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MOMO

Altria Group, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 20% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (188/wk), no spike
$MO·$115B·Tobacco·Consumer Defensive
$67.91-0.4%YTD+18.2%1Y+2.6%
Price updated 6h ago·X counts updated 5h ago
MOMO
$MOAltria Group, Inc.
$67.91-0.39%149 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $MO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

149X posts · last 7 days
Aug 27Sep 9
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data18 posts analyzed · as of 2026-09-09

The bull thesis on Altria is dividend-compounder patience: "all $MO has to do is not die and spin some subs." Chartists watch $70.70 as the calls-above trigger, and a 191x compounding math is being circulated. MEXC listed $MO as a stock future alongside $IOT and $DE. Small legal loss on a trade-commission patent case is a footnote.

Read what X is saying about $MO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-08

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Altria at 15x with 51% operating margin — tobacco cash machine, oral nicotine growing, dividend safe.

Altria is the maker of Marlboro plus the emerging on!/Njoy oral-nicotine portfolio. It's the classic tobacco-compounder: shrinking volumes, more-than-offsetting price hikes, and a fresh dividend raise. The stock is up 4.7% over twelve months on continued execution.

What actually earns the label:

  • The economics are legendary: 68% gross margin, 51% operating margin, 34% ROIC — those are the best-in-class returns on capital in the entire consumer-staples universe, and 15x earnings is not stretched.
  • Combustibles are holding: pricing is offsetting volume decline, Marlboro is dominating premium, and Basic is even gaining low-end share — that's not decline, that's strategic mix management working exactly as designed.
  • Oral nicotine is the growth kicker: +26% YoY sales in on!/Njoy is a real acceleration, and the R.J. Reynolds Vuse Alto patent-win-via-JUUL-sublicense clears a strategic overhang for the whole cohort.

The trajectory holds while the pricing algorithm keeps working and oral nicotine growth compounds. FDA regulatory action (menthol ban, e-cig restrictions) is the specific tail risk; the recent Altria-vs-FDA lawsuit is a defensive move that suggests management sees more regulatory pressure coming — worth flagging but not immediate.

Agrees with X sentimentAgree with the bull framing — the Q2 combustible resilience, oral-nicotine growth, and Vuse Alto patent win are all real anchors. The dividend-yield-plus-buyback framing lines up with the 6.4% yield and the recent raise; the absence of a bear voice reflects a genuinely durable model, not just optimism.

What to watch: Watch oral-nicotine growth on the next quarterly, any FDA regulatory action (menthol, e-cig), and the outcome of the Altria-FDA lawsuit. Continued oral-nicotine 20%+ growth extends the trend; an FDA menthol-ban order is the specific reset risk.

pricing algorithmoral nicotine growthfda regulatory tail

Read the AI verdict on $MO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

US tobacco giant selling Marlboro cigarettes and diversifying into oral nicotine pouches and reduced-risk products.

Industry overviewAI analysisGenerated by AI from underlying data

Where Tobacco sits in its cycle right now — and what that implies for $MO.

Tobacco · Consumer Defensive

Traditional combustible tobacco is in structural volume decline; heated tobacco products (HTP) and oral nicotine pouches (ZYN) are the growth offsets. AI-flavour-profiling is an R&D tool for next-gen nicotine product development.

What this means for $MO

Partial — Altria US combustibles + NJOY; NJOY e-cig and on! oral nicotine offsetting cigarette volume decline.

Industry benchmark

4-name peer basket
+0.3%YTD
-16.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
33.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
50.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-255%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
67.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-7.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$1.48$1.50-1.3%
Q1 2026Apr 30, 2026$1.32$1.24+6.5%
Q4 2025Jan 29, 2026$1.30$1.32-1.5%
Q3 2025Oct 30, 2025$1.45$1.44+0.7%
Next earningsThu, Oct 29·consensus EPS $1.50

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.4B+20.1%64.6%54.5%$1.30$2.2B
Q4 FY25$5.8B+14.5%62.1%28.2%$0.66$3.2B
Q3 FY25$5.3B-1.7%72.6%61.5%$1.41$3.0B
Q2 FY25$5.3B+0.2%72.8%61.1%$1.41$173.0M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$20.6B$20.5B – $20.7B$5.68$5.65 – $5.729
FY27$20.8B$20.5B – $20.9B$5.88$5.71 – $6.009
FY28$21.0B$20.7B – $21.5B$6.10$5.71 – $6.429
FY29$21.4B$21.2B – $21.7B$6.30$6.22 – $6.414
FY30$22.5B$22.3B – $22.8B$6.67$6.59 – $6.804

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.7B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.495-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 26Kelly Ennis Debra JDirector5.8K sh$418KSellMay 26Ellen R StrahlmanDirector2.0K sh$145K
+ 10 other (10 awards) in window

See when $MO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 23
AI summary

Steven W. Presley (new Director of Altria Group, Inc.) filed an initial Form 3 as of August 27, 2026, disclosing direct ownership of 1,081 shares of Altria common stock. No derivative securities were reported. Routine new director beneficial ownership disclosure; no open-market purchases.

8-KOfficer or director changeAug 288-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Altria Group elected Steven W. Presley as an independent director to its Board, effective immediately, expanding the Board to 11 members (10 independent). Presley was appointed to the Compensation, Innovation, and Finance committees. Separately, Altria furnished a press release as an exhibit (Item 7.01) related to this announcement. Presley brings additional independent governance perspective as Altria continues its strategic transformation away from combustible products.

8-KOfficer or director changeMay 188-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 13 other (2 10-Qs · 2 earnings 8-Ks · 2 11-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Altria: Inflation Risks Meet Diversified Pricing Position And Durable Cash Flowsseekingalpha.com·18h agoBuy 5 S&P500 IDEAL 'Safer' September Dividend Dogsseekingalpha.com·19h agoAltria: A Strong Dividend Increase After A Shaky Quarter, New Partnershipseekingalpha.com·1d agoAltria (MO) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·1d agoHere’s How Much You Need Invested to Collect $1,000 a Month in Dividends247wallst.com·2d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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