Allianz SE Acquires 215,182 Shares of Philip Morris International Inc. $PM

Allianz SE increased its stake in Philip Morris International Inc. (NYSE:PM) by 130.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 379,524 shares of the company’s stock after buying an additional 215,182 shares during the quarter. Philip Morris International comprises approximately 0.8% of Allianz SE’s holdings, making the stock its 22nd largest holding. Allianz SE’s holdings in Philip Morris International were worth $60,876,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the stock. Brighton Jones LLC grew its stake in Philip Morris International by 31.1% in the fourth quarter. Brighton Jones LLC now owns 8,531 shares of the company’s stock valued at $1,027,000 after purchasing an additional 2,023 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in Philip Morris International by 4.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,097 shares of the company’s stock valued at $252,000 after purchasing an additional 91 shares during the last quarter. Sivia Capital Partners LLC grew its stake in Philip Morris International by 53.7% in the second quarter. Sivia Capital Partners LLC now owns 5,636 shares of the company’s stock valued at $1,027,000 after purchasing an additional 1,970 shares during the last quarter. Jump Financial LLC acquired a new stake in Philip Morris International in the second quarter worth about $2,454,000. Finally, Osterweis Capital Management Inc. boosted its holdings in Philip Morris International by 2,280.0% in the second quarter. Osterweis Capital Management Inc. now owns 357 shares of the company’s stock worth $65,000 after acquiring an additional 342 shares in the last quarter. 78.63% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. Stifel Nicolaus lowered their price target on Philip Morris International from $200.00 to $195.00 and set a “buy” rating for the company in a report on Friday, April 10th. Needham & Company LLC reaffirmed a “buy” rating and set a $200.00 target price on shares of Philip Morris International in a report on Thursday, April 23rd. Barclays reaffirmed an “overweight” rating and set a $205.00 target price on shares of Philip Morris International in a report on Monday, February 23rd. Bank of America reaffirmed a “buy” rating on shares of Philip Morris International in a report on Thursday, May 21st. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Philip Morris International in a research report on Wednesday, May 20th. Ten research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Philip Morris International currently has a consensus rating of “Moderate Buy” and a consensus target price of $192.88.

Philip Morris International Stock Performance

Shares of NYSE PM opened at $184.41 on Friday. The stock’s 50-day simple moving average is $172.61 and its 200-day simple moving average is $169.80. The firm has a market capitalization of $287.41 billion, a PE ratio of 25.94, a price-to-earnings-growth ratio of 2.09 and a beta of 0.38. Philip Morris International Inc. has a fifty-two week low of $142.11 and a fifty-two week high of $193.05.

Philip Morris International (NYSE:PM) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.83 by $0.13. Philip Morris International had a negative return on equity of 142.02% and a net margin of 11.61%.The firm had revenue of $10.15 billion during the quarter, compared to the consensus estimate of $9.95 billion. During the same period in the prior year, the company posted $1.69 earnings per share. The firm’s quarterly revenue was up 9.1% compared to the same quarter last year. Philip Morris International has set its FY 2026 guidance at 8.360-8.510 EPS and its Q2 2026 guidance at 2.020-2.070 EPS. On average, sell-side analysts forecast that Philip Morris International Inc. will post 8.4 earnings per share for the current fiscal year.

Philip Morris International Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, July 20th. Shareholders of record on Thursday, June 25th will be paid a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 3.2%. The ex-dividend date is Thursday, June 25th. Philip Morris International’s dividend payout ratio is currently 82.70%.

Philip Morris International Company 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.