Robeco Institutional Asset Management B.V. Sells 12,227 Shares of Altria Group, Inc. $MO

Robeco Institutional Asset Management B.V. trimmed its holdings in Altria Group, Inc. (NYSE:MO) by 1.6% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 732,472 shares of the company’s stock after selling 12,227 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Altria Group were worth $49,325,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Cornerstone National Bank & Trust Co purchased a new stake in shares of Altria Group during the third quarter worth approximately $33,000. 55 North Private Wealth LLC lifted its holdings in shares of Altria Group by 25.0% during the third quarter. 55 North Private Wealth LLC now owns 3,613 shares of the company’s stock worth $243,000 after purchasing an additional 722 shares during the period. Prime Capital Investment Advisors LLC grew its position in Altria Group by 19.8% in the 3rd quarter. Prime Capital Investment Advisors LLC now owns 74,072 shares of the company’s stock valued at $4,988,000 after buying an additional 12,234 shares during the last quarter. CWA Asset Management Group LLC grew its position in Altria Group by 12.7% in the 3rd quarter. CWA Asset Management Group LLC now owns 247,351 shares of the company’s stock valued at $16,657,000 after buying an additional 27,846 shares during the last quarter. Finally, Retirement Planning Group LLC grew its position in Altria Group by 9.4% in the 3rd quarter. Retirement Planning Group LLC now owns 26,962 shares of the company’s stock valued at $1,816,000 after buying an additional 2,314 shares during the last quarter. 57.41% of the stock is owned by hedge funds and other institutional investors.

Altria Group Price Performance

MO opened at $76.04 on Friday. The business has a 50 day simple moving average of $69.41 and a 200-day simple moving average of $69.90. The stock has a market capitalization of $126.97 billion, a P/E ratio of 13.30, a P/E/G ratio of 2.63 and a beta of 0.42. Altria Group, Inc. has a 12 month low of $54.70 and a 12 month high of $77.06.

Altria Group (NYSE:MO) last posted its quarterly earnings results on Thursday, July 30th. The company reported $1.48 earnings per share for the quarter, missing analysts’ consensus estimates of $1.50 by ($0.02). Altria Group had a net margin of 33.99% and a negative return on equity of 315.29%. The business had revenue of $5.36 billion during the quarter, compared to analysts’ expectations of $5.35 billion. During the same quarter last year, the firm earned $1.44 earnings per share. The firm’s quarterly revenue was up 1.2% compared to the same quarter last year. Altria Group has set its FY 2026 guidance at 5.610-5.720 EPS. Research analysts anticipate that Altria Group, Inc. will post 5.67 EPS for the current year.

Altria Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 9th. Shareholders of record on Tuesday, September 15th were issued a $1.11 dividend. This represents a $4.44 dividend on an annualized basis and a yield of 5.8%. This is an increase from Altria Group’s previous quarterly dividend of $1.06. The ex-dividend date of this dividend was Tuesday, September 15th. Altria Group’s dividend payout ratio is 93.67%.

Insider Activity at Altria Group

In related news, Director Kathryn McQuade bought 1,500 shares of the firm’s stock in a transaction on Wednesday, September 9th. The shares were bought at an average cost of $67.62 per share, for a total transaction of $101,430.00. Following the transaction, the director owned 114,929 shares of the company’s stock, valued at approximately $7,771,498.98. This trade represents a 1.32% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 0.10% of the company’s stock.

Key Headlines Impacting Altria Group

Here are the key news stories impacting Altria Group this week:

• Positive Sentiment: Dividend income remains the primary attraction. Articles highlight Altria’s long-term total returns, which were driven largely by reinvested dividends rather than share-price appreciation. The company continues to be featured among high-yield stocks appealing to retirees and income-focused investors. Altria’s Stock Has a Surprising 10-Year Return. Dividends Tell the Story
• Positive Sentiment: Expectations for the upcoming earnings report are favorable. Zacks coverage says Altria has factors that could support an earnings beat and earnings growth. The company’s current fiscal-year guidance calls for adjusted EPS of $5.61 to $5.72, which may be reinforcing confidence in its cash-generation and dividend capacity. Altria Earnings Expected to Grow
• Positive Sentiment: Sector income-stock momentum is supportive. Altria is included in several lists of stocks offering yields above 6%, keeping the company visible to investors seeking cash returns while bond yields remain elevated. Strong results from rival Philip Morris also provide a constructive read-through for tobacco-sector demand and pricing power. Philip Morris Q3 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Valuation and technical momentum are mixed. MO is above its 50-day and 200-day moving averages and near its annual high, but that strength could make the stock more sensitive to profit-taking if earnings or guidance disappoint.
• Negative Sentiment: Long-term business risks remain. Coverage notes declining cigarette volumes, past write-downs and Altria’s weaker position in smoke-free products. These challenges could limit growth and remain important risks despite the company’s attractive dividend.

Analysts Set New Price Targets

Several brokerages have issued reports on MO. Barclays dropped their price objective on shares of Altria Group from $64.00 to $58.00 and set an “underweight” rating on the stock in a research note on Tuesday, August 11th. Weiss Ratings restated a “buy (b)” rating on shares of Altria Group in a research note on Monday, October 12th. BTIG Research started coverage on shares of Altria Group in a report on Tuesday, July 21st. They issued a “neutral” rating on the stock. Freedom Broker raised shares of Altria Group to a “hold” rating in a report on Wednesday, September 16th. Finally, UBS Group boosted their price target on shares of Altria Group from $76.00 to $79.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Five analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Altria Group currently has an average rating of “Hold” and a consensus price target of $70.11.

Altria Group Company Profile

Altria Group, Inc is a U.S.-based consumer products company focused primarily on tobacco, nicotine and related products. Through its operating companies, Altria sells cigarettes, cigars, pipe tobacco, oral tobacco and nicotine products, and electronic vapor products.

Altria’s principal cigarette business is Philip Morris USA, whose portfolio includes Marlboro, Parliament and Virginia Slims. Its other major brands include Copenhagen and Skoal moist smokeless tobacco, Black & Mild cigars, on! nicotine pouches and NJOY electronic cigarettes.