Zacks Highlights Philip Morris, British American Tobacco, and Altria Amid Tobacco Industry Headwinds

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

Zacks Equity Research has identified Philip Morris International, British American Tobacco, and Altria Group as tobacco stocks worth watching despite persistent pressure on cigarette volumes, elevated costs, and a rapidly evolving product landscape. The Zacks Tobacco industry carries a Zacks Industry Rank of 217, placing it in the bottom 12% of more than 247 Zacks industries, with the consensus estimate for the industry's current financial-year earnings having decreased 0.5% since the beginning of April 2026. Over the past year, the industry has gained 5.4%, underperforming the S&P 500's 29.5% rise but outperforming the broader Zacks Consumer Staples sector's 0.6% growth, and it currently trades at a forward 12-month price-to-earnings ratio of 15.52X. Philip Morris, a Zacks Rank #3 stock, has seen its 2026 and 2027 earnings per share estimates remain unchanged at $8.43 and $9.23 respectively, while its shares have fallen 1.8% in the past year. British American Tobacco, also a Zacks Rank #3, has had its 2026 and 2027 EPS estimates edge down to $4.81 and $5.22, yet its shares have jumped 20.5% over the same period. Altria Group, another Zacks Rank #3, has maintained 2026 and 2027 EPS estimates of $5.68 and $5.87, with its shares surging 15.9% in the past year.

Impact on stocks 4

Consumer Staples · 3 stocks
Altria Group
MO
▼ NegativeDemandrelevance

Persistent pressure on cigarette volumes and declining industry earnings estimates

Cloud & Digital Infrastructure · 1 stocks