Capital Management Corp VA Increases Position in Altria Group, Inc. $MO

Capital Management Corp VA lifted its position in shares of Altria Group, Inc. (NYSE:MO) by 41.1% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 102,680 shares of the company’s stock after buying an additional 29,913 shares during the period. Capital Management Corp VA’s holdings in Altria Group were worth $5,921,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of MO. Darwin Wealth Management LLC purchased a new position in shares of Altria Group during the second quarter valued at approximately $27,000. Creative Capital Management Investments LLC acquired a new position in Altria Group during the fourth quarter worth approximately $29,000. EMC Capital Management acquired a new position in Altria Group during the third quarter worth approximately $33,000. Elevation Wealth Partners LLC increased its position in Altria Group by 79.0% during the fourth quarter. Elevation Wealth Partners LLC now owns 630 shares of the company’s stock worth $36,000 after purchasing an additional 278 shares during the last quarter. Finally, Gould Capital LLC acquired a new position in Altria Group during the third quarter worth approximately $39,000. Hedge funds and other institutional investors own 57.41% of the company’s stock.

Key Stories Impacting Altria Group

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

• Positive Sentiment: Q1 results beat and guidance intact — Altria topped revenue and EPS estimates, cited pricing and cost controls as drivers, and reconfirmed FY2026 EPS guidance, a key reason investors are buying the stock. Altria beats quarterly profit estimates
• Positive Sentiment: Analyst upgrade: Stifel raised its price target to $77 and kept a Buy rating, signaling incremental analyst confidence that supports the rally. Stifel raises PT to $77
• Positive Sentiment: Morgan Stanley highlights solid profit momentum and visibility from Altria’s pricing and portfolio; that institutional endorsement helped market sentiment. Morgan Stanley bullish note
• Positive Sentiment: Index/momentum attention — coverage noting an “S&P 500 moment” and recent share-price momentum has likely attracted passive and momentum flows into MO. Altria’s S&P 500 Moment
• Positive Sentiment: Income appeal — MO continues to be featured in low-risk/dividend lists, reinforcing demand from income-focused investors. Low-risk investment list
• Neutral Sentiment: Citigroup raised its target to $70 but kept a Neutral rating — signal of modestly improved fundamentals but still cautious relative to current levels. Citigroup PT update
• Neutral Sentiment: Corporate housekeeping: Altria will webcast its 2026 annual meeting — routine disclosure, minimal immediate price impact but relevant for shareholder engagement. Webcast of annual meeting
• Neutral Sentiment: Valuation/momentum checks — analysts and media note strong 1‑year and 3‑month returns and mixed earnings expectations; market is re-pricing income story vs. growth risks. Valuation check
• Negative Sentiment: Macro/inflation caution — some analysts warn inflation and macro uncertainty increase downside risk despite the dividend and pricing power; a few commentators downgraded or advocated caution. Inflation and macro risk concerns

Analyst Ratings Changes

Several equities analysts recently commented on MO shares. Barclays upped their price target on shares of Altria Group from $57.00 to $63.00 and gave the stock an “underweight” rating in a research report on Monday, February 23rd. UBS Group upped their price target on shares of Altria Group from $74.00 to $76.00 and gave the stock a “buy” rating in a research report on Friday. The Goldman Sachs Group reaffirmed a “buy” rating and set a $77.00 price target on shares of Altria Group in a research report on Thursday. Stifel Nicolaus upped their price target on shares of Altria Group from $68.00 to $77.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Wall Street Zen raised shares of Altria Group from a “hold” rating to a “buy” rating in a research report on Saturday. Five investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Altria Group currently has a consensus rating of “Hold” and a consensus price target of $69.63.

Insider Activity

In other news, SVP Charles N. Whitaker sold 27,908 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $67.57, for a total value of $1,885,743.56. Following the completion of the sale, the senior vice president owned 180,869 shares of the company’s stock, valued at $12,221,318.33. This represents a 13.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.10% of the stock is owned by insiders.

Altria Group Stock Up 2.4%

Altria Group stock opened at $74.37 on Friday. Altria Group, Inc. has a 52-week low of $54.70 and a 52-week high of $74.56. The firm has a fifty day moving average of $66.70 and a 200-day moving average of $62.67. The firm has a market capitalization of $124.30 billion, a P/E ratio of 15.56, a PEG ratio of 2.98 and a beta of 0.48.

Altria Group (NYSE:MO) last released its quarterly earnings data on Thursday, April 30th. The company reported $1.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.25 by $0.07. Altria Group had a net margin of 34.34% and a negative return on equity of 298.69%. The company had revenue of $4.76 billion during the quarter, compared to analyst estimates of $4.58 billion. During the same quarter in the prior year, the business earned $1.23 earnings per share. The business’s quarterly revenue was up 5.3% compared to the same quarter last year. Altria Group has set its FY 2026 guidance at 5.560-5.72 EPS. On average, research analysts expect that Altria Group, Inc. will post 5.66 EPS for the current fiscal year.

Altria Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Wednesday, March 25th were given a $1.06 dividend. The ex-dividend date of this dividend was Wednesday, March 25th. This represents a $4.24 annualized dividend and a dividend yield of 5.7%. Altria Group’s dividend payout ratio is presently 103.16%.

Altria Group Company 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.