May Hill Capital LLC Boosts Stock Holdings in Philip Morris International Inc. $PM

May Hill Capital LLC raised its holdings in shares of Philip Morris International Inc. (NYSE:PM) by 91.5% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 6,870 shares of the company’s stock after purchasing an additional 3,283 shares during the period. May Hill Capital LLC’s holdings in Philip Morris International were worth $1,102,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the business. Beese Fulmer Investment Management Inc. increased its position in Philip Morris International by 104.4% during the 4th quarter. Beese Fulmer Investment Management Inc. now owns 235,353 shares of the company’s stock valued at $37,751,000 after purchasing an additional 120,204 shares during the period. Canada Post Corp Registered Pension Plan increased its position in Philip Morris International by 18.3% during the 4th quarter. Canada Post Corp Registered Pension Plan now owns 53,475 shares of the company’s stock valued at $8,577,000 after purchasing an additional 8,260 shares during the period. Cambridge Investment Research Advisors Inc. increased its position in Philip Morris International by 0.6% during the 4th quarter. Cambridge Investment Research Advisors Inc. now owns 234,116 shares of the company’s stock valued at $37,552,000 after purchasing an additional 1,306 shares during the period. Hills Bank & Trust Co increased its position in Philip Morris International by 8.6% during the 4th quarter. Hills Bank & Trust Co now owns 5,510 shares of the company’s stock valued at $884,000 after purchasing an additional 435 shares during the period. Finally, Center for Financial Planning Inc. increased its position in Philip Morris International by 1.5% during the 4th quarter. Center for Financial Planning Inc. now owns 6,032 shares of the company’s stock valued at $968,000 after purchasing an additional 87 shares during the period. Hedge funds and other institutional investors own 78.63% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have commented on PM shares. Jefferies Financial Group downgraded shares of Philip Morris International from a “buy” rating to a “hold” rating and cut their target price for the company from $220.00 to $180.00 in a research report on Tuesday, January 20th. Weiss Ratings restated a “buy (b)” rating on shares of Philip Morris International in a report on Thursday, January 22nd. Needham & Company LLC restated a “buy” rating and issued a $200.00 price target on shares of Philip Morris International in a report on Thursday, April 23rd. UBS Group lowered their price target on shares of Philip Morris International from $181.50 to $168.00 and set a “neutral” rating on the stock in a report on Friday, April 17th. Finally, Citigroup raised their price target on shares of Philip Morris International from $200.00 to $210.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Ten research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $192.56.

Philip Morris International Stock Performance

NYSE:PM opened at $189.66 on Friday. Philip Morris International Inc. has a fifty-two week low of $142.11 and a fifty-two week high of $192.95. The stock has a market capitalization of $295.59 billion, a P/E ratio of 26.67, a P/E/G ratio of 2.18 and a beta of 0.37. The company’s 50-day simple moving average is $166.78 and its 200-day simple moving average is $165.61.

Philip Morris International (NYSE:PM) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $1.96 earnings per share for the quarter, beating analysts’ consensus estimates of $1.83 by $0.13. Philip Morris International had a net margin of 11.61% and a negative return on equity of 142.02%. The business had revenue of $10.15 billion for the quarter, compared to analysts’ expectations of $9.95 billion. During the same period last year, the business earned $1.69 EPS. The company’s revenue was up 9.1% compared to the same quarter last year. 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. On average, research analysts forecast that Philip Morris International Inc. will post 8.45 EPS for the current year.

Philip Morris International Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, April 13th. Investors of record on Thursday, March 19th were paid 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 3.1%. Philip Morris International’s dividend payout ratio (DPR) is 82.70%.

Insider Buying and Selling

In related news, CEO Jacek Olczak sold 80,000 shares of Philip Morris International stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $182.18, for a total value of $14,574,400.00. Following the completion of the sale, the chief executive officer directly owned 632,344 shares in the company, valued at $115,200,429.92. This trade represents a 11.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Emmanuel Babeau sold 33,800 shares of Philip Morris International stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $181.61, for a total transaction of $6,138,418.00. Following the completion of the sale, the chief financial officer owned 164,463 shares of the company’s stock, valued at $29,868,125.43. This trade represents a 17.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.13% of the stock is owned by company insiders.

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.