Turning Point Brands, Inc. (NYSE:TPB) Receives $116.67 Average PT from Analysts

Turning Point Brands, Inc. (NYSE:TPB) has received an average recommendation of “Moderate Buy” from the five analysts that are covering the company, MarketBeat.com reports. Two investment analysts have rated the stock with a hold recommendation and three have given a buy recommendation to the company. The average 1-year price target among analysts that have covered the stock in the last year is $116.6667.

A number of brokerages have commented on TPB. iA Financial set a $110.00 target price on Turning Point Brands in a report on Wednesday, November 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Turning Point Brands in a research note on Tuesday, December 23rd. Zacks Research cut shares of Turning Point Brands from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. Wall Street Zen lowered shares of Turning Point Brands from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Finally, Oppenheimer reissued an “outperform” rating and issued a $130.00 price target on shares of Turning Point Brands in a research note on Wednesday, January 14th.

Turning Point Brands Stock Performance

TPB opened at $108.19 on Friday. The firm’s fifty day simple moving average is $120.28 and its two-hundred day simple moving average is $105.71. Turning Point Brands has a 52-week low of $51.48 and a 52-week high of $146.90. The company has a market cap of $2.06 billion, a price-to-earnings ratio of 38.10 and a beta of 0.85. The company has a quick ratio of 3.98, a current ratio of 5.56 and a debt-to-equity ratio of 0.82.

Turning Point Brands (NYSE:TPB) last released its quarterly earnings results on Monday, March 2nd. The company reported $0.42 earnings per share for the quarter, missing the consensus estimate of $0.87 by ($0.45). The company had revenue of $121.01 million for the quarter, compared to analyst estimates of $120.42 million. Turning Point Brands had a return on equity of 24.44% and a net margin of 12.02%.The firm’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same quarter last year, the company earned $0.98 EPS. Equities analysts anticipate that Turning Point Brands will post 2.59 earnings per share for the current fiscal year.

Turning Point Brands Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 10th. Shareholders of record on Friday, March 20th will be paid a $0.08 dividend. This is a positive change from Turning Point Brands’s previous quarterly dividend of $0.08. The ex-dividend date of this dividend is Friday, March 20th. This represents a $0.32 dividend on an annualized basis and a yield of 0.3%. Turning Point Brands’s dividend payout ratio is 10.56%.

Insider Buying and Selling

In related news, Director H.C. Charles Diao sold 2,000 shares of the stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $108.20, for a total value of $216,400.00. Following the completion of the sale, the director owned 9,804 shares of the company’s stock, valued at approximately $1,060,792.80. This trade represents a 16.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Chairman David Edward Glazek sold 30,000 shares of Turning Point Brands stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $110.26, for a total value of $3,307,800.00. Following the transaction, the chairman owned 127,083 shares in the company, valued at approximately $14,012,171.58. The trade was a 19.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 6.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Turning Point Brands

A number of hedge funds have recently modified their holdings of the company. Universal Beteiligungs und Servicegesellschaft mbH raised its holdings in shares of Turning Point Brands by 72.1% in the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 58,377 shares of the company’s stock valued at $5,771,000 after buying an additional 24,460 shares during the period. GatePass Capital LLC purchased a new position in Turning Point Brands during the 3rd quarter valued at about $1,119,000. Vest Financial LLC purchased a new position in Turning Point Brands during the 3rd quarter valued at about $1,419,000. 4D Advisors LLC grew its position in Turning Point Brands by 133.7% in the 2nd quarter. 4D Advisors LLC now owns 222,000 shares of the company’s stock valued at $16,821,000 after acquiring an additional 127,000 shares in the last quarter. Finally, AWH Capital L.P. acquired a new position in Turning Point Brands in the 2nd quarter valued at about $3,410,000. Hedge funds and other institutional investors own 96.12% of the company’s stock.

Turning Point Brands News Roundup

Here are the key news stories impacting Turning Point Brands this week:

• Positive Sentiment: Management highlighted rapid momentum in its modern oral (white pouch) business and outlined a $220M–$240M sales target for that segment, signaling material upside if growth continues to scale. Turning Point Brands outlines $220M–$240M Modern Oral sales target as white pouch gains accelerate
• Positive Sentiment: Revenue rose ~29% year-over-year to $121.0M, driven by nicotine pouch volume — showing the company is converting category demand into sales. That top-line strength supports longer-term growth expectations. Turning Point Brands Announces Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analysts and valuation pieces note TPB’s improving modern oral mix has improved the growth profile, but valuation metrics (PE ~38) already incorporate expectations — watch execution and margin trends for re-rating. A Look At Turning Point Brands (TPB) Valuation After Strong Modern Oral Growth And Recent Share Price Strength
• Negative Sentiment: EPS missed materially: $0.42 vs. $0.87 consensus, which triggered the selloff despite the revenue beat. The gap raises near-term concerns about margin pressure or one-time items affecting profitability. Turning Point Brands Shares Tumble After 4Q Earnings Miss, Despite Nicotine Pouch Sales Boost
• Negative Sentiment: Earnings call transcript and company press materials provide more color on the drivers of the EPS miss (costs, mix, investments) — investors should review the transcript for specifics and watch management’s commentary on margin recovery and cadence. Turning Point Brands, Inc. (TPB) Q4 2025 Earnings Call Transcript

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.