Altria (NYSE: MO ), one of the most prominent dividend payers, recently announced their third quarter earnings that saw the company deliver a strong quarter, opposite to their previous, which I'll touch more on later in the article.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to ...

Altria's stock is up by more than 30% over the past year, with a recent, and sizable, post-earnings jump. Is it worth this price?Shares of Altria (MO 0.95%) have had a great run over the past year, gaining more than 30% in value. Third-quarter 2024 earnings got investors particularly excited, with the stock rallying sharply after the release. But is Altria's business really that good? To answer that question you need to dig into the numbers a little bit. But you only have to scratch the surface before you r ...

It's time to reassess the stock after Altria's surge this year.Stodgy tobacco stock Altria Group (MO 0.18%), most known for selling Marlboro cigarettes in the U.S. and paying hefty dividends to its shareholders, has sprung to life this year. The stock has returned over 34% year to date, good enough to outpace the S&P 500, even when excluding dividends.It's a pleasant gift to investors, who also enjoy a whopping 7.5% dividend yield from Altria.Such significant price gains are rare; Altria is a slow grower. T ...

The company was the subject of a bullish research update on the back of a convincing quarterly earnings beat.On Halloween, Altria Group (MO 0.64%) released its latest set of quarterly figures. The results weren't scary at all -- in fact, a great many investors found them encouraging, and the cigarette maker's stock saw a decent pop in price.If one analyst's post-earnings take on the company is accurate, we're in for even more gains before too long.Firing up a strong quarterAltria published those quarterly n ...

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Core Viewpoint - Altria Group is attracting investors with a forward dividend yield of 7.5% and has consistently increased its dividend since 2009, despite facing challenges in revenue growth [1][6] Group 1: Financial Performance - Altria's Q3 results were significantly driven by its NJOY business, with consumable shipments increasing by 15.6% to 10.4 million units and device shipments more than doubling to 1.1 million units, gaining 2.8 points of U.S. market share to reach 6.2% [3] - The cigarette business continues to decline, with overall shipment volumes down 8.6%, including a 7.5% drop in Marlboro brand shipments and a 28.4% plunge in discount brand shipments [4] - Revenue net of excise taxes rose 1.3% to $5.34 billion, slightly exceeding analyst estimates, with adjusted EPS increasing by 7.8% to $1.38, surpassing the expected $1.35 [5] Group 2: Dividend and Cash Flow - Altria increased its dividend by 4.1% to an annual rate of $4.08, generating $5.4 billion in operating cash flow and $5.3 billion in free cash flow in the first nine months of the year, while paying out $5.1 billion in dividends [6] - The dividend coverage ratio has tightened, currently just over 1 times, down from over 1.2 times at the end of 2022, indicating a narrowing margin for covering the dividend with free cash flow [9][12] Group 3: Share Buybacks and Debt - The company repurchased 13.5 million shares for $680 million during the quarter, ending with net debt of $23.3 billion [7] - Altria maintains a debt-to-EBITDA leverage ratio of 2.1 times, indicating a manageable level of debt relative to earnings [9] Group 4: Valuation - Altria trades at a forward price-to-earnings (P/E) ratio of 10, which is significantly lower than its former international unit, Philip Morris International, which has a P/E ratio of 18.22 [10][11]

Asness's AQR Capital Management disposed of almost its entire stake in artificial intelligence (AI) titan Taiwan Semi in favor of an industry-leading company that was sporting a 9% yield.Whether you're a relatively new investor or someone who's been putting their money to work on Wall Street for decades, you're probably aware of just how overwhelming the number of data releases can be. Between thousands of public companies reporting their operating results each quarter and economic data being released daily ...

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Core Viewpoint - Altria Group, despite its high dividend yield of 8.2%, faces significant long-term risks due to declining youth tobacco use and changing demographics, which could jeopardize its growth prospects and dividend sustainability [1][5][9]. Group 1: Dividend Analysis - Altria's dividend yield is significantly higher than the average S&P 500 yield of 1.3%, requiring a much lower investment to generate $1,000 in annual dividend income compared to the broader market [1][2]. - The company has a modest payout ratio of 67% and has increased its dividend 59 times in the past 55 years, suggesting a historical commitment to maintaining its dividend [7]. - However, the long-term viability of the dividend is questioned due to potential risks to the core business model, which could render the dividend a "ticking time bomb" [7][8]. Group 2: Industry Trends - Youth tobacco use has reached a 25-year low, with only 1.4% of students reporting cigarette smoking, indicating a significant decline in demand for tobacco products [5][6]. - The decline in e-cigarette use and overall tobacco consumption among younger demographics poses a broader problem for Altria, which is attempting to pivot towards smoke-free products [6]. - The stock has only risen 7% in the past five years, and future growth prospects appear bleak as younger generations are not adopting smoking habits, further challenging Altria's market position [9]. Group 3: Investment Considerations - While Altria's high dividend may attract investors, the uncertain future and declining market demand suggest that it may not be a prudent investment choice [10]. - Investors are advised to approach Altria stock with caution, as the potential for underwhelming returns exists despite the attractive dividend [9].