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PM

Philip Morris International Inc.

At today's price, Philip Morris International Inc. (PM) is priced for +4.1% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+4.1% growth
Priced In
within-range

Key Takeaways

- The earnings trajectory is the story. Q1 2026 net revenue rose 9.1% to $10.1 billion and adjusted EPS climbed 16% to $1.96, driven by the smoke-free segment, where revenue grew 24.7% and gross profit jumped 28.6%. IQOS surpassed Marlboro to become the top nicotine brand by volume in markets where it competes. - At about $178 (as of June 27, 2026) the market pays roughly 21 times company-wide operating income, which inverts to only about 3.8% annual operating growth. The relative-multiple frame

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Institutional ownership

2,788 institutional managers reported holding PM in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 48%. 160 opened new positions that quarter. Held by Vanguard Group, Capital Group (American Funds), BlackRock, among others. On the short side, 16.9M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (4 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

PM's share count is about flat over the past five years ($1.09B of repurchases, offset by issuance). It pays a dividend, and has paid one every year in our records (18 and counting), raised 9 years straight; the current rate is $5.64 a share annually. Cash returned over the past three years: $23.13B in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at PM over the trailing three years. Absence is a fact about the company, not a signal. 22 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

PM's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-28-1.3%-7.3%
2023-10-27-0.7%+7.6%
2024-02-09-2.5%-0.3%
2024-04-27+5.3%+6.6%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

PM's latest 8-K filings: 2026-07-09 (items 5.02, 9.01); 2026-06-29 (items 8.01); 2026-06-11 (items 7.01, 9.01); 2026-06-02 (items 7.01, 9.01); 2026-05-20 (items 5.02, 7.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: July 3, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.