Altria Group (MO) Earnings Analysis

Altria Group (MO) reported results in line with expectations in Q2 FY2026 on revenue of $5.4B versus the $5.3B estimate (+15.5% YoY) and EPS of $1.48. The next Altria Group (MO) earnings date is Oct 29, 2026. Below is the full Altria Group earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Altria Group (MO) Earnings Analysis — key stats

Next earnings dateOct 29, 2026
Latest reported quarterQ2 FY2026
Earnings verdictIn line
EPS beat rate4 of last 8 (quarters above estimate)
Avg next-day move±5.3% (over the last 8 reports)
Post-earnings directionUp 4 / Down 4 (of the last 8 reports)
Implied move (next report)±19.6% (options-derived · into Oct 29, 2026)
Institutional ownership63.1% (13F as of 2026-06-30)
Top 10 holders36.5% (of shares outstanding)
Insider activity10 buys / 2 sells (recent Form 4 filings)
Revenue$5.4B (vs $5.3B est · +0.2% surprise · +15.5% YoY)
EPS$1.48 (vs $1.50 est · -1.3% surprise · -2.8% YoY)
Share price$65.70 (+0.9%)
Market cap$109.7B

Altria Group (MO) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$5.4B vs $5.3B est$1.48 vs $1.50 est-1.3%-8.8%In line
Q2 FY2026$5.4B vs $4.6B est$1.32 vs $1.24 est+6.5%+9.3%Beat
Q1 FY2026$5.1B vs $5.0B est$1.30 vs $1.32 est-1.5%-1.8%In line
Q4 FY2025$5.3B vs $5.3B est$1.45 vs $1.44 est+0.7%-9.0%In line
Q3 FY2025$5.3B vs $5.2B est$1.44 vs $1.39 est+3.6%+4.3%Mixed
Q2 FY2025$4.5B vs $4.6B est$1.23 vs $1.19 est+3.4%+1.6%Mixed
Q1 FY2025$5.1B vs $5.0B est$1.29 vs $1.28 est+0.8%-0.8%In line
Q4 FY2024$5.3B vs $5.3B est$1.38 vs $1.35 est+2.2%+6.7%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.7.5%126.1M$9.1B+1.1%
Vanguard Capital Management LLC6.5%109.0M$7.8B+0.2%
State Street Corp4.2%70.2M$5.1B-2.2%
Sixth Street Partners Management Company, L.P.3.5%59.1M$4.3B+100.0%
Charles Schwab Investment Management INC3.5%59.1M$4.3B+8.9%
Capital Research Global Investors3.5%58.7M$4.2B+128.4%
Geode Capital Management, LLC2.9%47.7M$3.4B+1.5%
Undisclosed filer2.0%33.7M$2.4B-4.2%
Gqg Partners LLC1.5%25.1M$1.8B+5.3%
Morgan Stanley1.4%22.7M$1.6B-7.2%

Recent insider transactions

InsiderRoleDateTypeSharesValue
KELLY ENNIS DEBRA Jdirector2026-05-26Sell6K$418318
Strahlman Ellen Rdirector2026-05-26Sell2K$145118
Strahlman Ellen Rdirector2026-05-14Buy3K
Stoddart Richard Sdirector2026-05-14Buy3K
Clarke Ian L.T.director2026-05-14Buy3K
Connelly Marjorie Marydirector2026-05-14Buy3K
KELLY ENNIS DEBRA Jdirector2026-05-14Buy3K
Davis Robert Matthewsdirector2026-05-14Buy3K

What you'll find

Frequently asked questions

When is Altria Group's next earnings date?
Altria Group's (MO) next scheduled earnings date is Oct 29, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Altria Group (MO) beat or miss earnings?
In Q2 FY2026, Altria Group (MO) posted in-line results — revenue of $5.4B versus the $5.3B estimate (+0.2% surprise) and EPS of $1.48 versus $1.50 expected (-1.3% surprise). Magnisto decodes every Altria Group (MO) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Altria Group beat earnings estimates?
Over its last 8 reported quarters, Altria Group (MO) beat Wall Street EPS estimates 4 times, most recently a in-line result in Q3 FY2026. Magnisto tracks every Altria Group (MO) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Altria Group stock move after earnings?
Over its last 8 quarterly reports, Altria Group (MO) moved an average of ±5.3% the day after earnings — ranging from -9.0% (Q4 FY2025) to +9.3% (Q2 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 29, 2026, options-implied volatility is pricing in a move of roughly ±19.6% (derived). Magnisto tracks the realized post-earnings move for every Altria Group (MO) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Altria Group?
Institutions hold about 63.1% of Altria Group's (MO) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.5%), Vanguard Capital Management LLC (6.5%), State Street Corp (4.2%). Magnisto lists Altria Group's (MO) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Altria Group (MO)?
In the most recent Form 4 filings Magnisto tracks, Altria Group (MO) insiders recorded 10 purchases and 2 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Altria Group (MO) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Altria Group (MO), anchored to the current $65.70 share price, so you can weigh the bull, base and bear cases for Altria Group side by side.
Is Altria Group (MO) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Altria Group fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.