Winnow Wealth LLC Increases Stake in Altria Group, Inc. $MO

Winnow Wealth LLC increased its position in shares of Altria Group, Inc. (NYSE:MO) by 2,904.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 18,029 shares of the company’s stock after buying an additional 17,429 shares during the period. Altria Group comprises approximately 0.9% of Winnow Wealth LLC’s holdings, making the stock its 19th largest holding. Winnow Wealth LLC’s holdings in Altria Group were worth $1,208,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in MO. Darwin Wealth Management LLC purchased a new stake in shares of Altria Group in the 2nd quarter worth approximately $27,000. Country Trust Bank raised its stake in Altria Group by 400.0% in the second quarter. Country Trust Bank now owns 500 shares of the company’s stock worth $29,000 after buying an additional 400 shares in the last quarter. Anfield Capital Management LLC lifted its holdings in Altria Group by 334.7% during the second quarter. Anfield Capital Management LLC now owns 539 shares of the company’s stock worth $32,000 after buying an additional 415 shares during the period. WFA of San Diego LLC purchased a new stake in Altria Group during the second quarter worth $39,000. Finally, Chapman Financial Group LLC bought a new stake in Altria Group during the 2nd quarter valued at $46,000. 57.41% of the stock is owned by hedge funds and other institutional investors.

Altria Group Price Performance

Shares of NYSE:MO opened at $61.97 on Friday. The business’s 50-day moving average is $59.08 and its 200 day moving average is $61.75. Altria Group, Inc. has a 1 year low of $51.30 and a 1 year high of $68.60. The firm has a market capitalization of $104.03 billion, a P/E ratio of 15.08, a P/E/G 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 analyst estimates of $5.02 billion. During the same period in the prior year, the business posted $1.30 EPS. Altria Group’s revenue was down .5% compared to the same quarter last year. On average, analysts expect that Altria Group, Inc. will post 5.32 EPS for the current year.

Altria Group declared that its board has initiated a stock repurchase plan on Thursday, October 30th that permits the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization permits the company to purchase up to 1.9% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board of directors believes its shares are undervalued.

Altria Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 9th. Shareholders of record on Friday, December 26th were paid a dividend of $1.06 per share. The ex-dividend date was Friday, December 26th. This represents a $4.24 dividend on an annualized basis and a yield of 6.8%. Altria Group’s dividend payout ratio is presently 80.92%.

Key Altria Group News

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.

Wall Street Analyst Weigh In

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

Altria Group 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.