Jefferies Financial Group Inc. Has $11.48 Million Stock Position in Philip Morris International Inc. $PM

Jefferies Financial Group Inc. raised its position in Philip Morris International Inc. (NYSE:PM) by 3,271.4% during the third quarter, HoldingsChannel.com reports. The firm owned 70,799 shares of the company’s stock after buying an additional 68,699 shares during the quarter. Jefferies Financial Group Inc.’s holdings in Philip Morris International were worth $11,484,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the company. Corient Private Wealth LLC boosted its stake in shares of Philip Morris International by 1.2% during the 2nd quarter. Corient Private Wealth LLC now owns 490,590 shares of the company’s stock worth $89,354,000 after acquiring an additional 5,681 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its stake in shares of Philip Morris International by 10.3% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 549,481 shares of the company’s stock valued at $84,922,000 after acquiring an additional 51,399 shares in the last quarter. Trajan Wealth LLC raised its stake in shares of Philip Morris International by 31.2% in the 3rd quarter. Trajan Wealth LLC now owns 132,295 shares of the company’s stock valued at $21,458,000 after acquiring an additional 31,490 shares in the last quarter. Dynasty Wealth Management LLC lifted its holdings in Philip Morris International by 53.0% in the 3rd quarter. Dynasty Wealth Management LLC now owns 27,772 shares of the company’s stock worth $4,505,000 after purchasing an additional 9,622 shares during the last quarter. Finally, Westwood Holdings Group Inc. lifted its holdings in Philip Morris International by 295.8% in the 2nd quarter. Westwood Holdings Group Inc. now owns 67,717 shares of the company’s stock worth $12,333,000 after purchasing an additional 50,610 shares during the last quarter. 78.63% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Philip Morris International

In other Philip Morris International news, CEO Jacek Olczak sold 80,000 shares of the stock in a transaction on 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 completion of the sale, the chief executive officer directly owned 632,344 shares of the company’s stock, valued at $115,200,429.92. This represents a 11.23% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Emmanuel Babeau sold 33,800 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $181.61, for a total transaction of $6,138,418.00. Following the completion of the sale, the chief financial officer directly owned 164,463 shares of the company’s stock, valued at approximately $29,868,125.43. This trade represents a 17.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.13% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have commented on PM shares. JPMorgan Chase & Co. lowered their price target on Philip Morris International from $190.00 to $185.00 and set an “overweight” rating on the stock in a report on Wednesday, November 26th. Jefferies Financial Group cut shares of Philip Morris International from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $220.00 to $180.00 in a research note on Tuesday, January 20th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Philip Morris International in a report on Thursday, January 22nd. Morgan Stanley reiterated an “overweight” rating and issued a $205.00 target price on shares of Philip Morris International in a research note on Monday, February 9th. Finally, Barclays reiterated an “overweight” rating and issued a $205.00 target price on shares of Philip Morris International in a report on Monday, February 23rd. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Philip Morris International has an average rating of “Moderate Buy” and a consensus price target of $196.83.

Key Stories Impacting 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

Philip Morris International Stock Up 0.1%

PM opened at $169.91 on Monday. The firm has a market capitalization of $264.50 billion, a P/E ratio of 23.37, a price-to-earnings-growth ratio of 1.94 and a beta of 0.38. The stock’s 50 day moving average price is $175.14 and its two-hundred day moving average price is $164.02. Philip Morris International Inc. has a 12-month low of $142.11 and a 12-month high of $191.30.

Philip Morris International (NYSE:PM) last issued its quarterly earnings results on Friday, February 6th. The company reported $1.70 EPS for the quarter, hitting the consensus estimate of $1.70. Philip Morris International had a negative return on equity of 130.95% and a net margin of 12.09%.The company had revenue of $10.36 billion for the quarter, compared to the consensus estimate of $10.40 billion. During the same period in the previous year, the business posted $1.55 EPS. The company’s revenue for the quarter was up 6.8% on a year-over-year basis. 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. As a group, analysts anticipate that Philip Morris International Inc. will post 7.14 earnings per share for the current year.

Philip Morris International Announces Dividend

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

Philip Morris International Company 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.