Valtrion Capital Management LLC Purchases New Position in Philip Morris International Inc. $PM

Valtrion Capital Management LLC acquired a new position in Philip Morris International Inc. (NYSE:PM) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 4,261 shares of the company’s stock, valued at approximately $771,000. Philip Morris International accounts for about 0.6% of Valtrion Capital Management LLC’s holdings, making the stock its 28th largest position.

A number of other hedge funds have also bought and sold shares of the business. AG Campbell Advisory LLC bought a new position in shares of Philip Morris International in the fourth quarter worth $25,000. Portfolio Resources Advisor Group Inc. bought a new stake in shares of Philip Morris International during the 4th quarter valued at $26,000. Vermillion Wealth Management Inc. lifted its holdings in Philip Morris International by 146.5% during the 1st quarter. Vermillion Wealth Management Inc. now owns 175 shares of the company’s stock worth $29,000 after purchasing an additional 104 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in Philip Morris International during the 2nd quarter worth about $29,000. Finally, Safe Harbor Fiduciary LLC bought a new position in Philip Morris International in the 4th quarter worth about $29,000. 78.63% of the stock is currently owned by hedge funds and other institutional investors.

Philip Morris International Stock Up 1.3%

Philip Morris International stock opened at $194.00 on Wednesday. Philip Morris International Inc. has a 52 week low of $142.11 and a 52 week high of $207.76. The business has a 50-day simple moving average of $186.42 and a 200 day simple moving average of $178.55. The stock has a market cap of $302.36 billion, a price-to-earnings ratio of 27.87, a PEG ratio of 2.31 and a beta of 0.38.

Philip Morris International (NYSE:PM) last announced its earnings results on Wednesday, July 22nd. The company reported $2.20 earnings per share for the quarter, topping analysts’ consensus estimates of $2.05 by $0.15. Philip Morris International had a negative return on equity of 163.41% and a net margin of 11.06%.The business had revenue of $11.19 billion for the quarter, compared to analyst estimates of $10.60 billion. During the same period in the prior year, the company earned $1.89 EPS. The company’s quarterly revenue was up 10.4% compared to the same quarter last year. Philip Morris International has set its Q3 2026 guidance at 2.200-2.25 EPS. On average, research analysts anticipate that Philip Morris International Inc. will post 8.33 earnings per share for the current year.

Philip Morris International Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, July 20th. Investors of record on Thursday, June 25th were given a $1.47 dividend. This represents a $5.88 annualized dividend and a dividend yield of 3.0%. The ex-dividend date was Thursday, June 25th. Philip Morris International’s dividend payout ratio is 84.48%.

Analyst Ratings Changes

A number of research firms have weighed in on PM. Bank of America reaffirmed a “buy” rating on shares of Philip Morris International in a report on Thursday, May 21st. Weiss Ratings restated a “buy (b)” rating on shares of Philip Morris International in a research report on Monday, August 17th. BTIG Research set a $221.00 price objective on shares of Philip Morris International and gave the company a “buy” rating in a research note on Friday, July 24th. Citigroup upped their target price on shares of Philip Morris International from $210.00 to $225.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. Finally, Stifel Nicolaus increased their target price on shares of Philip Morris International from $195.00 to $205.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Ten investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Philip Morris International has an average rating of “Moderate Buy” and a consensus price target of $205.89.

Philip Morris International News Roundup

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

• Positive Sentiment: FDA authorization strengthens ZYN growth prospects. The FDA authorized 11 ZYN ULTRA nicotine-pouch products, expanding PM’s U.S. smoke-free portfolio and supporting its longer-term shift away from combustible tobacco. Smoke-free products, led by ZYN and IQOS, now account for more than 41% of revenue, offering a potential multiyear growth runway. Philip Morris’ ZYN ULTRA FDA Authorization Strengthens Smoke-Free Push
• Positive Sentiment: Manufacturing agreements with Altria may improve efficiency. PM and Altria entered reciprocal contract-manufacturing arrangements involving cigarette production. The agreements should increase operational flexibility and manufacturing efficiency, with initial shipments expected in 2027. The partnership may provide longer-term cost and supply-chain benefits for PM, despite limited near-term earnings impact. Altria and Philip Morris International Sign Contract Manufacturing Deals
• Positive Sentiment: Pricing power and shareholder returns remain supportive. PM’s portfolio spans IQOS, ZYN, VEEV One, and Marlboro, helping it maintain premium pricing amid uncertain economic conditions. Analysts highlight strong free cash flow, lower debt leverage, and the possibility of another dividend increase in September. Philip Morris: Big Tobacco With High-Growth Smoke-Free Assets
• Neutral Sentiment: Near-term financial impact from the Altria deal is expected to be limited. Both companies said the manufacturing arrangements are not expected to materially affect 2026 results, so investors may need to wait until 2027 for measurable benefits. Altria vs. Philip Morris: What the New Manufacturing Deal Means for Investors
• Negative Sentiment: Valuation leaves less room for disappointment. PM’s smoke-free growth and defensive cash flows have attracted a premium valuation, creating downside risk if product adoption, regulatory momentum, or earnings growth falls short of expectations.

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.