Frank Rimerman Advisors LLC Reduces Stock Position in Altria Group, Inc. $MO

Frank Rimerman Advisors LLC cut its holdings in Altria Group, Inc. (NYSE:MO) by 11.8% during the 4th quarter, Holdings Channel reports. The firm owned 60,847 shares of the company’s stock after selling 8,150 shares during the period. Frank Rimerman Advisors LLC’s holdings in Altria Group were worth $3,508,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Brighton Jones LLC lifted its holdings in Altria Group by 64.7% in the 4th quarter. Brighton Jones LLC now owns 17,702 shares of the company’s stock worth $926,000 after buying an additional 6,954 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Altria Group by 86.3% during the second quarter. Sivia Capital Partners LLC now owns 6,361 shares of the company’s stock valued at $373,000 after buying an additional 2,946 shares during the period. Schnieders Capital Management LLC. increased its stake in shares of Altria Group by 6.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,630 shares of the company’s stock valued at $565,000 after buying an additional 618 shares during the period. Quadrature Capital Ltd bought a new position in shares of Altria Group during the second quarter valued at approximately $475,000. Finally, VestGen Advisors LLC raised its holdings in shares of Altria Group by 79.0% during the second quarter. VestGen Advisors LLC now owns 10,342 shares of the company’s stock valued at $606,000 after acquiring an additional 4,564 shares in the last quarter. Hedge funds and other institutional investors own 57.41% of the company’s stock.

Insider Activity

In related news, SVP Charles N. Whitaker sold 27,908 shares of the stock in a transaction dated 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 transaction, the senior vice president directly owned 180,869 shares in the company, valued at $12,221,318.33. This trade represents a 13.37% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.08% of the stock is currently owned by insiders.

Key Altria Group News

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

• Positive Sentiment: FDA pilot authorization and national rollout of on! PLUS nicotine pouches positions Altria in regulated, smoke‑free oral nicotine growth channels — a potential long‑term revenue diversification catalyst. FDA Pilot Approval of on! PLUS Nicotine Pouches Could Be A Game Changer For Altria Group (MO)
• Positive Sentiment: Altria is expanding retail distribution of on! PLUS, supporting near‑term sales momentum for its smoke‑free product push. Altria Group Expands Distribution of on! Plus Nicotine Pouch
• Positive Sentiment: Technical/relative strength signals: Altria earned an 81 RS rating in a recent screen, which can attract momentum and income‑focused buyers. Stocks showing rising market leadership: Altria Group earns 81 RS rating
• Positive Sentiment: Dividend appeal remains strong — coverage in income/dividend screens and commentary about Altria’s high yield supports investor interest in the name as a defensive income stock. Up More Than 12% This Year, Is This Dividend Stock With an Ultra-High Yield a No-Brainer Buy?
• Neutral Sentiment: Valuation debates: analysts and commentary are re‑assessing MO’s valuation now that on! PLUS is nationwide; some see a valuation discount driven by legal and category competition risk. Assessing Altria Group’s (MO) Valuation As On! PLUS Nicotine Pouches Roll Out Nationwide
• Negative Sentiment: Major legal overhang: a federal judge allowed antitrust class actions tied to Altria’s past Juul investment to proceed to trial, broadening potential damages exposure and investor uncertainty. This is the primary near‑term negative catalyst pressuring the stock. Altria Faces Juul Antitrust Trials As Valuation Discount Draws Attention
• Negative Sentiment: Underperformance vs. peers and commentary on long‑term product diversification risk (on! still faces stiff competition) add to caution among some investors. Altria Group Inc. stock underperforms Tuesday when compared to competitors The Major Long-Term Risk Facing Altria Stock in 2026

Analyst Upgrades and Downgrades

Several research firms recently weighed in on MO. Jefferies Financial Group lifted their price target on shares of Altria Group from $47.00 to $50.00 and gave the company an “underperform” rating in a report on Wednesday, March 4th. Argus upgraded shares of Altria Group to a “hold” rating in a report on Tuesday, January 13th. Citigroup raised their target price on shares of Altria Group from $57.00 to $65.00 and gave the stock a “neutral” rating in a research report on Monday, February 9th. UBS Group lifted their target price on shares of Altria Group from $67.00 to $74.00 and gave the company a “buy” rating in a research note on Monday, March 9th. Finally, Barclays boosted their price target on shares of Altria Group from $57.00 to $63.00 and gave the company an “underweight” rating in a research report on Monday, February 23rd. Five equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Altria Group has a consensus rating of “Hold” and an average target price of $65.75.

Altria Group Stock Down 1.6%

MO opened at $65.95 on Wednesday. Altria Group, Inc. has a 52 week low of $52.82 and a 52 week high of $70.51. The stock has a market cap of $110.27 billion, a PE ratio of 16.05, a PEG ratio of 2.86 and a beta of 0.45. The business has a 50 day moving average of $65.80 and a 200-day moving average of $62.49.

Altria Group (NYSE:MO) last issued its quarterly earnings results on Thursday, January 29th. The company reported $1.30 earnings per share for the quarter, missing the consensus estimate of $1.32 by ($0.02). The firm had revenue of $5.08 billion during the quarter, compared to analysts’ expectations of $5.02 billion. Altria Group had a negative return on equity of 287.61% and a net margin of 29.84%.Altria Group’s revenue for the quarter was down .5% on a year-over-year basis. During the same period in the previous year, the company earned $1.30 earnings per share. Equities analysts anticipate that Altria Group, Inc. will post 5.32 EPS for the current year.

Altria Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Wednesday, March 25th will be given a $1.06 dividend. The ex-dividend date of this dividend is Wednesday, March 25th. This represents a $4.24 dividend on an annualized basis and a dividend yield of 6.4%. Altria Group’s dividend payout ratio is currently 103.16%.

Altria Group 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.