Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$297.8B
1,559M shares
52-week range
$142.11 – $207.76
81% from low
Sector
CIGARETTES
Exchange
NYSE
CS
P/S (TTM)
7.2
EV / FCF (TTM)
27.4
Created from the international operations of Altria in 2008, Philip Morris International sells cigarettes and reduced-risk products, including heat sticks, 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 is not only dominant in smokable products but also has the Iqos and Zyn brands, which respectively dominate heated tobacco and nicotine pouches in most markets. It also owns the Veev brand in vapes.
www.pmi.comNo one on the platform currently holds PM.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2025-12-31 | 2,643,579 | $424.0M |
| Renaissance Technologiesas of 2025-12-31 | 150,900 | $24.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-25 | $1.4700 | 2026-07-20 |
| 2026-03-19 | $1.4700 | 2026-04-13 |
| 2025-12-26 | $1.4700 | 2026-01-14 |
| 2025-10-03 | $1.4700 | 2025-10-20 |
| 2025-06-27 | $1.3500 | 2025-07-15 |
| 2025-03-20 | $1.3500 | 2025-04-10 |
| 2024-12-26 | $1.3500 | 2025-01-13 |
| 2024-09-26 | $1.3500 | 2024-10-10 |
| 2024-06-21 | $1.3000 | 2024-07-08 |
| 2024-03-20 | $1.3000 | 2024-04-09 |
No one on the platform has traded PM yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 35.4% | 40.6% | 52.5% | — | — | — |
| Rev. Growth % | 7.3% | 7.2% | ||||
| Profit Margin % | 27.9% | 25.2% | 25.2% | |||
| Free Cash Flow Margin % | 26.2% | 28.7% | 28.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +5.0% on the P/E track.
At today's price, your expected annual return is +9.5% on the P/E track.
At today's price, your expected annual return is +14.1% on the P/E track.
Also held through funds
2 more books hold PM indirectly · VTI 0.4% of fund
| 1,221 |
| $201.9K |
| 2023-12-20 | $1.3000 | 2024-01-10 |
| 2023-09-26 | $1.3000 | 2023-10-12 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $43.4B | +6.9% | $8.37 | $8.31–$8.49 | 23.3× | 7 |
| 2027 | $45.9B | +5.8% | $9.14 | $9.01–$9.25 | 21.4× | 8 |
| 2028 | $48.7B | +6.1% | $10.00 | $9.50–$10.32 | 19.5× | 3 |
| 2029 | $51.0B | +4.7% | $10.87 | $10.65–$11.24 | 18.0× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-22 | $2.05 | $2.20 | +7.3% |
| 2026-04-22 | $1.86 | $1.96 | +5.4% |
| 2026-02-06 | $1.70 | $1.70 | +0.0% |
| 2025-10-21 | $2.09 | $2.24 | +7.2% |
| 2025-07-22 | $1.86 | $1.91 | +2.7% |
| 2025-04-23 | $1.61 | $1.69 | +5.0% |
| 2025-02-06 | $1.49 | $1.55 | +4.0% |
| 2024-10-22 | $1.82 |
| $1.91 |
| +4.9% |
| $117.9B |
| — |
| PEPPepsiCo, Inc. | $136.34 | +0.01% | $186.2B | — |
| PGThe Procter & Gamble Company | $146.13 | +0.59% | $347.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$CHUC The regulatory landscape is looking good for CHUC. Bull case: - FDA's new framework gives 30 PACHA products lower enforcement priority - Glas age-gated fruit flavor authorization validates the pathway CHUC is pursuing - 200 of 678 PMTAs in active FDA review, no MDOs. ALL MDO products have Fifth Circuit stays - RJ Reynolds/Vuse publicly advertising fruit flavors as 'Coming Soon' despite existing MDOs. Henry calls this 'materially changing the strategic calculus for Charlie's potential strategic partners' - Finished age-gated PACHA products ready. Retailer purchase commitments secured. Waiting only for final app testing - Ryan dedicated full-time to Big T. partnerships. PMTA’s sold for ~$11.7M for 16 SKUs ($731K per PMTA) Bear case: - Enforcement is not = FDA authorization - Pilot, partnerships, and PMTA approvals are not guaranteed - Cash is tight. Dilution possible My view: The PACHA pilot launch, partnership, and FDA authorizations are catalysts to watch. $BTI $MO $PM
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$MO Ex dividend was yesterday , price will reflect that today . $PM $BTI
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$IREN $CIFR here’s a real stock that kills people $PM when used properly lol
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📢 $PM Elliott Wave Trade Setup 🚬 Analysis shows Philip Morris completing its corrective swings and finding support at the Blue Box zone. The structure identifies a bullish trade setup with upside potential. Read the Full breakdown 👉 https://elliottwave-forecast.com/stock-market/pm-analysis-elliott-wave-structure-identifies-trade-setup-from-blue-box/ #ElliottWave #Trading #Stocks
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$PM https://ewminteractive.com/philip-morris-stock-much-riskier-than-six-years-ago
View on StockTwits ↗🔥 $PM — The Next Major Opportunity May Be Hiding Inside the Pullback Philip Morris remains within a larger bullish Elliott Wave cycle, but the current decline is still developing as wave ((2)). The key conclusion is that this weakness may be setting up the next advance rather than signaling the end of the trend. 🎯 The area to watch is the 172.86–158.17 Blue Box. A completed 3, 7 or 11-swing correction into that zone could attract buyers and produce at least a 3-wave reaction higher — with the ideal scenario launching wave ((3)) toward fresh record highs. 👀 Why it matters: the better opportunity may come from waiting for the correction to reach its high-probability zone rather than chasing price. Read the full Elliott Wave setup 👇 https://elliottwave-forecast.com/stock-market/pm-analysis-elliott-wave-structure-identifies-trade-setup-from-blue-box/ #PM #ElliottWave #BlueBox #Stocks #Trading #TechnicalAnalysis
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Philip Morris is expanding its Zyn lineup. Smoke-free products already bring in $4.6B a quarter. That’s about 42% of cigarette and smoke-free sales combined. $PM
View on StockTwits ↗Market Bullets: Apple unveils foldable iPhone, Swarmer pops 11% on drone buyout, DOJ probes Nvidia $AAPL $SWMR $NVDA $FOXA $PM View today's newsletter here: https://stockanalysis.com/market-bullets/2026-09-10/
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$UVV — The setup is getting interesting 🌱📈 Q1 was ugly: revenue -12% YoY, tobacco operating income -90%, EPS -$0.20. But the problem is mainly tobacco oversupply, not collapsing demand. FY2026 production surged: • Flue-cured ex-China +28% • Burley +54% Now FY2027 production is projected to fall: • Flue-cured ~3% • Burley ~16% Even more interesting: UVV’s uncommitted tobacco inventory fell from ~27% to ~24%. Management targets ≤20%. If we see inventory ↓, customer commitments ↑, shipments ↑ and tobacco margins recover, today’s depressed earnings could prove to be the trough. Management expects tobacco shipments to be heavily weighted toward H2 FY2027. Add a substantial dividend while we wait. I’m not betting on more smokers. I’m betting on the tobacco supply cycle normalizing. The key question: Was Q1 the bottom? NFA.$MO $PM $BTI
View on StockTwits ↗🎯 $PM — Another Blue Box Opportunity May Be Taking Shape Philip Morris remains in a larger bullish Elliott Wave cycle, but the current pullback in wave ((2)) is still developing. The key area to watch is the 172.86–158.17 Blue Box, where the structure suggests buyers could return. The important takeaway: if price reaches that zone in a complete 3, 7 or 11-swing correction, it could set up the next major advance in wave ((3)), potentially opening the door to fresh record highs. 👀 Why it matters: the opportunity may not be at current levels — it may come after the correction finishes inside the Blue Box. Read the full setup 👇 https://elliottwave-forecast.com/stock-market/pm-analysis-elliott-wave-structure-identifies-trade-setup-from-blue-box/ #PM #ElliottWave #BlueBox #Stocks #Trading #TechnicalAnalysis
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$CHUC $BTI $MO $PM Are being called and should watch chuc closely https://www.globenewswire.com/news-release/2026/09/09/3358727/0/en/charlie-s-holdings-otcqb-chuc-issues-letter-to-shareholders.html
View on StockTwits ↗🚨 $PM Trade Setup: Elliott Wave structure is pointing to a potential buying opportunity! Could the next bounce send PM toward fresh highs? 👀 Read the full analysis & trade setup 👇 https://elliottwave-forecast.com/stock-market/pm-analysis-elliott-wave-structure-identifies-trade-setup-from-blue-box/ #PM #Trading
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$PM Philip Morris sees FY26 adjusted EPS $8.35-$8.50, consensus $8.38 PMI raises its 2026 full-year reported diluted EPS forecast to a range of $7.28 to $7.43 to reflect currency only. Excluding a total 2026 adjustment of $1.07 per share, the forecast range for adjusted diluted EPS of $8.35 to $8.50 represents a projected increase of 10.7% to 12.7% versus $7.54 in 2025. Excluding a favorable currency impact, at prevailing exchange rates, of $0.24 per share, this represents growth of 7.5% to 9.5%.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.