Altria Is Losing Ground in the Smokeless Tobacco Race. The Stock Is Falling. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Altria Is Losing Ground in the Smokeless Tobacco Race. The Stock Falls After Earnings.By [Nate Wolf]ShareResize---R ...

公司业绩表现 - 公司为万宝路香烟制造商 [1] - 公司报告了季度收益 该收益低于市场预期 [1]

公司业绩 - 公司第四季度利润下降 因卷烟出货量下滑拖累其可燃烟草产品业务 [1]

Exhibit 99.1 Altria Reports 2025 Fourth-Quarter and Full-Year Results; Provides 2026 Earnings Guidance RICHMOND, Va. - January 29, 2026 - Altria Group, Inc. (NYSE: MO) today reports our 2025 fourth-quarter and full-year business results and provides our guidance for 2026 full-year adjusted diluted earnings per share (EPS). "2025 was a year of continued momentum for Altria, marked by strong financial performance, strategic progress across our smoke-free portfolio, new relationships in support of our long-ter ...

投资评级与目标价调整 - UBS维持对奥驰亚集团的买入评级 并将其目标价从63美元上调至67美元 [1] - 该机构认为公司面临的风险是可控的 包括可燃烟草产品结构、关税退税收益以及尼古丁袋销量等问题 [2] 公司财务与业务前景 - UBS预计奥驰亚集团将在2026年和2027年恢复收入增长并加速每股收益增长 [2] - 公司在向无烟产品转型方面进展缓慢 但仍处于有利地位 [2] - 奥驰亚集团是全球最大的烟草、香烟和医疗产品生产及营销商之一 业务涵盖可燃和无烟产品 [4] 公司管理层变动 - 首席执行官Billy Gifford将于2026年5月14日退休 董事会已选定Salvatore Mancuso接任下一任CEO [3] - Gifford将至少担任公司顾问至2026年底 以确保平稳过渡 [3] - Salvatore Mancuso自2020年起担任公司副总裁兼首席财务官 并在公司战略、财务和合规团队担任过领导职务 [4] 市场评价与排名 - 奥驰亚集团被列为当前最值得投资的11只高利润低价股之一 [1]

Key Takeaways MO is expected to report Q4 EPS of $1.31, up 1.6% year over year, on revenues of $5B, down 2%.MO's earnings outlook is supported by strong pricing execution and disciplined cost management.MO's oral tobacco business and nicotine pouches likely helped sustain margins despite volume declines.Altria Group, Inc. (MO) is slated to report its fourth-quarter 2025 earnings on Jan. 29, before market open.The Zacks Consensus Estimate for fourth-quarter revenues stands at $5 billion, indicating a 2% decl ...

Virginia-based Altria Group, Inc. (MO) manufactures and sells smokeable and oral tobacco products. Valued at $104.1 billion by market cap, the company offers cigarettes primarily under the Marlboro brand, large cigars and pipe tobacco under the Black & Mild brand, moist smokeless tobacco and snus products under the Copenhagen, Skoal, Red Seal, and Husky brands, and more. Shares of this leading tobacco company have outperformed the broader market over the past year. MO has gained 19% over this time frame, ...

文章核心观点 - 投资于具有数十年稳定股息增长记录的公司对各类投资策略均有吸引力 这些公司提供可再投资或用于支付账单的稳定收入 且无需出售股份[1] - 面向消费者的公司拥有强大品牌和长期成功记录 是寻找高质量股息股票的重要领域[2] 好市多 - 公司是全球领先的零售商 采用会员制仓储模式 拥有忠实的客户群体 其大部分利润来源于会员订阅费而非商品销售[3] - 公司市值4310亿美元 当日股价波动区间为961.71美元至977.99美元 52周价格区间为844.06美元至1078.23美元[4][5] - 公司已连续20年支付并提高股息 股息收益率0.52% 仅将约四分之一的盈利用于支付股息 为增长留有空间 并偶尔支付特别股息[5] 可口可乐 - 公司是全球饮料行业标志性企业 业务遍及全球 产品包括苏打水、水、果汁、咖啡等 因其必需消费品属性 业务表现稳定[6] - 公司市值3160亿美元 当日股价波动区间为72.27美元至73.56美元 52周价格区间为62.35美元至74.38美元[7] - 公司是“股息之王” 已连续62年提高年度股息 股息收益率约为2.77% 公司正以中个位数增长率增长 全球人口增长、品牌认知度高及市场分散为其提供了长期增长空间[6][7][8] 奥驰亚集团 - 公司是美国烟草巨头 旗下拥有万宝路等品牌 尽管吸烟率长期下降 但烟草的成瘾性赋予公司强大的定价能力 使其在销量下滑时利润仍能增长[9] - 公司市值1070亿美元 当日股价波动区间为62.48美元至63.70美元 52周价格区间为50.08美元至68.60美元[10] - 公司同样是“股息之王” 已连续54年提高年度股息 股息收益率高达6.54% 尽管盈利增长缓慢 但高股息率可弥补增长不足 公司未来需向传统烟草之外转型[10]

Key Takeaways Altria outlined a late-2025 MOU with KT&G to explore U.S. non-nicotine and wellness opportunities.MO plans to pair KT&G product expertise with its U.S. commercialization to test reach beyond tobacco.Altria is reviewing adjacent markets to assess whether its scale can support products outside nicotine.Altria Group, Inc. (MO) has long been defined by its leadership in U.S. tobacco. But the company is increasingly pointing to non-nicotine and wellness categories as part of its “long-term adjacent ...

On January 26, Yahoo Finance reported that Wall Street strategists are telling investors to focus on earnings growth to drive the stock market higher in 2026. Richard Saperstein, chief investment officer at Treasury Partners, said that “we’ve got an excellent backdrop for earnings growth,” while noting that inflation is easing and the economy continues to add jobs.Analysts expect solid results from the S&P 500 this earnings season. According to Bloomberg data, the S&P 500 is forecasted to post profit growth ...