Shrier Wealth Management LLC Takes $2.81 Million Position in Philip Morris International Inc. $PM

Key Points

• Shrier Wealth Management initiated a new position in Philip Morris, buying 17,495 shares valued at about $2.81 million, making PM 1.1% of its portfolio and its 26th largest holding.
• Philip Morris declared a quarterly dividend of $1.47 (annualized $5.88, ~3.6% yield), with an ex-dividend/record date of March 19 and payment scheduled for April 13.
• CFO Emmanuel Babeau sold 33,800 shares (~$6.14M) and CEO Jacek Olczak sold 80,000 shares (~$14.57M) on Feb. 19, reducing their stakes; company insiders now own about 0.13% of the stock.

Shrier Wealth Management LLC bought a new position in Philip Morris International Inc. (NYSE:PM - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 17,495 shares of the company's stock, valued at approximately $2,806,000. Philip Morris International comprises 1.1% of Shrier Wealth Management LLC's investment portfolio, making the stock its 26th largest position.

Several other hedge funds also recently made changes to their positions in PM. Birch Financial Group LLC raised its holdings in Philip Morris International by 38.5% during the 4th quarter. Birch Financial Group LLC now owns 10,498 shares of the company's stock valued at $1,684,000 after buying an additional 2,916 shares during the last quarter. Royal Fund Management LLC boosted its position in Philip Morris International by 20.0% during the 4th quarter. Royal Fund Management LLC now owns 10,039 shares of the company's stock valued at $1,611,000 after buying an additional 1,676 shares during the period. Range Financial Group LLC grew its holdings in Philip Morris International by 5.7% in the 4th quarter. Range Financial Group LLC now owns 26,111 shares of the company's stock worth $4,188,000 after acquiring an additional 1,416 shares during the last quarter. Lewis Asset Management LLC grew its holdings in Philip Morris International by 5.9% in the 4th quarter. Lewis Asset Management LLC now owns 6,139 shares of the company's stock worth $985,000 after acquiring an additional 343 shares during the last quarter. Finally, Silver Oak Securities Incorporated increased its position in shares of Philip Morris International by 6.8% in the fourth quarter. Silver Oak Securities Incorporated now owns 4,706 shares of the company's stock valued at $762,000 after acquiring an additional 298 shares during the period. 78.63% of the stock is owned by hedge funds and other institutional investors.

Philip Morris International Stock Up 0.4%

Shares of PM stock opened at $165.44 on Wednesday. The stock has a market cap of $257.84 billion, a price-to-earnings ratio of 22.76, a PEG ratio of 1.88 and a beta of 0.38. The business's fifty day moving average is $176.38 and its 200 day moving average is $164.18. Philip Morris International Inc. has a twelve month low of $142.11 and a twelve month high of $191.30.

Philip Morris International (NYSE:PM - Get Free Report) last posted its quarterly earnings data on Friday, February 6th. The company reported $1.70 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $1.70. The business had revenue of $10.36 billion during the quarter, compared to the consensus estimate of $10.40 billion. Philip Morris International had a negative return on equity of 130.95% and a net margin of 12.09%.The firm's quarterly revenue was up 6.8% compared to the same quarter last year. During the same quarter in the prior year, the company 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. Equities research analysts expect that Philip Morris International Inc. will post 7.14 earnings per share for the current fiscal year.

Philip Morris International Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 13th. Investors of record on Thursday, March 19th will be paid a $1.47 dividend. This represents a $5.88 annualized dividend and a dividend yield of 3.6%. The ex-dividend date is Thursday, March 19th. Philip Morris International's dividend payout ratio (DPR) is presently 80.88%.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Needham & Company LLC upped their price objective on shares of Philip Morris International from $190.00 to $205.00 and gave the company a "buy" rating in a research note on Tuesday, February 10th. Stifel Nicolaus set a $200.00 target price on Philip Morris International in a research note on Monday, February 9th. Weiss Ratings restated a "buy (b)" rating on shares of Philip Morris International in a report on Thursday, January 22nd. Morgan Stanley reaffirmed an "overweight" rating and set a $205.00 price target on shares of Philip Morris International in a research report on Monday, February 9th. Finally, Jefferies Financial Group cut Philip Morris International from a "buy" rating to a "hold" rating and dropped their price objective for the stock from $220.00 to $180.00 in a report on Tuesday, January 20th. Ten investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Philip Morris International has an average rating of "Moderate Buy" and a consensus target price of $196.83.

Key Philip Morris International News

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

• Positive Sentiment: Analysts and outlets argue PM is attractive to growth investors because of durable cash flow, accelerating non-combustible product adoption and multi-year EPS guidance that supports total-return potential. Here is Why Growth Investors Should Buy Philip Morris (PM) Now
• Positive Sentiment: Similar buy-case coverage from Zacks highlights PM’s growth profile and style-score appeal for investors seeking growth-plus-income. Here is Why Growth Investors Should Buy Philip Morris (PM) Now
• Positive Sentiment: Coverage naming PM among “best dividend stocks to buy and hold” supports income-oriented demand; steady dividends plus buybacks make the stock appealing to yield-seeking investors. The Best Dividend Stocks to Buy and Hold Forever
• Positive Sentiment: Seeking Alpha reports updates on PMI’s “industry‑leading” pivot away from cigarettes — news that reinforces the long-term growth narrative as smoke‑free product mix increases. Philip Morris updates on its 'industry-leading shift' away from cigarettes
• Positive Sentiment: PMI’s Technovation U.S. event (April 14) emphasizes science, policy and innovation to advance a smoke‑free future—an investor-facing effort to strengthen regulatory ties and demonstrate technology roadmap progress. PMI U.S. BRINGS TECHNOVATION TO WASHINGTON D.C.
• Neutral Sentiment: PM released its Value Report 2025 and introduced the Value Plan 2030+, summarizing its 2025 Roadmap completion and laying out sustainability and value-creation targets; this formalizes strategy but is largely a corporate disclosure rather than new financial guidance. Philip Morris International Presents its Value Report 2025: change in motion
• Neutral Sentiment: Additional press distribution of the Value Report (Financial Post / PR outlets) reiterates the same plan and achievements—useful for long-term thesis but not immediate earnings news. Philip Morris International Presents its Value Report 2025: change in motion

Insider Transactions at Philip Morris International

In other Philip Morris International news, CFO Emmanuel Babeau sold 33,800 shares of the company's stock in a transaction dated 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 sale, the chief financial officer owned 164,463 shares in the company, valued at approximately $29,868,125.43. This represents a 17.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Jacek Olczak sold 80,000 shares of the firm's stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $182.18, for a total transaction of $14,574,400.00. Following the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.13% of the company's stock.

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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