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

Altria Group (NYSE:MO) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 5.560-5.720 for the period, compared to the consensus estimate of 5.590. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

MO has been the subject of a number of research reports. Argus upgraded Altria Group to a “hold” rating in a research note on Tuesday, January 13th. Weiss Ratings restated a “buy (b)” rating on shares of Altria Group in a research report on Wednesday, October 8th. Finally, UBS Group lifted their price objective on shares of Altria Group from $63.00 to $67.00 and gave the company a “buy” rating in a research report on Monday. Five research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $63.00.

Altria Group Stock Performance

Shares of NYSE MO opened at $59.78 on Friday. Altria Group has a 1 year low of $50.08 and a 1 year high of $68.60. The firm has a market cap of $100.34 billion, a P/E ratio of 11.41, a PEG ratio of 3.49 and a beta of 0.47. The stock has a fifty day moving average price of $59.01 and a two-hundred day moving average price of $61.72.

Altria Group (NYSE:MO) last announced its quarterly earnings data on Thursday, January 29th. The company reported $1.30 earnings per share for the quarter, missing the consensus estimate of $1.32 by ($0.02). The firm had revenue of $5.08 billion during the quarter, compared to analyst estimates of $5.02 billion. Altria Group had a net margin of 37.89% and a negative return on equity of 319.43%. The company’s quarterly revenue was down .5% compared to the same quarter last year. During the same quarter last year, the company earned $1.30 EPS. On average, research analysts predict that Altria Group will post 5.32 earnings per share for the current fiscal year.

Altria Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 26th were issued a $1.06 dividend. This represents a $4.24 dividend on an annualized basis and a dividend yield of 7.1%. The ex-dividend date was Friday, December 26th. Altria Group’s payout ratio is presently 80.92%.

Altria Group announced that its board has approved a stock repurchase plan on Thursday, October 30th that allows the company to buyback $2.00 billion in shares. This buyback authorization allows the company to purchase up to 1.9% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s board of directors believes its shares are undervalued.

Altria Group News Roundup

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

• Positive Sentiment: Management issued 2026 EPS guidance of 5.56–5.72, which sits around sell?side expectations and signals confidence that price increases and cost discipline will support profit growth. Altria forecasts 2026 profit above estimates (Reuters)
• Positive Sentiment: Analyst support: UBS lifted Altria’s price target and kept a buy rating, which can attract buyers and temper downside after the quarter. UBS lifts price target (MSN)
• Positive Sentiment: Dividend and capital return remain supportive: management reiterated dividend growth and continued buybacks; the company highlights on! pouch growth and integration of NJOY as potential offset to cigarette declines. This underpins income investor demand. Is Altria becoming more than an income stock? (MarketBeat)
• Neutral Sentiment: Top?line was essentially stable: Q4 revenue (~$5.08B) was roughly in line with expectations even as EPS was flat year?over?year, suggesting resilient pricing but limited near?term growth upside. Q4 and FY2025 results (BusinessWire)
• Neutral Sentiment: Corporate governance update: the board expanded and named Salvatore Mancuso as a director; this is notable but not an immediate earnings driver. Board expansion and new director (TipRanks)
• Negative Sentiment: Q4 EPS missed estimates by $0.02 and cigarette shipment volumes declined — smokeable revenue weakness remains the main headwind despite price increases. That volume trend is the key near?term risk to organic growth. Earnings fall short amid lower cigarette sales (AP) Q4 earnings lag estimates (Zacks)
• Negative Sentiment: Balance?sheet/metrics watch: company filings flagged leverage levels and public summaries showed a negative reported ROE (driven by accounting and capital returns), which may worry some investors focused on capital structure and credit metrics. Filings highlight leverage (TipRanks)

Hedge Funds Weigh In On Altria Group

A number of hedge funds have recently modified their holdings of MO. Marshall Wace LLP raised its position in shares of Altria Group by 286.7% during the third quarter. Marshall Wace LLP now owns 4,479,699 shares of the company’s stock worth $295,929,000 after purchasing an additional 3,321,262 shares during the period. Freestone Grove Partners LP purchased a new position in Altria Group during the 3rd quarter worth approximately $89,460,000. AQR Capital Management LLC boosted its holdings in shares of Altria Group by 13.5% during the third quarter. AQR Capital Management LLC now owns 5,272,845 shares of the company’s stock worth $346,373,000 after purchasing an additional 629,031 shares during the period. Man Group plc increased its stake in Altria Group by 938.5% in the 3rd quarter. Man Group plc now owns 613,353 shares of the company’s stock valued at $40,518,000 after buying an additional 554,290 shares during the period. Finally, Worldquant Millennium Advisors LLC purchased a new stake in Altria Group in the 2nd quarter worth approximately $29,424,000. 57.41% of the stock is currently owned by institutional investors and hedge funds.

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.