Altria makes and sells cigarettes, cigars, and oral tobacco in the US, with Marlboro as its flagship brand—think of it as the dominant player in a shrinking but highly profitable habit market.
Money comes from selling tobacco products, mainly Marlboro cigarettes, with gross margins around 71% and net margins near 36%—highly profitable, recurring consumer purchases.
Brand loyalty and a massive distribution network to wholesalers and chains keep competitors like Philip Morris International and Reynolds American at bay, but declining smoking rates and regulatory pressure are eroding this advantage.
Sell (sector percentile 16) — value B, growth B+, profitability B, momentum C+, revisions D-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Law firm invites investors to join probe, adding to recent BofA stake cut and lowered guidance
BofA reduced position 5.2% in Q1, showing institutional shift
Social commentary notes weak traction in smokeless markets, Marlboro share loss, volumes collapsing
Adjusted diluted EPS grew 7.3% in Q1 2026, with full-year guidance reaffirmed at $5.56 to $5.72 (2.5% to 5.5% growth from $5.42 base in 2025)
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Facts and opinions separated · All items sourced · Not investment advice
