HF Advisory Group LLC Buys 105,362 Shares of Philip Morris International Inc. $PM

HF Advisory Group LLC lifted its stake in Philip Morris International Inc. (NYSE:PM) by 543.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 124,758 shares of the company’s stock after buying an additional 105,362 shares during the quarter. Philip Morris International comprises 0.8% of HF Advisory Group LLC’s portfolio, making the stock its 21st biggest holding. HF Advisory Group LLC’s holdings in Philip Morris International were worth $20,011,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Marquette Asset Management LLC raised its stake in Philip Morris International by 1,677.8% during the 3rd quarter. Marquette Asset Management LLC now owns 160 shares of the company’s stock worth $26,000 after acquiring an additional 151 shares during the period. Dogwood Wealth Management LLC boosted its position in shares of Philip Morris International by 96.5% in the third quarter. Dogwood Wealth Management LLC now owns 167 shares of the company’s stock worth $27,000 after purchasing an additional 82 shares during the period. Measured Wealth Private Client Group LLC purchased a new stake in shares of Philip Morris International in the third quarter worth $32,000. FNY Investment Advisers LLC purchased a new stake in shares of Philip Morris International in the third quarter worth $33,000. Finally, McIlrath & Eck LLC bought a new stake in shares of Philip Morris International during the 2nd quarter valued at $36,000. 78.63% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Philip Morris International

In related news, CFO Emmanuel Babeau sold 33,800 shares of the firm’s stock in a transaction on Thursday, February 19th. The stock was 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 $29,868,125.43. This trade represents a 17.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Jacek Olczak sold 80,000 shares of Philip Morris International stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $182.18, for a total transaction of $14,574,400.00. Following the transaction, the chief executive officer directly owned 632,344 shares of the company’s stock, valued at $115,200,429.92. The trade was a 11.23% 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.

More Philip Morris International News

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

• Positive Sentiment: PM released its Value Report 2025 and introduced a Value Plan 2030+, reinforcing the company’s long-term strategy to shift away from cigarettes and support sustainable value creation; this underpins longer-term investor confidence. Philip Morris International Presents its Value Report 2025: change in motion
• Positive Sentiment: Recent commentary from growth-focused outlets argues PM’s smoke‑free transition and cash flow profile make it attractive for long-term growth investors and income seekers, supporting upside potential once near-term headwinds abate. Here is Why Growth Investors Should Buy Philip Morris (PM) Now
• Positive Sentiment: PM appears on lists of high-quality dividend names, highlighting the stock’s income appeal for buy‑and‑hold investors and helping support the share price during pullbacks. The Best Dividend Stocks to Buy and Hold Forever
• Neutral Sentiment: PM provided updates on its ongoing shift away from combustible cigarettes; this is strategic confirmation but does not remove near-term regulatory or tax risk that is driving current volatility. Philip Morris updates on its ‘industry-leading shift’ away from cigarettes
• Negative Sentiment: Reports say the FDA’s fast-track review for certain nicotine pouches — a key growth category for PM — has been delayed, removing a near-term regulatory catalyst for U.S. oral-nicotine expansion and prompting analysts to mark down near-term growth expectations. Philip Morris Stock Drops. Nicotine Pouches’ FDA Review Is Delayed, Report Says.
• Negative Sentiment: New April 1 policy changes (tobacco tax increases in Japan and restrictions on nicotine pouches in France) introduce short‑term volume and pricing uncertainty in key markets, prompting investors to re-price near‑term margin and shipment expectations. Philip Morris slides as new April 1 regulatory and tax changes add near-term uncertainty for smoke-free growth

Analyst Upgrades and Downgrades

PM has been the topic of a number of analyst reports. Needham & Company LLC lifted their target price on shares of Philip Morris International from $190.00 to $205.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Stifel Nicolaus set a $200.00 price target on Philip Morris International in a research note on Monday, February 9th. Barclays reissued an “overweight” rating and set a $205.00 price target on shares of Philip Morris International in a report on Monday, February 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Philip Morris International in a research note on Thursday, January 22nd. Finally, Morgan Stanley reiterated an “overweight” rating and set a $205.00 target price on shares of Philip Morris International in a research report on Monday, February 9th. Ten research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $196.83.

Philip Morris International Trading Down 4.5%

Shares of NYSE:PM opened at $157.85 on Thursday. The company has a market cap of $246.02 billion, a price-to-earnings ratio of 21.71, a PEG ratio of 1.88 and a beta of 0.38. Philip Morris International Inc. has a 12 month low of $142.11 and a 12 month high of $191.30. The company has a 50-day moving average price of $176.16 and a 200 day moving average price of $164.14.

Philip Morris International (NYSE:PM) last issued its quarterly earnings data on Friday, February 6th. The company reported $1.70 earnings per share for the quarter, hitting the consensus estimate 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 analysts’ expectations of $10.40 billion. During the same period in the previous year, the firm posted $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, equities analysts forecast that Philip Morris International Inc. will post 7.14 EPS for the current year.

Philip Morris International Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, April 13th. Stockholders of record on Thursday, March 19th will be given a dividend of $1.47 per share. The ex-dividend date of this dividend is Thursday, March 19th. This represents a $5.88 annualized dividend and a dividend yield of 3.7%. Philip Morris International’s payout ratio is currently 80.88%.

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.