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, ...

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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 ...

In its upcoming report, Altria (MO) is predicted by Wall Street analysts to post quarterly earnings of $1.31 per share, reflecting an increase of 1.6% compared to the same period last year. Revenues are forecasted to be $5 billion, representing a year-over-year decrease of 2%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period ...

投资组合策略 - 个人投资策略核心在于增长与股息收入相结合 旨在通过构建投资组合为轻松退休做准备 [1] - 投资组合构建侧重于股息收入的复利效应与资本增长 股息是策略的重要组成部分 [1] - 投资组合被设计为提供月度股息收入 并通过股息再投资和年度股息增长来实现收入增长 [1] 持仓披露 - 披露通过股票所有权、期权或其他衍生品方式 长期持有苹果公司、英伟达、微软、Adams Diversified Equity Fund、威瑞森、Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF、奥驰亚集团的股份 [1]

公司核心困境 - 核心观点：尽管奥驰亚集团提供高股息且估值较低，但其战略失误和收入持续下滑可能削弱其股票吸引力，公司面临根本性挑战 [1] - 公司长期通过提高产品价格来抵消吸烟率下降对收入的负面影响，但此策略现已失效，收入开始下滑 [1] - 尽管面临收入下滑等不利情况，公司股价自2024年初以来仍呈上涨趋势，且市盈率仅为12倍，这种矛盾数据令投资者困惑 [2] 股息与现金流状况 - 公司股息历史悠久，自2009年以来每年增加，当前年度派息为每股4.24美元，股息收益率达6.8% [5] - 在计入股息回报的情况下，公司表现跑赢标普500指数，但股价本身表现大幅落后于市场 [5] - 维持股息支付已成为一项挑战，过去12个月公司产生约92亿美元自由现金流，其中69亿美元用于支付股息，所剩现金已不多 [8] - 若公司无法扭转收入下滑趋势，其持续提高股息的能力将受到威胁 [9] 战略投资失误 - 为应对吸烟率下降，公司进行了多项重大投资但结果不佳：2018年以128亿美元收购电子烟公司Juul 35%的股份，后因诉讼和监管问题，将该股份置换为部分知识产权并投资了电子烟品牌NJOY [7] - 2019年，公司以24亿加元（约合17亿美元）收购大麻公司Cronos Group 45%的股份，而目前Cronos的市值已低于10亿美元 [8] - 这些失误给公司带来了损失，并消耗了大量资金 [12] 业务与财务现状 - 公司当前股价为61.94美元，市值约1020亿美元，52周价格区间在50.08美元至68.60美元之间 [10] - 公司毛利率高达71.98% [10] - 价格上涨已无法维持收入水平，因为戒烟人数持续增加 [12] - 在电子烟或大麻领域取得成功并非全无可能，烟草使用量也可能停止下降，但除非业务状况很快好转，否则即使当前估值较低，其股票仍不值得买入 [13]