Altria Group, Inc. $MO Stock: Soltis Investment Advisors LLC Boosts Stake

Soltis Investment Advisors LLC grew its holdings in Altria Group, Inc. (NYSE:MO) by 53.0% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 24,752 shares of the company’s stock after buying an additional 8,571 shares during the period. Soltis Investment Advisors LLC’s holdings in Altria Group were worth $1,667,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of MO. Founders Financial Securities LLC grew its holdings in Altria Group by 4.4% during the 3rd quarter. Founders Financial Securities LLC now owns 12,281 shares of the company’s stock valued at $827,000 after purchasing an additional 522 shares during the last quarter. Everett Harris & Co. CA grew its holdings in Altria Group by 15.7% during the 3rd quarter. Everett Harris & Co. CA now owns 25,235 shares of the company’s stock worth $1,699,000 after acquiring an additional 3,425 shares in the last quarter. ERn Financial LLC increased its holdings in Altria Group by 4.4% during the third quarter. ERn Financial LLC now owns 4,919 shares of the company’s stock valued at $331,000 after buying an additional 208 shares during the period. Financial Solutions Advisory Group Inc. purchased a new position in shares of Altria Group in the 3rd quarter valued at $188,000. Finally, Choreo LLC raised its holdings in Altria Group by 16.2% in the third quarter. Choreo LLC now owns 165,116 shares of the company’s stock worth $11,119,000 after purchasing an additional 23,011 shares in the last quarter. Hedge funds and other institutional investors own 57.41% of the company’s stock.

Insider Activity

In other Altria Group news, Director Kathryn McQuade bought 1,500 shares of the firm’s stock in a transaction that occurred on Wednesday, September 9th. The stock was bought at an average cost of $67.62 per share, for a total transaction of $101,430.00. Following the completion of the transaction, the director directly owned 114,929 shares of the company’s stock, valued at approximately $7,771,498.98. This trade represents a 1.32% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.10% of the stock is currently owned by company insiders.

Altria Group Trading Up 1.7%

Shares of NYSE:MO opened at $78.03 on Friday. Altria Group, Inc. has a twelve month low of $54.70 and a twelve month high of $79.81. The company has a market cap of $130.29 billion, a PE ratio of 16.12, a price-to-earnings-growth ratio of 2.72 and a beta of 0.42. The company’s 50 day moving average is $70.45 and its 200 day moving average is $68.75.

Altria Group (NYSE:MO) last announced its quarterly earnings data on Thursday, October 29th. The company reported $1.52 EPS for the quarter, beating the consensus estimate of $1.51 by $0.01. Altria Group had a net margin of 34.51% and a negative return on equity of 330.66%. The business had revenue of $5.44 billion during the quarter, compared to analysts’ expectations of $5.31 billion. During the same period in the previous year, the business posted $1.45 EPS. The business’s quarterly revenue was up 1.0% compared to the same quarter last year. Equities research analysts predict that Altria Group, Inc. will post 5.70 earnings per share for the current fiscal year.

Altria Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 9th. Investors of record on Tuesday, September 15th were issued a dividend of $1.11 per share. This represents a $4.44 annualized dividend and a dividend yield of 5.7%. This is a boost from Altria Group’s previous quarterly dividend of $1.06. The ex-dividend date of this dividend was Tuesday, September 15th. Altria Group’s dividend payout ratio is 91.74%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on MO. Morgan Stanley upped their price target on Altria Group from $71.00 to $77.00 and gave the stock an “equal weight” rating in a research report on Friday. BTIG Research initiated coverage on shares of Altria Group in a report on Tuesday, July 21st. They issued a “neutral” rating for the company. Citigroup lifted their price objective on shares of Altria Group from $70.00 to $72.00 and gave the stock a “neutral” rating in a research note on Friday. Barclays dropped their price objective on shares of Altria Group from $64.00 to $58.00 and set an “underweight” rating on the stock in a report on Tuesday, August 11th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Altria Group in a research report on Monday, October 12th. Five investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $71.00.

More Altria Group News

Here are the key news stories impacting Altria Group this week:

• Positive Sentiment: Q3 earnings beat expectations: Adjusted EPS rose to $1.52 from $1.45 a year earlier, exceeding the $1.51 consensus estimate. Net revenue, excluding excise taxes, increased 3.6% to $5.44 billion, supported by higher pricing and stronger smokeable-product profits. Altria MO stock is up, what you need to know
• Positive Sentiment: Higher full-year outlook and buybacks: Altria raised its 2026 adjusted EPS guidance after the quarterly beat and expanded its share-repurchase program. The combination of improved earnings visibility and capital returns helped support the bullish investor reaction. MO Q3 Earnings Call Highlights Higher Guidance and Nicotine Strategy
• Positive Sentiment: Core and next-generation products remain supportive: Needham said Altria’s smokeable volumes continue to outperform the broader industry, helped by its portfolio strategy. Management also highlighted growth in nicotine pouches, giving investors an additional source of expansion beyond traditional cigarettes. Altria’s Smokeable Volumes Continue to Outperform Industry, Needham Says
• Neutral Sentiment: Valuation is attracting attention: Some analysis continues to view Altria as undervalued based on its cash-generation and dividend profile, although the stock’s roughly 153% five-year gain means investors are increasingly focused on whether future cash flows justify the higher valuation. Altria Group Stock Still Appears Undervalued Following Its 153% Run
• Negative Sentiment: Analyst target remains a near-term constraint: Morgan Stanley raised its price target from $71 to $77 but maintained an “equal weight” rating, implying limited upside from the current trading level. This suggests some analysts believe the recent rally has already priced in much of the earnings improvement. Morgan Stanley Altria rating

Altria Group Profile

Altria Group, Inc is a U.S.-based consumer products company focused primarily on tobacco, nicotine and related products. Through its operating companies, Altria sells cigarettes, cigars, pipe tobacco, oral tobacco and nicotine products, and electronic vapor products.

Altria’s principal cigarette business is Philip Morris USA, whose portfolio includes Marlboro, Parliament and Virginia Slims. Its other major brands include Copenhagen and Skoal moist smokeless tobacco, Black & Mild cigars, on! nicotine pouches and NJOY electronic cigarettes.