Tokio Marine Asset Management Co. Ltd. Has $27.32 Million Stock Position in Philip Morris International Inc. $PM

Tokio Marine Asset Management Co. Ltd. raised its holdings in Philip Morris International Inc. (NYSE:PM) by 5.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 170,341 shares of the company’s stock after acquiring an additional 9,293 shares during the period. Philip Morris International accounts for 0.9% of Tokio Marine Asset Management Co. Ltd.’s portfolio, making the stock its 16th largest position. Tokio Marine Asset Management Co. Ltd.’s holdings in Philip Morris International were worth $27,323,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Wealth Enhancement Advisory Services LLC grew its holdings in Philip Morris International by 10.3% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 549,481 shares of the company’s stock valued at $84,922,000 after buying an additional 51,399 shares during the last quarter. Schroder Investment Management Group grew its holdings in Philip Morris International by 10.2% in the 3rd quarter. Schroder Investment Management Group now owns 302,173 shares of the company’s stock valued at $49,251,000 after buying an additional 27,979 shares during the last quarter. Trajan Wealth LLC grew its holdings in shares of Philip Morris International by 31.2% during the 3rd quarter. Trajan Wealth LLC now owns 132,295 shares of the company’s stock worth $21,458,000 after purchasing an additional 31,490 shares in the last quarter. Dynasty Wealth Management LLC grew its holdings in shares of Philip Morris International by 53.0% during the 3rd quarter. Dynasty Wealth Management LLC now owns 27,772 shares of the company’s stock worth $4,505,000 after purchasing an additional 9,622 shares in the last quarter. Finally, Stratos Wealth Partners LTD. grew its holdings in shares of Philip Morris International by 23.6% during the 3rd quarter. Stratos Wealth Partners LTD. now owns 43,926 shares of the company’s stock worth $7,125,000 after purchasing an additional 8,392 shares in the last quarter. Institutional investors and hedge funds own 78.63% of the company’s stock.

Philip Morris International News Summary

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

• Positive Sentiment: FDA renews MRTP authorization for IQOS, allowing PMI to continue communicating reduced-exposure claims to adult smokers in the U.S.; this preserves a competitive advantage in heat-not-burn products and supports the company’s smoke-free growth narrative. BusinessWire Article Financial Post Article
• Positive Sentiment: Analyst/commentary notes potential for Q1 EPS upside and short-term positive earnings reaction — investors may be positioning ahead of/after Q1 results for a possible beat-driven move. Seeking Alpha Article
• Positive Sentiment: Brokerage consensus remains constructive (consensus “Moderate Buy”), supporting demand for the shares among institutional holders. AmericanBankingNews Article
• Neutral Sentiment: Street previews and model-tracker pieces flag Q1 results and key operating metrics to watch (volume/mix, pricing, smoke-free sales) — these items are driving near-term focus but not a clear directional surprise consensus. Yahoo Finance Article Zacks Article
• Neutral Sentiment: New commercial tie-up with Ferrari Hypersail is a branding/partnership play — positive for marketing but unlikely to move fundamentals materially in the near term. Yahoo Finance Partnership Article
• Negative Sentiment: UBS flags that FY2026 sales growth could be under pressure, which is a reminder of potential top-line/headwind risks even as margins/pricing stabilize — a risk for forward guidance and multiple expansion. Yahoo/UBS Article

Philip Morris International Price Performance

Shares of PM stock opened at $157.90 on Friday. The stock’s fifty day simple moving average is $171.64 and its 200 day simple moving average is $163.79. The firm has a market cap of $246.09 billion, a price-to-earnings ratio of 21.72, a P/E/G ratio of 1.87 and a beta of 0.43. Philip Morris International Inc. has a one year low of $142.11 and a one year high of $191.30.

Philip Morris International (NYSE:PM) last announced its quarterly earnings results on Friday, February 6th. The company reported $1.70 EPS for the quarter, meeting the consensus estimate of $1.70. The business had revenue of $10.36 billion for the quarter, compared to analyst estimates of $10.40 billion. Philip Morris International had a negative return on equity of 130.95% and a net margin of 12.09%.Philip Morris International’s quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.55 EPS. 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 anticipate 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 declared a quarterly dividend, which was paid on Monday, April 13th. Investors of record on Thursday, March 19th were paid a $1.47 dividend. The ex-dividend date of this dividend was Thursday, March 19th. This represents a $5.88 annualized dividend and a yield of 3.7%. Philip Morris International’s payout ratio is currently 80.88%.

Analyst Ratings Changes

Several analysts have recently weighed in on PM shares. Morgan Stanley decreased their price objective on Philip Morris International from $205.00 to $190.00 and set an “overweight” rating on the stock in a report on Friday. Weiss Ratings reissued a “buy (b)” rating on shares of Philip Morris International in a report on Thursday, January 22nd. Needham & Company LLC decreased their price objective on Philip Morris International from $205.00 to $200.00 and set a “buy” rating on the stock in a report on Monday, April 13th. Wall Street Zen lowered Philip Morris International from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Finally, Barclays reissued an “overweight” rating and set a $205.00 price objective on shares of Philip Morris International in a report on Monday, February 23rd. Ten investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Philip Morris International presently has a consensus rating of “Moderate Buy” and a consensus target price of $192.56.

Insider Buying and Selling at Philip Morris International

In related news, CEO Jacek Olczak sold 80,000 shares of the business’s stock in a transaction 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 sale, the chief executive officer owned 632,344 shares of the company’s stock, valued at $115,200,429.92. The trade was a 11.23% decrease in their position. The sale 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 the business’s stock in a transaction on 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 sale, the chief financial officer directly owned 164,463 shares in the company, valued at approximately $29,868,125.43. This represents a 17.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.13% of the stock is owned by insiders.

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.