AE Wealth Management LLC Has $84.22 Million Stock Holdings in Philip Morris International Inc. $PM

Key Points

• AE Wealth Management increased its stake in Philip Morris by 56.2% in Q4 to 525,047 shares, now valued at about $84.22 million.
• Philip Morris reported Q results with EPS $1.70 (in line with estimates) and revenue of $10.36B, and set guidance of Q1 2026 EPS 1.800–1.850 and FY 2026 EPS 8.380–8.530; the stock has a market cap of ~$243.7B, a P/E of 21.5, and a consensus target of ~$195.72 (Moderate Buy).
• The company pays a quarterly dividend of $1.47 (annualized $5.88, yield ~3.8%), while insiders sold significant blocks (CFO ~33,800 shares and CEO ~80,000 shares), reducing their ownership.

AE Wealth Management LLC increased its position in shares of Philip Morris International Inc. (NYSE:PM - Free Report) by 56.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 525,047 shares of the company's stock after acquiring an additional 189,009 shares during the period. AE Wealth Management LLC's holdings in Philip Morris International were worth $84,218,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in the company. Brighton Jones LLC lifted its stake in Philip Morris International by 31.1% in the 4th quarter. Brighton Jones LLC now owns 8,531 shares of the company's stock valued at $1,027,000 after purchasing an additional 2,023 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Philip Morris International by 4.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,097 shares of the company's stock valued at $252,000 after purchasing an additional 91 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Philip Morris International by 53.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,636 shares of the company's stock valued at $1,027,000 after purchasing an additional 1,970 shares during the last quarter. Jump Financial LLC bought a new position in Philip Morris International in the 2nd quarter valued at approximately $2,454,000. Finally, Osterweis Capital Management Inc. lifted its stake in Philip Morris International by 2,280.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 357 shares of the company's stock valued at $65,000 after purchasing an additional 342 shares during the last quarter. Institutional investors and hedge funds own 78.63% of the company's stock.

Philip Morris International Stock Performance

PM stock opened at $156.38 on Friday. The company has a fifty day moving average price of $172.13 and a 200-day moving average price of $163.81. The company has a market capitalization of $243.72 billion, a P/E ratio of 21.51, a PEG ratio of 1.89 and a beta of 0.43. Philip Morris International Inc. has a 52-week low of $142.11 and a 52-week high of $191.30.

Philip Morris International (NYSE:PM - Get Free Report) last released its quarterly earnings results on Friday, February 6th. The company reported $1.70 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.70. The firm had revenue of $10.36 billion during the quarter, compared to the consensus estimate of $10.40 billion. Philip Morris International had a net margin of 12.09% and a negative return on equity of 130.95%. The company's revenue for the quarter was up 6.8% on a year-over-year basis. During the same quarter last year, the firm earned $1.55 earnings per share. 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, sell-side analysts forecast that Philip Morris International Inc. will post 7.14 earnings per share for the current fiscal year.

Philip Morris International Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, April 13th. Investors of record on Thursday, March 19th were paid a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date of this dividend was Thursday, March 19th. Philip Morris International's dividend payout ratio (DPR) is currently 80.88%.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on PM. Jefferies Financial Group downgraded shares of Philip Morris International from a "buy" rating to a "hold" rating and dropped their price objective for the company from $220.00 to $180.00 in a research note on Tuesday, January 20th. Barclays reissued an "overweight" rating and issued a $205.00 price objective on shares of Philip Morris International in a research note on Monday, February 23rd. Morgan Stanley reissued an "overweight" rating and issued a $205.00 price objective on shares of Philip Morris International in a research note on Monday, February 9th. Weiss Ratings reissued a "buy (b)" rating on shares of Philip Morris International in a research note on Thursday, January 22nd. Finally, Needham & Company LLC dropped their price objective on shares of Philip Morris International from $205.00 to $200.00 and set a "buy" rating for the company in a research note on Monday. Ten analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $195.72.

Insiders Place Their Bets

In other Philip Morris International news, CFO Emmanuel Babeau sold 33,800 shares of the firm's stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $181.61, for a total value of $6,138,418.00. Following the completion of the sale, the chief financial officer directly owned 164,463 shares in the company, valued at approximately $29,868,125.43. This trade represents a 17.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Jacek Olczak sold 80,000 shares of the firm's stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $182.18, for a total transaction of $14,574,400.00. Following the completion of the sale, the chief executive officer owned 632,344 shares of the company's stock, valued at $115,200,429.92. The trade was a 11.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.13% of the company's stock.

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.

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