Russell Investments Group Ltd. Trims Stock Holdings in Philip Morris International Inc. $PM

Russell Investments Group Ltd. lessened its stake in shares of Philip Morris International Inc. (NYSE:PM) by 2.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,207,987 shares of the company’s stock after selling 24,939 shares during the quarter. Russell Investments Group Ltd. owned approximately 0.08% of Philip Morris International worth $195,950,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the company. Schroder Investment Management Group boosted its stake in shares of Philip Morris International by 10.2% during the 3rd quarter. Schroder Investment Management Group now owns 302,173 shares of the company’s stock worth $49,251,000 after purchasing an additional 27,979 shares during the last quarter. Inceptionr LLC raised its position in shares of Philip Morris International by 89.6% in the third quarter. Inceptionr LLC now owns 11,940 shares of the company’s stock valued at $1,937,000 after buying an additional 5,641 shares during the last quarter. Orca Wealth Management LLC raised its position in shares of Philip Morris International by 0.3% in the third quarter. Orca Wealth Management LLC now owns 27,642 shares of the company’s stock valued at $4,484,000 after buying an additional 94 shares during the last quarter. Certified Advisory Corp lifted its stake in shares of Philip Morris International by 2.3% during the third quarter. Certified Advisory Corp now owns 3,030 shares of the company’s stock valued at $491,000 after buying an additional 69 shares during the period. Finally, PFG Advisors boosted its position in Philip Morris International by 9.6% during the third quarter. PFG Advisors now owns 6,669 shares of the company’s stock worth $1,082,000 after acquiring an additional 582 shares during the last quarter. Institutional investors and hedge funds own 78.63% of the company’s stock.

Philip Morris International Stock Performance

Philip Morris International stock opened at $169.91 on Monday. Philip Morris International Inc. has a 1 year low of $142.11 and a 1 year high of $191.30. The firm has a 50 day moving average price of $175.14 and a 200 day moving average price of $164.02. The company has a market cap of $264.50 billion, a price-to-earnings ratio of 23.37, a PEG ratio of 1.94 and a beta of 0.38.

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

Philip Morris International Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 13th. Stockholders of record on Thursday, March 19th will be issued a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date is Thursday, March 19th. Philip Morris International’s dividend payout ratio is presently 80.88%.

Insider Buying and Selling at Philip Morris International

In related news, CFO Emmanuel Babeau sold 33,800 shares of Philip Morris International stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $181.61, for a total value of $6,138,418.00. Following the transaction, the chief financial officer owned 164,463 shares in the company, valued at approximately $29,868,125.43. This trade represents 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 the SEC website. Also, CEO Jacek Olczak sold 80,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $182.18, for a total value of $14,574,400.00. Following the sale, the chief executive officer directly owned 632,344 shares of the company’s stock, valued at approximately $115,200,429.92. This trade represents a 11.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Jefferies Financial Group cut shares of Philip Morris International from a “buy” rating to a “hold” rating and lowered their target price for the stock from $220.00 to $180.00 in a research note on Tuesday, January 20th. Needham & Company LLC increased their price target on Philip Morris International from $190.00 to $205.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Wall Street Zen cut Philip Morris International from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. UBS Group reaffirmed a “neutral” rating and issued a $181.50 price objective on shares of Philip Morris International in a research report on Monday, February 9th. Finally, JPMorgan Chase & Co. dropped their target price on Philip Morris International from $190.00 to $185.00 and set an “overweight” rating for the company in a research note on Wednesday, November 26th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Philip Morris International presently has an average rating of “Moderate Buy” and an average price target of $196.83.

Trending Headlines about Philip Morris International

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

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.