Shares of Altria Group, Inc. (NYSE:MO – Get Free Report) have been given a consensus rating of “Hold” by the twelve analysts that are covering the stock, MarketBeat Ratings reports. Two investment analysts have rated the stock with a sell recommendation, five have assigned a hold recommendation and five have issued a buy recommendation on the company. The average twelve-month price target among brokerages that have issued a report on the stock in the last year is $63.00.
MO has been the topic of several recent research reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Altria Group in a report on Wednesday, October 8th. Argus upgraded Altria Group to a “hold” rating in a research report on Tuesday, January 13th. Finally, UBS Group upped their target price on Altria Group from $63.00 to $67.00 and gave the company a “buy” rating in a research note on Monday.
Check Out Our Latest Stock Report on MO
Altria Group Stock Performance
Altria Group (NYSE:MO – Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The company reported $1.30 EPS for the quarter, missing the consensus estimate of $1.32 by ($0.02). The business had revenue of $5.08 billion during the quarter, compared to analysts’ expectations of $5.02 billion. Altria Group had a negative return on equity of 319.43% and a net margin of 37.89%.Altria Group’s quarterly revenue was down .5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.30 earnings per share. As a group, sell-side analysts forecast that Altria Group will post 5.32 EPS for the current fiscal year.
Altria Group Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Friday, January 9th. Stockholders of record on Friday, December 26th were given a $1.06 dividend. This represents a $4.24 annualized dividend and a dividend yield of 7.1%. The ex-dividend date was Friday, December 26th. Altria Group’s dividend payout ratio is currently 80.92%.
Altria Group announced that its board has approved a share repurchase plan on Thursday, October 30th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the company to buy up to 1.9% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.
Key Headlines Impacting Altria Group
Here are the key news stories impacting Altria Group this week:
- Positive Sentiment: Company raised its 2026 profit outlook, saying price increases on cigarettes and oral products should lift full‑year profit above analysts’ estimates — a key offset to volume declines. Marlboro-maker Altria forecasts 2026 profit above estimates after price hikes
- Positive Sentiment: UBS lifted its price target and kept a Buy rating, signaling some analysts view Altria’s pricing power and dividend as supportive for valuation recovery. UBS lifts Altria (MO) price target, keeps buy rating
- Positive Sentiment: Management reiterated a “progressive” dividend growth posture and highlighted capital return (buybacks) capacity — supportive for income investors. Altria aims for ‘progressive’ dividend rate growth
- Neutral Sentiment: Company released its full Q4/2025 results, slide deck and guidance documents — useful for modeling but largely reiterative of management commentary. Altria Reports 2025 Fourth-Quarter and Full-Year Results; Provides 2026 Earnings Guidance
- Neutral Sentiment: Full earnings call transcript is available for details on product volumes, on! pouch growth and FDA/strategic updates — useful for granular read‑throughs. Altria Group, Inc. (MO) Q4 2025 Earnings Call Transcript
- Negative Sentiment: EPS of $1.30 missed consensus (~$1.32) and cigarette shipment volumes declined, which pressured smokeable revenue despite pricing — the central reason for the stock weakness. Altria Group Inc (MO) Q4 2025 Earnings Call Highlights: Strong EPS Growth Amidst Volume Declines
- Negative Sentiment: Broad coverage (AP, WSJ, Barron’s, Zacks) highlighted the profit decline driven by cigarette volume drops and called the quarter a disappointment versus expectations. Altria earnings fall short amid lower cigarette sales and competition for nicotine products
- Negative Sentiment: Company filings highlighted leverage levels in its consolidated financial statements, a reminder of balance‑sheet risk amid ongoing M&A and buybacks. Altria Files 2025 Consolidated Financial Statements Highlighting Leverage
Institutional Inflows and Outflows
Institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Altria Group by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 160,980,626 shares of the company’s stock worth $9,282,143,000 after buying an additional 1,903,530 shares in the last quarter. State Street Corp boosted its position in Altria Group by 1.2% during the second quarter. State Street Corp now owns 72,367,263 shares of the company’s stock worth $4,315,438,000 after acquiring an additional 886,583 shares during the last quarter. Geode Capital Management LLC grew its stake in Altria Group by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 44,724,475 shares of the company’s stock worth $2,620,229,000 after acquiring an additional 764,221 shares during the period. Ameriprise Financial Inc. grew its stake in Altria Group by 19.4% in the 3rd quarter. Ameriprise Financial Inc. now owns 19,567,823 shares of the company’s stock worth $1,285,575,000 after acquiring an additional 3,172,753 shares during the period. Finally, Northern Trust Corp raised its holdings in Altria Group by 0.4% in the 3rd quarter. Northern Trust Corp now owns 16,705,159 shares of the company’s stock valued at $1,103,543,000 after acquiring an additional 59,189 shares during the last quarter. Institutional investors and hedge funds own 57.41% of the company’s stock.
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.
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