Banque Pictet & Cie SA Has $70.40 Million Holdings in Philip Morris International Inc. $PM

Banque Pictet & Cie SA lessened its holdings in Philip Morris International Inc. (NYSE:PM) by 2.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 438,923 shares of the company’s stock after selling 12,418 shares during the period. Philip Morris International comprises 0.4% of Banque Pictet & Cie SA’s holdings, making the stock its 27th biggest holding. Banque Pictet & Cie SA’s holdings in Philip Morris International were worth $70,403,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of PM. Corient Private Wealth LLC increased its position in Philip Morris International by 1.2% during the 2nd quarter. Corient Private Wealth LLC now owns 490,590 shares of the company’s stock worth $89,354,000 after purchasing an additional 5,681 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in Philip Morris International by 10.3% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 549,481 shares of the company’s stock valued at $84,922,000 after buying an additional 51,399 shares in the last quarter. Schroder Investment Management Group grew its stake in shares of Philip Morris International by 10.2% during the third quarter. Schroder Investment Management Group now owns 302,173 shares of the company’s stock worth $49,251,000 after buying an additional 27,979 shares during the last quarter. Trajan Wealth LLC grew its stake in shares of Philip Morris International by 31.2% during the third quarter. Trajan Wealth LLC now owns 132,295 shares of the company’s stock worth $21,458,000 after buying an additional 31,490 shares during the last quarter. Finally, Dynasty Wealth Management LLC increased its holdings in shares of Philip Morris International by 53.0% during the third quarter. Dynasty Wealth Management LLC now owns 27,772 shares of the company’s stock worth $4,505,000 after buying an additional 9,622 shares in the last quarter. Institutional investors and hedge funds own 78.63% of the company’s stock.

Philip Morris International Stock Down 4.5%

Shares of NYSE:PM opened at $157.85 on Thursday. The firm has a market cap of $246.02 billion, a P/E ratio of 21.71, a P/E/G ratio of 1.88 and a beta of 0.43. Philip Morris International Inc. has a 12-month low of $142.11 and a 12-month high of $191.30. The business has a fifty day simple moving average of $176.16 and a 200 day simple moving average of $164.14.

Philip Morris International (NYSE:PM) last released its quarterly earnings results on Friday, February 6th. The company reported $1.70 EPS for the quarter, meeting analysts’ consensus estimates of $1.70. The firm had revenue of $10.36 billion for the quarter, compared to analyst estimates of $10.40 billion. Philip Morris International had a negative return on equity of 130.95% and a net margin of 12.09%.The business’s revenue was up 6.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.55 EPS. Philip Morris International has set its Q1 2026 guidance at 1.800-1.850 EPS and its FY 2026 guidance at 8.380-8.530 EPS. As a group, equities research analysts expect that Philip Morris International Inc. will post 7.14 EPS for the current year.

Philip Morris International Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, April 13th. Shareholders of record on Thursday, March 19th will be given a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a yield of 3.7%. The ex-dividend date of this dividend is Thursday, March 19th. Philip Morris International’s dividend payout ratio is currently 80.88%.

Key Stories Impacting Philip Morris International

Here are the key news stories impacting Philip Morris International this week:

• Positive Sentiment: PM released its Value Report 2025 and introduced a Value Plan 2030+, reinforcing the company’s long-term strategy to shift away from cigarettes and support sustainable value creation; this underpins longer-term investor confidence. Philip Morris International Presents its Value Report 2025: change in motion
• Positive Sentiment: Recent commentary from growth-focused outlets argues PM’s smoke‑free transition and cash flow profile make it attractive for long-term growth investors and income seekers, supporting upside potential once near-term headwinds abate. Here is Why Growth Investors Should Buy Philip Morris (PM) Now
• Positive Sentiment: PM appears on lists of high-quality dividend names, highlighting the stock’s income appeal for buy‑and‑hold investors and helping support the share price during pullbacks. The Best Dividend Stocks to Buy and Hold Forever
• Neutral Sentiment: PM provided updates on its ongoing shift away from combustible cigarettes; this is strategic confirmation but does not remove near-term regulatory or tax risk that is driving current volatility. Philip Morris updates on its ‘industry-leading shift’ away from cigarettes
• Negative Sentiment: Reports say the FDA’s fast-track review for certain nicotine pouches — a key growth category for PM — has been delayed, removing a near-term regulatory catalyst for U.S. oral-nicotine expansion and prompting analysts to mark down near-term growth expectations. Philip Morris Stock Drops. Nicotine Pouches’ FDA Review Is Delayed, Report Says.
• Negative Sentiment: New April 1 policy changes (tobacco tax increases in Japan and restrictions on nicotine pouches in France) introduce short‑term volume and pricing uncertainty in key markets, prompting investors to re-price near‑term margin and shipment expectations. Philip Morris slides as new April 1 regulatory and tax changes add near-term uncertainty for smoke-free growth

Insider Buying and Selling

In other news, CFO Emmanuel Babeau sold 33,800 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $181.61, for a total transaction of $6,138,418.00. Following the completion of the sale, the chief financial officer directly owned 164,463 shares in the company, valued at $29,868,125.43. This represents a 17.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Jacek Olczak sold 80,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $182.18, for a total transaction of $14,574,400.00. Following the sale, the chief executive officer owned 632,344 shares of the company’s stock, valued at approximately $115,200,429.92. This trade represents a 11.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.13% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on PM shares. Barclays reiterated an “overweight” rating and issued a $205.00 price target on shares of Philip Morris International in a research note on Monday, February 23rd. UBS Group reaffirmed a “neutral” rating and issued a $181.50 target price on shares of Philip Morris International in a report on Monday, February 9th. Stifel Nicolaus set a $200.00 target price on Philip Morris International in a research report on Monday, February 9th. Jefferies Financial Group lowered Philip Morris International from a “buy” rating to a “hold” rating and cut their price target for the company from $220.00 to $180.00 in a research note on Tuesday, January 20th. Finally, Citigroup boosted their price target on Philip Morris International from $200.00 to $210.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Ten equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $196.83.

Philip Morris International Profile

Philip Morris International Inc (NYSE: PM) is a global tobacco company that manufactures and sells cigarettes, other nicotine-containing products and a growing portfolio of smoke-free alternatives for adult smokers. The firm traces its corporate roots to the 19th century Philip Morris enterprise and was established as an independent, publicly traded company following a 2008 separation from what is now Altria. Since the spin-off, the company has focused on serving international markets outside the United States.

PMI’s product mix includes traditional combustible cigarettes as well as smoke-free offerings such as heated tobacco systems and other reduced-risk products.