Philip Morris International Inc. $PM Holdings Boosted by Bollard Group LLC

Bollard Group LLC raised its stake in Philip Morris International Inc. (NYSE:PM) by 5.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 83,320 shares of the company’s stock after acquiring an additional 4,439 shares during the period. Bollard Group LLC’s holdings in Philip Morris International were worth $13,515,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Cannell & Spears LLC raised its position in shares of Philip Morris International by 1.1% during the 3rd quarter. Cannell & Spears LLC now owns 30,542 shares of the company’s stock worth $4,954,000 after purchasing an additional 329 shares during the period. Clear Street Group Inc. acquired a new position in Philip Morris International during the 3rd quarter valued at approximately $770,000. Atreides Management LP acquired a new position in Philip Morris International during the 3rd quarter valued at approximately $45,270,000. Ausdal Financial Partners Inc. grew its stake in Philip Morris International by 32.6% during the 3rd quarter. Ausdal Financial Partners Inc. now owns 17,519 shares of the company’s stock worth $2,842,000 after buying an additional 4,306 shares during the last quarter. Finally, Banco Bilbao Vizcaya Argentaria S.A. increased its position in Philip Morris International by 43.5% in the third quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 41,997 shares of the company’s stock worth $6,812,000 after buying an additional 12,727 shares during the period. 78.63% of the stock is owned by institutional investors.

Philip Morris International Stock Performance

PM opened at $174.52 on Friday. The company has a market capitalization of $271.67 billion, a PE ratio of 24.00, a P/E/G ratio of 1.99 and a beta of 0.38. The stock’s fifty day moving average is $176.24 and its 200-day moving average is $164.12. Philip Morris International Inc. has a one year low of $142.11 and a one year high of $191.30.

Philip Morris International (NYSE:PM) last released its earnings results on Friday, February 6th. The company reported $1.70 EPS for the quarter, hitting analysts’ consensus estimates of $1.70. The business had revenue of $10.36 billion for the quarter, compared to the consensus estimate of $10.40 billion. Philip Morris International had a net margin of 12.09% and a negative return on equity of 130.95%. The business’s revenue for the quarter was up 6.8% on a year-over-year basis. During the same period in the previous year, the firm earned $1.55 EPS. 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. On average, equities research analysts forecast that Philip Morris International Inc. will post 7.14 EPS for the current fiscal year.

Philip Morris International Dividend Announcement

The business also recently disclosed 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. This represents a $5.88 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date is Thursday, March 19th. Philip Morris International’s dividend payout ratio is 80.88%.

Insider Buying and Selling at Philip Morris International

In other news, CEO Jacek Olczak sold 80,000 shares of the firm’s 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 completion of the sale, the chief executive officer directly owned 632,344 shares of the company’s stock, valued at $115,200,429.92. This trade represents a 11.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Emmanuel Babeau sold 33,800 shares of Philip Morris International 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 transaction, the chief financial officer owned 164,463 shares in the company, valued at $29,868,125.43. The trade was a 17.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.13% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on PM shares. Jefferies Financial Group cut Philip Morris International from a “buy” rating to a “hold” rating and cut their target price for the company from $220.00 to $180.00 in a research note on Tuesday, January 20th. Needham & Company LLC upped their price target on shares of Philip Morris International from $190.00 to $205.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Morgan Stanley reiterated an “overweight” rating and issued a $205.00 price objective on shares of Philip Morris International in a research report on Monday, February 9th. Stifel Nicolaus set a $200.00 target price on shares of Philip Morris International in a research note on Monday, February 9th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Philip Morris International from $190.00 to $185.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. Ten analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Philip Morris International currently has an average rating of “Moderate Buy” and an average target price of $196.83.

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.