Altria (MO) slides 3.1% as income stocks soften and regulatory headlines linger

Altria Group (MO) is down 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The day’s decline looks more like a sentiment-driven pullback than a reaction to a single new company announcement. Higher-rate volatility can pressure dividend-oriented “defensive” stocks, and ongoing regulatory uncertainty around nicotine pouches and e-vapor products may be weighing on expectations for smoke-free growth.

Details:

Sources:

Altria Investor Relations, U.S. Food and Drug Administration, U.S. Securities and Exchange Commission, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$MO Insider Trading Activity

$MO insiders have traded $MO stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $MO stock by insiders over the last 6 months:

• CHARLES N. WHITAKER (SVP, Chief HR Off. & CCO) sold 27,908 shares for an estimated $1,885,718
• ENNIS DEBRA J KELLY sold 5,790 shares for an estimated $418,317
• ELLEN R STRAHLMAN sold 2,000 shares for an estimated $145,118

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$MO Hedge Fund Activity

We have seen 1,218 institutional investors add shares of $MO stock to their portfolio, and 1,077 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• CAPITAL RESEARCH GLOBAL INVESTORS added 13,531,844 shares (+111.4%) to their portfolio in Q1 2026, for an estimated $898,379,123
• CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 11,236,807 shares (-17.2%) from their portfolio in Q1 2026, for an estimated $746,011,616
• PACER ADVISORS, INC. removed 7,078,893 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $408,168,970
• BLACKROCK, INC. removed 5,061,285 shares (-3.9%) from their portfolio in Q1 2026, for an estimated $336,018,711
• GOLDMAN SACHS GROUP INC added 4,215,823 shares (+47.4%) to their portfolio in Q1 2026, for an estimated $279,888,488
• ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 2,762,939 shares (-23.1%) from their portfolio in Q1 2026, for an estimated $183,431,520
• JPMORGAN CHASE & CO removed 2,653,857 shares (-22.0%) from their portfolio in Q4 2025, for an estimated $153,021,394

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$MO Analyst Ratings

Wall Street analysts have issued reports on $MO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Stifel issued a “Buy” rating on 01/30/2026

To track analyst ratings and price targets for $MO, check out Quiver Quantitative’s $MO forecast page.

$MO Price Targets

Multiple analysts have issued price targets for $MO recently. We have seen 5 analysts offer price targets for $MO in the last 6 months, with a median target of $70.0.

Here are some recent targets:

• Gaurav Jain from Barclays set a target price of $64.0 on 05/15/2026
• Simon Hales from Citigroup set a target price of $70.0 on 05/01/2026
• Faham Baig from UBS set a target price of $76.0 on 05/01/2026
• Lisa Lewandowski from B of A Securities set a target price of $73.0 on 04/10/2026
• Matthew Smith from Stifel set a target price of $68.0 on 01/30/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.