SWS Partners Grows Stake in Philip Morris International Inc. $PM

Key Points

• SWS Partners boosted its stake in Philip Morris by 29.5%, acquiring an additional 6,514 shares to hold 28,563 shares worth $4.624 million, representing 0.9% of the firm's portfolio (its 29th largest holding).
• Regulatory setbacks — including an FDA delay on nicotine‑pouch reviews and new tax/restriction changes in Japan and France — have added near‑term uncertainty, and the stock recently fell about 4.5% to open near $157.85.
• Insider sales: CEO Jacek Olczak sold 80,000 shares for ~$14.57 million and CFO Emmanuel Babeau sold 33,800 shares for ~$6.14 million on Feb. 19, reducing their holdings by 11.23% and 17.05%, respectively.

SWS Partners boosted its holdings in shares of Philip Morris International Inc. (NYSE:PM - Free Report) by 29.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 28,563 shares of the company's stock after purchasing an additional 6,514 shares during the quarter. Philip Morris International comprises 0.9% of SWS Partners' portfolio, making the stock its 29th biggest holding. SWS Partners' holdings in Philip Morris International were worth $4,624,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in PM. Marquette Asset Management LLC grew its holdings in Philip Morris International by 1,677.8% during the 3rd quarter. Marquette Asset Management LLC now owns 160 shares of the company's stock valued at $26,000 after buying an additional 151 shares in the last quarter. Dogwood Wealth Management LLC raised its position 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 buying an additional 82 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new position in shares of Philip Morris International in the third quarter worth $32,000. FNY Investment Advisers LLC purchased a new position in shares of Philip Morris International in the third quarter worth $33,000. Finally, McIlrath & Eck LLC bought a new position in shares of Philip Morris International during the second quarter worth $36,000. 78.63% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

PM has been the subject of several research analyst reports. Wall Street Zen cut shares of Philip Morris International from a "buy" rating to a "hold" rating in a research note on Saturday, January 10th. Weiss Ratings reissued a "buy (b)" rating on shares of Philip Morris International in a report on Thursday, January 22nd. Citigroup raised their price objective on Philip Morris International from $200.00 to $210.00 and gave the company a "buy" rating in a research report on Tuesday, February 10th. Morgan Stanley reaffirmed an "overweight" rating and issued a $205.00 target price on shares of Philip Morris International in a report on Monday, February 9th. Finally, Barclays reissued an "overweight" rating and set a $205.00 price target on shares of Philip Morris International in a research note on Monday, February 23rd. Ten investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $196.83.

Key Headlines Impacting Philip Morris International

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

• Positive Sentiment: PM released its Value Report 2025 and introduced a Value Plan 2030+, reinforcing the company’s long-term strategy to shift away from cigarettes and support sustainable value creation; this underpins longer-term investor confidence. Philip Morris International Presents its Value Report 2025: change in motion
• Positive Sentiment: Recent commentary from growth-focused outlets argues PM’s smoke‑free transition and cash flow profile make it attractive for long-term growth investors and income seekers, supporting upside potential once near-term headwinds abate. Here is Why Growth Investors Should Buy Philip Morris (PM) Now
• Positive Sentiment: PM appears on lists of high-quality dividend names, highlighting the stock’s income appeal for buy‑and‑hold investors and helping support the share price during pullbacks. The Best Dividend Stocks to Buy and Hold Forever
• Neutral Sentiment: PM provided updates on its ongoing shift away from combustible cigarettes; this is strategic confirmation but does not remove near-term regulatory or tax risk that is driving current volatility. Philip Morris updates on its 'industry-leading shift' away from cigarettes
• Negative Sentiment: Reports say the FDA’s fast-track review for certain nicotine pouches — a key growth category for PM — has been delayed, removing a near-term regulatory catalyst for U.S. oral-nicotine expansion and prompting analysts to mark down near-term growth expectations. Philip Morris Stock Drops. Nicotine Pouches’ FDA Review Is Delayed, Report Says.
• Negative Sentiment: New April 1 policy changes (tobacco tax increases in Japan and restrictions on nicotine pouches in France) introduce short‑term volume and pricing uncertainty in key markets, prompting investors to re-price near‑term margin and shipment expectations. Philip Morris slides as new April 1 regulatory and tax changes add near-term uncertainty for smoke-free growth

Insider Activity

In other Philip Morris International news, CEO Jacek Olczak sold 80,000 shares of the business'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 transaction of $14,574,400.00. Following the sale, the chief executive officer directly 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 sale was disclosed in a legal filing with the SEC, which is available 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 sale, the chief financial officer 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. 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 Stock Down 4.5%

Philip Morris International stock opened at $157.85 on Thursday. Philip Morris International Inc. has a 52-week low of $142.11 and a 52-week high of $191.30. The firm's fifty day moving average is $176.16 and its 200 day moving average is $164.14. The company has a market cap of $246.02 billion, a price-to-earnings ratio of 21.71, a PEG ratio of 1.88 and a beta of 0.38.

Philip Morris International (NYSE:PM - Get Free Report) last issued its quarterly earnings data on Friday, February 6th. The company reported $1.70 EPS for the quarter, hitting analysts' consensus estimates of $1.70. Philip Morris International had a net margin of 12.09% and a negative return on equity of 130.95%. The business had revenue of $10.36 billion during the quarter, compared to analysts' expectations of $10.40 billion. During the same period last year, the company posted $1.55 EPS. The business's revenue was up 6.8% on a year-over-year basis. 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. On average, equities research analysts anticipate that Philip Morris International Inc. will post 7.14 earnings per share for the current fiscal year.

Philip Morris International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, April 13th. Investors of record on Thursday, March 19th will be given a $1.47 dividend. The ex-dividend date is Thursday, March 19th. This represents a $5.88 annualized dividend and a yield of 3.7%. Philip Morris International's dividend payout ratio (DPR) is currently 80.88%.

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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