Zacks Investment Research·1d ago
Can Altria's on! Build Share as Nicotine Pouches Keep Growing?MO expands its nicotine pouch presence as the category reshapes the U.S. oral tobacco market and on! PLUS broadens nationwide retail reach.
Altria's investment thesis hinges on its ability to sustain robust profitability through pricing power and cost discipline despite accelerating volume declines. Revenue grew 15.5% in 2026Q2 to $6.1B, with gross margin expanding to 74.9%, demonstrating that pri...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rebounded 15.5% year-over-year to $6.1B in 2026Q2, with gross margin expanding to 74.9% and operating margin at 51.3%, reflecting strong pricing power and operating leverage despite accelerating volume declines.
Altria is leading efforts to shift adult smokers to potentially less harmful alternatives, positioning itself for long-term sustainability.
Altria offers an attractive 7.37% dividend yield, appealing to income-focused investors.
The company maintains a wide moat with strong brand recognition and market leadership in tobacco products.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $1.48-1.3% vs $1.50 | $5.4B+0.2% vs $5.3B |
Q2 2026 Apr 30, 2026 | $1.32+6.5% vs $1.24 | $5.4B+17.0% vs $4.6B |
Q1 2026 Jan 29, 2026 | $1.30-1.5% vs $1.32 | $5.1B+0.9% vs $5.0B |
Q4 2025 Oct 30, 2025 | $1.45+0.7% vs $1.44 | $5.3B-0.8% vs $5.3B |
MO expands its nicotine pouch presence as the category reshapes the U.S. oral tobacco market and on! PLUS broadens nationwide retail reach.
The State Street Consumer Staples Select Sector SPDR ETF (XLP) has climbed 6.6% so far in 2026, according to State Street data as of September 21. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) has fallen more than 7% over the same stretch, a 13.
As a Dividend King, Altria Group has a long history of raising dividends. Reinvesting your dividends helps you reach the full potential of compound interest.
Altria (MO) reached $68.53 at the closing of the latest trading day, reflecting a -1.42% change compared to its last close.
Benchmark MO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Altria Group, Inc. (MO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $68.66 | $114.65B | 16.70 | -1.49% | 34.5% | — | 6.05% | |
| $190.23 | $296.49B | 26.20 | 7.31% | 25.56% | — | — | |
| $55.75 | $120.59B | 11.96 | -0.99% | 18.56% | 19.71% | — | |
| $60.28 | $1.17B | 19.38 | 28.39% | 8.78% | 11.35% | — | |
| $1.81 | $624.67K | -0.03 | -40.66% | -41.26% | -20.47% | — | |
| $43.48 | $1.08B | 33.45 | -0.77% | 0.67% | 1.29% | — |
Altria Group, Inc. (MO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Altria Group, Inc. (MO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
May 18, 2026·SEC
Apr 30, 2026·SEC
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Altria Group, Inc. (MO) stock FAQ — growth, dividends, profitability & financials explained
Altria Group, Inc. (MO) reported $21.87B in revenue for fiscal year 2025. This represents a 60% decrease from $54.55B in 1996.
Altria Group, Inc. (MO) saw revenue decline by 1.5% over the past year.
Yes, Altria Group, Inc. (MO) is profitable, generating $7.97B in net income for fiscal year 2025 (34.5% net margin).
Yes, Altria Group, Inc. (MO) pays a dividend with a yield of 6.05%. This makes it attractive for income-focused investors.
Altria Group, Inc. (MO) generated $8.30B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
