The trade was a 11.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Emmanuel Babeau sold 33,800 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $181.61, for a total transaction of $6,138,418.00. Following the sale, the chief financial officer directly owned 164,463 shares in the company, valued at $29,868,125.43. The trade was a 17.05% decrease in their position. The SEC filing for this sale provides additional information. 0.13% of the stock is owned by corporate insiders.

Philip Morris International Trading Down 4.5%

Shares of NYSE PM opened at $157.85 on Thursday. The stock has a market cap of $246.02 billion, a price-to-earnings ratio of 21.71, a PEG ratio of 1.88 and a beta of 0.38. Philip Morris International Inc. has a 12 month low of $142.11 and a 12 month high of $191.30. The company has a 50 day simple moving average of $176.16 and a two-hundred day simple moving average of $164.14.

Philip Morris International (NYSE:PM) last issued its earnings results on Friday, February 6th. The company reported $1.70 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.70. Philip Morris International had a net margin of 12.09% and a negative return on equity of 130.95%. The firm had revenue of $10.36 billion during the quarter, compared to analysts’ expectations of $10.40 billion. During the same quarter last year, the company posted $1.55 earnings per share. The firm’s revenue was up 6.8% compared to the same quarter last year. Philip Morris International has set its Q1 2026 guidance at 1.800-1.850 EPS and its FY 2026 guidance at 8.380-8.530 EPS. Analysts forecast that Philip Morris International Inc. will post 7.14 EPS for the current year.

Philip Morris International Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 13th. Stockholders of record on Thursday, March 19th will be issued a $1.47 dividend. This represents a $5.88 annualized dividend and a dividend yield of 3.7%. The ex-dividend date of this dividend is Thursday, March 19th. Philip Morris International’s payout ratio is 80.88%.

About Philip Morris International

Philip Morris International Inc (NYSE: PM) is a global tobacco company that manufactures and sells cigarettes, other nicotine-containing products and a growing portfolio of smoke-free alternatives for adult smokers. The firm traces its corporate roots to the 19th century Philip Morris enterprise and was established as an independent, publicly traded company following a 2008 separation from what is now Altria. Since the spin-off, the company has focused on serving international markets outside the United States.

PMI’s product mix includes traditional combustible cigarettes as well as smoke-free offerings such as heated tobacco systems and other reduced-risk products.