Tounjian Advisory Partners LLC Lowers Stake in Philip Morris International Inc. $PM

Tounjian Advisory Partners LLC lessened its holdings in Philip Morris International Inc. (NYSE:PM) by 38.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,966 shares of the company’s stock after selling 5,020 shares during the quarter. Tounjian Advisory Partners LLC’s holdings in Philip Morris International were worth $1,292,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in PM. Legacy Investment Solutions LLC bought a new stake in Philip Morris International in the 2nd quarter worth approximately $25,000. Traub Capital Management LLC purchased a new position in shares of Philip Morris International in the 2nd quarter worth $25,000. Marquette Asset Management LLC boosted its stake in shares of Philip Morris International by 1,677.8% in the 3rd quarter. Marquette Asset Management LLC now owns 160 shares of the company’s stock worth $26,000 after buying an additional 151 shares during the last quarter. Estabrook Capital Management bought a new stake in shares of Philip Morris International in the second quarter worth $30,000. Finally, Dogwood Wealth Management LLC increased its position in Philip Morris International by 96.5% during the third quarter. Dogwood Wealth Management LLC now owns 167 shares of the company’s stock valued at $27,000 after acquiring an additional 82 shares during the last quarter. 78.63% of the stock is owned by institutional investors.

Analyst Ratings Changes

PM has been the subject of a number of recent research reports. JPMorgan Chase & Co. cut their price target on Philip Morris International from $190.00 to $185.00 and set an “overweight” rating for the company in a research note on Wednesday, November 26th. Jefferies Financial Group downgraded shares of Philip Morris International from a “buy” rating to a “hold” rating and dropped their price objective for the stock from $220.00 to $180.00 in a report on Tuesday, January 20th. Barclays restated an “overweight” rating and issued a $205.00 price objective on shares of Philip Morris International in a research note on Monday. Morgan Stanley reissued an “overweight” rating and set a $205.00 price target on shares of Philip Morris International in a report on Monday, February 9th. Finally, Needham & Company LLC raised their target price on shares of Philip Morris International from $190.00 to $205.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Philip Morris International has a consensus rating of “Moderate Buy” and an average target price of $196.83.

Philip Morris International Stock Down 0.5%

PM opened at $186.55 on Friday. The company has a market capitalization of $290.40 billion, a PE ratio of 25.66, a price-to-earnings-growth ratio of 2.14 and a beta of 0.39. The firm has a 50-day simple moving average of $173.71 and a two-hundred day simple moving average of $163.78. Philip Morris International Inc. has a 52 week low of $142.11 and a 52 week high of $191.30.

Philip Morris International (NYSE:PM) last posted its earnings results on Friday, February 6th. The company reported $1.70 EPS for the quarter, hitting analysts’ consensus estimates of $1.70. Philip Morris International had a negative return on equity of 130.95% and a net margin of 12.09%.The company had revenue of $10.36 billion for the quarter, compared to the consensus estimate of $10.40 billion. During the same period in the previous year, the business earned $1.55 earnings per share. 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. As a group, sell-side analysts expect that Philip Morris International Inc. will post 7.14 earnings per share for the current year.

Philip Morris International Dividend Announcement

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

Key Headlines Impacting Philip Morris International

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

• Positive Sentiment: Argus raised its price target on PM to $210 (from $190) and reiterated a Buy, citing rising contribution from the ZYN nicotine-pouch business — a clear catalyst for upside expectations. Argus Raises Philip Morris (PM) Outlook on Rising Contribution from Nicotine Pouches
• Positive Sentiment: Coverage highlights ZYN’s “explosive” growth as a driver of revenue diversification away from combustible cigarettes — supporting higher margin, pricing power, and longer-term organic growth. Philip Morris International (PM) Gained from Zyn’s Explosive Growth
• Positive Sentiment: Consensus analyst positioning remains constructive: articles note an average “Moderate Buy” / favorable analyst stance, which supports investor conviction on dividends and buybacks. Philip Morris International Inc. (NYSE:PM) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Industry comparison pieces (Altria vs. Philip Morris) discuss both companies’ smoke-free strategies and cost discipline — useful context but not an immediate price mover for PM alone. Altria vs. Philip Morris: Which Is the Smarter Play for Now? Altria vs. Philip Morris (Zacks)
• Neutral Sentiment: Market commentary asks whether PM is outperforming the Nasdaq — a broader-market comparison that may influence flow into/away from tobacco stocks but doesn’t change company fundamentals. Is Philip Morris Stock Outperforming the Nasdaq?
• Negative Sentiment: Insider selling: CEO Jacek Olczak sold 80,000 shares and CFO Emmanuel Babeau sold 33,800 shares (mid-February), reducing their holdings — an immediate negative signal to some investors and a likely contributor to near-term selling pressure. CEO Form 4 (SEC) CFO Form 4 (SEC) Emmanuel Babeau Sells 33,800 Shares

Insiders Place Their Bets

In related news, CFO Emmanuel Babeau sold 33,800 shares of the stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $181.61, for a total value of $6,138,418.00. Following the completion of the transaction, the chief financial officer owned 164,463 shares of the company’s stock, valued at approximately $29,868,125.43. This trade represents a 17.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Jacek Olczak sold 80,000 shares of Philip Morris International stock in a transaction dated 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 owned 632,344 shares of the company’s stock, valued at approximately $115,200,429.92. This represents a 11.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.13% of the company’s stock.

Philip Morris International Company 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.