National Pension Service Increases Stock Holdings in Philip Morris International Inc. $PM

National Pension Service increased its stake in shares of Philip Morris International Inc. (NYSE:PM) by 3.3% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 3,732,937 shares of the company’s stock after acquiring an additional 120,021 shares during the quarter. National Pension Service’s holdings in Philip Morris International were worth $675,326,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the stock. AG Campbell Advisory LLC bought a new stake in shares of Philip Morris International in the 4th quarter worth $25,000. Portfolio Resources Advisor Group Inc. bought a new position in shares of Philip Morris International during the fourth quarter valued at about $26,000. Vermillion Wealth Management Inc. lifted its position in shares of Philip Morris International by 146.5% during the first quarter. Vermillion Wealth Management Inc. now owns 175 shares of the company’s stock valued at $29,000 after purchasing an additional 104 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Philip Morris International during the second quarter worth about $29,000. Finally, Safe Harbor Fiduciary LLC purchased a new position in Philip Morris International during the fourth quarter worth about $29,000. 78.63% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on PM. Stifel Nicolaus lifted their target price on shares of Philip Morris International from $195.00 to $205.00 and gave the stock a “buy” rating in a research report on Thursday, July 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Philip Morris International in a research report on Monday, August 17th. UBS Group lifted their price target on Philip Morris International from $168.00 to $182.00 and gave the stock a “neutral” rating in a report on Thursday, July 2nd. Bank of America reissued a “buy” rating on shares of Philip Morris International in a research report on Thursday, May 21st. Finally, Morgan Stanley upped their price objective on Philip Morris International from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Ten research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $205.89.

Philip Morris International Trading Up 0.5%

Philip Morris International stock opened at $185.71 on Thursday. The company has a market cap of $289.45 billion, a price-to-earnings ratio of 26.68, a PEG ratio of 2.37 and a beta of 0.37. The business’s 50 day simple moving average is $188.25 and its 200 day simple moving average is $178.77. Philip Morris International Inc. has a 12 month low of $142.11 and a 12 month high of $207.76.

Philip Morris International (NYSE:PM) last issued its quarterly earnings results on Wednesday, July 22nd. The company reported $2.20 EPS for the quarter, beating analysts’ consensus estimates of $2.05 by $0.15. The firm had revenue of $11.19 billion for the quarter, compared to analysts’ expectations of $10.60 billion. Philip Morris International had a negative return on equity of 163.41% and a net margin of 11.06%.The business’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.89 EPS. Philip Morris International has set its Q3 2026 guidance at 2.200-2.25 EPS. As a group, equities research analysts forecast that Philip Morris International Inc. will post 8.39 earnings per share for the current fiscal year.

Trending Headlines about Philip Morris International

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

• Positive Sentiment: Higher 2026 earnings outlook: Philip Morris raised its 2026 adjusted diluted EPS forecast to $8.35-$8.50, with the increase attributed to currency tailwinds rather than a change to its underlying operational outlook. The guidance supports investor confidence and is above the company’s previous expectations. Philip Morris Raises 2026 Earnings Guidance Amid Currency Tailwinds
• Positive Sentiment: ZYN portfolio expansion: PMI’s U.S. business is broadening ZYN with new 1.5 mg and 8 mg strengths, the higher-moisture ZYN ULTRA line, additional flavors and formats, and more pouches per can. The expanded range could attract more legal-age adult nicotine consumers and support volume growth. PMI U.S. Expands ZYN Portfolio to Offer Adults More Smoke-Free Choices
• Positive Sentiment: Regulatory support for nicotine pouches: FDA authorization for 11 ZYN products, including higher-strength ZYN ULTRA offerings, strengthens PMI’s position in the fast-growing U.S. nicotine-pouch market and provides a foundation for scaling production after substantial manufacturing investments. FDA Authorization Expands Philip Morris’s Zyn Bet, Can It Pay Off?
• Neutral Sentiment: Execution remains important: The ZYN rollout is strategically favorable, but the earnings benefit will depend on consumer adoption, manufacturing capacity and the company’s ability to convert product expansion into sustainable sales and profit growth.

Philip Morris International Profile

Philip Morris International Inc is a global tobacco and nicotine company headquartered in Stamford, Connecticut. The company develops, manufactures and markets cigarettes, smoke-free products, nicotine products and related consumer offerings in markets around the world.

Its portfolio includes internationally recognized cigarette brands such as Marlboro, Parliament, L&M and Chesterfield. PMI is also expanding beyond traditional cigarettes through heated-tobacco products, including IQOS, e-vapor products such as VEEV, and oral nicotine products including ZYN, which became part of the company’s portfolio following its acquisition of Swedish Match.

Philip Morris International was established as an independent company in 2008 after being separated from Altria Group, whose U.S.