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.
Philip Morris International Inc. (PM)
Market is closed
Sector: Cigarettes
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GQG Partners Rajiv Jain | 51,697,845 | $9,415,734,094 | +7% | 13.4% |
| 2. | Fundsmith LLP Terry Smith | 9,074,195 | $1,652,683,135 | -17% | 7.18% |
| 3. | First Eagle Investment Management Jean-Marie Eveillard | 7,132,119 | $1,298,972,770 | -21% | 2.55% |
| 4. | Gardner Russo & Gardner Tom Russo | 4,873,326 | $887,578,954 | -3% | 9.43% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,580,756 | $652,163,090 | -11% | 0.46% |
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:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 142,857,055 | $26,018,555,427 | 0.42% | |
| 2. | 126,061,653 | $22,959,314,701 | 3.34% | |
| 3. | 103,640,455 | $18,876,035,960 | 0.36% | |
| 4. | 88,267,986 | $16,074,955,447 | 2.77% | |
| 5. | 55,831,655 | $10,243,428,779 | 0.38% |
News See All
Philip Morris International (PM) Transition Gathers Steam amid Mixed Q2 Results
Philip Morris International Inc. (NYSE:PM) is one of the defensive stocks billionaires are buying amid US trade tariff uncertainty. On July 22, the company delivered mixed second-quarter results.
11 Defensive Stocks Billionaires are Buying amid US Trade Tariff Uncertainty
Usually, anxiety triggered by geopolitical tensions, monetary policy uncertainties, trade wars, and tariffs would be enough to prompt investors to adopt defensive strategies in the markets.
UBS Raises Philip Morris (PM) Price Target on Smoke-Free Margin Growth
Philip Morris International Inc. (NYSE:PM) ranks among the best low volatility stocks to buy according to analysts. While maintaining its Neutral rating on Philip Morris International Inc.
Citi Boosts Philip Morris (PM) Price Target on Strong Q2 Outlook
Philip Morris International Inc. (NYSE:PM) ranks among the best non-tech stocks to buy according to billionaires. Citi kept its Buy rating on Philip Morris International Inc.
15 Best Non-Tech Stocks to Buy According to Billionaires
With the European Union and the United States seemingly headed towards a trade agreement akin to the one President Donald Trump reached with Japan, the S&P 500 and Nasdaq closed at record highs on July...
Philip Morris International Inc. (NYSE:PM) Q2 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Philip Morris International 2025 second quarter results conference call. At this time, all participants are in a listen-only mode.
20 Best Low Volatility Stocks to Buy According to Analysts
Consumers remain cautious about potential price hikes, but their biggest concerns about tariff-induced inflation have subsided, according to a University of Michigan survey published on July 18.
Goldman Sachs Raises Philip Morris (PM) Price Target, Maintains Buy Rating
Philip Morris International (NYSE:PM) is one of the most profitable consumer stocks to buy now.
10 Most Profitable Consumer Stocks to Buy Now
Consumer stocks are once again commanding attention on Wall Street, fueled by resilient household spending and a wave of analyst optimism.
Billionaire Hedge Funds
