Indivisible Partners Invests $1.68 Million in Altria Group, Inc. $MO

Indivisible Partners purchased a new position in Altria Group, Inc. (NYSE:MO) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 29,125 shares of the company’s stock, valued at approximately $1,680,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Sumitomo Mitsui Trust Group Inc. increased its position in Altria Group by 1.3% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 3,522,209 shares of the company’s stock worth $232,677,000 after purchasing an additional 44,303 shares during the last quarter. Viking Fund Management LLC increased its position in Altria Group by 14.1% during the fourth quarter. Viking Fund Management LLC now owns 202,000 shares of the company’s stock worth $11,647,000 after purchasing an additional 25,000 shares during the last quarter. JPMorgan Chase & Co. increased its position in Altria Group by 7.2% during the third quarter. JPMorgan Chase & Co. now owns 12,073,682 shares of the company’s stock worth $797,587,000 after purchasing an additional 814,665 shares during the last quarter. Public Sector Pension Investment Board increased its position in Altria Group by 13.7% during the third quarter. Public Sector Pension Investment Board now owns 144,725 shares of the company’s stock worth $9,561,000 after purchasing an additional 17,429 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. increased its position in Altria Group by 12.0% during the third quarter. Robeco Institutional Asset Management B.V. now owns 796,225 shares of the company’s stock worth $52,599,000 after purchasing an additional 85,177 shares during the last quarter. 57.41% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Altria Group

In other Altria Group news, SVP Charles N. Whitaker sold 27,908 shares of Altria Group stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $67.57, for a total transaction 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 $12,221,318.33. This trade represents a 13.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.10% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms recently issued reports on MO. Citigroup raised their price objective on shares of Altria Group from $65.00 to $70.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Jefferies Financial Group raised their price objective on shares of Altria Group from $47.00 to $50.00 and gave the stock an “underperform” rating in a research report on Wednesday, March 4th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Altria Group from $60.00 to $66.00 and gave the stock a “hold” rating in a research report on Monday. Argus upgraded shares of Altria Group to a “hold” rating in a research report on Tuesday, January 13th. Finally, Barclays raised their price objective on shares of Altria Group from $57.00 to $63.00 and gave the stock an “underweight” rating in a research report on Monday, February 23rd. Five equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $69.22.

Altria Group News Summary

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

• Positive Sentiment: Q1 results and guidance: Altria posted a solid Q1 (EPS and revenue beats) and reaffirmed FY26 EPS guidance, which underpins recent strength in the stock. Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead
• Positive Sentiment: Momentum/growth thesis: Multiple Zacks pieces highlight Altria’s growth and momentum scores, reinforcing why some investors view MO as a growth / momentum candidate despite being a consumer-staples name. Here’s Why Altria (MO) is a Strong Growth Stock
• Positive Sentiment: Analyst tone generally constructive: coverage summaries (Barchart, others) show analysts are fairly upbeat about MO’s prospects, which supports investor interest. Are Wall Street Analysts Bullish on Altria Stock?
• Positive Sentiment: Relative performance: recent commentary notes Altria has outperformed/held up vs. parts of the consumer staples sector so far this year, attracting defensive-oriented flows. Are Consumer Staples Stocks Lagging Altria Group (MO) This Year?
• Neutral Sentiment: New analyst write-ups (Argus) and sector screens are refreshing coverage but do not materially change the consensus view. Analyst Report: Altria Group Inc
• Neutral Sentiment: Consensus rating remains a “Hold,” reflecting mixed upside/downside views among analysts. Altria Group, Inc. Given Consensus Rating of “Hold” by Analysts
• Neutral Sentiment: Several media pieces (Kalkine, others) flag MO as “worth watching” — useful for investors evaluating entry points but not a catalyst by itself. Is Altria Stock Worth Watching Right Now
• Negative Sentiment: Price-target positioning caps upside: Deutsche Bank raised its target from $60 to $66 but maintained a Hold; that $66 target sits below the recent market price, implying limited analyst upside. Deutsche Bank adjusts Altria Group price target to $66 from $60; maintains hold rating
• Negative Sentiment: Outlook caution: some commentary warns that after the strong rebound, upside may be limited from here — a reason investors are trimming gains or staying cautious. Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead

Altria Group Price Performance

Shares of MO opened at $72.80 on Wednesday. Altria Group, Inc. has a 1-year low of $54.70 and a 1-year high of $74.56. The stock has a market cap of $121.56 billion, a PE ratio of 15.23, a P/E/G ratio of 2.91 and a beta of 0.48. The firm has a 50-day simple moving average of $66.80 and a two-hundred day simple moving average of $62.70.

Altria Group (NYSE:MO) last announced its quarterly earnings results 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 business had revenue of $4.76 billion during the quarter, compared to analysts’ expectations of $4.58 billion. During the same period last year, the business earned $1.23 earnings per share. The business’s revenue for the quarter was up 5.3% on a year-over-year basis. Altria Group has set its FY 2026 guidance at 5.560-5.72 EPS. As a group, sell-side analysts expect that Altria Group, Inc. will post 5.67 earnings per share for the current fiscal year.

Altria Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Wednesday, March 25th were given a dividend of $1.06 per share. The ex-dividend date was Wednesday, March 25th. This represents a $4.24 dividend on an annualized basis and a dividend yield of 5.8%. Altria Group’s dividend payout ratio (DPR) is currently 88.70%.

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.