Philip Morris

PM

Market cap $247B

STAMFORD, CT--(BUSINESS WIRE)--Philip Morris International (NYSE: PM) today announced it will serve as Principal Partner of Ferrari Hypersail, an initiative that applies Ferrari engineering and racing spirit to a new frontier at sea. PMI has shared with Ferrari one of the most enduring partnerships in Formula 1 since its origins in 1973 - a relationship defined by reinvention, ambition, and an unwavering belief that progress matters. Philip Morris International's commitment to science-backed in.

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.

Investors normally go all-in for stocks that outperform the S&P 500. But amid inflation and war chaos, sometimes stability is desirable.

Retail sales were strong in February, but likely got worse in March. Dollar General should be a beneficiary of consumers trading down.

Philip Morris has a strong position in the nicotine market, which should help its dividend grow. Investors are too pessimistic about Pfizer's future, even as it pays a huge dividend yield right now.

Analysts view a reported FDA delay as a negative for the tobacco giant.

Philip Morris (PM) could produce exceptional returns because of its solid growth attributes.

Long-term investing is the key to sustainable stock market returns. And consistent dividend payouts help to sweeten the deal.