Philip Morris International Inc. (NYSE:PM) is included among the 13 Best Long-Term Dividend Stocks to Invest in Right Now. Argus Raises Philip Morris (PM) Outlook on Rising Contribution from Nicotine Pouches On February 26, Argus raised its price recommendation on Philip Morris International Inc. (NYSE:PM) to $210 from $190. It reiterated a Buy rating on the stock. The firm said the company’s ZYN nicotine pouches are expected to play a bigger role in driving revenue growth. Based on this outlook, the ana ...

— income generation, dividend longevity, and resilience under economic pressure. From Philip Morris's smoke-free transformation and 40%+ operating margins, to Walmart's eCommerce momentum and $30 billion buyback, to Coca-Cola's 63-year dividend streak, these businesses are built to generate income and withstand economic pressure. KXI holds these businesses within a single fund structure, charging a 0.39% expense ratio, with consumer sentiment at recessionary levels and inflation running at 2.16% year-over-y ...

Earnings Report - Philip Morris International Inc. is set to release its fourth-quarter earnings on February 6, with analysts expecting earnings of $1.70 per share, up from $1.55 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $10.4 billion, an increase from $9.71 billion reported in the previous year [1] Modified-Risk Tobacco Product - On January 23, Philip Morris urged a U.S. regulator to support a modified-risk label for its ZYN nicotine pouches, presenting scientific findings to the FDA's Tobacco Products Scientific Advisory Committee [2] Dividend Information - Philip Morris has an annual dividend yield of 3.26%, translating to a quarterly dividend of $1.47 per share, or $5.88 annually [3] - To earn $500 monthly from dividends, an investment of approximately $183,998 or around 1,020 shares is required, while $100 monthly would need about $36,800 or 204 shares [3] Stock Price Movement - Shares of Philip Morris rose by 1.9% to close at $180.39 on Wednesday [6]

Core Viewpoint - Philip Morris International (PMI) is transitioning towards a smoke-free future by diversifying its product portfolio beyond traditional tobacco and nicotine products, focusing on innovative smoke-free alternatives [1] Product Portfolio - PMI's current offerings include cigarettes and smoke-free products such as heat-not-burn, nicotine pouches, and e-vapor products [1] - As of June 30, 2025, PMI estimates that over 41 million legal-age consumers globally are using its smoke-free products, many of whom have reduced or stopped cigarette consumption [1] - The smoke-free segment contributed to 41% of PMI's total net revenues in the first nine months of 2025 [1] Investment and Development - Since 2008, PMI has invested over $14 billion in the development and commercialization of smoke-free products aimed at adult smokers [1] - The company has established scientific assessment capabilities in areas such as pre-clinical systems toxicology, clinical and behavioral research, and post-market studies [1] Regulatory Approvals - The U.S. Food and Drug Administration (FDA) has authorized the marketing of Swedish Match's General snus and ZYN nicotine pouches, as well as versions of PMI's IQOS devices and consumables, marking the first-ever authorizations in their categories [1] - IQOS devices and General snus have also received the first-ever Modified Risk Tobacco Product authorizations from the FDA [1] Future Ambitions - PMI aims to leverage its expertise in life sciences to expand into wellness and healthcare sectors, focusing on enhancing life through seamless health experiences [1]

Core Insights - Philip Morris International Inc. (PMI) has released a white paper titled "Human Cognition: The Next Frontier?" which discusses the evolving role of human cognition in the context of artificial intelligence transforming work, society, and the economy [1][2]. Company Strategy - PMI emphasizes that human capabilities such as critical thinking, creativity, and adaptability will become essential "superskills" in an era of human-machine collaboration, as AI automates routine tasks [2]. - The company is committed to a smoke-free future, with smoke-free products accounting for 41% of its net revenues as of June 30, 2025, and aims to be predominantly smoke-free by 2030 [3][4][5]. Investment and Development - Since 2008, PMI has invested over $14 billion in developing and commercializing innovative smoke-free products, aiming to end cigarette sales entirely [5]. - The company has established world-class scientific assessment capabilities in various research areas, including pre-clinical systems toxicology and clinical research [7]. Cognitive Risks - The white paper outlines several cognitive risks associated with AI, including cognitive atrophy, attention erosion, the emerging cognitive divide, and trust and verification challenges [6]. - Cognitive atrophy refers to the risk of losing deep thinking and originality as AI automates more cognitive tasks [6]. - Attention erosion is caused by a digital environment that fragments focus, undermining decision quality and critical reasoning [6]. - The cognitive divide highlights the risk of unequal access to advanced learning and cognitive resources, potentially leading to socioeconomic disparities [6]. - Trust and verification challenges arise from the proliferation of synthetic media, necessitating new skills for information verification [6].

Core Insights - Philip Morris International Inc. (PMI) has announced an expanded partnership with Scuderia Ferrari HP and Ferrari Challenge Trofeo Pirelli for the 2026 season and beyond, featuring the ZYN brand of nicotine pouches on Ferrari's Formula 1 liveries [1] - The partnership aims to innovate and challenge the status quo in the nicotine market, with a focus on smoke-free alternatives to cigarettes [1] - ZYN branding will debut on the Scuderia Ferrari HP car during the Abu Dhabi Grand Prix on December 7, 2025 [1] Company Overview - PMI is a leading international consumer goods company focused on delivering a smoke-free future and evolving its product portfolio beyond tobacco and nicotine [1] - The company's product portfolio includes cigarettes and smoke-free products such as heat-not-burn, nicotine pouches, and e-vapor products, available in over 100 markets [1] - As of June 30, 2025, PMI estimates that over 41 million legal-age consumers globally use its smoke-free products, which accounted for 41% of the company's total net revenues in the first nine months of 2025 [1] Investment in Innovation - Since 2008, PMI has invested over $14 billion in the development and commercialization of innovative smoke-free products aimed at reducing cigarette consumption [1] - The company has established world-class scientific assessment capabilities in areas such as toxicology, clinical research, and post-market studies [1] - PMI has received FDA authorizations for various products, including ZYN nicotine pouches and IQOS devices, marking significant milestones in the industry [1]

Core Viewpoint - The article highlights eight dividend stocks that cater to various investment styles, emphasizing the importance of balancing current income with long-term growth in a diversified dividend strategy [1][2]. Group 1: Stock Summaries - **American Express (AXP)**: Operates a closed-loop payments network with a yield of 0.87% and a payout ratio of 16%, indicating significant potential for dividend growth due to its affluent customer base and strong pricing power [3][4]. - **JPMorgan Chase (JPM)**: The largest U.S. bank by assets, offering a 2% yield and a 28% payout ratio, making it a solid choice for investors seeking both income and capital appreciation [5]. - **Costco (COST)**: Generates profit primarily from membership fees, with a low yield of 0.5% but a 27% payout ratio and a history of substantial special dividends, showcasing its commitment to shareholder returns [6][7]. - **S&P Global (SPGI)**: Provides essential financial market services with a yield of 0.8% and a 28% payout ratio, boasting a 52-year history of dividend increases, reflecting its strong market position [9]. - **AbbVie (ABBV)**: A biopharmaceutical company with a 3% yield and a remarkable 53 consecutive years of dividend increases, supported by a robust pipeline and strategic acquisitions [10]. - **Pfizer (PFE)**: A major pharmaceutical company with a high yield of 6.7% but a payout ratio near 98%, appealing to income-focused investors despite earnings volatility risks [11]. - **Philip Morris International (PM)**: Offers a 3.8% yield with a payout ratio of nearly 78%, focusing on smoke-free products to differentiate itself and provide growth opportunities [12][13]. - **Nvidia (NVDA)**: A technology company with a minimal yield of 0.02% but a low payout ratio of 1%, indicating strong potential for future dividend growth driven by substantial free cash flow [15].

Core Insights - Philip Morris International Inc. is a leading multinational tobacco company with a market cap of approximately $243.6 billion, focusing on both traditional cigarettes and a growing range of smoke-free nicotine products [1][2] Company Overview - The company is classified as a "large-cap stock," indicating its significant scale and stability within the tobacco industry, bolstered by a strong brand portfolio, particularly Marlboro, which provides pricing leverage and competitive advantage [2] Stock Performance - PM stock is currently trading 16.2% below its 52-week high of $186.69, reached on June 16, and has declined 6.1% over the past three months, underperforming the S&P 500 Index, which gained 5.4% in the same period [3] - Over the past 52 weeks, PM shares have increased by 18.3% and 30% year-to-date (YTD), while the S&P 500 Index has risen 13.1% and 15.8% YTD [4] Market Trends - The stock experienced a strong bull run earlier in the year but has recently shown signs of weakness, falling below its 200-day moving average in October and dipping under its 50-day moving average by late July [5] - The surge in PM stock over the past year is attributed to the successful introduction of smoke-free products like ZYN nicotine pouches and IQOS heated-tobacco units, which have gained consumer traction and improved revenues and margins [6] Competitive Landscape - Philip Morris' competitor, Altria Group, has underperformed, with only 1.9% gains over the past year and a 12.2% increase YTD, while PM has a consensus rating of "Strong Buy" from analysts, with a mean price target suggesting a 19.7% upside potential [7]

Core Viewpoint - Philip Morris International Inc. is experiencing a positive stock performance driven by its shift towards smoke-free products and favorable pricing in its combustible tobacco business, despite underperforming the broader market over the past year [2][4]. Stock Performance - Over the past 52 weeks, PM stock has increased by 13.3%, while the S&P 500 Index has risen by 18.5%. However, on a year-to-date basis, PM shares are up 22.7%, compared to the S&P 500's 15.1% increase [2]. - PM stock has outperformed the Consumer Staples Select Sector SPDR Fund, which has seen a 5.5% decline over the past 52 weeks and a 3.3% dip year-to-date [3]. Business Transformation - The company's transition towards smoke-free products, such as the IQOS heated-tobacco system and ZYN nicotine pouches, is gaining global traction, contributing to investor confidence [4]. - Favorable pricing strategies in the combustible tobacco segment have also enhanced profit margins, further supporting the company's growth narrative [4]. Earnings Outlook - For the fiscal year ending December 2025, analysts project PM's earnings per share (EPS) to grow by 14.2% year-over-year to $7.50. The company has a strong earnings surprise history, having exceeded consensus estimates in the last four quarters [5]. - The consensus rating among 15 analysts is a "Moderate Buy," with nine "Strong Buy" ratings, two "Moderate Buys," and four "Holds" [5]. Analyst Ratings and Price Targets - Stifel has reiterated a "Buy" rating with a price target of $180 following strong Q3 results, maintaining optimism despite short-term inventory challenges [6]. - The mean price target for PM is $190.46, indicating a potential upside of 29%, while the highest target of $220 suggests a possible upside of 49% from the current price [7].

Core Insights - Philip Morris International Inc. (PM) is recognized as one of the Best High Yield Stocks to buy in October [1] - The company is undergoing a significant business transformation towards smoke-free products, which now account for 39% of its projected 2024 revenue [2] - The recent acquisition of Swedish Match strengthens PM's position in the growing nicotine segment, while a lawsuit dismissal regarding ZYN pricing alleviates previous concerns [2] Financial Performance - PM's heat-not-burn product, IQOS, generated over $3 billion in net revenue and holds a 76% share of the global heat-not-burn market [3] - In Europe, adjusted IQOS sales volumes increased by 9.1%, and in Japan, they grew by 7.8%, raising its market share to 31.7% [3] Dividend Information - On September 19, PM announced an 8.9% increase in its quarterly dividend to $1.47 per share, extending its dividend growth streak to 16 years [4] - The current dividend yield stands at 3.57%, with the stock going ex-dividend on October 3 [4]