Insider Selling: Philip Morris International (NYSE:PM) CFO Sells $6,138,418.00 in Stock

Philip Morris International Inc. (NYSE:PM) CFO Emmanuel Babeau sold 33,800 shares of the business’s stock in a transaction on Thursday, February 19th. The stock was 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 directly owned 164,463 shares in the company, valued at approximately $29,868,125.43. This represents a 17.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.

Philip Morris International Price Performance

Shares of Philip Morris International stock opened at $186.55 on Monday. The firm has a market cap of $290.40 billion, a PE ratio of 25.66, a P/E/G ratio of 2.13 and a beta of 0.38. Philip Morris International Inc. has a 1 year low of $142.11 and a 1 year high of $191.30. The stock has a fifty day moving average price of $173.71 and a 200-day moving average price of $163.73.

Philip Morris International (NYSE:PM) last posted its quarterly earnings results on Friday, February 6th. The company reported $1.70 earnings per share for the quarter, meeting the consensus estimate of $1.70. Philip Morris International had a net margin of 12.09% and a negative return on equity of 130.95%. The company had revenue of $10.36 billion during the quarter, compared to analyst estimates of $10.40 billion. During the same quarter in the prior year, the business earned $1.55 earnings per share. The firm’s revenue for the quarter 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. As a group, equities analysts anticipate that Philip Morris International Inc. will post 7.14 EPS for the current fiscal year.

Philip Morris International Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Friday, December 26th were paid a dividend of $1.47 per share. The ex-dividend date was Friday, December 26th. This represents a $5.88 annualized dividend and a dividend yield of 3.2%. Philip Morris International’s dividend payout ratio (DPR) is presently 80.88%.

Key Philip Morris International News

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

• Positive Sentiment: Argus raised its price target on PM to $210 (from $190) and reiterated a Buy, citing rising contribution from the ZYN nicotine-pouch business — a clear catalyst for upside expectations. Argus Raises Philip Morris (PM) Outlook on Rising Contribution from Nicotine Pouches
• Positive Sentiment: Coverage highlights ZYN’s “explosive” growth as a driver of revenue diversification away from combustible cigarettes — supporting higher margin, pricing power, and longer-term organic growth. Philip Morris International (PM) Gained from Zyn’s Explosive Growth
• Positive Sentiment: Consensus analyst positioning remains constructive: articles note an average “Moderate Buy” / favorable analyst stance, which supports investor conviction on dividends and buybacks. Philip Morris International Inc. (NYSE:PM) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Industry comparison pieces (Altria vs. Philip Morris) discuss both companies’ smoke-free strategies and cost discipline — useful context but not an immediate price mover for PM alone. Altria vs. Philip Morris: Which Is the Smarter Play for Now? Altria vs. Philip Morris (Zacks)
• Neutral Sentiment: Market commentary asks whether PM is outperforming the Nasdaq — a broader-market comparison that may influence flow into/away from tobacco stocks but doesn’t change company fundamentals. Is Philip Morris Stock Outperforming the Nasdaq?
• Negative Sentiment: Insider selling: CEO Jacek Olczak sold 80,000 shares and CFO Emmanuel Babeau sold 33,800 shares (mid-February), reducing their holdings — an immediate negative signal to some investors and a likely contributor to near-term selling pressure. CEO Form 4 (SEC) CFO Form 4 (SEC) Emmanuel Babeau Sells 33,800 Shares

Analyst Upgrades and Downgrades

A number of analysts have issued reports on PM shares. UBS Group reissued a “neutral” rating and issued a $181.50 target price on shares of Philip Morris International in a research report on Monday, February 9th. Barclays reissued an “overweight” rating and issued a $205.00 price objective on shares of Philip Morris International in a report on Monday, February 23rd. Wall Street Zen downgraded shares of Philip Morris International from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Jefferies Financial Group lowered shares of Philip Morris International from a “buy” rating to a “hold” rating and cut their target price for the stock from $220.00 to $180.00 in a research report on Tuesday, January 20th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $205.00 price target on shares of Philip Morris International in a research report on Monday, February 9th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Philip Morris International presently has an average rating of “Moderate Buy” and a consensus target price of $196.83.

Institutional Investors Weigh In On Philip Morris International

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Legacy Investment Solutions LLC purchased a new stake in Philip Morris International in the 2nd quarter valued at about $25,000. Traub Capital Management LLC acquired a new stake in shares of Philip Morris International during the second quarter valued at about $25,000. Marquette Asset Management LLC raised its stake in shares of Philip Morris International by 1,677.8% in the 3rd quarter. Marquette Asset Management LLC now owns 160 shares of the company’s stock valued at $26,000 after acquiring an additional 151 shares during the period. Portfolio Resources Advisor Group Inc. acquired a new position in shares of Philip Morris International in the 4th quarter worth approximately $26,000. Finally, Dogwood Wealth Management LLC lifted its holdings in shares of Philip Morris International by 96.5% in the 3rd quarter. Dogwood Wealth Management LLC now owns 167 shares of the company’s stock worth $27,000 after acquiring an additional 82 shares during the last quarter. 78.63% of the stock is currently owned by institutional investors.

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.