Tectonic Advisors LLC Purchases 11,865 Shares of Altria Group, Inc. $MO

Tectonic Advisors LLC increased its stake in shares of Altria Group, Inc. (NYSE:MO) by 5.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 244,830 shares of the company’s stock after purchasing an additional 11,865 shares during the period. Tectonic Advisors LLC’s holdings in Altria Group were worth $16,487,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. BlackRock Inc. boosted its position in shares of Altria Group by 1.1% during the 2nd quarter. BlackRock Inc. now owns 126,073,166 shares of the company’s stock worth $9,070,964,000 after purchasing an additional 1,325,175 shares during the period. GQG Partners LLC purchased a new position in Altria Group in the 2nd quarter valued at approximately $1,806,782,000. Bank of America Corp DE acquired a new position in Altria Group during the 2nd quarter worth $1,104,566,000. Bank of New York Mellon Corp increased its stake in shares of Altria Group by 1.0% during the first quarter. Bank of New York Mellon Corp now owns 12,929,142 shares of the company’s stock worth $853,194,000 after buying an additional 133,676 shares during the period. Finally, Legal & General Group Plc purchased a new stake in shares of Altria Group during the 2nd quarter worth $631,606,000. 57.41% of the stock is currently owned by institutional investors and hedge funds.

Altria Group Stock Performance

MO stock traded down $1.69 during trading on Friday, hitting $74.38. The stock had a trading volume of 6,392,274 shares, compared to its average volume of 7,482,814. The stock has a market cap of $124.19 billion, a price-to-earnings ratio of 15.69, a price-to-earnings-growth ratio of 2.71 and a beta of 0.42. The company’s 50 day moving average price is $69.58 and its two-hundred day moving average price is $69.93. Altria Group, Inc. has a 1-year low of $54.70 and a 1-year high of $77.06.

Altria Group (NYSE:MO) last announced its quarterly earnings data on Thursday, July 30th. The company reported $1.48 earnings per share for the quarter, missing the consensus estimate of $1.50 by ($0.02). The company had revenue of $5.36 billion for the quarter, compared to analysts’ expectations of $5.35 billion. Altria Group had a negative return on equity of 315.29% and a net margin of 33.99%. The company’s revenue was up 1.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.44 earnings per share. Altria Group has set its FY 2026 guidance at 5.610-5.720 EPS. As a group, sell-side analysts forecast that Altria Group, Inc. will post 5.67 earnings per share for the current fiscal year.

Altria Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, October 9th. Stockholders of record on Tuesday, September 15th were given a $1.11 dividend. The ex-dividend date of this dividend was Tuesday, September 15th. This is a positive change from Altria Group’s previous quarterly dividend of $1.06. This represents a $4.44 annualized dividend and a dividend yield of 6.0%. Altria Group’s dividend payout ratio (DPR) is currently 93.67%.

Wall Street Analysts Forecast Growth

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

Insiders Place Their Bets

In other news, Director Kathryn McQuade acquired 1,500 shares of the stock in a transaction on Wednesday, September 9th. The stock was bought at an average price of $67.62 per share, with a total value of $101,430.00. Following the completion of the transaction, the director directly owned 114,929 shares of the company’s stock, valued at $7,771,498.98. The trade was a 1.32% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.10% of the stock is currently owned by corporate insiders.

Altria Group News Summary

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

• Positive Sentiment: Analysts expect Altria to benefit from favorable earnings comparisons and estimates, raising the possibility of an earnings beat in the upcoming report. A stronger-than-expected result could support the stock and reinforce fiscal 2026 EPS guidance of $5.61–$5.72. Altria (MO) Earnings Expected to Grow: Should You Buy?
• Positive Sentiment: Altria extended its $3 billion senior unsecured revolving credit facility by one year to October 2030. The unchanged terms preserve a substantial liquidity backstop and provide flexibility for working capital, capital allocation and shareholder returns ahead of earnings. Earnings Beat Hopes Could Matter For Altria Stock
• Neutral Sentiment: Altria remains popular with income-focused investors because of its roughly 5.7% yield, repeated dividend increases and long-term total returns driven primarily by distributions rather than share-price appreciation. This may attract defensive investors, particularly when cash flows remain resilient. Altria’s Stock Has a Surprising 10-Year Return
• Negative Sentiment: Altria pays out approximately 89.3% of earnings as dividends. While the payout supports the stock’s income appeal, the limited earnings retained for reinvestment leaves less cushion if cigarette volumes decline, regulatory pressures increase or earnings weaken. Altria Pays Out 89.3% of Its Earnings as Dividends
• Negative Sentiment: Longer-term concerns remain over shrinking cigarette volumes, previous write-downs and Altria’s weaker position in smoke-free products. Those structural risks may be weighing on the shares even as investors await a potentially favorable quarterly update.

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.