Winnow Wealth LLC boosted its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 2,904.8% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 18,029 shares of the company’s stock after purchasing an additional 17,429 shares during the quarter. Altria Group comprises approximately 0.9% of Winnow Wealth LLC’s holdings, making the stock its 19th largest holding. Winnow Wealth LLC’s holdings in Altria Group were worth $1,208,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in Altria Group by 1.0% in the 2nd quarter. Vanguard Group Inc. now owns 159,717,148 shares of the company’s stock worth $9,364,216,000 after acquiring an additional 1,599,923 shares during the last quarter. State Street Corp lifted its position in Altria Group by 1.2% during the second quarter. State Street Corp now owns 72,367,263 shares of the company’s stock valued at $4,315,438,000 after purchasing an additional 886,583 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Altria Group by 1.7% in the 2nd quarter. Geode Capital Management LLC now owns 44,724,475 shares of the company’s stock worth $2,620,229,000 after buying an additional 764,221 shares during the last quarter. Ameriprise Financial Inc. raised its position in shares of Altria Group by 62.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 16,395,070 shares of the company’s stock valued at $954,446,000 after buying an additional 6,302,819 shares in the last quarter. Finally, Bank of New York Mellon Corp grew its position in Altria Group by 1.1% in the third quarter. Bank of New York Mellon Corp now owns 12,747,828 shares of the company’s stock worth $842,122,000 after acquiring an additional 132,846 shares in the last quarter. Hedge funds and other institutional investors own 57.41% of the company’s stock.
Analyst Upgrades and Downgrades
MO has been the subject of several analyst reports. Argus raised Altria Group to a “hold” rating in a research note on Tuesday, January 13th. Stifel Nicolaus lowered their target price on shares of Altria Group from $72.00 to $68.00 and set a “buy” rating for the company in a report on Friday. UBS Group lifted their price target on shares of Altria Group from $63.00 to $67.00 and gave the stock a “buy” rating in a research note on Monday. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Altria Group in a research report on Wednesday, October 8th. Five analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Altria Group has a consensus rating of “Hold” and an average target price of $62.56.
Altria Group News Roundup
Here are the key news stories impacting Altria Group this week:
- Positive Sentiment: Management says price increases and cost discipline are boosting margins and full?year profit is forecast above estimates, supporting near?term cash generation. Read More.
- Positive Sentiment: Altria keeps returning capital: high dividend (long streak of increases), buybacks and a progressive dividend policy remain central to the investment case and attract income buyers. Read More.
- Positive Sentiment: Company continues to push smoke?free products (on! pouches, NJOY integration) and emphasizes innovation to offset falling cigarette volumes — a long?term growth narrative for investors. Read More.
- Neutral Sentiment: FY2026 EPS guidance of $5.56–$5.72 is essentially in line with consensus, leaving limited surprise risk but not a clear catalyst to re-rate the shares. Read More.
- Neutral Sentiment: Stifel trimmed its price target from $72 to $68 but maintained a buy rating — shows some analyst support despite tempered upside. Read More.
- Negative Sentiment: Q4 adjusted EPS of $1.30 missed consensus ($1.32) and cigarette shipment volumes fell ~10%; smokeable revenue pressure and smoke?free weakness drove the initial selloff. Read More.
- Negative Sentiment: Regulatory, volume trends and company filings highlighting leverage/negative ROE raise longer?term execution and balance?sheet scrutiny among some investors. Read More.
Altria Group Trading Up 3.7%
NYSE MO opened at $61.97 on Friday. The company’s 50-day moving average price is $59.08 and its 200-day moving average price is $61.75. The stock has a market cap of $104.03 billion, a PE ratio of 15.08, a PEG ratio of 3.29 and a beta of 0.47. Altria Group, Inc. has a 12 month low of $51.30 and a 12 month high of $68.60.
Altria Group (NYSE:MO – Get Free Report) last announced its quarterly earnings data on Thursday, January 29th. The company reported $1.30 earnings per share for the quarter, missing analysts’ consensus estimates of $1.32 by ($0.02). The company had revenue of $5.08 billion for the quarter, compared to the consensus estimate of $5.02 billion. Altria Group had a net margin of 29.84% and a negative return on equity of 287.61%. The company’s quarterly revenue was down .5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.30 EPS. As a group, sell-side analysts forecast that Altria Group, Inc. will post 5.32 earnings per share for the current year.
Altria Group announced that its Board of Directors has authorized a stock buyback program on Thursday, October 30th that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the company to purchase up to 1.9% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s management believes its shares are undervalued.
Altria Group Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 26th were paid a $1.06 dividend. The ex-dividend date of this dividend was Friday, December 26th. This represents a $4.24 annualized dividend and a yield of 6.8%. Altria Group’s dividend payout ratio is 80.92%.
Altria Group Company Profile
Altria Group, Inc (NYSE: MO) is a U.S.-based consumer goods company whose principal business is the manufacture and sale of tobacco products. Headquartered in Richmond, Virginia, the company’s operations are focused primarily on the U.S. market and include the production, marketing and distribution of cigarettes, smokeless tobacco and cigars. Its flagship cigarette franchise in the United States is sold through its operating subsidiaries and is among the most recognizable cigarette brands in the country.
Altria’s principal operating businesses include Philip Morris USA (cigarettes), U.S.
Read More
- Five stocks we like better than Altria Group
- Do not delete, read immediately
- NEW LAW: Congress Approves Setup For Digital Dollar?
- “Fed Proof” Your Bank Account with THESE 4 Simple Steps
- A U.S. “birthright” claim worth trillions – activated quietly
- The Crash Has Already Started (Most Just Don’t See It Yet)
Want to see what other hedge funds are holding MO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Altria Group, Inc. (NYSE:MO – Free Report).
Receive News & Ratings for Altria Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Altria Group and related companies with MarketBeat.com's FREE daily email newsletter.
