Philip Morris International Inc. $PM Shares Acquired by B. Metzler seel. Sohn & Co. AG

Key Points

• B. Metzler seel. Sohn & Co. AG increased its stake in Philip Morris by 99.2% to 46,688 shares, now worth $7.49 million, and institutional investors collectively own about 78.6% of the stock.
• Q1 beat: PMI reported $1.96 EPS and $10.15B revenue (both above consensus) and set FY‑2026 guidance of 8.360–8.510 EPS, but management trimmed its profit outlook and flagged competition and regulatory uncertainty around ZYN nicotine pouches, with Q2 guidance slightly under Street expectations.
• Insider selling and income signal: CEO and CFO sold sizable blocks of stock in February (80,000 and 33,800 shares), reducing insider ownership to 0.13%, while the company pays a $1.47 quarterly dividend (3.5% yield) with an ~80.9% payout ratio.

B. Metzler seel. Sohn & Co. AG lifted its stake in shares of Philip Morris International Inc. (NYSE:PM - Free Report) by 99.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 46,688 shares of the company's stock after purchasing an additional 23,256 shares during the period. B. Metzler seel. Sohn & Co. AG's holdings in Philip Morris International were worth $7,489,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Marquette Asset Management LLC boosted its holdings in shares of Philip Morris International by 1,677.8% during the 3rd quarter. Marquette Asset Management LLC now owns 160 shares of the company's stock worth $26,000 after purchasing an additional 151 shares during the last quarter. Dogwood Wealth Management LLC boosted its holdings in shares of Philip Morris International by 96.5% during the 3rd quarter. Dogwood Wealth Management LLC now owns 167 shares of the company's stock worth $27,000 after purchasing an additional 82 shares during the last quarter. Richards Merrill & Peterson Inc. acquired a new position in shares of Philip Morris International during the 4th quarter worth approximately $28,000. Measured Wealth Private Client Group LLC acquired a new position in shares of Philip Morris International during the 3rd quarter worth approximately $32,000. Finally, FNY Investment Advisers LLC acquired a new position in shares of Philip Morris International during the 3rd quarter worth approximately $33,000. 78.63% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

PM has been the topic of several recent research reports. Barclays restated an "overweight" rating and set a $205.00 target price on shares of Philip Morris International in a report on Monday, February 23rd. UBS Group lowered their target price on 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 lowered their target price on 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 boosted their target price on Philip Morris International from $200.00 to $210.00 and gave the stock a "buy" rating in a report on Tuesday, February 10th. Finally, Weiss Ratings restated a "buy (b)" rating on shares of Philip Morris International in a report on Thursday, January 22nd. Ten investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Philip Morris International presently has an average rating of "Moderate Buy" and a consensus price target of $192.56.

Philip Morris International Stock Performance

PM opened at $169.39 on Friday. Philip Morris International Inc. has a one year low of $142.11 and a one year high of $191.30. The stock has a market capitalization of $264.00 billion, a PE ratio of 23.82, a P/E/G ratio of 1.98 and a beta of 0.43. The business's 50 day moving average price is $169.73 and its 200 day moving average price is $163.85.

Philip Morris International (NYSE:PM - Get Free Report) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $1.96 EPS for the quarter, beating analysts' consensus estimates of $1.83 by $0.13. Philip Morris International had a negative return on equity of 142.02% and a net margin of 13.42%.The firm had revenue of $10.15 billion for the quarter, compared to analysts' expectations of $9.95 billion. During the same period in the prior year, the firm 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, equities research analysts forecast that Philip Morris International Inc. will post 8.44 earnings per share for the current fiscal year.

Philip Morris International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, April 13th. Investors of record on Thursday, March 19th were issued a $1.47 dividend. The ex-dividend date was Thursday, March 19th. This represents a $5.88 dividend on an annualized basis and a yield of 3.5%. Philip Morris International's dividend payout ratio is currently 80.88%.

Insider Buying and Selling

In related news, CEO Jacek Olczak sold 80,000 shares of the company's stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $182.18, for a total value of $14,574,400.00. Following the transaction, the chief executive officer directly owned 632,344 shares in the company, valued at approximately $115,200,429.92. This represents a 11.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Emmanuel Babeau sold 33,800 shares of the company's stock in a transaction that occurred 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 transaction, the chief financial officer owned 164,463 shares in the company, valued at $29,868,125.43. This represents a 17.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.13% of the company's stock.

Key Philip Morris International News

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

• Positive Sentiment: Q1 beat and smoke‑free momentum: PM reported adjusted EPS of $1.96 and revenue of $10.15B (both above consensus); management highlighted strong international smoke‑free product growth that helped offset U.S. headwinds. PM Q1 Deep Dive: International Smoke-Free Growth and Strong Pricing Offset U.S. Headwinds
• Positive Sentiment: Analyst support: Needham reaffirmed a "buy" rating and set a $200 price target, offering upside versus the current level and reinforcing investor confidence. Needham reaffirms buy, $200 PT
• Positive Sentiment: Brand/licensing expansion: PMI expanded its long‑running Ducati Corse partnership so ZYN nicotine pouch branding will appear on select MotoGP liveries — marketing reach for its leading pouch brand. Philip Morris International Expands its Partnership with Ducati Corse as Decades-Long Partnership Races Forward with Purpose
• Neutral Sentiment: Guidance updated: PMI provided Q2 (2.020–2.070 EPS) and FY‑2026 (8.360–8.510 EPS) ranges; FY is roughly in line with consensus but Q2 guidance is slightly below street expectations — a short‑term headwind to estimates. Philip Morris International Reports 2026 First-Quarter Results and Updates 2026 Full-Year Adjusted Diluted EPS Forecast
• Negative Sentiment: Trimmed profit outlook and pouch uncertainty: Management cut its annual profit forecast signaling pressure from competition in nicotine pouches and regulatory uncertainty around ZYN, a factor that investors see as a material forward risk. Philip Morris cuts annual profit forecast
• Negative Sentiment: Illicit market / public policy risk in Canada: RBH (a PMI affiliate) is urging federal coordination after a KPMG report estimated large tax revenue losses from contraband tobacco in Canada — enforcement, taxes or policy responses could affect volumes or spark reputational/regulatory scrutiny. CANADA LOSING $2.1 BILLION IN TAX REVENUE SAYS KPMG REPORT

Philip Morris International 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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