Altria Group Inc. (MO) Stock Falls on Q4 2025 Earnings

Altria Group Inc. (MO) reported fourth-quarter 2025 results with revenue of $5.1 billion, down 0.5% year-over-year and slightly below the consensus revenue estimate of $5.2 billion.

Revenue: $5.1 billion (down 0.5% YoY)

Gross profit: $3.6 billion (up 0.8% YoY)

Operating profit: $1.7 billion (down 42.7% YoY)

Net income attributable to common shareholders: $1.1 billion (down 63.2% YoY)

Diluted EPS: $0.66 (down 63.1% YoY)

Cash from operating activities: $3.3 billion (down 2.1% YoY)

Purchases of property, plant and equipment (capex): $92 million (up 95.7% YoY)

Cash and cash equivalents: $4.5 billion (up 43.1% YoY)

Cost of sales: $1.4 billion (down 3.6% YoY)

Total liabilities: $38.5 billion (up 3.0% YoY)

Diluted EPS of $0.66 missed the analyst estimate of $1.36.

Revenue came in about 2.1% below the estimate of $5.2 billion.

Market reaction: the stock was down 1.85% since the market open on the release day.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Altria Group Inc. Hedge Fund Activity

We have seen 1,135 institutional investors add shares of Altria Group Inc. stock to their portfolio, and 966 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL WORLD INVESTORS removed 10,379,100 shares (-29.3%) from their portfolio in Q3 2025, for an estimated $685,643,346
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 5,546,557 shares (-28.7%) from their portfolio in Q3 2025, for an estimated $366,405,555
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,559,334 shares (+60.4%) to their portfolio in Q3 2025, for an estimated $301,189,604
SG AMERICAS SECURITIES, LLC added 3,610,070 shares (+13076.2%) to their portfolio in Q4 2025, for an estimated $208,156,636
MARSHALL WACE, LLP added 3,321,262 shares (+286.7%) to their portfolio in Q3 2025, for an estimated $219,402,567
AMERIPRISE FINANCIAL INC added 3,172,753 shares (+19.4%) to their portfolio in Q3 2025, for an estimated $209,592,063
GQG PARTNERS LLC removed 3,096,543 shares (-10.7%) from their portfolio in Q3 2025, for an estimated $204,557,630

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Altria Group Inc. Analyst Ratings

Wall Street analysts have issued reports on $MO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Buy" rating on 08/22/2025

To track analyst ratings and price targets for Altria Group Inc., check out Quiver Quantitative's $MO forecast page.

Altria Group Inc. Price Targets

Multiple analysts have issued price targets for $MO recently. We have seen 3 analysts offer price targets for $MO in the last 6 months, with a median target of $67.0.

Here are some recent targets:

Faham Baig from UBS set a target price of $67.0 on 01/26/2026
Lisa Lewandowski from B of A Securities set a target price of $72.0 on 08/22/2025
Gaurav Jain from Barclays set a target price of $57.0 on 08/06/2025