Three Seasons Wealth LLC Takes Position in Altria Group, Inc. $MO

Three Seasons Wealth LLC purchased a new position in Altria Group, Inc. (NYSE:MO) in the fourth quarter, Holdings Channel reports. The fund purchased 13,744 shares of the company’s stock, valued at approximately $807,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MO. State Street Corp increased its stake in Altria Group by 1.2% in the 2nd quarter. State Street Corp now owns 72,367,263 shares of the company’s stock valued at $4,315,438,000 after buying an additional 886,583 shares during the period. Ameriprise Financial Inc. grew its holdings in shares of Altria Group by 19.4% during the 3rd quarter. Ameriprise Financial Inc. now owns 19,567,823 shares of the company’s stock valued at $1,285,575,000 after acquiring an additional 3,172,753 shares in the last quarter. Northern Trust Corp grew its holdings in shares of Altria Group by 0.4% during the 3rd quarter. Northern Trust Corp now owns 16,705,159 shares of the company’s stock valued at $1,103,543,000 after acquiring an additional 59,189 shares in the last quarter. Bank of New York Mellon Corp increased its stake in shares of Altria Group by 1.1% in the third quarter. Bank of New York Mellon Corp now owns 12,747,828 shares of the company’s stock worth $842,122,000 after acquiring an additional 132,846 shares during the last quarter. Finally, Capital Research Global Investors raised its holdings in shares of Altria Group by 0.4% during the third quarter. Capital Research Global Investors now owns 12,131,644 shares of the company’s stock worth $801,412,000 after acquiring an additional 47,757 shares in the last quarter. 57.41% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Altria Group

Here are the key news stories impacting Altria Group this week:

• Positive Sentiment: FDA pilot authorization and national rollout of on! PLUS nicotine pouches positions Altria in regulated, smoke‑free oral nicotine growth channels — a potential long‑term revenue diversification catalyst. FDA Pilot Approval of on! PLUS Nicotine Pouches Could Be A Game Changer For Altria Group (MO)
• Positive Sentiment: Altria is expanding retail distribution of on! PLUS, supporting near‑term sales momentum for its smoke‑free product push. Altria Group Expands Distribution of on! Plus Nicotine Pouch
• Positive Sentiment: Technical/relative strength signals: Altria earned an 81 RS rating in a recent screen, which can attract momentum and income‑focused buyers. Stocks showing rising market leadership: Altria Group earns 81 RS rating
• Positive Sentiment: Dividend appeal remains strong — coverage in income/dividend screens and commentary about Altria’s high yield supports investor interest in the name as a defensive income stock. Up More Than 12% This Year, Is This Dividend Stock With an Ultra-High Yield a No-Brainer Buy?
• Neutral Sentiment: Valuation debates: analysts and commentary are re‑assessing MO’s valuation now that on! PLUS is nationwide; some see a valuation discount driven by legal and category competition risk. Assessing Altria Group’s (MO) Valuation As On! PLUS Nicotine Pouches Roll Out Nationwide
• Negative Sentiment: Major legal overhang: a federal judge allowed antitrust class actions tied to Altria’s past Juul investment to proceed to trial, broadening potential damages exposure and investor uncertainty. This is the primary near‑term negative catalyst pressuring the stock. Altria Faces Juul Antitrust Trials As Valuation Discount Draws Attention
• Negative Sentiment: Underperformance vs. peers and commentary on long‑term product diversification risk (on! still faces stiff competition) add to caution among some investors. Altria Group Inc. stock underperforms Tuesday when compared to competitors The Major Long-Term Risk Facing Altria Stock in 2026

Altria Group Trading Down 1.6%

MO stock opened at $65.95 on Wednesday. The firm has a market cap of $110.27 billion, a PE ratio of 16.05, a PEG ratio of 2.86 and a beta of 0.45. Altria Group, Inc. has a 1 year low of $52.82 and a 1 year high of $70.51. The company has a fifty day simple moving average of $65.80 and a 200 day simple moving average of $62.49.

Altria Group (NYSE:MO) last posted its earnings results on Thursday, January 29th. The company reported $1.30 earnings per share for the quarter, missing the consensus estimate of $1.32 by ($0.02). Altria Group had a net margin of 29.84% and a negative return on equity of 287.61%. The company had revenue of $5.08 billion for the quarter, compared to the consensus estimate of $5.02 billion. During the same quarter last year, the business earned $1.30 earnings per share. Altria Group’s quarterly revenue was down .5% on a year-over-year basis. As a group, analysts forecast that Altria Group, Inc. will post 5.32 EPS for the current fiscal year.

Altria Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Wednesday, March 25th will be paid a $1.06 dividend. This represents a $4.24 dividend on an annualized basis and a dividend yield of 6.4%. The ex-dividend date of this dividend is Wednesday, March 25th. Altria Group’s dividend payout ratio (DPR) is presently 103.16%.

Insiders Place Their Bets

In related news, SVP Charles N. Whitaker sold 27,908 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $67.57, for a total value of $1,885,743.56. Following the completion of the sale, the senior vice president directly owned 180,869 shares in the company, valued at approximately $12,221,318.33. The trade was a 13.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.08% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Argus raised Altria Group to a “hold” rating in a research report on Tuesday, January 13th. Jefferies Financial Group raised their price target on Altria Group from $47.00 to $50.00 and gave the stock an “underperform” rating in a research note on Wednesday, March 4th. Citigroup lifted their price target on Altria Group from $57.00 to $65.00 and gave the company a “neutral” rating in a report on Monday, February 9th. Barclays boosted their price target on Altria Group from $57.00 to $63.00 and gave the company an “underweight” rating in a research note on Monday, February 23rd. Finally, Stifel Nicolaus dropped their price objective on Altria Group from $72.00 to $68.00 and set a “buy” rating on the stock in a report on Friday, January 30th. Five investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $65.75.

Altria Group Company Profile

Altria Group, Inc (NYSE: MO) is a U.S.-based consumer goods company whose principal business is the manufacture and sale of tobacco products. Headquartered in Richmond, Virginia, the company’s operations are focused primarily on the U.S. market and include the production, marketing and distribution of cigarettes, smokeless tobacco and cigars. Its flagship cigarette franchise in the United States is sold through its operating subsidiaries and is among the most recognizable cigarette brands in the country.

Altria’s principal operating businesses include Philip Morris USA (cigarettes), U.S.