Philip Morris
About: Created from the international operations of Altria in 2008, Philip Morris International sells cigarettes and reduced-risk products, including heatsticks, vapes, and oral nicotine offerings primarily outside of the US. With the 2023 acquisition of Swedish Match, a leading manufacturer of traditional oral tobacco products and nicotine pouches primarily in the US and Scandinavia, PMI has not only diversified away from smokeable products but also gained a toehold into the US to sell its iQOS heated tobacco product.
Employees: 83,100
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
156% more first-time investments, than exits
New positions opened: 251 | Existing positions closed: 98
20% more repeat investments, than reductions
Existing positions increased: 956 | Existing positions reduced: 794
17% more funds holding in top 10
Funds holding in top 10: 65 [Q3] → 76 (+11) [Q4]
2% more funds holding
Funds holding: 2,312 [Q3] → 2,354 (+42) [Q4]
1% less capital invested
Capital invested by funds: $154B [Q3] → $151B (-$2.27B) [Q4]
2% less call options, than puts
Call options by funds: $988M | Put options by funds: $1.01B
1.5% less ownership
Funds ownership: 81.43% [Q3] → 79.93% (-1.5%) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$120
22%
downside
Avg. target
$145
6%
downside
High target
$160
4%
upside
5 analyst ratings
4 positive
80%
0 neutral
0%
1 negative
20%
JP Morgan Jared Dinges 100% 1-year accuracy 3 / 3 met price target | 4%upside $160 | Overweight Maintained | 18 Feb 2025 |
Stifel Matthew Smith 57% 1-year accuracy 17 / 30 met price target | 4%upside $160 | Buy Maintained | 7 Feb 2025 |
UBS Faham Baig 17% 1-year accuracy 1 / 6 met price target | 22%downside $120 | Sell Maintained | 7 Feb 2025 |
Morgan Stanley Eric Serotta 100% 1-year accuracy 2 / 2 met price target | 9%downside $140 | Overweight Initiated | 16 Jan 2025 |
Barclays Gaurav Jain 88% 1-year accuracy 7 / 8 met price target | 6%downside $145 | Overweight Maintained | 8 Jan 2025 |
Financial journalist opinion
Based on 35 articles about PM published over the past 30 days
Neutral
The Motley Fool
5 hours ago
3 Stocks That Could Be Easy Wealth Builders
Investing isn't about sitting at a desk all day trying to trade your way to wealth. At least, it shouldn't be.
Neutral
Seeking Alpha
2 days ago
Philip Morris International Inc. (PM) Consumer Analyst Group of New York Conference (CAGNY) 2025 (Transcript)
Philip Morris International Inc. (NYSE:PM ) Consumer Analyst Group of New York Conference (CAGNY) 2025 February 19, 2025 1:00 PM ET Company Participants Jacek Olczak - Chief Executive Officer Emmanuel Babeau - Chief Financial Officer Conference Call Participants Bonnie Herzog - Goldman Sachs Bonnie Herzog Hi everyone, thanks so much for joining us today. It's a pleasure to welcome Philip Morris International back to CAGNY this year, including Jacek Olczak, Chief Executive Officer; and Emmanuel Babeau, Chief Financial Officer.
Neutral
Business Wire
2 days ago
Philip Morris International Presents at 2025 CAGNY Conference; Reaffirms 2025 Full-Year Forecast
STAMFORD, CT--(BUSINESS WIRE)--Regulatory News: Philip Morris International Inc.'s (PMI) (NYSE: PM) Chief Executive Officer, Jacek Olczak, and Chief Financial Officer, Emmanuel Babeau, will address investors today at the 2025 Consumer Analyst Group of New York (CAGNY) Conference. The event will be webcast live in listen-only mode, beginning at approximately 1:00 p.m. ET, at www.pmi.com/2025cagny and on the PMI Investor Relations Mobile Application (www.pmi.com/irapp). Presentation slides will a.
Positive
The Motley Fool
1 week ago
Philip Morris International Shares Surge as Transformation Continues. Is It Too Late to Buy the Stock?
While investors in the tobacco space have tended to be more focused on dividends over the years, Philip Morris International (PM 1.29%) has quietly turned itself into a strong growth company as its smoke-free business continues to drive strong results. The company's shares were once again climbing following its fourth-quarter earnings results.
Neutral
Business Wire
1 week ago
Philip Morris International to Present at 2025 CAGNY Conference
STAMFORD, CT--(BUSINESS WIRE)--Regulatory News: Philip Morris International Inc. (PMI) (NYSE: PM) will host a live audio webcast of a presentation by Jacek Olczak, Chief Executive Officer, and Emmanuel Babeau, Chief Financial Officer, at the Consumer Analyst Group of New York (CAGNY) Conference on Wednesday, February 19, 2025, at 1:00 p.m. ET. The live webcast and presentation slides will be available at www.pmi.com/2025CAGNY. The webcast replay will be available at the same link until Friday,.
Neutral
MarketBeat
1 week ago
2 Stocks to Shield Your Portfolio from AI and Tech Froth
In the current state of the stock market, investors argue over whether valuations are too high. Some see historical indicators as signs of doom, while others feel that future earnings will justify prices.
Positive
Seeking Alpha
1 week ago
Philip Morris: No Margin Of Safety
Philip Morris delivered strong Q4 results, surpassing EPS and revenue estimates, driven by surging demand for non-traditional products like IQOS and ZYN. Non-traditional products now represent 40% of total revenue, significantly boosting gross profits. Despite strong performance and profitability, I maintain a hold rating due to Philip Morris' high valuation with a forward P/E ratio of 18.7X.
Positive
CNBC Television
2 weeks ago
Philip Morris CEO on the growing demand for Zyn
Jacek Olczak, Philip Morris International CEO, joined CNBC's "Money Movers" on Thursday and discussed the growing demand for Zyn.
Positive
Zacks Investment Research
2 weeks ago
Philip Morris Q4 Earnings & Sales Beat Estimates, Stock Rallies
PM's fourth-quarter 2024 results reflect increased earnings and sales on robust momentum across all regions.
Neutral
Seeking Alpha
2 weeks ago
Philip Morris International Inc. (PM) Q4 2024 Earnings Call Transcript
Philip Morris International Inc. (NYSE:PM ) Q4 2024 Earnings Conference Call February 6, 2024 9:00 AM ET Corporate Participants James Bushnell - Vice President, Investor Relations and Financial Communications Jacek Olczak - Chief Executive Officer Emmanuel Babeau - Chief Financial Officer Conference Call Participants Matt Smith - Stifel Bonnie Herzog - Goldman Sachs Gaurav Jain - Barclays Eric Serotta - Morgan Stanley Faham Baig - UBS Philip Spain - JPMorgan Operator Good day and thank you for standing by. Welcome to the Philip Morris International Fourth Quarter 2024 and Full Year Results Conference Call.
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