Altria Group, Inc. $MO Shares Sold by Intact Investment Management Inc.

Intact Investment Management Inc. lessened its holdings in Altria Group, Inc. (NYSE:MO) by 5.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 137,700 shares of the company’s stock after selling 8,390 shares during the quarter. Intact Investment Management Inc.’s holdings in Altria Group were worth $7,940,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of MO. Brighton Jones LLC increased its holdings 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 buying an additional 6,954 shares during the period. Sivia Capital Partners LLC increased its holdings 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 buying an additional 2,946 shares during the period. Schnieders Capital Management LLC. increased its holdings 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 buying an additional 618 shares during the period. Gamco Investors INC. ET AL acquired a new position in Altria Group in the 2nd quarter worth approximately $346,000. Finally, AXA S.A. acquired a new position in Altria Group in the 2nd quarter worth approximately $5,752,000. Institutional investors and hedge funds own 57.41% of the company’s stock.

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

Insider Transactions at Altria Group

In related news, SVP Charles N. Whitaker sold 27,908 shares of Altria Group stock in a transaction on 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 sale, the senior vice president owned 180,869 shares of the company’s stock, valued at approximately $12,221,318.33. This trade represents a 13.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

MO has been the topic of several research reports. Morgan Stanley set a $71.00 price target on shares of Altria Group in a report on Friday. Citigroup increased their price target on shares of Altria Group from $65.00 to $70.00 and gave the stock a “neutral” rating in a report on Friday. Jefferies Financial Group raised their price objective on shares of Altria Group from $47.00 to $50.00 and gave the stock an “underperform” rating in a research note on Wednesday, March 4th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $77.00 price objective on shares of Altria Group in a research note on Thursday. Finally, Barclays raised 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. Five research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $69.63.

Altria Group Price Performance

Shares of NYSE MO opened at $74.37 on Monday. The stock has a market capitalization of $124.19 billion, a price-to-earnings ratio of 15.56, a PEG ratio of 2.96 and a beta of 0.48. Altria Group, Inc. has a 12 month low of $54.70 and a 12 month high of $74.56. The firm’s 50 day simple moving average is $66.70 and its 200-day simple moving average is $62.65.

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. The business had revenue of $4.76 billion for the quarter, compared to analysts’ expectations of $4.58 billion. Altria Group had a net margin of 34.34% and a negative return on equity of 298.69%. The business’s revenue was up 5.3% on a year-over-year basis. During the same quarter last year, the company earned $1.23 EPS. Altria Group has set its FY 2026 guidance at 5.560-5.72 EPS. Analysts anticipate that Altria Group, Inc. will post 5.66 earnings per share for the current fiscal year.

Altria Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Wednesday, March 25th were paid a dividend of $1.06 per share. The ex-dividend date of this dividend was Wednesday, March 25th. This represents a $4.24 dividend on an annualized basis and a dividend yield of 5.7%. Altria Group’s dividend payout ratio (DPR) is presently 88.70%.

About Altria Group

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.