PM Looks 16.9% Overvalued on GF Value™ as Dividend Sustainabilit

Philip Morris International (PM) stock rose 2.1% after updating its Q3 2026 EPS guidance to $2.29-$2.34, exceeding estimates. The company also raised its full-year 2026 EPS forecast to $8.35-$8.50, citing favorable currency impacts. Analysts increased price targets to $205-$225. PM's defensive profile and smoke-free products supported the stock amid broader market declines.

Philip Morris (NYSE:PM) received FDA authorization for 11 nicotine-pouch products, including higher-strength Zyn Ultra pouches. The company aims to expand its market share in the fastest-growing US nicotine category, but lower pricing and increased investment may impact profitability. The FDA cited lower harmful constituents compared to other tobacco products. PM plans to invest more in Zyn as competition intensifies, particularly against British American Tobacco's Velo brand. However, the succe

Philip Morris International raised its 2026 adjusted diluted EPS guidance to $8.35–$8.50, citing strong growth in smoke-free products like IQOS and ZYN. The company is expanding in the U.S. and international markets but notes regulatory and market risks.

Philip Morris (PM) updated its Q3 adjusted diluted EPS forecast to $2.29-$2.34, citing a positive currency impact. The stock trades 15.3% above its GF Value™ at $182.53, with a 3.22% dividend yield and a 73% payout ratio. PM's GF Score™ is 87/100, reflecting strong profitability and growth but moderate valuation. Insiders sold $28.8M in shares over 12 months, while guru investors show mixed sentiment.

Philip Morris International (PM) has successfully shifted focus from cigarettes to higher-margin smoke-free products, driving strong Q2 results. Revenue hit $11B, up 10.4%, with adjusted EPS at $2.20, up 15.2%. Smoke-free products now make up 42% of revenue, with management targeting over two-thirds by 2030. The stock has returned 137% over five years, but is not considered cheap.

Altria (MO) raised its quarterly dividend by 4.7% to $1.11/share, yielding ~6.4% at $68.37. The company has a strong free cash flow history but faces revenue decline and high debt. It guided for mid-single-digit dividend growth through 2028 and has a new contract manufacturing deal with Philip Morris International.