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.
| 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 | 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 | 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 |
| 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% |