Altria Group, Inc. $MO Shares Bought by Robertson Stephens Wealth Management LLC

Robertson Stephens Wealth Management LLC grew its stake in shares of Altria Group, Inc. (NYSE:MO) by 1,053.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 53,167 shares of the company’s stock after purchasing an additional 48,558 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in Altria Group were worth $3,122,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Verus Financial Partners Inc. raised its holdings in Altria Group by 1.5% during the fourth quarter. Verus Financial Partners Inc. now owns 54,842 shares of the company’s stock worth $3,454,000 after purchasing an additional 812 shares in the last quarter. Mutual Advisors LLC raised its holdings in Altria Group by 3.1% during the fourth quarter. Mutual Advisors LLC now owns 117,998 shares of the company’s stock worth $6,804,000 after purchasing an additional 3,570 shares in the last quarter. Secured Retirement Advisors LLC raised its holdings in Altria Group by 9.5% during the fourth quarter. Secured Retirement Advisors LLC now owns 7,404 shares of the company’s stock worth $427,000 after purchasing an additional 643 shares in the last quarter. Sigma Planning Corp increased its holdings in shares of Altria Group by 2.8% in the 4th quarter. Sigma Planning Corp now owns 59,063 shares of the company’s stock valued at $3,406,000 after acquiring an additional 1,629 shares during the period. Finally, North Star Investment Management Corp. increased its holdings in shares of Altria Group by 5.5% in the 4th quarter. North Star Investment Management Corp. now owns 14,890 shares of the company’s stock valued at $859,000 after acquiring an additional 776 shares during the period. Institutional investors and hedge funds own 57.41% of the company’s stock.

Altria Group News Roundup

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

Insiders Place Their Bets

In related news, SVP Charles N. Whitaker sold 27,908 shares of Altria Group stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $67.57, for a total value of $1,885,743.56. Following the transaction, the senior vice president directly owned 180,869 shares in the company, valued at $12,221,318.33. This trade represents a 13.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.10% of the stock is currently owned by company insiders.

Altria Group Price Performance

Shares of Altria Group stock opened at $74.37 on Friday. The firm’s fifty day simple moving average is $66.70 and its 200-day simple moving average is $62.67. The stock has a market capitalization of $124.30 billion, a price-to-earnings ratio of 15.56, a PEG ratio of 2.98 and a beta of 0.48. Altria Group, Inc. has a 12 month low of $54.70 and a 12 month high of $74.56.

Altria Group (NYSE:MO) last posted 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. Altria Group had a net margin of 34.34% and a negative return on equity of 298.69%. The firm had revenue of $4.76 billion for the quarter, compared to analyst estimates of $4.58 billion. During the same period last year, the firm posted $1.23 EPS. Altria Group’s quarterly revenue was up 5.3% on a year-over-year basis. Altria Group has set its FY 2026 guidance at 5.560-5.72 EPS. Analysts anticipate that Altria Group, Inc. will post 5.66 earnings per share for the current year.

Altria Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 30th. Investors of record on Wednesday, March 25th were given a $1.06 dividend. This represents a $4.24 dividend on an annualized basis and a yield of 5.7%. The ex-dividend date was Wednesday, March 25th. Altria Group’s dividend payout ratio (DPR) is 103.16%.

Wall Street Analysts Forecast Growth

MO has been the topic of a number of recent research reports. Argus raised shares of Altria Group to a “hold” rating in a report on Tuesday, January 13th. Stifel Nicolaus lifted their target price on shares of Altria Group from $68.00 to $77.00 and gave the company a “buy” rating in a report on Friday. Wall Street Zen raised shares of Altria Group from a “hold” rating to a “buy” rating in a report on Saturday. UBS Group lifted their target price on shares of Altria Group from $74.00 to $76.00 and gave the company a “buy” rating in a report on Friday. Finally, Citigroup lifted their target price on shares of Altria Group from $65.00 to $70.00 and gave the company a “neutral” rating in a report on Friday. Five equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $69.63.

Altria Group 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.