Turning Point Brands (NYSE:TPB) Announces Earnings Results, Beats Expectations By $0.08 EPS

Turning Point Brands (NYSE:TPB) announced its earnings results on Thursday. The company reported $0.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.68 by $0.08, FiscalAI reports. Turning Point Brands had a return on equity of 17.42% and a net margin of 11.53%.The business had revenue of $124.28 million for the quarter, compared to analyst estimates of $115.67 million. During the same quarter last year, the firm earned $0.91 EPS. Turning Point Brands’s revenue for the quarter was up 16.8% compared to the same quarter last year.

Here are the key takeaways from Turning Point Brands’ conference call:

• Modern Oral accelerated sharply — gross sales +167% and net sales +133% YoY in Q1, and now represents 42% of total revenue (up from 21% a year ago) driven by D2C strength and early chain wins.
• Management raised full‑year Modern Oral guidance to $280–$300M gross and $210–$225M net and introduced FY EBITDA guidance of $70–$90M, signaling confidence in scale and profitability potential.
• The company is front‑loading growth investments — planning $80–$105M in 2026 sales & marketing, plus increased salesforce and merchandising spend — which drove Q1 negative free cash flow (‑$27.4M) and a wider EBITDA range that may pressure near‑term cash and margins.
• Regulatory and operational risk remains — the PMTA review timing is uncertain and the Louisville manufacturing ramp is being synchronized with PMTA outcomes, creating potential delays to domestic production, margin improvement, and inventory benefits.

Turning Point Brands Stock Up 4.2%

TPB stock traded up $3.80 during mid-day trading on Friday, reaching $94.02. The company had a trading volume of 941,219 shares, compared to its average volume of 483,999. The company has a debt-to-equity ratio of 0.79, a current ratio of 5.56 and a quick ratio of 4.12. The stock has a 50 day simple moving average of $87.65 and a two-hundred day simple moving average of $101.44. The company has a market capitalization of $1.82 billion, a price-to-earnings ratio of 31.98 and a beta of 0.93. Turning Point Brands has a 52 week low of $65.80 and a 52 week high of $146.90.

Turning Point Brands Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 10th. Shareholders of record on Friday, June 19th will be paid a $0.08 dividend. This represents a $0.32 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Thursday, June 18th. Turning Point Brands’s dividend payout ratio (DPR) is currently 10.22%.

Insiders Place Their Bets

In other Turning Point Brands news, CFO Andrew Flynn sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $97.57, for a total value of $195,140.00. Following the completion of the transaction, the chief financial officer directly owned 9,443 shares in the company, valued at $921,353.51. This trade represents a 17.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 5.40% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in TPB. Empowered Funds LLC acquired a new stake in Turning Point Brands during the 4th quarter valued at $27,000. Kemnay Advisory Services Inc. acquired a new position in shares of Turning Point Brands in the fourth quarter valued at $27,000. Advisory Services Network LLC acquired a new position in shares of Turning Point Brands in the third quarter valued at $28,000. Caitong International Asset Management Co. Ltd bought a new position in shares of Turning Point Brands in the third quarter valued at about $28,000. Finally, Aster Capital Management DIFC Ltd acquired a new stake in shares of Turning Point Brands during the 4th quarter worth about $77,000. 96.12% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the company. Weiss Ratings lowered Turning Point Brands from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, April 21st. Oppenheimer reissued an “outperform” rating and issued a $130.00 target price on shares of Turning Point Brands in a research report on Wednesday, January 14th. Needham & Company LLC raised Turning Point Brands from a “hold” rating to a “buy” rating and set a $125.00 target price on the stock in a research report on Friday. Zacks Research lowered Turning Point Brands from a “hold” rating to a “strong sell” rating in a research report on Monday, March 2nd. Finally, Wall Street Zen downgraded Turning Point Brands from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Four analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Turning Point Brands currently has an average rating of “Moderate Buy” and an average target price of $118.75.

About Turning Point Brands

Turning Point Brands, Inc (NYSE: TPB) is a U.S.-based consumer products company focused on the manufacture, marketing and distribution of smokeless tobacco, vaping and cigar products. Headquartered in Old Hickory, Tennessee, the company serves retail outlets across all 50 states through a direct-store-delivery network and select third-party distributors. Turning Point Brands operates two reporting segments—Smokeless Products and Cigar—and leverages its logistics capabilities to offer a broad portfolio of brands and SKUs.

In its Smokeless Products segment, Turning Point Brands produces moist smokeless tobacco under leading brand names such as Grizzly, Kodiak and Stoker’s.