$PM

Philip Morris (PM) raised its quarterly dividend by 9% to $1.60, while Altria (MO) increased its dividend by 5% to $1.11. PM's revenue grew 10.4% in Q2, with 42% from smoke-free products. PM's adjusted EPS guidance for 2026 is $8.26-$8.41, reflecting 9.5%-11.5% growth. Altria's guidance is $5.61-$5.72, with 3.5%-5.5% growth. Altria offers a higher yield (6.15%) but faces declining cigarette volumes and $2.2B in e-vapor impairments.

Philip Morris International (PM) raised its dividend by 8.8% following strong Q2 results. Revenue rose 10.4% to $11.2B, with smoke-free products growing 11.7%. EPS increased 15.2% to $2.20. PM expects 5-7% organic revenue growth in 2026. Analysts anticipate Q3 EPS of $2.34, with a consensus 'Moderate Buy' rating and $207.07 target.

The Trump administration plans to speed up approvals for smoke-free nicotine products like vapes and nicotine pouches, easing FDA review requirements. This benefits tobacco companies such as Altria (MO), Philip Morris (PM), and British American Tobacco (BTI), which face regulatory delays. The move aims to reduce illegal products but faces opposition from health advocates concerned about youth access.

UBS raised its price target on Philip Morris (PM) to $193, maintaining a Neutral rating. The stock trades at $189, above its Fair Value. UBS lowered its 2027 ZYN sales growth forecast to 3% from 19% due to pricing changes. PM plans to reduce ZYN pouch count per can by 25%. UBS cut its 2027 group organic sales growth estimate to 6.4% from 6.9%. PM's dividend yield is 3.4%, with 18 consecutive years of increases. Stifel reiterated a Buy rating with a $205 target, citing smoke-free product growth.

Altria's on! brand saw its share of the U.S. oral tobacco category rise 8.6% in Q2 2026, with first-half volume up 5.1% to 96.1M cans. The nicotine pouch category grew to 59.9% of the oral tobacco market, driven by on! PLUS expansion to 120,000 stores. Competitors like Philip Morris and Turning Point Brands also reported growth in this segment. Altria's stock gained 6.5% in six months, trading at a forward P/E of 11.82X.

Philip Morris (NYSE:PM) raised its quarterly dividend by 8.8% to $1.60 per share, citing strong Q2 results with 8% organic revenue growth and 14% adjusted EPS increase. The company's smoke-free products contributed 42% of H1 2026 revenue. PMI expects $13.5B in operating cash flow for 2026, supporting dividend growth and debt reduction.

Walt Disney (DIS) reported Q3 revenue of $25.2B and EPS of $2.06, with strong growth in experiences and streaming. Philip Morris (PM) saw Q2 revenue of $11.2B, with smoke-free products contributing 42% of sales. Elastic (ESTC) reported Q1 revenue of $478M but a loss of $16.7M, with AI features driving growth.

Philip Morris International (PMI) raised its quarterly dividend by 8.8% to $1.60 per share, payable October 26, 2026. This increases the annualized rate to $6.40 per share. PMI has raised its dividend annually since 2008, with a 248% total increase. The company focuses on smoke-free products, which accounted for 42% of Q2 2026 net revenues.

Philip Morris International Inc. (PM) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99.1 PRESS RELEASE Investor Relations: Media: Corey Henry Email: InvestorRelations@pmi.com Email: Corey.Henry@pmi.com Stamford, CT: +1 (203) 905 2413 Stamford, CT: +1 (203) 905 2410 Lausanne: +41 (0)58 242 4500 Philip Morris International Increases Dividend by 8.8% to Ann

Philip Morris (PM) has a consensus 'Moderate Buy' rating with a $206.43 price target, implying 6% upside. Altria Group (MO) gained 22% YTD, with a $69.58 consensus target. British American Tobacco (BTI) has a 22% upside target amid restructuring and smokeless product growth.