It has been about a month since the last earnings report for Altria (MO) . Shares have added about 6.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Altria due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Altria's Q2 Earnings Lag Estimates, Cigarette Volumes DropA ...

Altria Group, Inc. (MO) has been experiencing gains from its efforts to solidify its position in the smoke-free product market in the face of declining cigarette volumes. The company’s shares have rallied 15.4% in the past three months. Although underperforming the industry’s growth of 19.3%, Altria has fared better than the broader Zacks Consumer Staples sector and the S&P 500’s respective gains of 5% and 5.6% in the same time frame.Image Source: Zacks Investment ResearchAltria closed the trading session a ...

Altria just raised its dividend by 4.1%.Although the stock market has generally held up during the past couple of years, both the S&P 500 and Nasdaq Composite experienced some hefty selling during the past month. While sell-offs are par for the course in the market, they can be quite jarring for inexperienced investors.One company that has been a consistent winner for decades is tobacco company Altria (MO 0.26%). Altria is considered to be a sin stock due to the products it sells -- primarily cigarettes.Alt ...

FotografiaBasica Article Thesis Altria Group, Inc. (NYSE:MO) has been a strong performer in recent months, driven by an undemanding valuation and a declining rates environment that made it more attractive for income investors. On Thursday, the company announced another dividend increase, keeping the dividend growth story intact. Past Coverage In the past, I have written about Altria Group here on Seeking Alpha. My most recent article is from March 2024, or around five months ago. In that article, I argu ...

GERMANY - 2024/07/28: In this photo illustration, a Kimberly-Clark Corporation logo seen displayed ... [+] on a tablet. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesWe believe that Kimberly-Clark stock (NYSE: KMB) is currently a better pick than the tobacco company, Altria stock (NYSE: MO), given its better valuation. The decision to invest often comes down to finding the best stocks within the scope of certain characteristics that s ...

文章核心观点 - 美国食品药品监督管理局(FDA)批准了NJOY公司4款薄荷味电子烟产品的上市销售,这一事件对母公司Altria(MO)股价产生了积极影响 [5] - NJOY公司在美国多渠道和便利店的市场份额从2023年3月的3%增长到2024年第二季度的5.5%,这也带动了MO股价的上涨 [5][6] - MO公司的电子烟业务NJOY和口嚼烟产品on!的销量增长,弥补了同公司旗下Zyn电子烟产品销量增速放缓的影响 [6] - 由于Zyn产品供给短缺,MO公司的on!产品销量在2024年第二季度环比和同比均实现了两位数增长 [6] - 受上述因素影响,MO公司调高了2024财年的调整后每股收益(EPS)指引中值至5.11美元,较原指引上调3.2% [6] 行业分析 - 相比竞争对手英美烟草(BTI)和菲利普-莫里斯(PM),MO公司的估值水平仍较为合理,其预计未来3年的调整后EPS复合增长率为3.9%,低于PM的8.9%但高于BTI的2.4% [7] - MO公司的净负债水平和净负债/EBITDA比率均有所改善,为其未来业务转型提供了支持 [8] - 尽管NJOY业务目前仍亏损,但烟草和口嚼烟业务的盈利能力足以抵消其转型过程中的亏损 [8] 公司评估 - MO公司自2024年3月以来已经上涨了28.6%,跑赢了大盘,且已经脱离了50/100/200日均线 [10] - 尽管股息收益率有所下降,但相比同行业公司仍较为丰厚,且未来有望受益于联储降息和估值修复 [10][11] - 综合考虑风险收益比,我们维持对MO公司的买入评级 [11]

Defensive stocks are clearly on everyone’s mind after markets fell dramatically at the start of August. Investors worldwide moved into risk-off mode, fearing that the U.S. economy was about to hit a snag. The sudden increase in unemployment in July was the catalyst that left many worried.Last week’s improvement in jobless numbers has helped soothe nerves for now. However, markets are still trading lower than they were a week ago. This means it may be appropriate to consider which defensive stocks to buy on ...

mariusFM77 Altria Group, Inc. (NYSE:MO), through its subsidiaries, manufactures and sells smokable and oral tobacco products in the United States. Its most iconic and recognisable brand is Marlboro. Since the start of the year, MO has generated a total return of 28.2% for its shareholders, significantly outperforming the broader market, which has returned roughly 11% in the same period. Data by YCharts The aim of our article today is to assess whether there is any upside potential left after this price run ...

PM Images2024 hasn't just been good for technology companies able to capitalize on the AI boom, it's also been strong for companies that produce things. Companies of yesterday that are often regarded as boring, including The Coca-Cola Company (KO) and Exxon Mobil Corporation (XOM), are up more than 15% YTD. One of my favorite companies that many investors had written off is having a great year, and I believe it will get better in the 2nd half of 2024. Altria Group (NYSE:MO) has been a battleground stock ...

peshkov MO stock: a hedge against hard landing I last analyzed Altria Group (NYSE:MO) in mid-July. As you can see from the screenshot below, I wrote an article titled "2 Misconceptions About Altria" on July 16, 2024, on MO stock. As the title suggests, the goal of the article was to clarify two common misconceptions surrounding the stock, and I argued why the stock’s upside potential is underestimated because of these misconceptions. More specifically, I explained why: The bears' argument regarding the ...