Altria Group, Inc. $MO Shares Sold by Intact Investment Management Inc.

Intact Investment Management Inc. lowered its stake in Altria Group, Inc. (NYSE:MO) by 5.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 137,700 shares of the company’s stock after selling 8,390 shares during the quarter. Intact Investment Management Inc.’s holdings in Altria Group were worth $7,940,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in MO. Marshall Wace LLP grew its stake in Altria Group by 286.7% in the 3rd quarter. Marshall Wace LLP now owns 4,479,699 shares of the company’s stock valued at $295,929,000 after acquiring an additional 3,321,262 shares during the period. Ameriprise Financial Inc. grew its stake in Altria Group by 19.4% in 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 during the period. SG Americas Securities LLC grew its stake in Altria Group by 438.6% in the 4th quarter. SG Americas Securities LLC now owns 3,637,678 shares of the company’s stock valued at $209,749,000 after acquiring an additional 2,962,270 shares during the period. Vanguard Group Inc. grew its stake in Altria Group by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 160,980,626 shares of the company’s stock valued at $9,282,143,000 after acquiring an additional 1,903,530 shares during the period. Finally, Freestone Grove Partners LP acquired a new stake in Altria Group in the 3rd quarter valued at $89,460,000. Institutional investors and hedge funds own 57.41% of the company’s stock.

Insider Activity at Altria Group

In other news, SVP Charles N. Whitaker sold 27,908 shares of Altria Group stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $67.57, for a total transaction of $1,885,743.56. Following the transaction, the senior vice president owned 180,869 shares in the company, valued at $12,221,318.33. The trade was a 13.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.10% of the stock is currently owned by corporate insiders.

Altria Group Stock Performance

Shares of MO stock opened at $74.37 on Monday. The stock’s fifty day moving average is $66.70 and its two-hundred day moving average is $62.65. The firm has a market capitalization of $124.19 billion, a P/E ratio of 15.56, a PEG ratio of 2.96 and a beta of 0.48. Altria Group, Inc. has a fifty-two week low of $54.70 and a fifty-two week high of $74.56.

Altria Group (NYSE:MO) last announced its quarterly earnings data on Thursday, April 30th. The company reported $1.32 earnings per share for the quarter, beating analysts’ consensus estimates of $1.25 by $0.07. The company had revenue of $4.76 billion for the quarter, compared to analyst estimates of $4.58 billion. Altria Group had a negative return on equity of 298.69% and a net margin of 34.34%.The firm’s revenue for the quarter was up 5.3% on a year-over-year basis. During the same quarter last year, the firm posted $1.23 EPS. Altria Group has set its FY 2026 guidance at 5.560-5.72 EPS. On average, equities analysts forecast that Altria Group, Inc. will post 5.66 earnings per share for the current year.

Altria Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Wednesday, March 25th were issued a dividend of $1.06 per share. This represents a $4.24 annualized dividend and a dividend yield of 5.7%. The ex-dividend date was Wednesday, March 25th. Altria Group’s payout ratio is currently 88.70%.

More Altria Group News

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

• Positive Sentiment: Q1 results beat and guidance intact — Altria topped revenue and EPS estimates, cited pricing and cost controls as drivers, and reconfirmed FY2026 EPS guidance, a key reason investors are buying the stock. Altria beats quarterly profit estimates
• Positive Sentiment: Analyst upgrade: Stifel raised its price target to $77 and kept a Buy rating, signaling incremental analyst confidence that supports the rally. Stifel raises PT to $77
• Positive Sentiment: Morgan Stanley highlights solid profit momentum and visibility from Altria’s pricing and portfolio; that institutional endorsement helped market sentiment. Morgan Stanley bullish note
• Positive Sentiment: Index/momentum attention — coverage noting an “S&P 500 moment” and recent share-price momentum has likely attracted passive and momentum flows into MO. Altria’s S&P 500 Moment
• Positive Sentiment: Income appeal — MO continues to be featured in low-risk/dividend lists, reinforcing demand from income-focused investors. Low-risk investment list
• Neutral Sentiment: Citigroup raised its target to $70 but kept a Neutral rating — signal of modestly improved fundamentals but still cautious relative to current levels. Citigroup PT update
• Neutral Sentiment: Corporate housekeeping: Altria will webcast its 2026 annual meeting — routine disclosure, minimal immediate price impact but relevant for shareholder engagement. Webcast of annual meeting
• Neutral Sentiment: Valuation/momentum checks — analysts and media note strong 1‑year and 3‑month returns and mixed earnings expectations; market is re-pricing income story vs. growth risks. Valuation check
• Negative Sentiment: Macro/inflation caution — some analysts warn inflation and macro uncertainty increase downside risk despite the dividend and pricing power; a few commentators downgraded or advocated caution. Inflation and macro risk concerns

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. Wall Street Zen raised shares of Altria Group from a “hold” rating to a “buy” rating in a research note on Saturday. Argus upgraded Altria Group to a “hold” rating in a report on Tuesday, January 13th. Jefferies Financial Group raised their price objective on Altria Group from $47.00 to $50.00 and gave the company an “underperform” rating in a report on Wednesday, March 4th. UBS Group raised their price objective on Altria Group from $74.00 to $76.00 and gave the company a “buy” rating in a report on Friday. Finally, Bank of America raised their price objective on Altria Group from $72.00 to $73.00 and gave the company a “buy” rating in a report on Friday, April 10th. Five equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Altria Group has a consensus rating of “Hold” and an average target price of $69.63.

About Altria Group

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.