Altria Group (MO)

Nov 10, 2026

This article compares Altria (MO) and Philip Morris International (PM), two tobacco giants with similar payout ratios but vastly different market valuations due to their business models. Altria offers a higher current yield but faces a shrinking U.S. cigarette market, while Philip Morris, with its focus on global smoke-free products, provides stronger dividend growth potential. The author helps retirees decide which dividend profile best fits their income goals: immediate cash from Altria or growth from Philip Morris.

Nov 10, 2026

M Holdings Securities Inc. acquired 10,855 shares of Philip Morris International (NYSE:PM) during the third quarter, valued at approximately $2.22 million. The stock holds a "Moderate Buy" consensus rating with an average price target of $212.40 from analysts. Philip Morris recently surpassed earnings and revenue estimates, reporting a 5.5% year-over-year revenue increase and raising its quarterly dividend to $1.60 per share.

Nov 9, 2026

The University of Texas Texas A&M Investment Management Co. significantly increased its stake in Altria Group (NYSE:MO) during the third quarter, purchasing 129,366 additional shares to hold a total of 223,537 shares valued at $15.3 million. This move comes as Altria reported strong quarterly earnings, beating revenue and EPS estimates, and raised its quarterly dividend to $1.11 per share, offering an annualized yield of about 5.8%. Despite a generally cautious analyst sentiment with an average "Hold" rating, the company's performance and dividend increases are highlighted as positive factors.

Nov 9, 2026

International Assets Investment Management LLC significantly reduced its stake in Altria Group (NYSE:MO) by 50.9% in the third quarter of 2026, selling over 35,000 shares. Despite this, other institutional investors increased their holdings, and Altria reported strong quarterly earnings of $1.52 EPS, surpassing analyst expectations, and raised its quarterly dividend to $1.11 per share. The company currently holds a consensus "Hold" rating from analysts with an average target price of $71.67.

Nov 9, 2026

Brighton Jones LLC significantly increased its stake in Altria Group, Inc. (NYSE:MO) by 67.2% in the third quarter of 2026, bringing its total holdings to 63,345 shares valued at approximately $4.27 million. This move comes as Altria reported strong third-quarter earnings, beating analyst expectations, and increased its quarterly dividend to $1.11 per share, offering a 5.8% yield. Institutional investors collectively own 57.41% of the tobacco giant's stock, with analysts maintaining a consensus "Hold" rating and an average price target of $71.67.

Nov 9, 2026

Philip Morris International Inc. (PM) stock forecasts highlight that combustibles continue to drive robust free cash flow, while the company's reduced-risk product portfolio, including heat sticks, vapes, and oral nicotine offerings, shows significant growth, primarily outside the US. The analysis, provided by Morningstar, notes PM's 2023 acquisition of Swedish Match further strengthens its market position.

Nov 9, 2026

The Peshawar High Court (PHC) has ruled that Federal Excise Duty (FED) cannot be imposed on green leaf or hand-stemmed tobacco unless it has undergone processing through a Green Leaf Threshing (GLT) unit. The court ordered the release of seized tobacco and a vehicle, setting aside tax demands and compulsory registration notices for Pak Hills Tobacco Company Pvt Ltd. This decision clarifies that hand-stemming does not constitute manufacturing for excise duty purposes, though other tax liabilities may still apply.

Nov 8, 2026

McDonald's has officially become a Dividend King, raising its dividend for the 50th consecutive year, with free cash flow comfortably covering the payout. While its U.S. traffic is currently sliding, the company's franchise model provides stable, high-margin cash flow. Despite some balance sheet leverage and increased interest expense, the company's strong dividend coverage and commitment to buybacks offer a cushion for income investors.

Nov 8, 2026

Automatic Data Processing (ADP) turned a $1,000 investment into approximately $4,147 over a decade, outperforming the S&P 500's return of $3,434 with dividends reinvested. The company's unique business model, which involves collecting payroll fees and investing client cash, contributed to this growth, with interest on client funds increasing by 15% to $329 million. Despite a strong performance, ADP's current valuation at 25 times forward earnings suggests limited upside, especially if interest rates decline or client retention falters.

Nov 8, 2026

Verizon (VZ) currently offers a 6.2% dividend yield, which might seem risky due to its $166 billion debt load. However, the company generated $18 billion in free cash flow over nine months, covering its $8.8 billion dividend twice. CEO Dan Schulman's strategy of reducing customer acquisition costs and new AI Connect contracts are expected to bolster future performance, making the dividend appear safe despite debt concerns and missed revenue expectations in Q3.

Nov 7, 2026

Calamos Advisors LLC increased its stake in Philip Morris International Inc. (NYSE:PM) by 8.4% during the third quarter, acquiring an additional 49,080 shares, bringing their total holdings to 630,905 shares valued at $120,389,000. Other institutional investors also made significant moves, with GQG Partners LLC acquiring a new stake worth over $8.2 billion. Philip Morris International recently reported strong quarterly earnings, surpassing analyst estimates, and increased its quarterly dividend.

Nov 7, 2026

Commonwealth Equity Services LLC reduced its stake in Altria Group, Inc. (NYSE:MO) by 9.4% in the third quarter, holding 1,170,667 shares valued at $78,833,000. Despite this reduction, other institutional investors increased their positions, and Altria Group recently reported strong Q3 2026 sales and an increased quarterly dividend. Analysts currently have a "Hold" consensus rating on the stock with an average target price of $71.67.

Nov 7, 2026

Chicago Partners Investment Group LLC significantly increased its stake in Altria Group, Inc. by 114.7% in the third quarter of 2026, bringing its total holdings to 40,640 shares valued at approximately $3.02 million. This move is part of a broader trend of institutional investors and hedge funds owning a substantial portion of Altria's stock, currently at 57.41%. The article also highlights Altria's positive Q3 earnings, increased quarterly dividend to $1.11 per share (5.8% yield), and analysts' consensus "Hold" rating with an average price target of $71.67.

Nov 7, 2026

Alps Advisors Inc. increased its stake in Altria Group (NYSE:MO) by 4.3% in the third quarter, acquiring an additional 21,572 shares to hold a total of 520,765 shares valued at approximately $35.1 million. Altria reported third-quarter EPS of $1.52 and revenue of $5.44 billion, both exceeding analyst expectations, and raised its quarterly dividend to $1.11 per share. Analyst ratings are mixed, with a consensus "Hold" and an average price target of $71.67.

Nov 6, 2026

Over the past decade, a $1,000 investment in PepsiCo with reinvested dividends would have grown to $1,776, largely due to dividend growth rather than stock price appreciation. This return significantly lagged the S&P 500, which would have turned the same investment into $3,443 on price alone. Despite the lagging share price and challenges in its North American market, PepsiCo remains an attractive option for income-focused investors due to its consistent dividend increases, now in its 54th consecutive year.

Nov 6, 2026

This article examines how an $800,000 portfolio split equally among Altria, Edison International, International Paper, and AT&T could generate over $44,000 in annual passive income. It details the yield and risks associated with each company, highlighting International Paper's weak dividend coverage and Edison International's wildfire liabilities, while noting Altria's high yield and AT&T's commitment to its dividend through 2028. The author emphasizes that steady cash flow from staggered quarterly payments is crucial for retirees.

Nov 5, 2026

British American Tobacco (LON:BATS) insider Tadeu Marroco recently purchased 3 shares of the company's stock for £135.99 on November 4th, adding to several previous buys in recent months. The stock traded up GBX 115 to GBX 4,759 during midday trading on Thursday, with analysts giving it a consensus "Moderate Buy" rating and an average price target of GBX 4,875. The company's shares have a 12-month range of GBX 3,794–5,368.

Nov 5, 2026

Associated Banc Corp recently acquired a new stake of 50,075 shares in Altria Group, Inc. (NYSE:MO) during the third quarter, valued at approximately $3.37 million. This purchase is part of broader institutional interest, with hedge funds and institutional investors collectively owning 57.41% of Altria's stock. The tobacco giant also reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend to $1.11 per share, reflecting a 5.7% annualized yield.

Nov 4, 2026

First Nebraska Trust Co acquired a new stake of 19,921 shares in Altria Group (NYSE:MO) during the third quarter, valued at approximately $1.34 million. Altria recently reported strong quarterly earnings, topping estimates with an EPS of $1.52 and revenue of $5.44 billion, and increased its quarterly dividend to $1.11 per share. Despite mixed analyst sentiment with a consensus "Hold" rating, institutional investors and hedge funds collectively own 57.41% of the company's stock.

Nov 3, 2026

This article compares Altria (MO) and Philip Morris International (PM) for retirees, highlighting their differing appeals. Altria offers a higher current dividend yield and trades at a steeper discount, making it attractive for immediate income. Philip Morris, however, boasts faster dividend growth, less leverage, and a stronger focus on smoke-free products, positioning it as a better long-term investment for income growth.

Nov 3, 2026

Cortland Associates Inc. MO reduced its stake in Philip Morris International Inc. by 2.9% in the third quarter of 2026, selling 5,482 shares while still holding 186,384 shares valued at $35.6 million. Philip Morris International reported strong quarterly earnings, beating estimates with an EPS of $2.36 and revenue of $11.44 billion, and increased its quarterly dividend to $1.60 per share. Analysts maintain a "Moderate Buy" consensus with an average price target of $209.70.

Nov 2, 2026

Barclays has increased its price target for Altria Group (NYSE:MO) to $60.00 from $58.00, though it maintains an "underweight" rating, implying a potential downside. Other analysts have varying ratings, with a consensus "Hold" and an average price target of $71.67. Altria recently surpassed quarterly expectations, reporting $1.52 EPS on $5.44 billion in revenue.

Nov 2, 2026

Altria Group Inc. (MO) stock fell 1.10% on Monday, closing at $77.17, despite a mixed trading session for the broader market. This decline broke a two-day winning streak for the company. The Dow Jones Industrial Average rose while the S&P 500 Index fell during the same period.

Nov 2, 2026

UBS Group has raised its price target for Altria Group (NYSE:MO) from $79.00 to $83.00, maintaining a "buy" rating on the stock. This new target suggests a potential upside of 6.37%. Other analysts have offered varying ratings, with the consensus being "Hold" and an average target price of $71.44.

Oct 30, 2026

Shares of Altria Group Inc. (MO) rose 1.67% to $78.03 on Friday, outperforming a generally down day for the stock market where the S&P 500 Index (SPX) fell 1.82% and the Dow Jones Industrial Average (DJIA) fell 1.09%. This marks the second consecutive day of gains for the stock.

Oct 30, 2026

Ashton Thomas Securities LLC significantly reduced its stake in Altria Group, Inc. by 76.5% in the third quarter, selling 17,592 shares and retaining 5,398 shares valued at $364,000. Despite this, Altria reported strong quarterly earnings of $1.52 EPS, beating estimates, and increased its quarterly dividend to $1.11 per share, equating to a 5.8% yield. The stock opened near its 12-month high at $76.66, reflecting positive sentiment driven by earnings beats, raised guidance, and pricing power, although long-term risks like declining cigarette consumption persist.

Oct 29, 2026

Altria Group, Inc. published its slide deck in conjunction with their 2026 Q3 earnings call. This presentation provides details relevant to their quarterly results, offering insights for investors and market analysts. The SA Transcripts team is responsible for compiling and sharing these earnings call transcripts and related developments.

Oct 29, 2026

Altria Group Inc. (NYSE: MO) reported better-than-expected third-quarter results, driven by higher pricing in its smokeable products segment, despite declines in cigarette shipment volume. The company raised its 2026 adjusted EPS guidance and expanded its share repurchase program, signaling confidence in its strategic investments and portfolio performance, particularly with the Marlboro brand. Altria also continues to face regulatory challenges and is investing in smoke-free products.

Oct 29, 2026

Altria Group has raised its full-year adjusted earnings forecast for 2026 to between $5.66 and $5.74 per share after beating analyst expectations in its third-quarter earnings. The tobacco maker reported adjusted earnings of $1.52 a share, up 4.8% from the previous year, surpassing the $1.51 anticipated by analysts. This updated guidance reflects strong performance, despite considerations for moderated e-vapor growth and economic uncertainty for consumers.

Oct 28, 2026

Altria Group has continued its streak of dividend increases, solidifying its position as a Dividend King, which keeps it a focal point for investors. The company's core cigarette brands, despite declining volumes, still generate substantial cash flow through strong pricing power, funding both dividends and the development of smoke-free alternatives. With fresh quarterly results anticipated, market attention will be on the pace of cigarette volume decline, resilient margins, and the progress of its smoke-free portfolio.