Recent chatter on X about Altria Group (MO) has been buzzing with interest following the company's latest strategic moves, particularly its partnership with KT&G on oral nicotine and wellness products. Many users are intrigued by the potential shift toward smoke-free alternatives, with some pointing to the high forward dividend yield—nearing 8%—as a compelling factor for income-focused investors. The discussion reflects curiosity about how these innovations might shape the company’s future in a changing tobacco landscape.
Additionally, posts on X have highlighted Altria’s consistent dividend increases, with the latest hike to $1.06 per share marking its 56th consecutive annual raise, a point of pride for long-term shareholders. Some voices express optimism about the stock’s stability amidst broader industry challenges, while others question the sustainability of growth in a heavily regulated sector. This mix of perspectives keeps the conversation dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Altria Group Hedge Fund Activity
We have seen 1,109 institutional investors add shares of Altria Group stock to their portfolio, and 873 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 29,792,802 shares (-45.7%) from their portfolio in Q2 2025, for an estimated $1,746,751,981
- GQG PARTNERS LLC added 10,141,958 shares (+54.2%) to their portfolio in Q2 2025, for an estimated $594,622,997
- AMERIPRISE FINANCIAL INC added 6,302,819 shares (+62.5%) to their portfolio in Q2 2025, for an estimated $369,534,277
- VAN ECK ASSOCIATES CORP removed 3,560,805 shares (-98.6%) from their portfolio in Q2 2025, for an estimated $208,769,997
- BANK OF AMERICA CORP /DE/ added 2,728,945 shares (+22.6%) to their portfolio in Q2 2025, for an estimated $159,998,045
- NUVEEN, LLC added 2,465,745 shares (+67.5%) to their portfolio in Q2 2025, for an estimated $144,566,629
- UBS GROUP AG removed 2,372,652 shares (-20.1%) from their portfolio in Q2 2025, for an estimated $139,108,586
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 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 08/22/2025
- 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 7 analysts offer price targets for $MO in the last 6 months, with a median target of $59.0.
Here are some recent targets:
- 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
- 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.
