Philip Morris International Inc.·Consumer Defensive

Philip Morris joins Kennametal, Casey's and Ralph Lauren as picks with strong interest coverage in a volatile U.S. market.

Philip Morris International is executing a transformative shift toward smoke-free products, driving high single-digit organic growth and expanding margins. PM delivered $40.6B in 2025 revenue (+7.3% YoY), with smoke-free products now 41.5% of net revenues and ZYN dominating the U.S. nicotine pouch market. I am upgrading my rating to bullish, citing strong 2026 guidance, double-digit EPS growth, and an attractive 3.67% dividend yield.

Philip Morris International (NYSE:PM) reports Q1 2026 earnings on April 22, before the market opens.

Stratos Wealth Partners LTD. lessened its holdings in shares of Philip Morris International Inc. (NYSE: PM) by 17.0% during the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 36,479 shares of the company's stock after selling 7,447 shares during the period. Stratos Wealth Partners LTD.'s

Savvy Advisors Inc. increased its stake in Philip Morris International Inc. (NYSE: PM) by 49.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 26,512 shares of the company's stock after purchasing an additional 8,802 shares during the quarter. Savvy Advisors Inc.'s holdings

Aberdeen Group plc trimmed its position in shares of Philip Morris International Inc. (NYSE: PM) by 11.4% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 701,413 shares of the company's stock after selling 89,923 shares during the period. Aberdeen
Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.