February 13, 2026 a 08:38 pm
PM: Analysts Ratings - Philip Morris International Inc.
Philip Morris International Inc. (PM) holds a unique market position as it transitions from traditional tobacco products to a smoke-free future. This shift is pivotal, reflecting in analyst ratings that display a strong inclination towards buying with some reserve. As the company progresses in its product evolution, analysts' sentiment remains largely positive but cautious, reflective of the broader market's sentiment about the tobacco industry shifting towards sustainability.
Historical Stock Grades
The latest data from February 2026 indicates a generally positive outlook for Phillip Morris International Inc., with a combined total of 17 Buy and Strong Buy recommendations. Despite a single Strong Sell rating, the absence of Sell ratings suggests a level of confidence in the company's future performance. The data is as follows:
| Recommendation Type | Number of Ratings | Score Visualization |
|---|---|---|
| Strong Buy | 5 | |
| Buy | 8 | |
| Hold | 4 | |
| Sell | 0 | |
| Strong Sell | 1 |
Sentiment Development
Over the past months, the sentiment towards PM has seen subtle shifts. The total number of ratings has remained fairly stable, with minor fluctuations in the distribution of recommendations:
- The number of Strong Buy ratings has been consistent with a slight dip beginning mid-2025.
- Hold ratings have shown slight variability without a clear long-term increase or decrease.
- The introduction of a Strong Sell rating in the recent data suggests increased skepticism from some analysts.
Percentage Trends
The percentage distribution of recommendations provides a clearer view of sentiment shifts. Notably:
- Strong Buy ratings constituted a steady percentage across the last year, indicating sustained confidence.
- Buy ratings hovered around a significant portion, emphasizing a strategic positivity towards PM.
- Slight increases in Hold percentages reflect a growing caution among some analysts.
Latest Analyst Recommendations
Recent analyst recommendations reveal stability in expectations but also some strategic adjustments:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2026-02-10 | Buy | Buy | Needham |
| 2026-02-10 | Buy | Buy | Citigroup |
| 2026-01-20 | Hold | Buy | Jefferies |
| 2025-11-26 | Overweight | Overweight | JP Morgan |
| 2025-11-17 | Overweight | Overweight | Barclays |
Analyst Recommendations with Change of Opinion
A closer look at recommendations with a change of opinion indicates shifts in strategy among analysts:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2026-01-20 | Hold | Buy | Jefferies |
| 2025-04-25 | Neutral | Sell | UBS |
| 2024-03-05 | Hold | Buy | Argus Research |
| 2024-02-13 | Hold | Sell | Societe Generale |
| 2024-01-23 | Sell | Buy | UBS |
Interpretation
The current sentiment and historical data indicate a cautious optimism in the market regarding PM. While the majority of analysts maintain a Buy rating, there are signs of growing caution, as reflected in the recent increase in Hold ratings. The steadiness in Strong Buy and Buy ratings suggests confidence in PM's strategic direction, even as uncertainties about global regulatory landscapes and market dynamics persist. Analyst opinion on PM appears relatively stable, but the emergence of a Strong Sell rating prompts attention.
Conclusion
Philip Morris International Inc. continues to forge ahead with its strategy to transition to a smoke-free future. Despite challenges, analysts generally maintain a positive outlook on the stock but with growing caution. The firm's ability to stick to its transformative goals will determine future analyst sentiment. As a tobacco entity moving into a more health-conscious consumer landscape, PM's evolving market position underlines both potential and risk. Ongoing monitoring of regulatory changes and consumer adoption is essential for future sentiment evaluations.