Stratos Wealth Partners LTD. Increases Stock Holdings in Philip Morris International Inc. $PM

Stratos Wealth Partners LTD. increased its holdings in shares of Philip Morris International Inc. (NYSE:PM) by 23.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 43,926 shares of the company’s stock after purchasing an additional 8,392 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Philip Morris International were worth $7,125,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the business. WCM Investment Management LLC lifted its holdings in shares of Philip Morris International by 24,968.0% during the 2nd quarter. WCM Investment Management LLC now owns 11,275,606 shares of the company’s stock worth $2,041,223,000 after acquiring an additional 11,230,626 shares during the period. Vanguard Group Inc. grew its holdings in Philip Morris International by 1.6% in the second quarter. Vanguard Group Inc. now owns 142,857,055 shares of the company’s stock valued at $26,018,555,000 after purchasing an additional 2,235,380 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in Philip Morris International by 69.0% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 4,512,311 shares of the company’s stock worth $821,826,000 after purchasing an additional 1,842,754 shares during the period. Prudential Financial Inc. boosted its holdings in shares of Philip Morris International by 88.9% in the 2nd quarter. Prudential Financial Inc. now owns 2,138,118 shares of the company’s stock valued at $389,415,000 after purchasing an additional 1,006,014 shares during the last quarter. Finally, Panagora Asset Management Inc. increased its holdings in shares of Philip Morris International by 142.2% during the 2nd quarter. Panagora Asset Management Inc. now owns 1,512,514 shares of the company’s stock worth $275,474,000 after buying an additional 888,148 shares during the last quarter. 78.63% of the stock is owned by institutional investors and hedge funds.

Philip Morris International Trading Up 2.0%

Shares of PM stock opened at $186.38 on Thursday. Philip Morris International Inc. has a twelve month low of $142.11 and a twelve month high of $188.35. The company has a market capitalization of $290.14 billion, a PE ratio of 25.64, a price-to-earnings-growth ratio of 2.02 and a beta of 0.39. The firm has a fifty day simple moving average of $165.75 and a 200-day simple moving average of $161.96.

Philip Morris International (NYSE:PM) last posted its quarterly earnings data on Friday, February 6th. The company reported $1.70 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.70. Philip Morris International had a net margin of 12.09% and a negative return on equity of 130.95%. The company had revenue of $10.36 billion during the quarter, compared to analysts’ expectations of $10.40 billion. During the same period in the prior year, the company posted $1.55 EPS. The firm’s revenue for the quarter was up 6.8% on a year-over-year basis. 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. Equities research analysts predict that Philip Morris International Inc. will post 7.14 EPS for the current year.

Philip Morris International Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Friday, December 26th were issued a dividend of $1.47 per share. The ex-dividend date was Friday, December 26th. This represents a $5.88 annualized dividend and a yield of 3.2%. Philip Morris International’s payout ratio is currently 80.88%.

Philip Morris International News Roundup

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

• Positive Sentiment: Company extends growth outlook as smoke‑free transition accelerates — management signaled stronger medium‑term growth tied to accelerated adoption of smoke‑free products, which supports the firm’s 2026 guidance and investor confidence. Philip Morris International Extends Growth Outlook As Smoke Free Shift Accelerates
• Positive Sentiment: Analyst upgrade and higher price target — Needham raised its price target to $205 and reiterated a buy rating, signaling upside from current levels and providing fresh analyst support. Needham price target raise
• Positive Sentiment: Morning commentary highlights a solid 2026 outlook — bullish analyst pieces argue PM combines steady cash flow with growth from smoke‑free products, offering a defensive growth profile attractive to investors. With a Solid 2026 Outlook, Is It Time to Buy Philip Morris International?
• Positive Sentiment: Investor access event scheduled (CAGNY) — management (CEO & CFO) will present at the CAGNY conference on Feb 18; the webcast gives analysts a forum for detailed questions on guidance and smoke‑free progress, which can reduce uncertainty. Philip Morris International to Present at 2026 CAGNY Conference
• Neutral Sentiment: High institutional ownership and sector positioning — institutional holders own ~83% of float, which can stabilize shares but also concentrate selling pressure; sector comparisons show PM has outperformed some staples peers YTD. 83% ownership article
• Neutral Sentiment: Relative performance analysis available — market commentary compares PM to consumer staples peers, useful for portfolio positioning but unlikely to move the stock alone. Zacks sector comparison
• Negative Sentiment: India maintains e‑cigarette ban, blocking heat‑not‑burn market expansion — New Delhi’s decision to keep its e‑cigarette ban prevents PM from selling heated tobacco products in a large market, representing a meaningful near‑term lost growth opportunity and a regulatory risk reminder. India sticks to e-cigarette ban in snub for Philip Morris India keeps its e-cigarette ban in a blow to Philip Morris Philip Morris CEO calls India’s e-cigarette ban ’illogical’

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. The Goldman Sachs Group reiterated a “buy” rating on shares of Philip Morris International in a report on Wednesday, October 22nd. Barclays decreased their target price on Philip Morris International from $220.00 to $180.00 and set an “overweight” rating for the company in a report on Monday, November 17th. Jefferies Financial Group downgraded shares of 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. Stifel Nicolaus set a $200.00 target price on shares of Philip Morris International in a report on Monday. Finally, Wall Street Zen downgraded Philip Morris International from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $194.06.

Philip Morris International Profile

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.