Three Seasons Wealth LLC Acquires New Stake in Altria Group, Inc. $MO

Three Seasons Wealth LLC bought a new position in Altria Group, Inc. (NYSE:MO) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 13,744 shares of the company’s stock, valued at approximately $807,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. ERn Financial LLC boosted its stake in Altria Group by 4.3% during the fourth quarter. ERn Financial LLC now owns 4,607 shares of the company’s stock valued at $266,000 after buying an additional 188 shares in the last quarter. Nisa Investment Advisors LLC raised its position in Altria Group by 3.6% in the fourth quarter. Nisa Investment Advisors LLC now owns 594,510 shares of the company’s stock worth $34,916,000 after acquiring an additional 20,863 shares in the last quarter. Cobblestone Asset Management LLC raised its position in Altria Group by 3.8% in the fourth quarter. Cobblestone Asset Management LLC now owns 11,091 shares of the company’s stock worth $639,000 after acquiring an additional 403 shares in the last quarter. ACT Wealth Management LLC lifted its holdings in Altria Group by 10.4% in the 4th quarter. ACT Wealth Management LLC now owns 5,326 shares of the company’s stock valued at $307,000 after acquiring an additional 501 shares during the last quarter. Finally, Shrier Wealth Management LLC acquired a new stake in Altria Group in the 4th quarter valued at about $1,146,000. 57.41% of the stock is owned by institutional investors.

Insider Activity

In other news, SVP Charles N. Whitaker sold 27,908 shares of the firm’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $67.57, for a total value of $1,885,743.56. Following the completion of the sale, 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 filing with the SEC, which is available at this link. 0.08% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

MO has been the topic of several recent research reports. Barclays lifted their price objective on shares of Altria Group from $57.00 to $63.00 and gave the stock an “underweight” rating in a research note on Monday, February 23rd. Argus upgraded shares of Altria Group to a “hold” rating in a report on Tuesday, January 13th. Stifel Nicolaus decreased their price target on shares of Altria Group from $72.00 to $68.00 and set a “buy” rating on the stock in a research report on Friday, January 30th. UBS Group upped their price target on Altria Group from $67.00 to $74.00 and gave the company a “buy” rating in a report on Monday, March 9th. Finally, Jefferies Financial Group increased their price objective on Altria Group from $47.00 to $50.00 and gave the company an “underperform” rating in a research report on Wednesday, March 4th. Five analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Altria Group presently has an average rating of “Hold” and an average target price of $65.75.

Altria Group Price Performance

Shares of MO opened at $65.95 on Wednesday. The company has a 50-day moving average of $65.80 and a two-hundred day moving average of $62.49. The stock has a market cap of $110.27 billion, a price-to-earnings ratio of 16.05, a PEG ratio of 2.86 and a beta of 0.45. Altria Group, Inc. has a one year low of $52.82 and a one year high of $70.51.

Altria Group (NYSE:MO) last released its quarterly earnings results on Thursday, January 29th. The company reported $1.30 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.32 by ($0.02). Altria Group had a net margin of 29.84% and a negative return on equity of 287.61%. The firm had revenue of $5.08 billion for the quarter, compared to analyst estimates of $5.02 billion. During the same quarter in the prior year, the firm earned $1.30 EPS. The firm’s revenue was down .5% compared to the same quarter last year. Analysts anticipate that Altria Group, Inc. will post 5.32 earnings per share for the current year.

Altria Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Wednesday, March 25th will be issued a $1.06 dividend. The ex-dividend date is Wednesday, March 25th. This represents a $4.24 dividend on an annualized basis and a dividend yield of 6.4%. Altria Group’s dividend payout ratio is presently 103.16%.

Trending Headlines about Altria Group

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

• Positive Sentiment: FDA pilot authorization and national rollout of on! PLUS nicotine pouches positions Altria in regulated, smoke?free oral nicotine growth channels — a potential long?term revenue diversification catalyst. FDA Pilot Approval of on! PLUS Nicotine Pouches Could Be A Game Changer For Altria Group (MO)
• Positive Sentiment: Altria is expanding retail distribution of on! PLUS, supporting near?term sales momentum for its smoke?free product push. Altria Group Expands Distribution of on! Plus Nicotine Pouch
• Positive Sentiment: Technical/relative strength signals: Altria earned an 81 RS rating in a recent screen, which can attract momentum and income?focused buyers. Stocks showing rising market leadership: Altria Group earns 81 RS rating
• Positive Sentiment: Dividend appeal remains strong — coverage in income/dividend screens and commentary about Altria’s high yield supports investor interest in the name as a defensive income stock. Up More Than 12% This Year, Is This Dividend Stock With an Ultra-High Yield a No-Brainer Buy?
• Neutral Sentiment: Valuation debates: analysts and commentary are re?assessing MO’s valuation now that on! PLUS is nationwide; some see a valuation discount driven by legal and category competition risk. Assessing Altria Group’s (MO) Valuation As On! PLUS Nicotine Pouches Roll Out Nationwide
• Negative Sentiment: Major legal overhang: a federal judge allowed antitrust class actions tied to Altria’s past Juul investment to proceed to trial, broadening potential damages exposure and investor uncertainty. This is the primary near?term negative catalyst pressuring the stock. Altria Faces Juul Antitrust Trials As Valuation Discount Draws Attention
• Negative Sentiment: Underperformance vs. peers and commentary on long?term product diversification risk (on! still faces stiff competition) add to caution among some investors. Altria Group Inc. stock underperforms Tuesday when compared to competitors The Major Long-Term Risk Facing Altria Stock in 2026

Altria Group 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.