Recent discussions on X about Altria Group (MO) have centered around the company's latest earnings report and dividend increase, sparking a flurry of opinions among investors. Many users highlighted the raised EPS guidance and a quarterly dividend hike to $1.02 per share, viewing it as a strong signal of financial stability. The stock's forward yield, hovering near 8%, has also drawn attention as a key point of interest for income-focused investors.
Additionally, posts on X have noted upward revisions in price targets by several major financial institutions, with some targets reaching as high as $65, reflecting optimism about future growth. There’s a sense of intrigue around whether the stock can sustain its recent gains, especially after a reported 28% year-to-date increase. The conversation remains dynamic, with investors weighing the balance between high yield and long-term potential in a challenging industry.
Note: This discussion summary was generated from an AI condensation of post data.
Altria Group Hedge Fund Activity
We have seen 1,075 institutional investors add shares of Altria Group stock to their portfolio, and 935 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GQG PARTNERS LLC added 18,471,846 shares (+8146.4%) to their portfolio in Q1 2025, for an estimated $1,108,680,196
- BLACKROCK, INC. removed 8,315,413 shares (-6.2%) from their portfolio in Q1 2025, for an estimated $499,091,088
- MORGAN STANLEY added 4,181,263 shares (+20.0%) to their portfolio in Q1 2025, for an estimated $250,959,405
- VAN ECK ASSOCIATES CORP removed 4,080,371 shares (-53.0%) from their portfolio in Q1 2025, for an estimated $244,903,867
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 3,483,487 shares (+5.8%) to their portfolio in Q1 2025, for an estimated $209,078,889
- JPMORGAN CHASE & CO added 3,415,237 shares (+40.0%) to their portfolio in Q1 2025, for an estimated $204,982,524
- BALYASNY ASSET MANAGEMENT L.P. removed 3,342,265 shares (-78.7%) from their portfolio in Q1 2025, for an estimated $200,602,745
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Altria Group 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 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 07/31/2025
- Jefferies issued a "Underperform" rating on 07/09/2025
- Barclays issued a "Underweight" rating on 05/02/2025
To track analyst ratings and price targets for Altria Group, check out Quiver Quantitative's $MO forecast page.
Altria Group Price Targets
Multiple analysts have issued price targets for $MO recently. We have seen 6 analysts offer price targets for $MO in the last 6 months, with a median target of $58.0.
Here are some recent targets:
- Gaurav Jain from Barclays set a target price of $57.0 on 08/06/2025
- Matthew Smith from Stifel set a target price of $65.0 on 07/31/2025
- Eric Serotta from Morgan Stanley set a target price of $62.0 on 07/31/2025
- Edward Mundy from Jefferies set a target price of $50.0 on 07/09/2025
- Faham Baig from UBS set a target price of $59.0 on 07/02/2025
- Adam Spielman from Citigroup set a target price of $55.0 on 04/25/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
