Jefferies Sees Limited Re-Rating Upside for Philip Morris (PM) in 2026
On January 20, Jefferies analyst Edward Mundy moved Philip Morris International Inc. (NYSE:PM) to Hold from Buy and cut the firm’s price target to $180 from $220.
Philip Morris International Inc. (PM)
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Sector: Cigarettes
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hourglass Capital Kenneth A. Moffet | 53,405 | $8,566,162 | +1% | 1.85% |
| 2. | Oldfield Partners Richard Oldfield | 2,700 | $433,080 | 0.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $78.57 | 500 | $39,285.00 | 16,310 | 2019-05-31 | Filing | |
| $80.74 | 500 | $40,370.00 | 15,810 | 2019-05-29 | Filing | |
| $84.67 | 2,500 | $211,675.00 | 15,310 | 2019-04-29 | Filing | |
| $80.99 | 15,000 | $1,214,839.50 | 62,323 | 2018-05-14 | Filing | |
| $81.49 | 25,000 | $2,037,142.50 | 47,323 | 2018-05-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $152.96 | 3,679 | $562,739.84 | 26,828 | 2025-03-06 | Filing | |
| $156.05 | 17,500 | $2,730,875.00 | 86,737 | 2025-02-24 | Filing | |
| $148.87 | 40,000 | $5,954,800.00 | 547,426 | 2025-02-20 | Filing | |
| $148.85 | 30,000 | $4,465,500.00 | 139,105 | 2025-02-20 | Filing | |
| $149.06 | 40,643 | $6,058,245.58 | 561,349 | 2025-02-20 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,301,112 | $1,491,898,365 | 0.48% | |
| 2. | 3,093,382 | $496,178,473 | 0.29% | |
| 3. | 1,524,289 | $244,495,956 | 1.3% | |
| 4. | 1,445,252 | $231,818,421 | 3.35% | |
| 5. | 837,203 | $134,287,361 | 0.44% |
News See All
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Fundsmith, an investment management firm based in London, has released its annual 2025 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here.
Does Philip Morris (PM) Have Significant Runway for Growth?
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Ferrari Renews and Expands Partnership With Philip Morris (PM)
The new agreement, which was signed on December 3 and will take effect on January 1, 2026, highlighted that Philip Morris International Inc. (NYSE:PM) becomes a Premium Partner of Scuderia Ferrari HP.
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Philip Morris International Inc. (PM): A Bull Case Theory
We came across a bullish thesis on Philip Morris International Inc. on Recital’s Substack by Anthony Yiu. In this article, we will summarize the bulls’ thesis on PM.
Stifel Maintains a Buy Rating on Philip Morris (PM), Sets Target at $180
Philip Morris International Inc. (NYSE:PM) is one of the best dividend stocks to buy.
10 Best Defensive Dividend Stocks For 2025
According to a McKinsey report dated June 5 this year, consumer spending worldwide is still lagging behind the average at the start of 2020, with persistent inflation continuing to strain budgets.
Philip Morris International (PM) Pulled Back in Q3
The London Company, an investment management company, released “The London Company Income Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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