Philip Morris International Inc. PM

Zacks Investment Research 9 nov

Altria Group reported Q3 2026 smokeable segment adjusted OCI of $3.07B, up 3.9% year-over-year, with margins expanding to 64.5%. Strong pricing (4.4% price realization) and tax refunds offset declining cigarette shipments (-2.9%) and higher costs. Marlboro's premium share reached 60%, while the company faces ongoing industry headwinds from reduced cigarette demand.

Zacks Investment Research 2 nov

Altria Group expanded its on! PLUS 12mg nicotine pouches nationwide in Q3 2026 across three flavors, capitalizing on growing demand for higher-strength products. Nicotine pouches now represent 61.2% of the oral tobacco category. However, Altria faces intensifying competition from Philip Morris' ZYN and Turning Point Brands' FRE and ALP products, which are also expanding their market presence with new variants and increased retail distribution.

The Motley Fool 28 oct

Altria Group (MO), a tobacco company, is highlighted as a Dividend King with 57 consecutive years of dividend increases and a 6% yield. Despite declining U.S. smoking rates, the company maintains strong pricing power through brand loyalty and nicotine addiction, using price hikes to offset falling sales volumes. However, long-term risks exist as the model may eventually fail if smokers can't afford higher prices or if diversification efforts beyond Marlboro cigarettes don't succeed.

The Motley Fool 27 oct

Vanguard Consumer Staples ETF (VDC) and iShares U.S. Consumer Staples ETF (IYK) both offer defensive equity exposure in the consumer staples sector. VDC stands out with a significantly lower 0.09% expense ratio versus IYK's 0.37%, a larger portfolio of 103 holdings, and slightly higher five-year returns ($1,453 vs $1,422 on $1,000 invested). IYK offers a higher 2.4% dividend yield but with more concentrated holdings of 53 stocks. The article recommends VDC as the more compelling option for long-term investors seeking safer portfolio holdings.

The Motley Fool 25 oct

Altria (MO), the tobacco giant, has outperformed the S&P 500 by 28% to 13% year-to-date through October 12, 2026. With a 5.8% dividend yield and 57 consecutive years of dividend increases (Dividend King status), Altria appeals primarily to income investors. While declining smoking rates pose a long-term challenge, the company's pricing power and focus on earnings-per-share growth help sustain its dividend. Altria is expanding into smokeless nicotine products but lags competitors like Philip Morris International.