Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Moody Lynn & Lieberson LLC Purchases 12,658 Shares of PepsiCo, Inc. $PEP
Moody Lynn & Lieberson LLC increased its stake in PepsiCo, Inc. by 23.7% in the third quarter, acquiring an additional 12,658 shares to now own 65,955 shares valued at $9.263 million. Analysts have a mixed view on PepsiCo, with a consensus "Hold" rating and a target price of $158.75. The company recently declared a quarterly dividend of $1.4225 per share, offering an annualized yield of approximately 3.9%.
Dec 31, 2025 • MarketBeat
NEUTRAL
VIRGINIA RETIREMENT SYSTEMS ET Al Has $139.96 Million Position in Altria Group, Inc. $MO
VIRGINIA RETIREMENT SYSTEMS ET Al reduced its stake in Altria Group, Inc. by 1.8% in the third quarter, bringing its total holdings to 2,118,700 shares valued at $139.96 million. Other institutional investors like Vanguard Group Inc. and TigerOak Management L.L.C. also adjusted their positions. Altria Group recently reported strong quarterly earnings, approved a $2.00 billion stock repurchase program, and declared a quarterly dividend of $1.06 per share.
Dec 29, 2025 • ts2.tech
SOMEWHAT-BULLISH
Philip Morris stock ticks up on Swedish Match plan filing as U.S. market softens
Philip Morris International (PM.N) shares saw a slight increase after the company filed to register 500,000 shares for a Swedish Match North America employee profit-sharing plan. This gain stood out in a generally choppy market, highlighting investor preference for defensive, dividend-paying stocks. The filing is for an employee benefit plan and does not involve raising capital, with investors now looking forward to the company's next earnings report for updates on smoke-free products and other key drivers.
Dec 29, 2025 • TradingView — Track All Markets
SOMEWHAT-BULLISH
Altria Nicotine Pouch Volumes Surge: Is Helix the Real Profit Driver?
Altria's nicotine pouch business, Helix Innovations, is becoming a key profit driver, significantly boosting the company's oral tobacco segment amidst declines in traditional categories. Helix's "on!" branded products saw a 14.8% increase in shipments for the first nine months of 2025, contributing to earnings quality and margin expansion. This growth is highlighted by the launch of "on! PLUS" and stable retail pricing, positioning Helix as an increasingly visible and impactful part of Altria’s business.
Dec 29, 2025 • MEAT+POULTRY
NEUTRAL
Post Holdings promotes Kristin Kaplan to VP of food safety, environmental health
Post Holdings Inc. has promoted Kristin Kaplan to vice president of food safety and environmental health, effective December 1st. Kaplan, who previously served as associate general counsel of food regulatory for the company, brings nearly 20 years of experience in food, drug, and advertising law. In her new role, she will continue to advise on quality, environmental, health and safety concerns, food safety, and regulatory matters.
Dec 29, 2025 • MarketBeat
BULLISH
Mattson Financial Services LLC Makes New $1.19 Million Investment in Altria Group, Inc. $MO
Mattson Financial Services LLC initiated a new position in Altria Group, Inc. (NYSE:MO) during the third quarter, purchasing 17,943 shares valued at approximately $1.19 million. This investment comes as Altria's board authorized a $2.0 billion share buyback program and declared a quarterly dividend of $1.06 per share. Altria reported Q3 EPS of $1.45, beating estimates, and is currently trading near $57.60 with a consensus "Hold" rating and a target price of $62.33.