Upcoming Earnings Report: Procter & Gamble (P&G) is set to report its first-quarter fiscal 2026 results on October 24, with expected revenues of $22.15 billion, reflecting a 1.9% year-over-year increase, while earnings per share are projected to drop by 1.6% to $1.90.
Sales Growth and Challenges: The company anticipates a 3.2% organic sales growth driven by its strong brand portfolio, but faces challenges such as elevated commodity costs, geopolitical tensions, and market pressures, particularly in Greater China.
Earnings Prediction and Valuation: P&G has an Earnings ESP of -0.30% and a Zacks Rank of #4 (Sell), indicating uncertainty in achieving an earnings beat, while its forward P/E ratio of 22.37X is above the industry average, suggesting potential risks for investors.
Market Performance: P&G shares have declined by 9.4% over the past six months, underperforming the industry and the S&P 500, highlighting the competitive landscape and macroeconomic challenges affecting its growth trajectory.
MO
$59.09+Infinity%1D
Analyst Views on MO
Wall Street analysts forecast MO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MO is 65.60 USD with a low forecast of 57.00 USD and a high forecast of 72.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast MO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MO is 65.60 USD with a low forecast of 57.00 USD and a high forecast of 72.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
2 Hold
1 Sell
Moderate Buy
Current: 58.750
Low
57.00
Averages
65.60
High
72.00
Current: 58.750
Low
57.00
Averages
65.60
High
72.00
UBS
Faham Baig
Neutral
downgrade
$68 -> $61
2025-10-31
Reason
UBS
Faham Baig
Price Target
$68 -> $61
2025-10-31
downgrade
Neutral
Reason
UBS analyst Faham Baig lowered the firm's price target on Altria Group to $61 from $68 and keeps a Neutral rating on the shares. Altria reported better-than-expected cigarette volumes in Q3, driven by the significantly lower priced Basic brand that impacted Smokeable price and mix, which shouldn't intensify price competition, as Altria is likely to remain targeted in its approach to avoid accelerating downtrading, the analyst tells investors in a research note. UBS expects a step- up in the benefit from duty drawbacks that could provide Altria with greater flexibility to deliver mid-single digit EPS growth over three years.
BofA
Lisa Lewandowski
Buy
downgrade
$72 -> $66
2025-10-30
Reason
BofA
Lisa Lewandowski
Price Target
$72 -> $66
2025-10-30
downgrade
Buy
Reason
BofA analyst Lisa Lewandowski lowered the firm's price target on Altria Group to $66 from $72 and keeps a Buy rating on the shares. The firm called Altria's Q3 performance "mixed," noting that cigarette sales were in line with expectations, but adding that while cigarette volume declines "eased," it was driven by value brand Basic, and Marlboro's volume drop accelerated quarter-over-quarter as consumers traded down. Overall, BofA noted, Altria lost 6.1pts of oral tobacco share. Despite the price target cut, BofA reiterates its Buy rating due to the stock's "reasonable valuation."
BofA
Buy
maintain
$64 -> $72
2025-08-22
Reason
BofA
Price Target
$64 -> $72
2025-08-22
maintain
Buy
Reason
BofA raised the firm's price target on Altria Group to $72 from $64 and keeps a Buy rating on the shares after the company upped its dividend as expected. The firm thinks the shares deserve a higher multiple as Altria "emerges from its regulatory overhang." Nicotine stocks continue to outperform and Altria's "Optimize and Innovate" program, pricing power, and more favorable regulatory oversight under President Trump should support share appreciation through 2025, the analyst tells investors in a research note.
Stifel
Matthew Smith
Buy
maintain
$65 -> $72
2025-08-21
Reason
Stifel
Matthew Smith
Price Target
$65 -> $72
2025-08-21
maintain
Buy
Reason
Stifel analyst Matthew Smith raised the firm's price target on Altria Group to $72 from $65 and keeps a Buy rating on the shares after Altria's board approved a 3.9% increase in the company's quarterly dividend. Altria has raised its dividend every year since 2008 and at a compound annual growth rate of nearly 8%, slightly outpacing its "consistent" EPS growth over that time, notes the analyst, who adds that this year's increase "keeps that streak alive." The firm expects continued mid-single digit dividend increases in the medium-term, the analyst added.
About MO
Altria Group, Inc. operates a portfolio of tobacco products for United States tobacco consumers aged 21+. Its segments include smokeable products and oral tobacco products. The smokeable products segment consists of combustible cigarettes and machine-made large cigars. The oral tobacco products segment includes moist smokeless tobacco (MST) products and oral nicotine pouches. Its wholly owned subsidiaries include manufacturers of both combustible and smoke-free products. In combustibles, it owns Philip Morris USA Inc. (PM USA), and John Middleton Co. (Middleton), which are cigarette manufacturers. Its smoke-free portfolio includes ownership of U.S. Smokeless Tobacco Company LLC (USSTC), a global MST manufacturer, Helix Innovations LLC (Helix), a manufacturer of oral nicotine pouches, and NJOY, LLC (NJOY), an e-vapor manufacturer with a commercialized product portfolio. The brand portfolios of its operating companies include Marlboro, Black & Mild, Copenhagen, Skoal, on! and NJOY.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
