Councilmark Asset Management LLC Buys Shares of 20,430 Philip Morris International Inc. $PM

Councilmark Asset Management LLC purchased a new position in Philip Morris International Inc. (NYSE:PM) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 20,430 shares of the company’s stock, valued at approximately $3,696,000. Philip Morris International accounts for 2.0% of Councilmark Asset Management LLC’s holdings, making the stock its 15th largest position.

Other large investors also recently modified their holdings of the company. AG Campbell Advisory LLC acquired a new position in Philip Morris International during the 4th quarter valued at $25,000. Caitong International Asset Management Co. Ltd acquired a new stake in Philip Morris International in the 2nd quarter worth $29,000. Portfolio Resources Advisor Group Inc. bought a new position in shares of Philip Morris International during the 4th quarter worth about $26,000. Vermillion Wealth Management Inc. increased its holdings in shares of Philip Morris International by 146.5% during the 1st quarter. Vermillion Wealth Management Inc. now owns 175 shares of the company’s stock worth $29,000 after purchasing an additional 104 shares during the period. Finally, Safe Harbor Fiduciary LLC acquired a new position in shares of Philip Morris International during the fourth quarter valued at about $29,000. 78.63% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Stifel Nicolaus lifted their target price on 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 reiterated a “buy (b)” rating on shares of Philip Morris International in a research report on Monday, August 17th. Needham & Company LLC lifted their price objective on Philip Morris International from $200.00 to $215.00 and gave the stock a “buy” rating in a report on Thursday, July 23rd. Bank of America restated a “buy” rating on shares of Philip Morris International in a research report on Thursday, May 21st. Finally, Citigroup upped their target price on Philip Morris International from $210.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Ten investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $205.89.

Philip Morris International News Roundup

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

• Positive Sentiment: FDA authorization strengthens ZYN growth prospects. The FDA authorized 11 ZYN ULTRA nicotine-pouch products, expanding PM’s U.S. smoke-free portfolio and supporting its longer-term shift away from combustible tobacco. Smoke-free products, led by ZYN and IQOS, now account for more than 41% of revenue, offering a potential multiyear growth runway. Philip Morris’ ZYN ULTRA FDA Authorization Strengthens Smoke-Free Push
• Positive Sentiment: Manufacturing agreements with Altria may improve efficiency. PM and Altria entered reciprocal contract-manufacturing arrangements involving cigarette production. The agreements should increase operational flexibility and manufacturing efficiency, with initial shipments expected in 2027. The partnership may provide longer-term cost and supply-chain benefits for PM, despite limited near-term earnings impact. Altria and Philip Morris International Sign Contract Manufacturing Deals
• Positive Sentiment: Pricing power and shareholder returns remain supportive. PM’s portfolio spans IQOS, ZYN, VEEV One, and Marlboro, helping it maintain premium pricing amid uncertain economic conditions. Analysts highlight strong free cash flow, lower debt leverage, and the possibility of another dividend increase in September. Philip Morris: Big Tobacco With High-Growth Smoke-Free Assets
• Neutral Sentiment: Near-term financial impact from the Altria deal is expected to be limited. Both companies said the manufacturing arrangements are not expected to materially affect 2026 results, so investors may need to wait until 2027 for measurable benefits. Altria vs. Philip Morris: What the New Manufacturing Deal Means for Investors
• Negative Sentiment: Valuation leaves less room for disappointment. PM’s smoke-free growth and defensive cash flows have attracted a premium valuation, creating downside risk if product adoption, regulatory momentum, or earnings growth falls short of expectations.

Philip Morris International Stock Up 1.3%

NYSE:PM opened at $194.00 on Wednesday. Philip Morris International Inc. has a 12-month low of $142.11 and a 12-month high of $207.76. The firm has a market capitalization of $302.36 billion, a PE ratio of 27.87, a price-to-earnings-growth ratio of 2.31 and a beta of 0.38. The firm has a 50-day moving average price of $186.42 and a 200 day moving average price of $178.55.

Philip Morris International (NYSE:PM) last released its quarterly earnings data on Wednesday, July 22nd. The company reported $2.20 earnings per share for the quarter, beating analysts’ consensus estimates of $2.05 by $0.15. Philip Morris International had a negative return on equity of 163.41% and a net margin of 11.06%.The company had revenue of $11.19 billion for the quarter, compared to the consensus estimate of $10.60 billion. During the same period in the previous year, the business earned $1.89 earnings per share. The company’s quarterly revenue was up 10.4% on a year-over-year basis. Philip Morris International has set its Q3 2026 guidance at 2.200-2.25 EPS. On average, research analysts expect that Philip Morris International Inc. will post 8.33 EPS for the current year.

Philip Morris International Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, July 20th. Shareholders of record on Thursday, June 25th were given a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date was Thursday, June 25th. Philip Morris International’s dividend payout ratio is 84.48%.

About Philip Morris International

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.