PMConsumer Defensive · TobaccoThe 16 Wall Street analysts covering Philip Morris International, Inc. hold a median 12-month price target of $211 — +10.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 23 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Philip Morris International, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (88): The share count has been shrinking and the company is not leaning on new borrowing.
Value (52): The shares cost a lot relative to the profits and assets behind them.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on PM, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +10.6% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Sept 2026 | UBS | Maintains | Neutral | $182 → $193 |
| 30 July 2026 | Citigroup | Maintains | Buy | $210 → $225 |
| 29 July 2026 | Barclays | Maintains | Overweight | $205 → $225 |
| 23 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 23 July 2026 | Morgan Stanley | Maintains | Overweight | $200 → $215 |
| 23 July 2026 | Needham | Maintains | Buy | — |
| 23 July 2026 | Needham | Maintains | Buy | $200 → $215 |
| 23 July 2026 | Stifel | Maintains | Buy | — |
| 23 July 2026 | Stifel | Maintains | Buy | $195 → $205 |
| 2 July 2026 | UBS | Maintains | Neutral | — |
| 2 July 2026 | UBS | Maintains | Neutral | $168 → $182 |
| 3 June 2026 | Morgan Stanley | Maintains | Overweight | — |
| 23 Apr 2026 | Needham | Reiterates | Buy | — |
| 17 Apr 2026 | Morgan Stanley | Maintains | Overweight | — |
| 17 Apr 2026 | UBS | Maintains | Neutral | — |
| 13 Apr 2026 | Needham | Maintains | Buy | — |
| 10 Apr 2026 | Stifel | Maintains | Buy | — |
| 10 Feb 2026 | Citigroup | Maintains | Buy | — |
| 10 Feb 2026 | Needham | Maintains | Buy | — |
| 20 Jan 2026 | Jefferies | Downgrade | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. PM appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Sept 2026, Philip Morris International, Inc. returned +20.7% against +17.0% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 29% of US stocks
Cheaper than 19% of US stocks
Cheaper than 99% of US stocks
Cheaper than 16% of US stocks
Higher than 53% of US stocks
Higher than 28% of US stocks
Higher than 81% of US stocks
Higher than 92% of US stocks
Higher than 86% of US stocks
Higher than 10% of US stocks
Higher than 97% of US stocks
Higher than 64% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Philip Morris International, Inc. has a market value of $297.5B and an enterprise value of $341.6B.
Revenue in the twelve months to 30 June 2026: $42.5B. The latest quarter grew 10.4% year on year.
Net income over the same four quarters: $11.4B, a 26.9% net margin.
Diluted earnings per share, trailing twelve months: $6.96.
Free cash flow in the twelve months to 30 June 2026: $12.7B, after $1.5B of capital spending.
Philip Morris International, Inc. spent $9.0B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 26.2×; forward P/E: 20.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.08%, paying out 81% of earnings.
Philip Morris International, Inc. employs 84,900 people — $501K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| PMPhilip Morris International, Inc. | $297.5B | 85 |
| MOAltria Group, Inc. | $115.7B | 93 |
| PGProcter & Gamble Co.* | $343.2B | 63 |
| KOThe Coca-Cola Co.* | $378.9B | 91 |
| COSTCostco Wholesale Corp.* | $401.6B | 51 |
| PEPPepsiCo, Inc.* | $178.0B | 68 |
| WMTWalmart, Inc.* | $880.9B | 45 |
* Nearest Consumer Defensive names by size — few tobacco companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Philip Morris International, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Wall Street Journal reported, citing sources, that the U.S. Food and Drug Administration is expected to announce measures in the coming days to speed up approvals for vaping products and nicotine pouches.
Why it matters — Faster FDA approval timelines could affect the regulatory outlook for Philip Morris's vaping and oral nicotine products.
Philip Morris International published its inaugural Taskforce on Nature-related Financial Disclosures (TNFD) Report, offering shareholders and stakeholders its most comprehensive assessment to date of nature-related dependencies, impacts, risks, and opportunities across its global value chain. The company stated it is an early adopter of the TNFD recommendations, which supports its efforts to sharpen its approach.
Why it matters — As an early adopter of the TNFD framework, PMI's expanded nature-related disclosure gives PM watchers a clearer view of how the company manages environmental dependencies and risks across its supply chain.
Philip Morris International raised its quarterly dividend by 8.8%, according to Zacks Investment Research. The company attributes the increase to growth from smoke-free products, cost savings, and strong brands.
Why it matters — A dividend increase signals to PM watchers that management sees the company's smoke-free transformation and cost discipline as supporting continued returns to shareholders.
A 24/7 Wall Street article highlights that tobacco companies, requiring minimal capital expenditure, generate billions in cash and several US-listed names return that surplus to shareholders through high-yield dividends. The piece discusses tobacco stocks turning strong cash flow into attractive dividend yields.
Why it matters — A PM watcher would care because the article draws attention to the sector's strong free cash flow and shareholder-return profile, which is directly relevant to PM's dividend appeal.
Seeking Alpha published a ranking of Dividend Kings, companies with 50+ years of consecutive dividend increases, using its 9F Quality Scores that blend qualitative and quantitative factors. The article highlights ADP as the standout total-return candidate among them.
Why it matters — The article ranks Dividend Kings by quality scores, providing context on how long-term dividend payers are assessed, though it does not specifically address Philip Morris International.
The 16 Wall Street analysts covering Philip Morris International, Inc. have a median 12-month price target of $211, with estimates ranging from $175 to $230. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering Philip Morris International, Inc., 12 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Philip Morris International, Inc. 85 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Sept 2026, Philip Morris International, Inc. ranks 85 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (88 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +10.6% from the last close, and Ticker Nerd's factor model ranks Philip Morris International, Inc. 85 out of 100 as at 23 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Philip Morris International, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $175 to $230 over the next 12 months.
Philip Morris International, Inc. returned +20.7% over the 12 months to 23 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Philip Morris International Inc. is a global tobacco and nicotine company focused on cigarettes and smoke-free products.
The most recent item we track (Reuters, 23 Sept 2026): "US FDA plans move to speed up vape, pouch approvals, WSJ reports". The Wall Street Journal reported, citing sources, that the U.S. Food and Drug Administration is expected to announce measures in the coming days to speed up approvals for vaping products and nicotine pouches.
Philip Morris International Inc. is a global tobacco and nicotine company focused on cigarettes and smoke-free products. Its current portfolio includes combustible cigarette brands alongside heated tobacco systems, e-vapor products, and oral nicotine products such as IQOS, VEEV, and ZYN. The company sells its products across numerous international markets and organizes its business through regional segments covering Europe, Asia, the Middle East, Africa, the Americas, and travel retail. Philip Morris International serves adult consumers through a broad mix of established legacy brands and newer smoke-free offerings, making it an important participant in the worldwide shift toward alternative nicotine formats. Headquartered in Stamford, Connecticut, Philip Morris International plays a significant role in the consumer staples sector through its diversified product range and extensive international distribution network.
CEO Mr. Jacek Olczak · 84,900 employees · United States · https://www.pmi.com
