Patriot Financial Group Insurance Agency LLC Boosts Position in Philip Morris International Inc. $PM

Patriot Financial Group Insurance Agency LLC raised its position in Philip Morris International Inc. (NYSE:PM) by 9.8% in the 4th quarter, Holdings Channel reports. The fund owned 40,211 shares of the company’s stock after purchasing an additional 3,601 shares during the period. Philip Morris International accounts for 0.8% of Patriot Financial Group Insurance Agency LLC’s holdings, making the stock its 27th biggest holding. Patriot Financial Group Insurance Agency LLC’s holdings in Philip Morris International were worth $6,450,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in Philip Morris International by 0.4% in the third quarter. Vanguard Group Inc. now owns 143,468,448 shares of the company’s stock valued at $23,270,582,000 after acquiring an additional 611,393 shares in the last quarter. Capital World Investors grew its position in Philip Morris International by 2.2% in the third quarter. Capital World Investors now owns 128,776,327 shares of the company’s stock valued at $20,887,743,000 after acquiring an additional 2,714,674 shares in the last quarter. Capital International Investors grew its position in Philip Morris International by 1.0% in the third quarter. Capital International Investors now owns 89,150,871 shares of the company’s stock valued at $14,461,220,000 after acquiring an additional 882,885 shares in the last quarter. Capital Research Global Investors grew its position in Philip Morris International by 7.2% in the third quarter. Capital Research Global Investors now owns 43,546,533 shares of the company’s stock valued at $7,063,263,000 after acquiring an additional 2,911,835 shares in the last quarter. Finally, Northern Trust Corp grew its position in Philip Morris International by 2.8% in the third quarter. Northern Trust Corp now owns 14,701,879 shares of the company’s stock valued at $2,384,645,000 after acquiring an additional 401,381 shares in the last quarter. Institutional investors and hedge funds own 78.63% of the company’s stock.

Trending Headlines about Philip Morris International

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

• Positive Sentiment: FDA renews MRTP authorization for IQOS, allowing PMI to continue communicating reduced-exposure claims to adult smokers in the U.S.; this preserves a competitive advantage in heat-not-burn products and supports the company’s smoke-free growth narrative. BusinessWire Article Financial Post Article
• Positive Sentiment: Analyst/commentary notes potential for Q1 EPS upside and short-term positive earnings reaction — investors may be positioning ahead of/after Q1 results for a possible beat-driven move. Seeking Alpha Article
• Positive Sentiment: Brokerage consensus remains constructive (consensus “Moderate Buy”), supporting demand for the shares among institutional holders. AmericanBankingNews Article
• Neutral Sentiment: Street previews and model-tracker pieces flag Q1 results and key operating metrics to watch (volume/mix, pricing, smoke-free sales) — these items are driving near-term focus but not a clear directional surprise consensus. Yahoo Finance Article Zacks Article
• Neutral Sentiment: New commercial tie-up with Ferrari Hypersail is a branding/partnership play — positive for marketing but unlikely to move fundamentals materially in the near term. Yahoo Finance Partnership Article
• Negative Sentiment: UBS flags that FY2026 sales growth could be under pressure, which is a reminder of potential top-line/headwind risks even as margins/pricing stabilize — a risk for forward guidance and multiple expansion. Yahoo/UBS Article

Analyst Upgrades and Downgrades

Several brokerages have issued reports on PM. Stifel Nicolaus lowered their price objective on shares of Philip Morris International from $200.00 to $195.00 and set a “buy” rating for the company in a research report on Friday, April 10th. Citigroup increased their price objective on shares of Philip Morris International from $200.00 to $210.00 and gave the company a “buy” rating in a research report on Tuesday, February 10th. Needham & Company LLC lowered their price objective on shares of Philip Morris International from $205.00 to $200.00 and set a “buy” rating for the company in a research report on Monday, April 13th. Wall Street Zen downgraded shares of Philip Morris International from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Philip Morris International in a research report on Thursday, January 22nd. Ten research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $192.56.

Insider Activity

In other Philip Morris International news, CFO Emmanuel Babeau sold 33,800 shares of the business’s stock in a transaction dated 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 approximately $29,868,125.43. The trade was a 17.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Jacek Olczak sold 80,000 shares of Philip Morris International stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $182.18, for a total value of $14,574,400.00. Following the completion of the transaction, the chief executive officer directly owned 632,344 shares in the company, valued at $115,200,429.92. This represents a 11.23% decrease in their position. The SEC filing for this sale provides additional information. 0.13% of the stock is currently owned by insiders.

Philip Morris International Price Performance

Philip Morris International stock opened at $157.90 on Friday. The company has a market cap of $246.09 billion, a PE ratio of 21.72, a P/E/G ratio of 1.87 and a beta of 0.43. Philip Morris International Inc. has a 12 month low of $142.11 and a 12 month high of $191.30. The company has a fifty day moving average price of $171.64 and a two-hundred day moving average price of $163.78.

Philip Morris International (NYSE:PM) last posted its earnings results on Friday, February 6th. The company reported $1.70 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.70. The company had revenue of $10.36 billion for the quarter, compared to analysts’ expectations 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 quarterly revenue was up 6.8% compared to the same quarter last year. During the same period last year, the business 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. Equities research analysts anticipate that Philip Morris International Inc. will post 7.14 earnings per share for the current year.

Philip Morris International Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, April 13th. Shareholders of record on Thursday, March 19th were given a $1.47 dividend. The ex-dividend date was Thursday, March 19th. This represents a $5.88 annualized dividend and a yield of 3.7%. Philip Morris International’s payout ratio is 80.88%.

Philip Morris International 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.