Altria Group (NYSE:MO) Issues FY 2026 Earnings Guidance

Altria Group (NYSE:MO) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 5.560-5.720 for the period, compared to the consensus EPS estimate of 5.590. The company issued revenue guidance of -.

Altria Group Price Performance

Shares of NYSE MO opened at $61.97 on Friday. Altria Group has a 1 year low of $51.30 and a 1 year high of $68.60. The firm has a 50-day simple moving average of $59.08 and a two-hundred day simple moving average of $61.77. The company has a market cap of $104.03 billion, a P/E ratio of 15.08, a PEG ratio of 3.29 and a beta of 0.47.

Altria Group (NYSE:MO) last issued its quarterly earnings results on Thursday, January 29th. The company reported $1.30 earnings per share for the quarter, missing the consensus estimate of $1.32 by ($0.02). Altria Group had a negative return on equity of 287.61% and a net margin of 29.84%.The business had revenue of $5.08 billion during the quarter, compared to analysts’ expectations of $5.02 billion. During the same quarter in the previous year, the company posted $1.30 earnings per share. The company’s quarterly revenue was down .5% compared to the same quarter last year. As a group, equities research analysts expect that Altria Group will post 5.32 EPS for the current year.

Altria Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 9th. Stockholders of record on Friday, December 26th were given a dividend of $1.06 per share. This represents a $4.24 annualized dividend and a dividend yield of 6.8%. The ex-dividend date was Friday, December 26th. Altria Group’s dividend payout ratio (DPR) is 80.92%.

Altria Group announced that its Board of Directors has initiated a share buyback plan on Thursday, October 30th that authorizes the company to buyback $2.00 billion in shares. This buyback authorization authorizes the company to purchase up to 1.9% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its shares are undervalued.

Analyst Ratings Changes

Several research analysts recently commented on MO shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Altria Group in a research note on Wednesday, October 8th. UBS Group upped their target price on shares of Altria Group from $63.00 to $67.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Argus raised shares of Altria Group to a “hold” rating in a research note on Tuesday, January 13th. Finally, Stifel Nicolaus lowered their price target on Altria Group from $72.00 to $68.00 and set a “buy” rating for the company in a report on Friday. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Altria Group presently has an average rating of “Hold” and a consensus price target of $62.56.

Key Stories Impacting Altria Group

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

• Positive Sentiment: Management says price increases and cost discipline are boosting margins and full‑year profit is forecast above estimates, supporting near‑term cash generation. Read More.
• Positive Sentiment: Altria keeps returning capital: high dividend (long streak of increases), buybacks and a progressive dividend policy remain central to the investment case and attract income buyers. Read More.
• Positive Sentiment: Company continues to push smoke‑free products (on! pouches, NJOY integration) and emphasizes innovation to offset falling cigarette volumes — a long‑term growth narrative for investors. Read More.
• Neutral Sentiment: FY2026 EPS guidance of $5.56–$5.72 is essentially in line with consensus, leaving limited surprise risk but not a clear catalyst to re-rate the shares. Read More.
• Neutral Sentiment: Stifel trimmed its price target from $72 to $68 but maintained a buy rating — shows some analyst support despite tempered upside. Read More.
• Negative Sentiment: Q4 adjusted EPS of $1.30 missed consensus ($1.32) and cigarette shipment volumes fell ~10%; smokeable revenue pressure and smoke‑free weakness drove the initial selloff. Read More.
• Negative Sentiment: Regulatory, volume trends and company filings highlighting leverage/negative ROE raise longer‑term execution and balance‑sheet scrutiny among some investors. Read More.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in MO. Darwin Wealth Management LLC purchased a new stake in shares of Altria Group during the 2nd quarter worth $27,000. WFA of San Diego LLC bought a new position in Altria Group in the second quarter worth about $39,000. Gould Capital LLC purchased a new stake in shares of Altria Group during the third quarter valued at about $39,000. Chapman Financial Group LLC purchased a new stake in shares of Altria Group during the second quarter valued at about $46,000. Finally, Headlands Technologies LLC bought a new stake in shares of Altria Group in the 2nd quarter valued at about $82,000. 57.41% of the stock is currently owned by hedge funds and other institutional investors.

Altria Group Company Profile

Altria Group, Inc (NYSE: MO) is a U.S.-based consumer goods company whose principal business is the manufacture and sale of tobacco products. Headquartered in Richmond, Virginia, the company’s operations are focused primarily on the U.S. market and include the production, marketing and distribution of cigarettes, smokeless tobacco and cigars. Its flagship cigarette franchise in the United States is sold through its operating subsidiaries and is among the most recognizable cigarette brands in the country.

Altria’s principal operating businesses include Philip Morris USA (cigarettes), U.S.