Philip Morris International Inc. $PM Position Lowered by Infrastructure Capital Advisors LLC

Infrastructure Capital Advisors LLC trimmed its position in Philip Morris International Inc. (NYSE:PM) by 45.6% in the first quarter, Holdings Channel reports. The firm owned 8,352 shares of the company’s stock after selling 7,000 shares during the quarter. Infrastructure Capital Advisors LLC’s holdings in Philip Morris International were worth $1,381,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Resurgent Financial Advisors LLC lifted its holdings in Philip Morris International by 3.7% during the 4th quarter. Resurgent Financial Advisors LLC now owns 1,523 shares of the company’s stock worth $244,000 after buying an additional 54 shares during the last quarter. Douglass Winthrop Advisors LLC increased its holdings in shares of Philip Morris International by 0.3% in the 4th quarter. Douglass Winthrop Advisors LLC now owns 18,344 shares of the company’s stock valued at $2,942,000 after acquiring an additional 56 shares during the last quarter. Outlook Wealth Advisors LLC increased its holdings in shares of Philip Morris International by 4.6% in the 4th quarter. Outlook Wealth Advisors LLC now owns 1,320 shares of the company’s stock valued at $212,000 after acquiring an additional 58 shares during the last quarter. Aristotle Capital Management LLC raised its position in shares of Philip Morris International by 4.4% during the 4th quarter. Aristotle Capital Management LLC now owns 1,384 shares of the company’s stock valued at $222,000 after acquiring an additional 58 shares in the last quarter. Finally, Tranquility Partners LLC lifted its stake in Philip Morris International by 2.4% during the fourth quarter. Tranquility Partners LLC now owns 2,489 shares of the company’s stock worth $399,000 after purchasing an additional 59 shares during the last quarter. 78.63% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have commented on PM. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Philip Morris International in a report on Wednesday, May 20th. Morgan Stanley increased their target price on shares of Philip Morris International from $200.00 to $215.00 and gave the stock an “overweight” rating in a report on Thursday. Stifel Nicolaus raised their price target on shares of Philip Morris International from $195.00 to $205.00 and gave the stock a “buy” rating in a research report on Thursday, July 23rd. BTIG Research set a $221.00 price target on shares of Philip Morris International and gave the company a “buy” rating in a report on Friday. Finally, Needham & Company LLC boosted their price objective on shares of Philip Morris International from $200.00 to $215.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Philip Morris International currently has a consensus rating of “Moderate Buy” and an average target price of $202.00.

Trending Headlines about Philip Morris International

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

• Positive Sentiment: Philip Morris doubled its planned investment in its Aurora, Colorado, manufacturing campus to approximately $1.2 billion through 2028. The facility is intended to expand Zyn nicotine-pouch production, strengthen supply-chain capacity and support exports as demand grows. It could eventually generate about $550 million in annual economic activity and support 1,000 indirect jobs. Philip Morris doubles Colorado campus investment to $1.2 billion
• Positive Sentiment: The investment reinforces PMI’s shift toward smoke-free products and gives Zyn additional production capacity in the U.S. The FDA’s modified-risk authorization for Zyn—the first U.S. nicotine pouch to receive that status—could also support consumer adoption and strengthen the brand’s competitive position. Philip Morris International Wins FDA Modified Risk Status For ZYN In The US
• Positive Sentiment: Recent quarterly results were strong, with earnings and revenue exceeding consensus estimates and revenue rising 10.4% year over year. Investors appear willing to look beyond near-term guidance pressure because PMI is reinvesting cash into its higher-growth U.S. smoke-free business. The Sharpest Exchanges From PM’s Earnings Call
• Negative Sentiment: PMI lowered its 2026 adjusted earnings forecast for the third time this year. The reduction was primarily tied to less favorable currency assumptions, but repeated guidance cuts remain a risk to earnings expectations and valuation. Why Did Philip Morris Rise After Cutting Its 2026 Profit Forecast Again?

Philip Morris International Trading Up 1.4%

Shares of NYSE PM opened at $195.74 on Tuesday. The company has a market cap of $305.07 billion, a price-to-earnings ratio of 28.12, a price-to-earnings-growth ratio of 2.28 and a beta of 0.38. Philip Morris International Inc. has a 12-month low of $142.11 and a 12-month high of $199.78. The stock’s 50 day simple moving average is $182.87 and its 200 day simple moving average is $175.86.

Philip Morris International (NYSE:PM) last released its quarterly earnings data on Wednesday, July 22nd. The company reported $2.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.05 by $0.15. The business had revenue of $11.19 billion during the quarter, compared to analyst estimates of $10.60 billion. Philip Morris International had a negative return on equity of 163.41% and a net margin of 11.06%.The business’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.89 EPS. Philip Morris International has set its Q3 2026 guidance at 2.200-2.25 EPS. As a group, equities analysts forecast that Philip Morris International Inc. will post 8.35 earnings per share for the current fiscal year.

Philip Morris International Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, July 20th. Shareholders of record on Thursday, June 25th were paid a dividend of $1.47 per share. The ex-dividend date of this dividend was Thursday, June 25th. This represents a $5.88 annualized dividend and a yield of 3.0%. Philip Morris International’s payout ratio is presently 84.48%.

Philip Morris International Profile

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.