Altria Group, Inc. $MO Stock Sold by Yousif Capital Management LLC

Yousif Capital Management LLC reduced its stake in Altria Group, Inc. (NYSE:MO) by 9.5% in the third quarter, HoldingsChannel.com reports. The fund owned 99,347 shares of the company’s stock after selling 10,376 shares during the quarter. Yousif Capital Management LLC’s holdings in Altria Group were worth $6,690,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. MBL Wealth LLC increased its position in shares of Altria Group by 72.7% during the 3rd quarter. MBL Wealth LLC now owns 13,409 shares of the company’s stock valued at $903,000 after purchasing an additional 5,646 shares during the period. Brookstone Capital Management grew its position in Altria Group by 16.2% during the 3rd quarter. Brookstone Capital Management now owns 128,246 shares of the company’s stock worth $8,636,000 after purchasing an additional 17,889 shares in the last quarter. Legacy Financial Group Inc. raised its stake in Altria Group by 7.0% during the 3rd quarter. Legacy Financial Group Inc. now owns 3,160 shares of the company’s stock valued at $213,000 after purchasing an additional 208 shares during the period. NBT Bank N.A. acquired a new stake in Altria Group during the 3rd quarter valued at $2,923,000. Finally, Root Financial Partners LLC lifted its holdings in shares of Altria Group by 40.1% in the third quarter. Root Financial Partners LLC now owns 8,883 shares of the company’s stock valued at $598,000 after purchasing an additional 2,542 shares in the last quarter. 57.41% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have recently commented on MO. BTIG Research began coverage on Altria Group in a research report on Tuesday, July 21st. They issued a “neutral” rating for the company. Freedom Broker raised Altria Group to a “hold” rating in a research report on Wednesday, September 16th. UBS Group upped their price target on Altria Group from $76.00 to $79.00 and gave the company a “buy” rating in a research report on Tuesday, July 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Altria Group in a research note on Monday, October 12th. Finally, Barclays decreased their price objective on Altria Group from $64.00 to $58.00 and set an “underweight” rating for the company in a research report on Tuesday, August 11th. Five analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Altria Group has an average rating of “Hold” and a consensus price target of $70.11.

Altria Group Stock Up 0.1%

MO stock opened at $74.38 on Monday. Altria Group, Inc. has a 12-month low of $54.70 and a 12-month high of $77.06. The company has a market cap of $124.19 billion, a price-to-earnings ratio of 15.69, a PEG ratio of 2.64 and a beta of 0.42. The company has a 50 day moving average of $69.58 and a two-hundred day moving average of $69.95.

Altria Group (NYSE:MO) last issued its earnings results on Thursday, July 30th. The company reported $1.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.50 by ($0.02). Altria Group had a net margin of 33.99% and a negative return on equity of 315.29%. The company had revenue of $5.36 billion for the quarter, compared to analyst estimates of $5.35 billion. During the same period last year, the business earned $1.44 EPS. The company’s quarterly revenue was up 1.2% on a year-over-year basis. Altria Group has set its FY 2026 guidance at 5.610-5.720 EPS. On average, research analysts anticipate that Altria Group, Inc. will post 5.67 EPS for the current year.

Altria Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 9th. Investors of record on Tuesday, September 15th were paid a $1.11 dividend. This represents a $4.44 annualized dividend and a dividend yield of 6.0%. The ex-dividend date of this dividend was Tuesday, September 15th. This is a boost from Altria Group’s previous quarterly dividend of $1.06. Altria Group’s dividend payout ratio (DPR) is presently 93.67%.

Insider Activity

In other news, Director Kathryn McQuade acquired 1,500 shares of Altria Group stock in a transaction dated Wednesday, September 9th. The stock was acquired at an average cost of $67.62 per share, for a total transaction of $101,430.00. Following the completion of the purchase, the director owned 114,929 shares of the company’s stock, valued at $7,771,498.98. This represents a 1.32% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.10% of the company’s stock.

Key Stories Impacting Altria Group

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

• Positive Sentiment: Analysts expect Altria to benefit from favorable earnings comparisons and estimates, raising the possibility of an earnings beat in the upcoming report. A stronger-than-expected result could support the stock and reinforce fiscal 2026 EPS guidance of $5.61–$5.72. Altria (MO) Earnings Expected to Grow: Should You Buy?
• Positive Sentiment: Altria extended its $3 billion senior unsecured revolving credit facility by one year to October 2030. The unchanged terms preserve a substantial liquidity backstop and provide flexibility for working capital, capital allocation and shareholder returns ahead of earnings. Earnings Beat Hopes Could Matter For Altria Stock
• Neutral Sentiment: Altria remains popular with income-focused investors because of its roughly 5.7% yield, repeated dividend increases and long-term total returns driven primarily by distributions rather than share-price appreciation. This may attract defensive investors, particularly when cash flows remain resilient. Altria’s Stock Has a Surprising 10-Year Return
• Negative Sentiment: Altria pays out approximately 89.3% of earnings as dividends. While the payout supports the stock’s income appeal, the limited earnings retained for reinvestment leaves less cushion if cigarette volumes decline, regulatory pressures increase or earnings weaken. Altria Pays Out 89.3% of Its Earnings as Dividends
• Negative Sentiment: Longer-term concerns remain over shrinking cigarette volumes, previous write-downs and Altria’s weaker position in smoke-free products. Those structural risks may be weighing on the shares even as investors await a potentially favorable quarterly update.

About Altria Group

Altria Group, Inc is a U.S.-based consumer products company focused primarily on tobacco, nicotine and related products. Through its operating companies, Altria sells cigarettes, cigars, pipe tobacco, oral tobacco and nicotine products, and electronic vapor products.

Altria’s principal cigarette business is Philip Morris USA, whose portfolio includes Marlboro, Parliament and Virginia Slims. Its other major brands include Copenhagen and Skoal moist smokeless tobacco, Black & Mild cigars, on! nicotine pouches and NJOY electronic cigarettes.