Mitsubishi UFJ Asset Management Co. Ltd. Has $203.33 Million Stock Position in Altria Group, Inc. $MO

Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of Altria Group, Inc. (NYSE:MO) by 6.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,547,908 shares of the company’s stock after purchasing an additional 201,124 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Altria Group were worth $203,331,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in MO. Darwin Wealth Management LLC bought a new position in shares of Altria Group in the 2nd quarter valued at about $27,000. EMC Capital Management acquired a new stake in Altria Group in the 3rd quarter valued at about $33,000. Creative Capital Management Investments LLC bought a new position in Altria Group during the fourth quarter worth about $29,000. Gould Capital LLC acquired a new position in Altria Group during the third quarter worth approximately $39,000. Finally, Elevation Wealth Partners LLC raised its stake in Altria Group by 79.0% in the fourth quarter. Elevation Wealth Partners LLC now owns 630 shares of the company’s stock valued at $36,000 after buying an additional 278 shares during the period. 57.41% of the stock is owned by institutional investors.

Key Stories Impacting Altria Group

Here are the key news stories impacting Altria Group this week:

• Positive Sentiment: Strong Q1 results and product mix shift — Altria reported higher revenue and EPS year-over-year, highlighted growing oral-nicotine pouch sales and reiterated shareholder returns via dividends and buybacks, which drove a recent rally. Why Altria (MO) Is Up 7.4% After Strong Q1 Earnings And Rising Oral Nicotine Sales
• Positive Sentiment: Growth narrative reinforced — analysts and screens (Zacks style scores) are pointing to Altria’s combination of stable cash flow, margin strength and secular growth from new oral-nicotine offerings as drivers of multi-factor investor interest. Here’s Why Altria (MO) is a Strong Growth Stock
• Positive Sentiment: Dividend appeal highlighted — recent articles include Altria in coverage of dependable dividend names, reinforcing its income-investor appeal and supporting the case for longer-term buy-and-hold holders. These 3 Dividend Stocks Have Raised Their Payouts for a Combined 187 Years. Here’s Why That Matters To Passive Income Lovers
• Neutral Sentiment: Trending/attention signals — Zacks flagged MO as a trending ticker, meaning higher retail attention which can amplify intraday moves but is not a directional fundamental change. Altria Group, Inc. (MO) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Relative sector performance discussion — coverage comparing Altria to consumer-staples peers highlights that MO has outperformed parts of the sector this year, which helps explain rotation and re-rating debate among investors. Are Consumer Staples Stocks Lagging Altria Group (MO) This Year?
• Neutral Sentiment: Analyst coverage / reports — recent analyst reports and research notes (Argus, Yahoo finance aggregation) provide updated models but no major consensus upgrade, so coverage is steady but not strongly bullish. Analyst Report: Altria Group Inc
• Negative Sentiment: Street stance is cautious — consensus analyst rating around “Hold” signals limited near-term upgrade momentum, which can cap gains after earnings-driven rallies and contribute to today’s pullback. Altria Group, Inc. (NYSE:MO) Given Consensus Rating of “Hold” by Analysts
• Neutral Sentiment: Various watchlist pieces weigh pros/cons — opportunistic coverage asks whether MO is “worth watching” now; useful for framing risk/reward but not a direct catalyst. Is Altria Stock Worth Watching Right Now

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on MO. The Goldman Sachs Group reiterated a “buy” rating and set a $77.00 target price on shares of Altria Group in a research note on Thursday, April 30th. UBS Group raised their price target on Altria Group from $74.00 to $76.00 and gave the company a “buy” rating in a report on Friday, May 1st. Stifel Nicolaus lifted their price objective on shares of Altria Group from $68.00 to $77.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Bank of America upped their price objective on shares of Altria Group from $72.00 to $73.00 and gave the company a “buy” rating in a report on Friday, April 10th. Finally, Barclays increased their price objective on shares of Altria Group from $57.00 to $63.00 and gave the company an “underweight” rating in a research report on Monday, February 23rd. Five investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Altria Group presently has a consensus rating of “Hold” and an average price target of $69.22.

Altria Group Stock Down 3.5%

NYSE MO opened at $70.26 on Thursday. The firm has a 50-day moving average price of $66.83 and a two-hundred day moving average price of $62.74. Altria Group, Inc. has a 12-month low of $54.70 and a 12-month high of $74.56. The company has a market capitalization of $117.33 billion, a P/E ratio of 14.70, a P/E/G ratio of 2.73 and a beta of 0.48.

Altria Group (NYSE:MO) last released its quarterly earnings results on Thursday, April 30th. The company reported $1.32 earnings per share for the quarter, beating analysts’ consensus estimates of $1.25 by $0.07. The company had revenue of $4.76 billion during the quarter, compared to the consensus estimate of $4.58 billion. Altria Group had a net margin of 34.34% and a negative return on equity of 298.69%. The firm’s quarterly revenue was up 5.3% on a year-over-year basis. During the same period in the previous year, the business earned $1.23 earnings per share. Altria Group has set its FY 2026 guidance at 5.560-5.72 EPS. Equities analysts expect that Altria Group, Inc. will post 5.67 EPS for the current year.

Altria Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Wednesday, March 25th were issued a dividend of $1.06 per share. This represents a $4.24 annualized dividend and a dividend yield of 6.0%. The ex-dividend date of this dividend was Wednesday, March 25th. Altria Group’s dividend payout ratio is 88.70%.

Insider Activity at Altria Group

In related news, SVP Charles N. Whitaker sold 27,908 shares of the firm’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $67.57, for a total value of $1,885,743.56. Following the transaction, the senior vice president owned 180,869 shares in the company, valued at approximately $12,221,318.33. This trade represents a 13.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.10% of the company’s stock.

Altria Group Profile

Altria Group, Inc (NYSE: MO) is a U.S.-based consumer goods company whose principal business is the manufacture and sale of tobacco products. Headquartered in Richmond, Virginia, the company’s operations are focused primarily on the U.S. market and include the production, marketing and distribution of cigarettes, smokeless tobacco and cigars. Its flagship cigarette franchise in the United States is sold through its operating subsidiaries and is among the most recognizable cigarette brands in the country.

Altria’s principal operating businesses include Philip Morris USA (cigarettes), U.S.