Currently 4 bullish, 0 bearish — stable.
Analysts are holding steady at 4 bullish to 0 bearish.
3 YouTube analysts cover Philip Morris International Inc. (PM).
3 analysts have covered PM so far…
Philip Morris is held long-term as a 'sin stock' and has performed well recently.
KOL disclosed a long position and noted that 'sin stocks' like Philip Morris have performed well recently, even as the broader market is segmented with some areas lagging. No specific thesis beyond holding for income.
Philip Morris (PM) is held for its dividend income contribution (about $3,900 per year on ~$104k), consistent with the portfolio’s focus on cash distributions.
Philip Morris generates roughly $3,900 annually on a ~$104k position, making it a core cash-distribution holding. The tobacco dividend yield is the primary rationale, consistent with an income-focused allocation strategy.
PM is a contrarian dividend compounder despite bearish hype, with the dividend growth story supported by management’s fundamentals showing net revenue up 9.1% (2.7% organic), adjusted diluted EPS up 5.3% in constant currency, and a 2026 forecast calling for 5–7% organic revenue growth and 7–9% operating income growth.
Philip Morris reported net revenue up 9.1% with 2.7% organic growth, adjusted diluted EPS up 5.3% in constant currency, and management projects 5–7% organic revenue growth and 7–9% operating income growth for 2026. These metrics support the dividend compounding thesis against bearish sentiment around the tobacco sector.
No official filings surfaced for PM yet.
