PMPhilip Morris International
$191.06+0.68%Real quote · delayedTobaccoFood, beverage & household · 16 peers →🏛️ Company factsSEC filings + FINRA official data
Annual revenue $40.6B · latest quarter up 10.4% YoY · profitable (FY net income $11.3B) · short activity within its normal range.
FY revenue
$40.6B
2025-12
Latest Q YoY
+10.4%
Gross margin
67.1%
FY net income
$11.3B
Diluted EPS
$7.27
Short volume
55.6%
20d avg 50.3% · normal
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-05-14passive (13G)Capital Research Global Investors
- 2026-05-14passive (13G)Capital International Investors
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability Low · 19/100Nasdaq analyst consensus · the pre-news baseline
There is no clear consensus on this stock (thin coverage or wide disagreement) — 'beating expectations' means little here.
- Jun 2026$2.20 vs $2.04+7.84%
- Mar 2026$1.96 vs $1.82+7.69%
- Dec 2025$1.70 vs $1.67+1.8%
- Sep 2025$2.24 vs $2.10+6.67%
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
2 direct · 7 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Quarterly revenue up 10.4% YoY with 67.1% gross margin; the smoke-free product growth narrative is reiterated by the article
Also named: BTI · MO
If Altria's premium-dependency risk draws renewed scrutiny, investors may rotate toward PM given its more diversified portfolio and stronger smoke-free growth trajectory.
Also named: MO · BTI · TPB
IQOS heated-tobacco products compete with vapor for the same alternative-nicotine consumer wallet, marginally tightening competitive dynamics
Also named: MO · BTI · RLX
- #4▲0.31%2nd-orderAltria: Inflation Risks Meet Diversified Pricing Position And Durable Cash Flows3d ago
As a fellow defensive tobacco asset, investor sentiment tends to move in tandem
Also named: MO · BTI
As a comparable peer in the tobacco sector, PM could see modest rotation inflows if capital shifts away from MO on the downgrade
Also named: MO
As an industry peer, PMI faces similar FDA approval uncertainty, raising broader sector regulatory risk concerns among investors
Also named: MO · BTI · XXII
- #7▲0.22%2nd-order1 of These Companies Raised Its Dividend for 50+ Consecutive Years. All 3 Are Still Buys1d ago
As a tobacco sector peer, may see a slight boost from increased sector attention.
Also named: WMT · TGT · COST · MO · GPC · AZO
- #8▲0.15%2nd-orderAltria Group: My 6.4% Yielding Alternative To High Yield Bonds In This Macro Environment4d ago
As a peer high-yield tobacco name, benefits from spillover investor attention toward defensive high-yield equities
Also named: MO · BTI
As the parent of category leader Zyn, PMI faces indirect competitive pressure on its U.S. leadership in modern oral nicotine if on! accelerates share gains.
Also named: MO · TPB
🕰️ Price × news · engine report card
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📜 Call history (newest first
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