Valtrion Capital Management LLC acquired a new position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 4,261 shares of the company’s stock, valued at approximately $771,000. Philip Morris International comprises about 0.6% of Valtrion Capital Management LLC’s portfolio, making the stock its 28th biggest holding.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Resurgent Financial Advisors LLC grew its position in Philip Morris International by 3.7% in the 4th quarter. Resurgent Financial Advisors LLC now owns 1,523 shares of the company’s stock worth $244,000 after purchasing an additional 54 shares in the last quarter. Douglass Winthrop Advisors LLC boosted its stake in shares of Philip Morris International by 0.3% in the 4th quarter. Douglass Winthrop Advisors LLC now owns 18,344 shares of the company’s stock worth $2,942,000 after buying an additional 56 shares during the last quarter. Outlook Wealth Advisors LLC boosted its stake in shares of Philip Morris International by 4.6% in the 4th quarter. Outlook Wealth Advisors LLC now owns 1,320 shares of the company’s stock worth $212,000 after buying an additional 58 shares during the last quarter. Platt Wealth Management LLC grew its holdings in shares of Philip Morris International by 2.1% in the second quarter. Platt Wealth Management LLC now owns 2,833 shares of the company’s stock valued at $512,000 after acquiring an additional 58 shares in the last quarter. Finally, Aristotle Capital Management LLC grew its holdings in shares of Philip Morris International by 4.4% in the fourth quarter. Aristotle Capital Management LLC now owns 1,384 shares of the company’s stock valued at $222,000 after acquiring an additional 58 shares in the last quarter. Hedge funds and other institutional investors own 78.63% of the company’s stock.
Philip Morris International News Summary
Here are the key news stories impacting Philip Morris International this week:
- Positive Sentiment: FDA authorization strengthens ZYN growth prospects. The FDA authorized 11 ZYN ULTRA nicotine-pouch products, expanding PM’s U.S. smoke-free portfolio and supporting its longer-term shift away from combustible tobacco. Smoke-free products, led by ZYN and IQOS, now account for more than 41% of revenue, offering a potential multiyear growth runway. Philip Morris’ ZYN ULTRA FDA Authorization Strengthens Smoke-Free Push
- Positive Sentiment: Manufacturing agreements with Altria may improve efficiency. PM and Altria entered reciprocal contract-manufacturing arrangements involving cigarette production. The agreements should increase operational flexibility and manufacturing efficiency, with initial shipments expected in 2027. The partnership may provide longer-term cost and supply-chain benefits for PM, despite limited near-term earnings impact. Altria and Philip Morris International Sign Contract Manufacturing Deals
- Positive Sentiment: Pricing power and shareholder returns remain supportive. PM’s portfolio spans IQOS, ZYN, VEEV One, and Marlboro, helping it maintain premium pricing amid uncertain economic conditions. Analysts highlight strong free cash flow, lower debt leverage, and the possibility of another dividend increase in September. Philip Morris: Big Tobacco With High-Growth Smoke-Free Assets
- Neutral Sentiment: Near-term financial impact from the Altria deal is expected to be limited. Both companies said the manufacturing arrangements are not expected to materially affect 2026 results, so investors may need to wait until 2027 for measurable benefits. Altria vs. Philip Morris: What the New Manufacturing Deal Means for Investors
- Negative Sentiment: Valuation leaves less room for disappointment. PM’s smoke-free growth and defensive cash flows have attracted a premium valuation, creating downside risk if product adoption, regulatory momentum, or earnings growth falls short of expectations.
Analyst Upgrades and Downgrades
View Our Latest Stock Analysis on PM
Philip Morris International Trading Up 1.3%
NYSE:PM opened at $194.00 on Wednesday. The stock has a market capitalization of $302.36 billion, a PE ratio of 27.87, a price-to-earnings-growth ratio of 2.31 and a beta of 0.38. The firm’s 50 day moving average is $186.42 and its 200 day moving average is $178.55. Philip Morris International Inc. has a 12 month low of $142.11 and a 12 month high of $207.76.
Philip Morris International (NYSE:PM – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The company reported $2.20 EPS for the quarter, beating the consensus estimate of $2.05 by $0.15. Philip Morris International had a negative return on equity of 163.41% and a net margin of 11.06%.The business had revenue of $11.19 billion for the quarter, compared to the consensus estimate of $10.60 billion. During the same quarter in the prior year, the business earned $1.89 earnings per share. Philip Morris International’s revenue for the quarter was up 10.4% on a year-over-year basis. Philip Morris International has set its Q3 2026 guidance at 2.200-2.25 EPS. Research analysts predict that Philip Morris International Inc. will post 8.33 earnings per share for the current year.
Philip Morris International Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Monday, July 20th. Stockholders of record on Thursday, June 25th were given a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend was Thursday, June 25th. Philip Morris International’s dividend payout ratio is currently 84.48%.
Philip Morris International Company Profile
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.
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