Philip Morris International Inc. $PM Shares Sold by TIAA Trust National Association

TIAA Trust National Association decreased its stake in Philip Morris International Inc. (NYSE:PM) by 25.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 103,503 shares of the company’s stock after selling 35,941 shares during the period. TIAA Trust National Association’s holdings in Philip Morris International were worth $16,788,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Legacy Investment Solutions LLC bought a new position in shares of Philip Morris International during the second quarter worth about $25,000. Traub Capital Management LLC acquired a new stake in shares of Philip Morris International in the second quarter valued at approximately $25,000. Marquette Asset Management LLC increased its stake in shares of Philip Morris International by 1,677.8% in the third quarter. Marquette Asset Management LLC now owns 160 shares of the company’s stock valued at $26,000 after purchasing an additional 151 shares during the period. Dogwood Wealth Management LLC raised its holdings in shares of 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 buying an additional 82 shares during the last quarter. Finally, Estabrook Capital Management acquired a new position in shares of Philip Morris International during the second quarter worth approximately $30,000. 78.63% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms recently commented on PM. Morgan Stanley restated an “overweight” rating and issued a $205.00 target price on shares of Philip Morris International in a research report on Monday, February 9th. Stifel Nicolaus set a $200.00 price target on Philip Morris International in a report on Monday, February 9th. Wall Street Zen lowered shares of Philip Morris International from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. JPMorgan Chase & Co. dropped their price target on shares of Philip Morris International from $190.00 to $185.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 26th. Finally, Needham & Company LLC upped their price target 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 research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Philip Morris International presently has an average rating of “Moderate Buy” and an average price target of $196.83.

Key Stories 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

Philip Morris International Trading Down 0.5%

NYSE:PM opened at $186.55 on Friday. The company has a 50-day moving average of $173.71 and a 200-day moving average of $163.78. Philip Morris International Inc. has a twelve month low of $142.11 and a twelve month high of $191.30. The firm has a market cap of $290.40 billion, a price-to-earnings ratio of 25.66, a price-to-earnings-growth ratio of 2.14 and a beta of 0.39.

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

Philip Morris International Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Friday, December 26th were given 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 dividend yield of 3.2%. Philip Morris International’s payout ratio is 80.88%.

Insider Buying and Selling at Philip Morris International

In other Philip Morris International news, CEO Jacek Olczak sold 80,000 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $182.18, for a total transaction of $14,574,400.00. Following the completion of the sale, the chief executive officer directly owned 632,344 shares of the company’s stock, valued at approximately $115,200,429.92. This represents a 11.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Emmanuel Babeau sold 33,800 shares of Philip Morris International 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 completion of the transaction, the chief financial officer directly owned 164,463 shares in the company, valued at approximately $29,868,125.43. This trade represents a 17.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.13% of the company’s stock.

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.