NYSE · Health Care

Altria Group, Inc. MO

Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. It offers cigarettes primarily under the Marlboro brand; large cigars and pipe tobacco under the Black & Mild brand; moist smokeless tobacco and oral tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands; oral nicotine pouches under the on! brand; and e-vapor products under the NJOY ACE brand.

Medicinal Chemicals and Botanical Products

Company profile

Business mix

  • It offers cigarettes primarily under the Marlboro brand; large cigars and pipe tobacco under the Black & Mild brand; moist smokeless tobacco and oral tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands; oral nicotine pouches under the on!
  • The company sells its products to distributors, as well as large retail organizations, such as chain stores.
  • Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in tobacco?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 15.09 FCF 7.15% Buyback 1.31%
2026-06-07

Current firm holders

Firm Weight Value Filing period
GQG Partners Rajiv Jain 2.5% $1.6B 2026-03-31
Bridgewater Associates Ray Dalio 0.5% $112.5M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $49.3M 2026-03-31
Gardner Russo & Quinn Thomas Russo 0.1% $10.9M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 3 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $29.9M Estimated from net added shares
Reduction amount $468.3M Estimated from net reduced shares
Net share change / base shares -20.1% -6,642,651 / 33,096,009
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -2.0% 13F value change +$23.0M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -11.3% 13F value change -$55.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -48.0% 13F value change -$76.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,770,866 Last 3 periods -2,065,355 (-54.8%) Total shares 1,705,511 Value $112.5M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 55.3% 13F value change +$12.9M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 34.3% 13F value change +$5.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 22.0% 13F value change +$14.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 293,151 Last 3 periods +453,396 (+154.7%) Total shares 746,547 Value $49.3M
Gardner Russo & Quinn Thomas Russo 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -13.4% 13F value change -$278,473
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -0.6% 13F value change -$1.4M
13F 2026-03-31 Filed 2026-05-13
Minor reduction Shares -0.2% 13F value change +$1.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 191,440 Last 3 periods -26,979 (-14.1%) Total shares 164,461 Value $10.9M
GQG Partners Rajiv Jain 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -10.7% 13F value change +$9.7M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -2.7% 13F value change -$255.8M
13F 2026-03-31 Filed 2026-05-12
Minor reduction Shares -4.9% 13F value change +$128.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 28,840,552 Last 3 periods -5,003,713 (-17.3%) Total shares 23,836,839 Value $1.6B

Recent mentions

No public mentions.