Altria Group (NYSE:MO) Releases FY 2026 Earnings Guidance

Altria Group (NYSE:MO) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 5.560-5.72 for the period, compared to the consensus estimate of 5.620. The company issued revenue guidance of -.

Altria Group Price Performance

Shares of MO stock opened at $74.37 on Friday. Altria Group has a 12 month low of $54.70 and a 12 month high of $74.56. The firm has a market capitalization of $124.30 billion, a P/E ratio of 18.09, a P/E/G ratio of 2.91 and a beta of 0.48. The company’s fifty day moving average price is $66.70 and its two-hundred day moving average price is $62.68.

Altria Group (NYSE:MO) last issued its quarterly earnings data on Thursday, April 30th. The company reported $1.32 EPS for the quarter, topping analysts’ consensus estimates of $1.25 by $0.07. Altria Group had a net margin of 34.34% and a negative return on equity of 298.69%. The firm had revenue of $4.76 billion for the quarter, compared to analyst estimates of $4.58 billion. During the same quarter in the previous year, the business posted $1.23 EPS. The firm’s revenue was up 5.3% compared to the same quarter last year. Altria Group has set its FY 2026 guidance at 5.560-5.72 EPS. On average, sell-side analysts anticipate that Altria Group will post 5.62 EPS for the current year.

Altria Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Wednesday, March 25th were issued a $1.06 dividend. The ex-dividend date was Wednesday, March 25th. This represents a $4.24 dividend on an annualized basis and a yield of 5.7%. Altria Group’s payout ratio is currently 103.16%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on MO shares. Stifel Nicolaus boosted their price objective on shares of Altria Group from $68.00 to $77.00 and gave the stock a “buy” rating in a report on Friday. Argus upgraded shares of Altria Group to a “hold” rating in a research note on Tuesday, January 13th. Barclays upped their target price on shares of Altria Group from $57.00 to $63.00 and gave the company an “underweight” rating in a research note on Monday, February 23rd. Morgan Stanley set a $71.00 target price on shares of Altria Group in a research note on Friday. Finally, Jefferies Financial Group upped their target price on shares of Altria Group from $47.00 to $50.00 and gave the company an “underperform” rating in a research note on Wednesday, March 4th. Five analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $69.63.

Insider Transactions at Altria Group

In other Altria Group news, SVP Charles N. Whitaker sold 27,908 shares of the firm’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $67.57, for a total value of $1,885,743.56. Following the transaction, the senior vice president owned 180,869 shares of the company’s stock, valued at $12,221,318.33. This trade represents a 13.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.10% of the stock is owned by corporate insiders.

Altria Group News Summary

Here are the key news stories impacting Altria Group this week:

• Positive Sentiment: Q1 results beat and guidance intact — Altria topped revenue and EPS estimates, cited pricing and cost controls as drivers, and reconfirmed FY2026 EPS guidance, a key reason investors are buying the stock. Altria beats quarterly profit estimates
• Positive Sentiment: Analyst upgrade: Stifel raised its price target to $77 and kept a Buy rating, signaling incremental analyst confidence that supports the rally. Stifel raises PT to $77
• Positive Sentiment: Morgan Stanley highlights solid profit momentum and visibility from Altria’s pricing and portfolio; that institutional endorsement helped market sentiment. Morgan Stanley bullish note
• Positive Sentiment: Index/momentum attention — coverage noting an “S&P 500 moment” and recent share-price momentum has likely attracted passive and momentum flows into MO. Altria’s S&P 500 Moment
• Positive Sentiment: Income appeal — MO continues to be featured in low-risk/dividend lists, reinforcing demand from income-focused investors. Low-risk investment list
• Neutral Sentiment: Citigroup raised its target to $70 but kept a Neutral rating — signal of modestly improved fundamentals but still cautious relative to current levels. Citigroup PT update
• Neutral Sentiment: Corporate housekeeping: Altria will webcast its 2026 annual meeting — routine disclosure, minimal immediate price impact but relevant for shareholder engagement. Webcast of annual meeting
• Neutral Sentiment: Valuation/momentum checks — analysts and media note strong 1?year and 3?month returns and mixed earnings expectations; market is re-pricing income story vs. growth risks. Valuation check
• Negative Sentiment: Macro/inflation caution — some analysts warn inflation and macro uncertainty increase downside risk despite the dividend and pricing power; a few commentators downgraded or advocated caution. Inflation and macro risk concerns

Hedge Funds Weigh In On Altria Group

A number of large investors have recently bought and sold shares of MO. Brighton Jones LLC grew its position in Altria Group by 64.7% in the 4th quarter. Brighton Jones LLC now owns 17,702 shares of the company’s stock worth $926,000 after purchasing an additional 6,954 shares during the last quarter. Sivia Capital Partners LLC grew its position in Altria Group by 86.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 6,361 shares of the company’s stock worth $373,000 after purchasing an additional 2,946 shares during the last quarter. Schnieders Capital Management LLC. grew its position in Altria Group by 6.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,630 shares of the company’s stock worth $565,000 after purchasing an additional 618 shares during the last quarter. Gamco Investors INC. ET AL bought a new position in Altria Group in the 2nd quarter worth about $346,000. Finally, AXA S.A. bought a new position in Altria Group in the 2nd quarter worth about $5,752,000. Institutional investors own 57.41% of the company’s stock.

Altria Group Company Profile

Altria Group, Inc (NYSE: MO) is a U.S.-based consumer goods company whose principal business is the manufacture and sale of tobacco products. Headquartered in Richmond, Virginia, the company’s operations are focused primarily on the U.S. market and include the production, marketing and distribution of cigarettes, smokeless tobacco and cigars. Its flagship cigarette franchise in the United States is sold through its operating subsidiaries and is among the most recognizable cigarette brands in the country.

Altria’s principal operating businesses include Philip Morris USA (cigarettes), U.S.