Philip Morris International Inc. (NYSE:PM) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of Philip Morris International Inc. (NYSE:PM) have been given a consensus recommendation of “Moderate Buy” by the twelve research firms that are covering the company, MarketBeat reports. Two research analysts have rated the stock with a hold recommendation and ten have given a buy recommendation to the company. The average 1 year target price among analysts that have issued ratings on the stock in the last year is $192.5556.

A number of research firms have recently commented on PM. Jefferies Financial Group lowered Philip Morris International from a “buy” rating to a “hold” rating and dropped their price objective for the stock from $220.00 to $180.00 in a research note on Tuesday, January 20th. Barclays reissued an “overweight” rating and set a $205.00 target price on shares of Philip Morris International in a research report on Monday, February 23rd. Stifel Nicolaus decreased their target price on Philip Morris International from $200.00 to $195.00 and set a “buy” rating on the stock in a research report on Friday, April 10th. Needham & Company LLC decreased their target price on Philip Morris International from $205.00 to $200.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. Finally, Citigroup lifted their target price on Philip Morris International from $200.00 to $210.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th.

Philip Morris International Stock Performance

Philip Morris International stock opened at $153.33 on Friday. The business’s 50-day simple moving average is $170.57 and its 200-day simple moving average is $163.81. The firm has a market capitalization of $238.97 billion, a PE ratio of 21.09, a PEG ratio of 1.92 and a beta of 0.43. Philip Morris International has a 52 week low of $142.11 and a 52 week high of $191.30.

Philip Morris International (NYSE:PM) last posted its quarterly earnings data 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 analyst estimates of $10.40 billion. Philip Morris International had a negative return on equity of 130.95% and a net margin of 12.09%.The firm’s revenue for the quarter was up 6.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.55 earnings per share. 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. Research analysts forecast that Philip Morris International will post 8.36 earnings per share for the current year.

Philip Morris International Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, April 13th. Investors of record on Thursday, March 19th were given a dividend of $1.47 per share. The ex-dividend date of this dividend was Thursday, March 19th. This represents a $5.88 dividend on an annualized basis and a yield of 3.8%. Philip Morris International’s dividend payout ratio (DPR) is 80.88%.

Key Stories Impacting Philip Morris International

Here are the key news stories impacting Philip Morris International this week:

• Positive Sentiment: Goldman Sachs turned bullish ahead of the Q1 release, which supports upside expectations into the report and may limit downside if results beat. Goldman Sachs is bullish on Philip Morris ahead of earnings
• Positive Sentiment: The FDA renewed modified-risk authorization for IQOS, preserving an important regulatory and commercial advantage as PMI shifts revenue toward heat-not-burn products. This reduces regulatory execution risk for IQOS rollout. Philip Morris’ IQOS Retains FDA Modified-Risk Authorization
• Positive Sentiment: Analysts at Jefferies included PMI on a list of dividend stocks to hold in volatile markets, highlighting the stock’s income profile and defensive qualities for cautious investors. Philip Morris and 15 More Dividend Stocks to Play This Volatile Market
• Neutral Sentiment: Marketing/brand activity: PMI’s IQOS collaboration with Devialet at Milan Design Week boosts brand and product visibility but likely has limited near-term revenue impact. IQOS and Devialet Introduce “Soundsorial Design” Collaboration
• Neutral Sentiment: Broader market context: early S&P 500 earnings have been solid, which is supportive for risk appetite generally but doesn’t change PMI-specific drivers. S&P 500 Companies’ Earnings Season Off to Solid Start, Oppenheimer Says
• Negative Sentiment: Multiple earnings previews note that PMI reports Q1 results this week, which typically raises short-term volatility as investors trim positions to avoid earnings risk — a likely driver of today’s pullback. Philip Morris Q1 earnings on deck: What to expect
• Negative Sentiment: Pre-earnings coverage (“Everything You Need To Know Ahead Of Earnings”) reiterates uncertainty around revenue mix, IQOS momentum and currency/price/mix dynamics — factors that could produce a miss or conservative guidance and further pressure the stock. Philip Morris (PM) Reports Q1: Everything You Need To Know Ahead Of Earnings

Insider Transactions at Philip Morris International

In other Philip Morris International news, CEO Jacek Olczak sold 80,000 shares of Philip Morris International stock in a transaction that occurred 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 sale, the chief executive officer directly owned 632,344 shares of the company’s stock, valued at approximately $115,200,429.92. The trade was a 11.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Emmanuel Babeau sold 33,800 shares of Philip Morris International stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $181.61, for a total value of $6,138,418.00. Following the sale, the chief financial officer directly 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. The SEC filing for this sale provides additional information. 0.13% of the stock is owned by company insiders.

Institutional Investors Weigh In On Philip Morris International

A number of institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its holdings in shares of Philip Morris International by 31.1% in the 4th quarter. Brighton Jones LLC now owns 8,531 shares of the company’s stock worth $1,027,000 after acquiring an additional 2,023 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Philip Morris International by 4.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,097 shares of the company’s stock worth $252,000 after acquiring an additional 91 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Philip Morris International by 53.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,636 shares of the company’s stock worth $1,027,000 after acquiring an additional 1,970 shares in the last quarter. Jump Financial LLC acquired a new position in shares of Philip Morris International in the 2nd quarter worth approximately $2,454,000. Finally, Osterweis Capital Management Inc. boosted its holdings in shares of Philip Morris International by 2,280.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 357 shares of the company’s stock worth $65,000 after acquiring an additional 342 shares in the last quarter. 78.63% of the stock is owned by institutional investors and hedge funds.

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.