ProVise Management Group LLC Grows Stock Holdings in Philip Morris International Inc. $PM

ProVise Management Group LLC boosted its stake in Philip Morris International Inc. (NYSE:PM) by 3.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 147,536 shares of the company’s stock after acquiring an additional 4,452 shares during the period. Philip Morris International accounts for about 1.8% of ProVise Management Group LLC’s holdings, making the stock its 15th biggest position. ProVise Management Group LLC’s holdings in Philip Morris International were worth $23,930,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Legacy Investment Solutions LLC purchased a new position in shares of Philip Morris International in the 2nd quarter valued at approximately $25,000. Traub Capital Management LLC acquired a new stake in shares of Philip Morris International during the second quarter worth $25,000. Marquette Asset Management LLC grew its position in Philip Morris International by 1,677.8% in the 3rd quarter. Marquette Asset Management LLC now owns 160 shares of the company’s stock valued at $26,000 after buying an additional 151 shares during the last quarter. Estabrook Capital Management acquired a new position in Philip Morris International in the 2nd quarter valued at $30,000. Finally, Dogwood Wealth Management LLC raised its position in Philip Morris International by 96.5% during the 3rd quarter. Dogwood Wealth Management LLC now owns 167 shares of the company’s stock worth $27,000 after buying an additional 82 shares during the last quarter. 78.63% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CFO Emmanuel Babeau sold 33,800 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $181.61, for a total transaction of $6,138,418.00. Following the sale, the chief financial officer owned 164,463 shares of the company’s stock, valued at $29,868,125.43. This trade represents a 17.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 sale, the chief executive officer owned 632,344 shares of the company’s stock, valued at approximately $115,200,429.92. This represents a 11.23% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.13% of the company’s stock.

Analyst Upgrades and Downgrades

PM has been the topic of several analyst reports. Morgan Stanley reaffirmed an “overweight” rating and issued a $205.00 target price on shares of Philip Morris International in a report on Monday, February 9th. Barclays reaffirmed an “overweight” rating and issued a $205.00 price objective on shares of Philip Morris International in a report on Monday, February 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of Philip Morris International in a report on Thursday, January 22nd. Wall Street Zen lowered Philip Morris International from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Finally, Stifel Nicolaus set a $200.00 target price on Philip Morris International in a report on Monday, February 9th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $196.83.

More Philip Morris International News

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

• Positive Sentiment: Board declared a $1.47 quarterly dividend, payable Apr 13; that supports the stock’s income thesis and steady yield profile for dividend investors. Philip Morris International Declares Regular Quarterly Dividend of $1.47 Per Share
• Positive Sentiment: Several bullish analyses highlight PM’s cash flow, margins and smoke‑free growth as reasons it can still be a growth+income holding — supporting demand from long‑term investors. Looking for a Growth Stock? 3 Reasons Why Philip Morris (PM) is a Solid Choice
• Neutral Sentiment: Commentary asks whether the recent pullback is a buying opportunity given PM’s low‑debt structure and steady cash generation — views differ, so this keeps trading volume and sentiment mixed. Is PM Stock’s Recent Slide A Start Of A Deeper Dive?
• Neutral Sentiment: Industry pieces on “sin stocks” and community PR (donation tied to smoke‑free narrative) reinforce PM’s resilient cashflow story but have limited immediate price impact. Sin Stock Investing: Are There Opportunities Beyond Ethical Debate?
• Neutral Sentiment: Analysts and retail pieces are debating whether the dividend announcement resets the buy case — useful for income buyers but not decisive for momentum traders. Is Philip Morris International Still a Buy After Recent Dividend Announcement?
• Negative Sentiment: Coverage flagged a price dip that “tests investor confidence” in PM’s dividend growth story — signaling some investors are skeptical about sustainability if operational/headline risks persist. Philip Morris Dip Tests Investor Confidence in Its Dividend Growth Story
• Negative Sentiment: Coverage pointed to a notable pullback tied to an earnings miss narrative and concerns around “delisting debt,” which has pressured shares and added short‑term selling risk. Why Philip Morris International (PM) Is Down 5.7% After Earnings Miss And Delisting Debt – And What’s Next
• Negative Sentiment: Valuation cautions (some analysts argue the stock is fully valued on its dividend) limit upside expectations and could cap investor enthusiasm absent stronger operational beats. Philip Morris: The Stock Appears Fully Valued Based On Its Dividends

Philip Morris International Price Performance

Shares of NYSE PM opened at $169.91 on Monday. The firm’s 50-day moving average is $175.14 and its two-hundred day moving average is $164.02. The company has a market capitalization of $264.50 billion, a PE ratio of 23.37, a price-to-earnings-growth ratio of 1.94 and a beta of 0.38. Philip Morris International Inc. has a 12-month low of $142.11 and a 12-month high of $191.30.

Philip Morris International (NYSE:PM) last issued its quarterly earnings data on Friday, February 6th. The company reported $1.70 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.70. Philip Morris International had a net margin of 12.09% and a negative return on equity of 130.95%. The business had revenue of $10.36 billion during the quarter, compared to analysts’ expectations of $10.40 billion. During the same period last year, the company posted $1.55 EPS. The company’s revenue was up 6.8% on a year-over-year basis. 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. On average, analysts forecast that Philip Morris International Inc. will post 7.14 EPS for the current fiscal year.

Philip Morris International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 13th. Shareholders of record on Thursday, March 19th will be given a dividend of $1.47 per share. The ex-dividend date of this dividend is Thursday, March 19th. This represents a $5.88 annualized dividend and a yield of 3.5%. Philip Morris International’s dividend payout ratio (DPR) is presently 80.88%.

About Philip Morris International

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.