Sivia Capital Partners LLC Acquires 5,349 Shares of Philip Morris International Inc. $PM

Sivia Capital Partners LLC raised its holdings in shares of Philip Morris International Inc. (NYSE:PM) by 134.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,328 shares of the company’s stock after purchasing an additional 5,349 shares during the period. Sivia Capital Partners LLC’s holdings in Philip Morris International were worth $1,496,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in PM. Dogwood Wealth Management LLC increased its stake in shares of Philip Morris International by 96.5% during the third quarter. Dogwood Wealth Management LLC now owns 167 shares of the company’s stock valued at $27,000 after purchasing an additional 82 shares in the last quarter. Richards Merrill & Peterson Inc. bought a new position in shares of Philip Morris International during the fourth quarter valued at approximately $28,000. Entrust Financial LLC bought a new position in shares of Philip Morris International during the fourth quarter valued at approximately $31,000. Measured Wealth Private Client Group LLC bought a new position in shares of Philip Morris International during the third quarter valued at approximately $32,000. Finally, FNY Investment Advisers LLC bought a new position in shares of Philip Morris International during the third quarter valued at approximately $33,000. Institutional investors own 78.63% of the company’s stock.

Philip Morris International Stock Up 1.4%

NYSE:PM opened at $176.12 on Thursday. The company’s 50 day moving average price is $170.35 and its 200-day moving average price is $168.70. Philip Morris International Inc. has a 52 week low of $142.11 and a 52 week high of $193.05. The stock has a market cap of $274.50 billion, a price-to-earnings ratio of 24.77, a PEG ratio of 2.00 and a beta of 0.38.

Philip Morris International (NYSE:PM) last issued its earnings results on Wednesday, April 22nd. The company reported $1.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.83 by $0.13. Philip Morris International had a net margin of 11.61% and a negative return on equity of 142.02%. The company had revenue of $10.15 billion for the quarter, compared to analysts’ expectations of $9.95 billion. During the same quarter last year, the company posted $1.69 earnings per share. The firm’s quarterly revenue was up 9.1% on a year-over-year basis. Philip Morris International has set its FY 2026 guidance at 8.360-8.510 EPS and its Q2 2026 guidance at 2.020-2.070 EPS. As a group, sell-side analysts anticipate that Philip Morris International Inc. will post 8.43 earnings per share for the current year.

Key Headlines Impacting Philip Morris International

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

• Positive Sentiment: Morgan Stanley said Philip Morris’ U.S. launch of Zyn Ultra nicotine pouches could be a meaningful catalyst, as the product may help support growth in the company’s smoke-free business. Philip Morris International’s US Launch of Zyn Ultra Seen as Potential Catalyst, Morgan Stanley Says
• Positive Sentiment: Philip Morris reiterated its view that smoke-free products remain the main long-term growth driver, with investor updates pointing to continued momentum in IQOS and other reduced-risk offerings. Philip Morris International Participates in 2026 dbAccess Global Consumer Conference; Updates 2026 Full-Year Diluted EPS Forecast for Currency and Non-Cash Impairment Only
• Neutral Sentiment: The company was highlighted in a Zacks analyst roundup alongside other large-cap names, with commentary focused on growth drivers, earnings trends, and risks rather than a new company-specific development. The Zacks Analyst Blog Highlights Chevron, The Goldman Sachs and Philip Morris
• Negative Sentiment: Philip Morris lowered its full-year earnings outlook after booking a roughly $500 million impairment tied to its Canadian affiliate and citing currency and cost pressures, including weaker pricing power and higher energy costs. Philip Morris cuts annual profit forecast on cost pressure, weak pricing power
• Negative Sentiment: Additional reports on the Canada writedown and trimmed EPS guidance reinforce investor concerns that near-term profits may be pressured even if the smoke-free portfolio remains strong. Philip Morris to Post $500 Million Impairment on Canada Affiliate

Analyst Ratings Changes

A number of research firms have recently commented on PM. Bank of America reiterated a “buy” rating on shares of Philip Morris International in a report on Thursday, May 21st. UBS Group cut their price target on shares of Philip Morris International from $181.50 to $168.00 and set a “neutral” rating on the stock in a report on Friday, April 17th. Stifel Nicolaus cut their price target on shares of Philip Morris International from $200.00 to $195.00 and set a “buy” rating on the stock in a report on Friday, April 10th. Citigroup increased their price target on shares of Philip Morris International from $200.00 to $210.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Philip Morris International in a report on Wednesday, May 20th. Ten analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $192.88.

About Philip Morris International

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.